Great River Investments

Great River Investments is a financial planner in Burlington, Iowa, serving individuals and businesses through comprehensive financial, estate, and retirement planning services. The firm specializes in investment management, tax services, and estate planning, helping clients declutter financial aspects of their lives to build confidence and long-term security. With a 5.00 rating, the business is recognized for its client-focused approach and expertise. Located at 2723 Mt Pleasant St Suite B, it serves clients throughout the Burlington area and surrounding communities.

Founded in February 2021 by Marvin Thomson, CFP®, the firm evolved from a personal financial advisory practice into Great River Investments & Tax Services, LLC in 2026 to reflect expanded offerings. Marvin brings over 32 years of experience, having worked in insurance, banking, and investment services across Illinois and Iowa. He holds the Certified Financial Planner (CFP®) designation, earned after passing rigorous exams and ongoing education requirements set by the CFP Board. As an Enrolled Agent (EA), he is federally authorized to represent taxpayers before the IRS, allowing the firm to provide tax preparation and representation services with a high level of legal and technical credibility. The firm operates as a fiduciary, prioritizing clients’ best interests in all financial recommendations. It also offers access to both Fidelity and Schwab investment platforms through its local office.

The business emphasizes personalized planning, beginning with a free one-hour consultation to assess client needs and develop tailored financial strategies. Its services include portfolio management based on individual risk tolerance, tax planning to reduce liabilities, and estate planning to ensure smooth asset distribution. By integrating financial, tax, and estate strategies under one roof, Great River Investments helps clients achieve clarity and confidence in their financial future.

Based in Burlington, the firm stands out as a trusted local resource for holistic financial guidance, combining decades of professional experience with a commitment to integrity and client empowerment.