Fargo, ND

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Fargo, ND
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Best Financial Advisors in Fargo, ND

The highest-rated Financial Planning & Wealth Management companies out of 192 vetted & reviewed in the Fargo area.

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Red River Financial - Fargo

Red River Financial - Fargo

(8)
“I had been sitting on this 401K for years since leaving that job because I didn't understand how to roll it over and found that no one would help or explain to me how to do it.”
Licensed, BBB Rating: A+
In Business Since 2018
5195 45th St S Suite 200, Fargo, ND
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Arrow Advisors

Arrow Advisors

(14)
  • Questions
“Running a business can be very stressful, but with the help of Arrow Advisors, we know that we do not have to worry because they are on top of all of it!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2016
1202 28th St S, Fargo, ND
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Legacy Wealth Management

Legacy Wealth Management

Reviewing Positions, Managing Assets, Financial Planning
“We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our...”
Licensed, BBB Rating: A+
In Business Since 2015
3409 45th St S, Fargo, ND
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Choice Wealth

Choice Wealth

(1)
“I like that fact that I am getting investment advice from someone who has done well from ivesting, other than from a poor broke college student telling me what to invest in.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2013
3050 Sienna Dr S Suite 100, Fargo, ND
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Elite Tax and Consulting

Elite Tax and Consulting

(2)
Services For Quickbooks, Industries, Tax Services
“Very helpful and friendly staff highly recommended .”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
1630 1st Ave N Suite B, Fargo, ND
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Financial Strategies Group

Financial Strategies Group

(2)
“He is prompt, thoughtful, and we appreciate the explanations and options he provides.”
CFP Certified
In Business Since 1992
1220 28th Ave N, Fargo, ND
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Pebblestone Financial

Pebblestone Financial

Emergency Services
In Business Since 2015
3350 35th Ave S, Fargo, ND
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Jeff Collins - Raymond James

Jeff Collins - Raymond James

Services, Services
“We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investme...”
Family Business
In Business Since 1998
300 Northern Pacific Ave Suite 108, Fargo, ND
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Fjell Capital

Fjell Capital

(3)
“Amazing team that cares!”
In Business Since 2020
27 10th St N, Fargo, ND
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Elevate Financial

Elevate Financial

(2)
“Knowledgeable in the market and offer a great service.”
In Business Since 2017
5195 45th St S, Fargo, ND
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Complete Investment Advisory

Complete Investment Advisory

(1)
“Very personable and knowledgeable .”
In Business Since 2012
3211 Fiechtner Dr S, Fargo, ND
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Rubis Financial

Rubis Financial

“I recently was having knee trouble so I went to the doctor. But the language and discussion was anything but clear to me. It made me uneasy. All I wanted to know was “This is what's going on, we've dealt with this before, here's how we can fix it, an...”
Licensed, BBB Rating: A+
In Business Since 2018
4656 Amber Valley Pkwy S Ste 101, Fargo, ND
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Financial Advantage Wealth Management

Financial Advantage Wealth Management

Licensed, BBB Rating: A+
In Business Since 2014
Sanford Professional Building, 100 4th St S, Fargo, ND
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Fed Resource ND

Fed Resource ND

Who Are We?, Why Us
“With most agency HR departments and local retirement assistance positions being consolidated or removed, the need for explanation is growing dramatically. We help by stepping in to help explain not only your benefits and the choices you have, but how...”
In Business Since 2015
3331 Oak Ridge Pond Way E, West Fargo, ND 58078
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Prairiewood Wealth Management

Prairiewood Wealth Management

(2)
“Originally a traditional investment management arrangement, our relationship expanded to include tax planning and preparation and guidance with respect to a move, home improvements, college planning and more.”
CFA Certified
In Business Since 2013
3981 4th St E, West Fargo, ND 58078
Featured

As we near year-end, charitable giving is once again on the minds of many families. While giving charitably is valuable in its own right, most families are also interested in maximizing the tax benefits of their charitable gifts. Traditionally, the default method for charitable giving is cash, check, or credit card, but these gifts fail to maximize the tax advantages available. In this blog post we discuss how gifting long-term appreciated stock can increase the tax benefits families receive from their charitable giving - ultimately reducing the after-tax cost of the gifts they make. We also discuss how to streamline and simplify the gifting process to avoid the hassle that often comes with gifting stock to multiple charities. If you are charitable and would like to maximize your tax savings, we think you’ll enjoy this post!

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Light Financial

Light Financial

Portfolio Management, Financial Planning
“As an independent, fee-only firm, your goals are at the center of our guidance. We take pride in providing advice that leads you to future financial success. Light Financial Services is an independent, fee-only financial planning and investment manag...”
In Business Since 2011
Professional Building, 1220 Main Ave, Fargo, ND
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Northstar Financial Group

Northstar Financial Group

“Successful investment management is a lifetime process. It begins with you just starting out and finding ways to save with careful budgeting. It continues as you accumulate assets, purchase a home and advance in your career. Upon reaching retirement,...”
In Business Since 2008
3250 Oak Ridge Loop E, West Fargo, ND 58078
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Taxman

Taxman

(8)
“Some customer service issues (haven't recieved a call back from a voice-mail)”
In Business Since 2006
4840 Amber Valley Pkwy S, Fargo, ND
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Secure Financial Advisory

Secure Financial Advisory

Life Insurance
“A college education is an investment that pays off. According to The College Board's annual report, Trends in College Pricing, median annual income for bachelor's degree recipients is 80 percent highe...”
In Business Since 2009
3211 Fiechtner Dr #3, Fargo, ND
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The Copper River Group

The Copper River Group

“Are you satisfied with your bank or credit union's technology and vendor management? The Copper River Group is a financial consulting firm helping community banks and credit unions manage their vendor relationships, strategically negotiate contracts,...”
Transparent Fees & Pricing
In Business Since 2011
3120 25th St S Suite 364Z, Fargo, ND
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Principal Financial - Fargo

Principal Financial - Fargo

Employee Benefits, Business Owner Financial Planning, Family & Individual Planning
“IMPORTANT CONSUMER INFORMATION: Jamey Pesek or Josh Kraft may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration re...”
In Business Since 2019
4334 18th Ave S Suite 103, Fargo, ND
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Valley Wealth Advisors

Valley Wealth Advisors

“Located in the historic Manchester Building in Fargo, your Downtown Fargo located is headed by Financial Advisor James Bodensteiner. Jim is supported by Branch Operations Manager, Holly Shepard, as well as Charlotte Huschka. Charlotte is a Financial ...”
In Business Since 2013
112 N University Dr Suite 201, Fargo, ND
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Eighth Wonder Investments

Eighth Wonder Investments

“We don't just tailor our services to the needs of high-net-worth individuals. We welcome all, as we believe everyone deserves access to expert investment management, as well as retirement, tax, college, and estate planning. We offer additional assist...”
In Business Since 2020
1630 1st Ave N Suite B, Fargo, ND
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Align Financial

Align Financial

“Joe has provided me invaluable financial guidance over the past few years, and made the daunting transition from resident into the 'real' world almost seamless. Among his best qualities are his ability to communicate clearly and his patience in expla...”
In Business Since 2018
5195 45th St S #200, Fargo, ND
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Retirement Planning and Investment Management Services in Fargo, ND Cost Estimates

Minimum cost
$1189
Maximum cost
$10104
National Average
$3567
Avg Per Hour Rates
$357
$2378
$6538
Typical price range is based on 350 cost profiles
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Average Cost $3567
Minimum cost $1189
Maximum cost $10104
Avg Per Hour Rates $357

Typical range $2378 to $6538 is based on 350 cost profiles.

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