-
-
Thoreson Steffes
Financial Planner in Fargo ND
Is this your business?Claim it now to make a change or prevent unauthorized access.∞ 2 recommendations recommend -
Address
210 Broadway N
Fargo, ND
58102 -
Contact
tel (701) 478-3341
fax (701) 478-3349
rick@thoresonsteffes.com -
-
Map/Directions
-
About
Thoreson Steffes Trust Company was founded with one principle goal: dedicated financial stewardship. Rick Thoreson, Chartered Financial Analyst (CFA), is an experienced wealth management professional focused on portfolio management, investment consulting, and managing equity, fixed income and alternative investment portfolios. Kelly Steffes, J.D., is experienced in practicing law in the areas of estate planning, probate, and trust. Dusty Richter, Certified Financial Planner (CFP), develops tailored financial plans focused on tax, risk, retirement, and estate planning. Charles Peterson, Accredited Farm Management (AFM), serves as farm manager for clients with farm or agricultural assets.
-
I've been doing this for 11 years
-
Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed