Financial Consulting Fargo

Thoreson Steffes Trust Company

Financial Consulting Fargo
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Address
210 Broadway N.
 
Suite 400
Place
Fargo, ND   58102 
Landline
(701) 478-3344
Fax
(701) 478-3349
E-Mail
rick@thoresonsteffes.com
Website
www.thoresonsteffes.com

Description

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.

Keywords Certified Financial Planner, Investment Management, Retirement Planning, Estate Planning, Trust Services.

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Financial Consulting
(701)478-3344 (701)-478-3344 +17014783344

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