Senior Financial Planners Williston ND

As you enter your retirement years, your financial game changes. The question of retirement and estate planning enters the equation. Not sure how to tackle these issues? A financial planner can help you sort through everything. Below, you will find specialized financial planners who can help you sort through all your fiscal questions and help you get the financial planning you need.

Mr. Douglas W. Crosby, CFP®
(701) 774-0653
PO Box 2538
Williston, ND
Firm
Investment & Retirement Advisors, Inc.
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Planning

Data Provided By:
US Bank - Williston Office
(701) 572-3744
202 Main St
Williston, ND
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 09:30 am to 11:30 am

James P. Braun, CFP®
(701) 255-6832
PO Box 1618
Bismarck, ND
Firm
Investment Centers of America, Inc.

Data Provided By:
Mr. Roger M. Hodnefield, CFP®
(701) 746-5429
3425 S Washington St
Grand Forks, ND
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Donald S. Meidinger, CFP®
(701) 476-8306
4310 17th Ave S
Fargo, ND
Firm
Eide Bailly LLP

Data Provided By:
Ms. Beth M. Skedsvold, CFP®
(701) 577-4697
1135 2nd Ave W
Williston, ND
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Douglas Melby, CFP®
(701) 235-2002
1202 27th St S
Fargo, ND
Firm
Heartland Trust Company
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Dave A Schlafman, CFP®
(701) 258-9735
505 E Main Ave Ste 100
Bismarck, ND
Firm
Ameriprise Finanacial

Data Provided By:
Mr. Robert A. Bye, CFP®
(701) 476-8430
4310 17th Ave S
Fargo, ND
Firm
Eide Bailly Financial Services Fargo ND 58103
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $5,000,001 or more



Data Provided By:
Mr. Thomas M. Schuster, CFP®
(701) 454-3317
3265 Desert Star Ln
Grand Forks, ND

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