Expertise.com

Best Financial Advisors in Bismarck

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Bismarck, ND
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Bismarck, ND

Business Description

Need help contacting a Financial Advisor in Bismarck? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Capital City Wealth Management logo
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Capital City Wealth Management

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1000 Tacoma Ave Suite #200, Bismarck, ND 58504
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

Capital City Wealth Management is a veteran-owned and locally owned firm that serves the residents of Bismarck and the surrounding areas. Its team of professionals provides retirement planning services, which include risk analysis, investment planning, and estate planning. It also assists clients with their Social Security and healthcare strategies. Founder Benjamin Brandt is a Certified Financial Planner. He has been featured in media outlets such as CNBC, Forbes, Business Insider, The Huffington Post, and ClarkHoward.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Capital City Wealth Management, Inc. logo
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Capital City Wealth Management, Inc.

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600 South 2nd St. Suite #155, Bismarck, ND 58504
  • Certified Financial Planner (CFP)

Business Description

Capital City Wealth Management, Inc., offers advisory and planning services to the people of Bismarck and the surrounding areas. The company's founder and president, Benjamin Brandt, is a Certified Financial Planner who works with clients seeking advice and assistance for their retirement preparation. He meets clients across the country through the use of web-based technology, conducting remote consultation and finance discussions. Brandt has been featured in a number of online articles, including Forbes and Business Insider.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Diversified Wealth Management logo
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Diversified Wealth Management

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419 Riverwood Dr Ste 102, Bismarck, ND 58504
  • Estate Planning
  • Retirement Planning

Business Description

Diversified Wealth Management represents both small businesses and individuals throughout Bismarck. The firm provides a wide variety of services, such as estate conservation and planning, education strategies, investment advisory and management, long-term care insurance, and business planning. It extends its services to those in need of IRAs and 401(k) retirement plans. Its team of independent financial advisors also serves clients in South Dakota, Wisconsin, and Minnesota. Diversified Wealth Management is a member of the Independent Financial Advisor's Consortium.

Fleischer & Johnson Wealth Management logo
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Fleischer & Johnson Wealth Management

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919 South 7th St Suite 307, Bismarck, ND 58504
  • Certified Financial Planner (CFP)

Business Description

Fleischer & Johnson Wealth Management has served individuals and families in Bismarck since 2012. It delivers solutions to help clients achieve their financial goals, including retirement income, insurance, and estate planning. The company assists clients in creating a diversified portfolio that meets their financial objectives. It also counsels clients who wish to connect their assets with their principles through its biblically-based counseling and investments service. Erik A. Johnson, the firm's founding partner, is a Certified Financial Planner and an Accredited Investment Fiduciary.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Keystone Wealth Partners logo
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License Verified:

License: 171811

Investment Adviser Public Disclosure Database, SEC

Keystone Wealth Partners

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931 S. Washington St., Suite 1, Bismarck, ND 58504
  • Certified Financial Planner (CFP)

Business Description

Keystone Wealth Partners caters to customers in the Bismarck metro and the surrounding areas. Its team of accountants, attorneys, and financial planners helps clients build, manage, and protect clients' finances by offering various services. These include estate planning, tax planning and preparation, and wealth management. John T. Hagensen, the managing director, is a member of the Financial Planning Association. He holds different designations, such as Certified Financial Planner, Certified Estate and Trust Specialist, and Certified Tax Specialist.

License Verified:

License: 171811

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Solid Rock Financial Group logo
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Solid Rock Financial Group

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2525 E Rosser Ave Suite 4, Bismarck, ND 58501
  • Certified Financial Planner (CFP)

Business Description

Solid Rock Financial Group is a firm has been serving Bismarck and its surrounding communities since 2009. It educates and assists individuals in a wide variety of financial matters, including wealth accumulation and retirement distribution strategies. The planning process involves an initial consultation, unpacking clients' goals, customizing the strategies, and maximizing their portfolio. Its CEO, John Dwyer, is a recipient of the GAMA Silver International Management Award. He also serves on the field advisory board of Ohio National.