Laurels

Best Financial Advisors in Bismarck
2022

Capital City Wealth Management

Capital City Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1000 Tacoma Ave Suite #200
Bismarck, ND 58504

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Capital City Wealth Management, Inc.

Capital City Wealth Management, Inc.

  • Certified Financial Planner (CFP)

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.

600 South 2nd St. Suite #155
Bismarck, ND 58504

Website

Website
Diversified Wealth Management

Diversified Wealth Management

  • Estate Planning
  • Retirement Planning

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.

419 Riverwood Dr Ste 102
Bismarck, ND 58504

Website

Website
Fleischer & Johnson Wealth Management

Fleischer & Johnson Wealth Management

  • Certified Financial Planner (CFP)

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.

919 South 7th St Suite 307
Bismarck, ND 58504

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Keystone Wealth Partners

Keystone Wealth Partners

  • Certified Financial Planner (CFP)

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.

931 S. Washington St., Suite 1
Bismarck, ND 58504

WebsiteInstagram

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Solid Rock Financial Group

Solid Rock Financial Group

  • Certified Financial Planner (CFP)

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.

2525 E Rosser Ave Suite 4
Bismarck, ND 58501

Website

Website

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