Expertise.com

Best Financial Advisors in Fargo

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Fargo, NDFargo, ND

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.

Fargo, NDFargo, ND

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: --

4160 24th Ave S Suite 100, Fargo, ND 58104
Fargo, ND 58104
  • Certified Financial Planner (CFP)

Angie McCarthy is a financial advisor, who is affiliated with Ameriprise Financial. She counsels individuals in and around Fargo on matters concerning ongoing investments, annuities, cash management, and insurance. She also provides financial advice on concerns regarding estate, tax, and multigenerational plans in addition to retirement savings and executive benefits. Additionally, the CFP offers divorce financial planning services. McCarthy, who has nearly three decades of experience, is a Certified Divorce Financial Analyst and Chartered Retirement Planning Counselor.

4160 24th Ave S Suite 100, Fargo, ND 58104
Fargo, ND 58104

Website(701) 364-5640

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (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+

202 28th Street S, Fargo, ND 58103
Fargo, ND 58103
  • Tax Planning
  • Financial Planning
  • Investment Advisor

Arrow Advisors performs financial planning, investment advisory services, accounting, and tax solutions for clients in Fargo. The company’s financial advisors are CPAs, and they help clients and their families identify and plan steps to reach their short- and long-term financial goals. They also offer a Family Financial Officer service, which involves a CFO looking out for their financial interests. The company assists its clients in wealth development, risk management, and insurance and retirement planning. It also handles income tax planning and preparation, as well as payroll processing for businesses.

202 28th Street S, Fargo, ND 58103
Fargo, ND 58103

Website(701) 492-9000

Show Number

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:

23 (Better)

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: --

Detail: --

3211 Fiechtner Drive, Fargo, ND 58103
Fargo, ND 58103
  • Certified Financial Planner (CFP)

Complete Investment Advisory, LLC is a fiduciary financial firm that helps individuals and institutions in Fargo and neighboring areas achieve their financial goals in a tax-efficient manner. Its financial planning process includes establishing a client's profile, assessment of risk tolerance, development of asset management agreement, and investment monitoring. This process is designed to suit the client's current and future lifestyle. Managing member Rodney Schauer has over three decades of experience in the financial industry and holds a Chartered Financial Consultant designation.

3211 Fiechtner Drive, Fargo, ND 58103
Fargo, ND 58103

Website(701) 277-9392

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (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+

1220 28th Ave N, Fargo, ND 58102
Fargo, ND 58102
  • Financial Planning

Located in Fargo, Financial Strategies Group supports individuals, families, and businesses in making informed decisions regarding their wealth. Through risk management, investment balance, budgeting, and systematic savings, the firm helps clients protect and grow their assets. In addition to assisting with education funding and retirement planning, it offers insurance products, such as disability and long-term care coverages. Mike Young, who has been with the company since 1999, obtained his CFP certification in 2006. He is a member of the Financial Planning Association.

1220 28th Ave N, Fargo, ND 58102
Fargo, ND 58102

Website(701) 234-0103

Show Number

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:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (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

2601 12th Ave SW Ste 2, Fargo, ND 58103
Fargo, ND 58103
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Kevin A Mjelstad, CLU, ChFC, CASL is a Northwestern Mutual financial advisor who serves the residents of Fargo and the surrounding areas. His services include including financial planning, retirement planning, disability income planning, and life insurance and long-term care strategies. He also offers investment advisory, private client, and trust services. Kevin A Mjelstad is a qualifying member of the Million Dollar Round Table. He is a recipient of multiple National Association of Insurance and Financial Advisors Quality Awards.

2601 12th Ave SW Ste 2, Fargo, ND 58103
Fargo, ND 58103

Website(701) 232-7175

Show Number

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:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

5621 36th Ave S Suite 400, Fargo, ND 58104
Fargo, ND 58104
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Shad Connor is a financial advisor for Thrivent who caters to clients around Fargo. His approach involves communicating with clients about their specific goals, values, and needs to help them plan for income in retirement. For 20 years, he has been providing financial strategy solutions related to annuities, investments, mutual funds, and retirement savings accounts. In addition to being a Certified Financial Planner, he is also a Chartered Life Underwriter and Retired Income Certified Professional.

5621 36th Ave S Suite 400, Fargo, ND 58104
Fargo, ND 58104

Website(701) 478-7141

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (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+

2631 12th Ave S Ste D, Fargo, ND 58103
Fargo, ND 58103
  • Financial Planning

Van Dam Financial Group provides financial planning services to the residents of Fargo. Its financial professionals specialize in planning for retirement, tax efficient retirement distribution, long-term care, Life insurance, disability income, and education funding. They also help businesses with executive and employee benefits planning. As a Northwestern Mutual Wealth Management Company representative, it gives clients access to a wide array of insurance and investment products. The group is headed by Neil A. Van Dam, a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

2631 12th Ave S Ste D, Fargo, ND 58103
Fargo, ND 58103

Website(701) 893-3710

Show Number

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:

2 (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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you