Best Financial Advisors in Fargo

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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.

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.

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.

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.

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.

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.

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.