Thoreson Steffes

Add to Favorites

CLOSED NOW

Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

11 Years

in Business

Accredited

Business

Amenities:

Wheelchair accessible

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Fargo with Trust Companies

Call Today

General Info: Thoreson Steffes Trust Company was founded with one principle goal: dedicated financial stewardship. Rick Thoreson, Chartered Financial Analyst (CFA), is an experienced wealth management professional focused on portfolio management, investment consulting, and managing equity, fixed income and alternative investment portfolios. Kelly Steffes, J.D., is experienced in practicing law in the areas of estate planning, probate, and trust. Dusty Richter, Certified Financial Planner (CFP), develops tailored financial plans focused on tax, risk, retirement, and estate planning. Charles Peterson, Accredited Farm Management (AFM), serves as farm manager for clients with farm or agricultural assets.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Fax: (701) 478-3349
Services/Products: Equity Investments Estate tax planning and wealth transfer Fixed Income Mutual Funds REIT's
Neighborhood: Downtown Fargo
Other Link: http://thoresonsteffes.com
Categories: Trust Companies, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments
Other Information: Wheelchair Accessible: Yes