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Recent Finance Advising Reviews in Fargo

  • A
    Peak Financial Corporation
    I brought all my financial statements and since I'm recently widowed I needed a credible company  since my husband took care of all our financial planning.  I was not disappointed.  All the confusing numbers that I'm not good with were clearly explained.  The breakdown was easy to understand and I got a full booklet summarizing everything we did.
    - Audrey F.
  • A
    My husband and I were referred by my parents to Steve Asche with Thrivent Financial. Since we had just gotten married, we decided it was time to get life insurance. We also wanted to start additional retirement investment accounts. Steve's approach was very informative and educational. I never felt pressured or intimidated into purchasing specific investment packages. My husband and I took some time to think about exactly what we wanted to do after our initial meeting with Steve, and we decided to go with his advice. I will be calling him soon to up our life insurance, as well as start a 529 for my son.
    - Jessica G.
  • D
    I singed up with them and then talked with my bank and they have had a lot of trouble with them. 3 Months after service ended all of the sudden 300.00 was taken out of my checking account visa can't figure it out yet, but the charge came through as Wells Fargo Rewards. Maybe Wells owns them.I think it is there way to get you scared and pay the 40.00 a month again. turns out my home insurance has 1000000 protection for credit thief's. So I needed them like I need another hole in my head.
    - Kevin S.
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Financial Advisors in Fargo

Companies below are listed in alphabetical order.

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