Hours: M-Th- By Appointment OFFICES:
Our primary office at 213 Central Ave N, Suite A, in Valley City and our secondary office is at 118 6th St N, in Wahpeton. Both of our locations are centrally located in the middle of our service areas. While we can take our meetings to your home, on the phone, or online over zoom, our offices are great centralized locations to have a cup of coffee or water and
talk about what is most important to you. OUR TEAM:
When you work with Adam, Steph, Tony, Sam, Samantha, and Scott, you will have an entire team of professionals focusing on what is important to you. Our practice includes:
- A team approach with financial guidance based on your values and goals.
- Core values of making a difference, dependability, communication, and commitment.
- A spectrum of solutions, including family and income protection, retirement accumulation and income strategies, estate strategies, wealth management, legacy strategies, and small business benefits and planning.
- Supporting and giving back to the community. We’ll help you make decisions by getting to know what really matters to you. It is our goal to help you fulfill your financial dreams.