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TOP 30 Estate planning in Grand Forks, ND
47 results found
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Swenseth Law Office, PLLC
Swenseth Law Office, PLLC is a legal institution located at 4200 James Ray Drive in Grand Forks, North Dakota. We specialize in working with families, farmers, and small businesses who are looking to grow their business and preserve their family legacy. Our services include Estate Planning & Trusts, Farm & Business Succession Planning. At Swenseth Law Office, PLLC, we do not share fees with non-lawyer professionals or assistants, nor do we pay referral fees or bonuses for recommending legal services. Our fees are agreed upon in advance for fixed or contingent fee cases, with no separate charge for legal assistant services. We also provide different hourly rates for work performed by accountants and legal assistants in matters charged on an hourly rate basis.
Parrish, Bradley W - Zimney Foster
Parrish, Bradley W - Zimney Foster is a law firm located at 3100 South Columbia Road in Grand Forks, North Dakota. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at this institution provide expert legal representation and guidance to clients throughout the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Parrish, Bradley W - Zimney Foster is a trusted and respected institution in the legal community.
Smith Donna M
Smith Donna M is a reputable law firm located at 401 Demers Avenue in Grand Forks, North Dakota. Specializing in various legal matters, the firm is known for providing top-notch legal services to clients in need of expert representation. With a team of experienced lawyers led by Donna M. Smith, this institution is dedicated to advocating for the rights and interests of their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Smith Donna M is the go-to law firm in the area. Trustworthy, reliable, and professional, they are committed to achieving the best possible outcome for their clients.
Jenny Law Office
Jenny Law Office is a trusted legal institution located at 2211 South Washington Street in Grand Forks, North Dakota. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in a wide range of practice areas. Whether you are dealing with a personal injury case, family law matter, or need assistance with estate planning, we are here to help. With a commitment to personalized attention and effective representation, Jenny Law Office is your go-to destination for all your legal needs in North Dakota.
Reichert Armstrong Attorneys at Law
Reichert Armstrong Attorneys at Law is a reputable law firm located at 218 South 3rd Street in Grand Forks, North Dakota, United States. With a team of experienced and dedicated attorneys, we provide expert legal services in various areas of law including family law, estate planning, criminal defense, and personal injury. Our firm is committed to providing personalized and effective legal solutions to our clients, helping them navigate through complex legal issues and achieve favorable outcomes. Contact us today to schedule a consultation and let us assist you with your legal needs.
U.S. Bank – Wealth Management Banker: Kathryn Snider
U.S. Bank's Wealth Management Banker, Kathryn Snider, offers personalized financial services at their location on 600 Demers Avenue in Grand Forks, North Dakota. With a focus on helping clients achieve their financial goals, Kathryn provides expert advice on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Kathryn Snider and U.S. Bank's Wealth Management team are here to help you every step of the way. Visit their office today to start building a secure financial future.
Paul Johnson - Thrivent
Paul Johnson - Thrivent is a finance institution located at 3535 South 31st Street, Suite 102 in Grand Forks, North Dakota, United States. Licensing for insurance products is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Edward Jones - Financial Advisor: Bryan E Brenden
Edward Jones - Financial Advisor: Bryan E Brenden is a reputable finance institution located at 2850 24th Avenue South in Grand Forks, North Dakota, United States. Bryan E Brenden is a trusted financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions when working with Bryan E Brenden at Edward Jones.
Paul D Hensrud - Financial Advisor, Ameriprise Financial Services, LLC
Paul D Hensrud is a financial advisor at Ameriprise Financial Services, LLC located at 3425 South Washington Street in Grand Forks, North Dakota, United States. Paul holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Paul's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth client, Paul is equipped to provide comprehensive financial advice tailored to your needs. Contact Paul D Hensrud at Ameriprise Financial Services, LLC for personalized financial planning services.
Edward Jones - Financial Advisor: Connor P Johnson, CRPC™
Edward Jones - Financial Advisor: Connor P Johnson, CRPC™ is a reputable financial institution located at 4303 South Columbia Road in Grand Forks, North Dakota, United States. As a Certified Retirement Planning Counselor, Connor P Johnson provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, Edward Jones is dedicated to helping individuals and families secure their financial future. Contact Connor P Johnson today to start planning for a more secure tomorrow.
Attainable Wealth LLC
Attainable Wealth LLC, located at 4324 University Avenue in Grand Forks, North Dakota, is a finance institution dedicated to helping investors rediscover their American Dream through prudent investing. Founded by a 32-year Veteran of the U.S. Army, Clarence, the institution is committed to elevating the world and empowering intentionality. With a focus on combining scientifically engineered portfolios designed to capture market rate returns with uncompromised coaching, Attainable Wealth prioritizes the future of you and your family's wealth. The institution stands out for its personable approach to investment coaching and education, emphasizing relationships, personal attention, ethics, and integrity. Advisory services are offered by Attainable Wealth LLC, a Registered Investment Advisor in the State of North Dakota. All investing involves risks and costs, and no investment strategy can guarantee profit or protect against loss. Contact Attainable Wealth today to start your journey towards financial peace of mind.
Debbie R Albert - Financial Advisor, Ameriprise Financial Services, LLC
Debbie R Albert is a Financial Advisor at Ameriprise Financial Services, LLC located at 3425 South Washington Street, Grand Forks, North Dakota, United States. Debbie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and more. Debbie is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Debbie R Albert for expert financial advice tailored to your specific needs.
Ethan Hodnefield - Financial Advisor, Ameriprise Financial Services, LLC
Ethan Hodnefield is a Financial Advisor at Ameriprise Financial Services, LLC located at 3425 South Washington Street, Grand Forks, North Dakota, United States. Ethan Hodnefield holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, risk management, and more. Ethan Hodnefield is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients.
Roger Hodnefield - Financial Advisor, Ameriprise Financial Services, LLC
Roger Hodnefield is a financial advisor at Ameriprise Financial Services, LLC located at 3425 South Washington Street in Grand Forks, North Dakota, United States. Roger Hodnefield holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Roger Hodnefield's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a financial advisor, Roger Hodnefield is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Edward Jones - Financial Advisor: Dave Vanyo
Edward Jones - Financial Advisor: Dave Vanyo is a reputable financial institution located at 4700 South Washington Street in Grand Forks, North Dakota, United States. Specializing in finance, the institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Dave Vanyo is dedicated to helping individuals and families secure their financial future. Visit their office today to take the first step towards financial success.
Wyatt Holtz - Financial Advisor, Ameriprise Financial Services, LLC
Wyatt Holtz is a Financial Advisor at Ameriprise Financial Services, LLC located at 3425 South Washington Street in Grand Forks, North Dakota, United States. Wyatt Holtz is certified in various areas of finance, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and more, Wyatt Holtz is dedicated to providing comprehensive financial services to individuals and businesses.
Kyle Kerby - Financial Advisor, Ameriprise Financial Services, LLC
Kyle Kerby is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3425 South Washington Street in Grand Forks, North Dakota, United States. Kyle Kerby holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kyle Kerby's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. Kyle Kerby is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners.
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