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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.
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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
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

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