3 Best Financial Services in Fargo, ND

“2026 Update: Red River Financial is one of the leading financial planning offices led by Josh Bach. He is also a financial planner in the company. Their experienced team, including CFP professionals Spencer Kamoni and Nathan Kaiser, Abby Hoppe, Megan Neubeck, and Andrew Searls, serves clients with tailored financial strategies. They have years of experience in guiding clients through retirement, investment, tax, and business planning. The firm holds licenses to sell insurance and securities across numerous states. Red River Financial has helped hundreds of clients pursue their financial goals. They offer a free 15-minute consultation to assess planning needs. They work on a fee basis and partner with MML Investors Services, LLC, providing trusted, personalized financial guidance and a broad range of licensed solutions to meet diverse financial goals.”

“2026 Update: Legacy Wealth Management is an independent wealth and financial advisory firm founded in 2010 by Paul Meyers. He is a financial advisor with more than 22 years of experience in the field. The Legacy team lives and works in the Fargo-Moorhead community, actively participating in local organizations and charities. Their team, which includes Dave McGatlin, Kay Weiss, Heather Hughes, Madison Davis, Nicole Defoe, Amanda Waletski, and David Meyers, is committed to providing comprehensive investment management and financial planning services. Several of their staff began their involvement with investments in the 1980s, and their financial advisors were originally trained at two major Wall Street firms. Legacy Wealth offers complimentary initial consultations and operates on a fee basis, prioritizing the building of strong client relationships by thoroughly understanding individual goals and needs.”

“2026 Update: Legacy Financial Partners, part of Ameriprise Financial, is led by experienced financial advisors dedicated to comprehensive wealth management and retirement planning. Legacy Financial Partners has been in this field for 130 years. The team helps clients across multiple states pursue financial confidence through tailored strategies in investment management, tax optimization, and insurance solutions. The advisory team includes accredited professionals licensed to provide comprehensive financial advice to clients based on their needs. They focus on long-term wealth preservation and cash flow management while offering transparent fee structures. Legacy Financial Partners has served hundreds of clients, helping them navigate complex financial goals with confidence. They provide complimentary initial consultations to assess needs and work on a fee and commission basis to deliver personalized investment planning and solutions for individuals, families, and business owners. They were awarded as one of America's Greatest Companies by Newsweek.”