Wealth Management in Burleigh County, ND

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List of Firms

Burleigh County, ND Wealth Management Firms

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Diversified Wealth Management
Location 419 Riverwood Dr Suite 102, Bismarck, ND 58504, USA
Phone (701) 223-9084
Directions
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BAK Wealth Management
Location 4501 Coleman St Suite 208, Bismarck, ND 58503, USA
Phone (701) 250-6456
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Adn Wealth Management
Location 931 S 9th St #201, Bismarck, ND 58504, USA
Phone (701) 751-2030
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Rob & Dan Schaner - Raymond James
Location 2000 Schafer St Ste A, Bismarck, ND 58501, USA
Phone (701) 223-7274
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Capital City Wealth Management
5 out of 5
Location 1000 Tacoma Ave Suite 200, Bismarck, ND 58504, USA
Phone (701) 250-7220
Directions
Wealth Management in Burleigh County, ND

Where Wealth Management Advisors in Burleigh County, ND Serve

Burleigh County, ND is a vibrant and bustling community nestled in the heart of North Dakota. From its stunning landmarks to its top employers, this county has something for everyone. One of the most iconic landmarks in Burleigh County is the North Dakota State Capitol, a majestic building that towers over the cityscape. Other notable landmarks include the Dakota Zoo, the Bismarck Art and Galleries Association, and the Fort Abraham Lincoln State Park. As for top employers, Burleigh County boasts a diverse and thriving economy. Some of the largest employers in the area include Sanford Health, the State of North Dakota, and the Bismarck Public School District. Other major employers include the United States Postal Service, the North Dakota Department of Transportation, and the Bismarck Tribune. When it comes to highways and streets, Burleigh County is home to several major thoroughfares.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Burleigh County, ND can benefit from a bank in a multitude of ways. Firstly, banks can help individuals and businesses with their financial needs, including loans, mortgages, and credit cards. This is especially crucial in Burleigh County, which is home to the state capital, Bismarck, and has a growing population of over 95,000 people. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. This is particularly important in Burleigh County, which has a diverse economy that includes agriculture, energy, and healthcare industries. Moreover, banks can offer convenient and secure online and mobile banking services, which are essential for residents who live in rural areas or have busy schedules. Overall, a bank can be a valuable asset for residents of Burleigh County, ND, providing them with the financial tools and resources they need to succeed in their personal and professional lives.

Insurance Broker

Residents of Burleigh County, ND can benefit from the services of an insurance broker in various ways. One specific example is the broker's ability to help residents navigate the complexities of the healthcare system. Burleigh County has a population of over 95,000 people, and with the rising costs of healthcare, finding affordable and comprehensive coverage can be a daunting task. An insurance broker can assist residents in understanding the different health insurance plans available to them, as well as help them find a plan that meets their specific needs and budget. Additionally, an insurance broker can also provide guidance on other types of insurance, such as home, auto, and life insurance, ensuring that residents have the necessary protection in case of unexpected events. With the help of an insurance broker, residents of Burleigh County can have peace of mind knowing that they are adequately covered and protected.

Retirement Planning

Residents of Burleigh County, ND can benefit greatly from the services of a retirement planner. With a population of over 95,000 people, Burleigh County is home to a diverse community with varying financial needs. A retirement planner can help residents navigate the complex world of retirement planning, offering personalized advice on everything from saving for retirement to managing investments. For example, many residents of Burleigh County work in the oil and gas industry, which can provide a unique set of challenges when it comes to retirement planning. A retirement planner can help these individuals understand the potential risks and rewards of investing in this industry, as well as offer guidance on diversifying their portfolios to ensure long-term financial stability. Additionally, with the cost of living in Burleigh County on the rise, a retirement planner can help residents develop a comprehensive plan for managing expenses in retirement, including healthcare costs and long-term care needs.

Financial Advisor

Residents of Burleigh County, ND could greatly benefit from the guidance of a financial advisor. With the county being home to the state capital, Bismarck, there is a significant amount of government and public sector employment. A financial advisor could assist these employees with maximizing their retirement benefits and navigating the complexities of government retirement plans. Additionally, Burleigh County has a thriving agricultural industry, with many residents owning and operating farms. A financial advisor could help these individuals with estate planning and succession planning to ensure that their family farms remain viable for generations to come. Furthermore, with the recent oil boom in North Dakota, many residents have experienced sudden wealth and may need assistance with managing their newfound wealth and creating a long-term financial plan. Overall, a financial advisor could provide valuable support and guidance to residents of Burleigh County, ND in a variety of financial matters.

Mortgage Loan Officer

Residents of Burleigh County, ND would greatly benefit from the expertise and guidance of a mortgage loan officer. With the county's population steadily increasing, many individuals and families are seeking to purchase homes in the area. However, navigating the complex world of mortgages can be overwhelming and confusing. A mortgage loan officer can help residents understand the various loan options available to them, including those specific to the state of North Dakota. They can also assist with the application process, ensuring that residents are able to secure the best possible interest rates and terms for their unique financial situation. Additionally, with Burleigh County being home to the state capital of Bismarck, there may be specific government programs or incentives available to residents that a mortgage loan officer can help them take advantage of. Overall, a mortgage loan officer can be an invaluable resource for residents of Burleigh County looking to achieve their dream of homeownership.

Tax Services

Residents of Burleigh County, ND can benefit from the expertise of a tax advisor in a variety of ways. Specifically, with the county being home to a significant number of oil and gas companies, a tax advisor can assist residents in navigating the complexities of tax laws related to these industries. Additionally, a tax advisor can help residents with tax planning and preparation, ensuring that they are taking advantage of all available deductions and credits. With Burleigh County being one of the fastest-growing counties in the state, a tax advisor can also provide guidance on tax implications related to buying or selling property. Furthermore, a tax advisor can assist small business owners in the county with tax planning and compliance, helping them to avoid costly mistakes and maximize their profits. Overall, the services of a tax advisor can provide valuable support and peace of mind for residents of Burleigh County, ND.

Estate Planning Lawyer

Residents of Burleigh County, ND can greatly benefit from the services of an estate planning lawyer. With a population of over 95,000, Burleigh County is the second most populous county in North Dakota. This means that many individuals and families may have complex assets and financial situations that require careful planning for the future. An estate planning lawyer can help residents of Burleigh County create wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with tax planning, healthcare directives, and other important legal matters. With the help of an experienced lawyer, residents of Burleigh County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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