Fieldstone Financial, Inc.

Fieldstone Financial, Inc. is a financial planner in Bemidji, Minnesota, offering investments, accounting, taxes, and insurance. The firm provides comprehensive financial planning, including retirement planning, tax strategies, investment guidance, and tax planning for both businesses and individuals. Its insurance services cover home and auto property and casualty insurance, as well as life, health, and annuity insurance. Fieldstone Financial holds a rating of 5.00 based on customer reviews.

Scott Weinzierl owns Fieldstone Financial and has worked as a financial advisor since 2008. He is a CERTIFIED FINANCIAL PLANNER and holds Series 7 and 66 securities licenses, along with licenses in home, auto, life, health, and annuity insurance. He previously owned Gorden's Tax Service for eight years, where more than 2000 tax returns were prepared each year. The firm describes its approach as holistic, starting with tax planning and balancing short-term desires with long-term goals, and aligning recommendations with each client's risk tolerance. Investment advisory services are offered through Sutterfield Financial Group, Inc., an SEC Registered Investment Advisor. Office hours are Monday through Friday, 8 am to 5 pm.

The office sits on Bemidji Avenue North, about 0.2 miles from the road of the same name, with Bemidji Community Education and J.W. Smith Elementary School both roughly 0.1 to 0.2 miles away. Ralph Gracie Memorial Park is about 0.3 miles from the office, as is the Gillett Wellness Center.

Fieldstone Financial is known for the positive rating its customers have given it, and for an owner whose background spans financial planning, tax preparation, and insurance in Bemidji.