Financial Strategies Group

Financial Strategies Group is a Financial Planner in Fargo, ND. The firm guides individuals, families, and small businesses toward a strong financial future through education and timely advice. It offers specialized services in investment management, retirement planning, business planning, and insurance solutions. The firm serves clients of all ages and backgrounds, including those seeking a second opinion or comprehensive financial plans. It operates from 1220 28th Ave N and serves clients in Fargo, Moorhead, throughout North Dakota and Minnesota, and other states across the Midwest via video conferencing and regular meetings. It holds a rating of 4.60 based on customer reviews.

The firm has remained family-owned and operated for over 40 years, building generational client relationships that serve grandparents, parents, and children. Its team of advisors, including Michael Young, CFP®, Craig Rottman, Doug Schmitz, and Austin Avery, brings a unique approach to financial planning using time-proven methods. They craft personalized strategies that adapt as financial goals evolve. The firm provides a complimentary initial meeting to explore goals and determine how it can be of service. Clients are asked to bring a list of assets and liabilities, recent investment statements, their last year’s tax return, and questions for their advisor.

Support staff include Client Relationship Manager Amanda Wurtz, Receptionist Auburn Burns, and Client Services Assistant Mya Martenson. The firm emphasizes continuity and trust across every stage of life, helping clients navigate life’s financial milestones with clarity and confidence. From first investments to retirement transitions, it believes in strategies that grow with the client, avoiding one-size-fits-all solutions.

The firm is known for its positive rating from the customers who have reviewed it, reflecting the trust built through decades of service. It stands as a steady financial guide for the region, offering clarity and confidence to those seeking to secure their future.

Financial Strategies Group combines decades of family-owned experience with personalized planning to help Fargo residents and regional clients achieve lasting financial stability.

The firm is located on 28th Ave N in Fargo, about a quarter mile from Northside Station and North University Drive. It is also near the F-102A Delta Dagger and F-101 Voodoo attractions, and within half a mile of Yunker Farm Park and Dog Park.

BizScoreAI gives Financial Strategies Group a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides details that AI assistants can quote directly. The business receives a Performance score of 91 out of 100.