What We Do
SERVING - NOT SELLING – to Build Trusted Relationships
Our priority is helping families and business owners achieve a worry-free lifestyle. We get to know our clients and identify their needs first and then pursue a tailor-made solution. As an independent firm, no parent company dictates what products we carry, and we have no arbitrary sales quotas. Our only obligation is to our clients.
DECADES OF EXPERIENCE – Adding Value to Your Vision
Whether you're transitioning to retirement, setting up a college savings plan or developing an exit strategy for your business, our team brings broad expertise to the table when we meet with clients. We've spent three decades earning their trust, and we'd like a chance to earn yours.
PROFESSIONAL NETWORK – Team collaboration
Our experienced team is committed to helping you achieve your goals. Our professional network with Wanda Weber of Weber Law Firm, P.C., offers a broad range of legal assistance including real estate, corporate, wills and trusts. As an independent agency, the RiverStone Insurance team offers competitively priced insurance coverage from multiple carriers that will fit your needs including auto, home, life, health, medicare plans, long term care and disability.
Call Us Today at 763-682-0011 to take your next step toward complete financial planning.
Our corporate office is located in Buffalo, MN which is approximately 30 minutes west of Minneapolis.