Thoreson Steffes Trust Company provides investment and farm management, wealth transfer planning and retirement planning services for a small group of clients to ensure a very personal client experience. As a state chartered independent trust company, Thoreson Steffes Trust Company manages nearly $500 million for individual clients and families in broadly diversified separate accounts. We work closely with our clients and their advisers to create a seamlessly integrated solution to each client's unique needs and objectives.
As an independent trust company we put our clients interests first.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 210 Broadway N,
- Phone
- 701-478-3341
- ri****@****fes.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- thoresonsteffes.com
- Keywords
- Trust Services, Farm Management, Financial Planning, Investment Management, Equity Management, Fixed Income.
- HQ
- Fargo, North Dakota
Thoreson Steffes Trust Company Questions
Thoreson Steffes Trust Company's helpline number is 701-478-3341
Thoreson Steffes Trust Company's website is thoresonsteffes.com
Thoreson Steffes Trust Company's LinkedIn profile is https://www.linkedin.com/company/thoreson-steffes-trust-company
Thoreson Steffes Trust Company has
5 employees.
View email and phone details for 5
employees at Thoreson Steffes Trust Company.
Thoreson Steffes Trust Company's industry is
Investment Management
Thoreson Steffes Trust Company's top competitors are
Northwestern Mutual,
Greenwoods State Bank,
Steffes Group, Inc.,
Hotel Donaldson,
Credit Union Trust,
Capstone Classical Academy,
U.s. Bank,
Net Impact Umn,
Bell Bank,
Total Family.
Thoreson Steffes Trust Company's support email address is rick@thoresonsteffes.com
Thoreson Steffes Trust Company's categories are Investment Management
Thoreson Steffes Trust Company's founding year is 2013
