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Investment Management Firms Minot ND

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. Craig A. Zavalney, CFP®
(701) 837-5678
2819 B, South Broadway
Minot, ND
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Long-Term Care, Retirement Income Management, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. David G. Rothchild, CFP®
(701) 839-4288
6 First St SW
Minot, ND
Firm
Rothchild Investment Services

Data Provided by:
Wells Fargo - Minot Southside
(701) 839-7696
1525 24Th Ave Sw
Minot, ND
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:30 PM
Sat 08:30 AM-01:00 PM
Sun Closed

Wells Fargo - Minot Main
(701) 852-1331
15 2Nd Ave Sw
Minot, ND
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

US Bank - Minot Office
(701) 857-0333
17 1st Ave SW
Minot, ND
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm

Mr. Robert Michael Dick, CFP®
(701) 852-3090
2900 10th St SW Ste C
Minot, ND
Firm
Raymond James Financial Servic

Data Provided by:
Mr. David C. Haraway, CFP®
(701) 857-6232
3800 2nd St NE Apt 205
Minot, ND
Firm
Bremer Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Disaster Recovery, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Wells Fargo - Broadway
(701) 857-1767
100 S Broadway
Minot, ND
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:30 PM
Sat 09:00 AM-01:00 PM
Sun Closed

US Bank - South Office
(701) 852-3374
1925 S Broadway
Minot, ND
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Minot Afb
(701) 857-1780
241 Missile Ave
Minot Afb, ND
Type
Branch
Office Hours
Mon-Fri 09:00 AM-05:00 PM
Sat-Sun Closed

Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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