Alexander Aldrich
CEPA
Serving your retirement income planning needs, small business owners, and Latinos in Fargo, Moorhead, and the states listed below.
State(s) Licensed: AL, AZ, CA Insurance Lic. #4320143, ID, KS, MN, MO, ND, NH, NJ, NY, TX, UT
Languages Spoken: English, Spanish
3441 45th St S
Fargo, ND 58104
Serving your retirement income planning needs, small business owners, and Latinos in Fargo, Moorhead, and the states listed below.
State(s) Licensed: AL, AZ, CA Insurance Lic. #4320143, ID, KS, MN, MO, ND, NH, NJ, NY, TX, UT
Languages Spoken: English, Spanish
Let's plan your financial future, together.
I help individuals and families—such as educators, private and public-sector professionals, and the Latino community—with retirement income planning and tax-efficient financial strategies. I also help small business owners with continuation and exit planning.
My promise to you is that I will add value and lead with advice in every meeting. I'm licensed to help you with dedicated fee-based planning, wealth management, and risk protection through various insurance products.
Everyone deserves a financial plan, and one that aligns with their goals and values. Message me today to get the conversation started on how I can be a resource to you.
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Planifiquemos juntos su futuro financiero.
Ayudo a las personas y a las familias —a los docentes, a los profesionales del sector privado y público, y a la comunidad latina— a planificar sus ingresos para el retiro y con estrategias tributarias eficientes. También ayudo a los dueños de pequeñas empresas a planificar la continuidad y salida de sus negocios.
Le prometo que nuestras reuniones le aportarán valor y buen asesoramiento. Estoy certificado para proporcionarle asesoría en los campos financieros, de inversiones y protección contra el riesgo a través de varios productos de seguros.
Todo el mundo merece un plan financiero que se alinee con sus metas y valores. Envíeme un mensaje hoy mismo para que podamos hablar de cómo puedo ayudarle.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Fargo Office
- Phone:
- 701-478-7141
- Mobile:
- 218-712-1138
Hours
Address
3441 45th St S
Fargo, ND 58104