Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Our story
Our team is built on the core values of expertise, faith and service—which is why a cornerstone to working with us involves helping you find opportunities to live generously and help others. We believe happiness and contentment come from living a generous and purposeful life, and we want to help you be a steward of your many blessings.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-07-22T15:00:00
Economic Update with Eric Funk - July 22 @ 10:00am
Financial topics seem to make the news every day. Should the headlines you see influence the decisions you make regarding your financial strategy? Find out how to use the latest economic data to help you make informed decisions about your money.
We look forward to sharing the information with you!
No products will be sold.
2025-07-22T23:00:00
Economic Update with Eric Funk - July 22nd @ 6:00pm
Financial topics seem to make the news every day. Should the headlines you see influence the decisions you make regarding your financial strategy? Find out how to use the latest economic data to help you make informed decisions about your money.
We look forward to sharing the information with you!
No products will be sold.
2025-08-19T21:00:00
"Key Milestones on Your Journey to an Empowered Retirement" with Heather Schreiber
How do you envision retirement? While there are many answers to that question, the key is to dare to discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare.
Join us for an exclusive conversation with Heather Schreiber at "Key Milestones on Your Journey to an Empowered Retirement." She will share expert advice on ways to save more, reduce taxes, and make the most of Social Security.
Dare to prepare for the retirement you envision. Join us and build a plan that's as unique as you are.
Choose between three dates and times: Aug 19, 2025 at 12:00 PM; Aug 19, 2025 at 07:30 PM; and Aug 20, 2025 08:30 PM.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social.
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Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Celebrating 20 years of Thrivent Asset Allocation Funds
Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.
Office information
Operating Hours:
Monday through Thursday 8am - 5pm, Friday 8am - 12pm