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
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
2025-03-11T23:00:00
Keeping the Tax Man Away with Debbie Taylor workshop
If taxes are a topic you avoid, this event is for you. It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Learn to avoid tax "gotchas" at Keeping the Tax Man Away with Debbie Taylor, founder, and lead wealth advisor with Taylor Financial Group.
Please join us at 5pm for a complimentary dinner. Virtual livestream of the presentation begins at 5:30pm.
Registration is required to attend.
This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are her own and not necessarily those of Thrivent or its affiliates. See thrivent.com/social for important disclosures.
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2025-04-22T16:00:00
Economic Update with Eric Funk - April 22nd @ 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.
2025-04-23T00:00:00
Economic Update with Eric Funk - April 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.
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
Office information
Operating Hours:
Monday through Thursday 8am - 5pm, Friday 8am - 12pm