Portfolio Management

Get help managing your financial portfolio from Light Financial Services of Fargo, ND.

Tailoring Financial Portfolios For You!

At Light Financial, we are passionate about ensuring each client has a portfolio that is best tailored to their personal goals and aspirations. We provide continuous advice to clients regarding the investment of their funds to ensure these needs are being met. Through personal conversation, we discuss your particular circumstances to establish investment goals and objectives. We create a relationship with you to develop a personal investment policy and create and manage a portfolio based on that policy.

How are your personal goals being met through your portfolio? Have you had some recent major life changes? Our door is always open to discuss your goals and objectives! To set up an appointment call 701-356-5106 or contact us today!

Our office is conveniently located on Main Avenue in Fargo, North Dakota.