|
Welcome to
Fieldstone FinancialYour Path to a Secure Financial Future
|
|
Expert Guidance from Scott Weinzierl, CERTIFIED FINANCIAL PLANNER™
Scott Weinzierl isn't just the owner of Fieldstone Financial; he's a pillar in the Bemidji, Minnesota, financial community. With a career spanning over 15 years as a Financial Advisor and the former owner of Gorden's Tax Service, Scott brings a wealth of knowledge in financial planning and tax preparation. His credentials include passing the Series 7 and 66 securities license exams along with the CERTIFIED FINANCIAL PLANNER™ certification, underpinning his expertise in investments and financial services. He also holds licenses in home, auto, life, health and annuity insurances. Learn more about Scott. He also holds licenses in home, auto, life, health and annuity insurance
Our Philosophy
At Fieldstone Financial, we believe in a holistic approach to financial planning. We work with you to understand your short-term desires and long-term goals, creating a balance that respects your lifestyle while securing your future. We believe it all starts with tax planning. Why pay more than necessary? You’ve worked hard for your money, let us help you keep as much as possible.
What We Offer
Comprehensive Financial Planning Services
From retirement planning to tax strategies, we offer a range of services tailored to your unique needs. Our process is detailed, yet accessible, aligning with your risk tolerance and future objectives. |
Tax Planning Expertise
|
Investment Guidance
Fieldstone Financial excels in crafting investment plans that align with your goals. Whether it's maximizing retirement contributions or diversifying your portfolio, we provide insights to grow your wealth responsibly. |
Home & Auto Insurance
At Fieldstone Financial, we provide a wide range of insurance services designed to protect what matters most to you. Our offerings include Home and Auto (Property & Casualty) insurance, providing protection for your residence and business belongings against unexpected events.
|
Health Insurance
We also specialize in Health insurance, providing you with coverage for medical expenses and
promoting your overall well-being. One of the main types we offer is Medicare Advantage and Medicare Supplements for those over age 65. |
Life Insurance
Additionally, our Life insurance options offer peace of mind, securing your loved ones' financial future in the event of the unexpected. Trust us to deliver tailored solutions that meet your unique needs and provide you with the security you deserve.
|
|
A Team ApproachFieldstone Financial is not just about Scott Weinzierl. We leverage a collaborative team approach to provide comprehensive and personalized insurance services. Brady Devescovi leads our Home and Auto (Property & Casualty) insurance division, with Tracy Molitor providing dedicated support for seamless client interactions and thorough coverage solutions. Similarly, our Investment, Tax and Health Insurance team is anchored by Scott, with Aijah Meyer working closely to enhance our service delivery and client support. This team-based model allows us to combine individual expertise, share critical insights, and provide a more holistic and responsive insurance experience for our clients. By pairing experienced agents with supportive team members, our goal is to have each client receive expert guidance, thorough attention to detail, and comprehensive solutions tailored to their unique needs. |
Commitment to Excellence
Fieldstone Financial is dedicated to upholding the highest standards of service, ensuring that you receive knowledgeable, ethical, and personalized guidance every step of the way.
