RiverWood Financial Investments and Retirement

Plan for the future you want. Invest now. Today’s investment climate offers unique opportunities – we want to help you find the best opportunity for your future.

Whatever your goal, let us help you find the best investment strategy.

  • Retirement Planning
  • Financial Planning
  • Estate Conservation
  • Risk Management
  • College Funds
  • Stocks & Bonds
  • Insurance Products
  • And more

 

Investing with RiverWood Financial

At RiverWood Financial, we provide clients with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for pursuing those goals
  3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to address both short- and long-term objectives. We help you fill the gaps in your financial strategy, so you can get the most out of your money.

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Meet Our Investment Professionals

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Bemidji Office

Steve Berry

Steven Berry

LPL Financial Advisor

Address:
214 5th St NW
Bemidji, MN 56601

Phone: 218-308-2223

Email Steve

Monticello Office

Terry Gries

Terry Gries

CRPC®, LPL Financial Advisor

Address:
1421 7th Street East
Monticello, MN 55362

Phone: 763-271-1452

Email Terry

IMPORTANT CONSUMER INFORMATION:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. RiverWood Bank and RiverWood Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RiverWood Financial, and may also be employees of RiverWood Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, RiverWood Bank or RiverWood Financial. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
Not Insured by Any Federal Government Agency

The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, FL, MN, MT, ND, TX.

 

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