As an independent financial services firm, our priority at Black Financial Services is to serve you and assist in financial planning for you as an individual or business. We focus on helping retirees and pre-retirees work towards building a more comfortable nest egg and pursue long-term financial goals.
Financial planning is our passion. We listen first, getting to know you and your specific situation and providing objective advice to benefit you. You deserve a proactive partner in your financial planning journey. As an independent financial services firm, our priority at Black Financial Services is to serve you and assist in financial planning for you as an individual or business in Minnesota.
Financial planning is our passion. We listen first, getting to know you and your specific situation and providing objective advice to benefit you. You deserve a proactive partner in your financial planning journey. As an independent financial services firm, our priority at Black Financial Services is to serve you and assist in financial planning for you as an individual or business in Minnesota.
Services
Margo Black Scepaniak is our Financial Advisor. She has been the President of Black Financial Services since 1991 when she took over the business from her father, Don who started the firm in 1966. She thoroughly enjoys getting to know each and every one of her clients on a personal level first.
She knows building that advisor and client relationship takes time but she feels it's one of the most important steps to building a successful long-term partnership.She listens to her clients and assesses the risk tolerance they are comfortable with before recommending any investments. She holds Series 6, 63 and 65 registrations.
She knows building that advisor and client relationship takes time but she feels it's one of the most important steps to building a successful long-term partnership.She listens to her clients and assesses the risk tolerance they are comfortable with before recommending any investments. She holds Series 6, 63 and 65 registrations.
Our mission is to be the trusted financial advisors to our clients and community. Our practice is built on hard work, trust, and a total commitment to your goals, needs, and values. We take a proactive approach to financial planning and work to inspire each of our clients to take an active interest in their financial future.
At Black Financial Services, we provide a wide range of financial services and products designed to meet the needs of businesses and individuals. We offer products and services in the following areas. Our goal is be there for you in all stages of your life. Whatever your plans are, our financial services can help make sure you're on a prudent path to work towards your dreams.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
While you can't be certain what the future holds, you can strategize for the retirement life you want - and take these five steps to help you get there with confidence. In this report, we explore your retirement options, your health-care concerns, and how to obtain the best advice to move vibrantly into those golden years.
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