Light Financial Services

Our friends at YWCA Cass Clay are hosting their annual YWCA Chocolate for Change event, and you’re invited! Get ready for an afternoon that features a chili lunch, delicious desserts, a silent auction, activities for all, and most importantly, a chance to change lives.

Here’s what you need to know:

Who: YWCA Cass Clay

What: YWCA Chocolate for Change

Where: Delta by Marriot, 1635 42nd St SW in Fargo

When: TODAY Thursday, September 5; drop in between 11:00am – 2:00pm

Why: Support local women and children served by YWCA Cass Clay

All set up for today’s Moorhead Benefits Fair! We are giving away $150 worth of groceries to 2 lucky people! Stop by and say hi to Samantha, Alex & Jasmine and enter to win!

Here's a look at our office hours for the week.

Have a safe and Happy 4th of July everyone!

Happy Independence Day! - Office Hours We hope you have a safe and happy holiday.   Our office would like to wish you and your families a happy and safe 4th of July! As we approach the holiday, we wanted to inform you of our Holiday of

At Light Financial Services we strive to ensure we are offering the best service possible. One way in which we do that is by giving our employees the opportunity to expand their education!

We are excited to announce that recently Alex has completed his Financial Paraplanning Qualified Professional™ course and earned this designation. This designation helps him learn the foundational knowledge of the financial planning career and helps start his journey to becoming an advisor himself!

Samantha recently completed her CFP® Certification Professional Education Program. With this and the 6,000 hours she has completed as an Advisor in position she will be able to sit for the CFP® Exam in November 2024 to ensure she is helping Paul provide the best service possible for our clients. She is so excited to keep moving towards this designation to strengthen her skills as an advisor for our clients.

Congratulations to both and we are excited for the future we are building for our clients!

Our office will be closed Wednesday, June 19th in honor of Juneteenth. We will reopen Thursday, June 20th at 8:30 am.

Our office celebrated Lori's last day today with a team lunch. After 2 years apart from her husband who took a job in Colorado, Lori is relocating to join him now that their daughter has graduated from Moorhead High School.

Lori, thank you for your dedicated service to our clients and our office over these past 6 years. Your hard work and commitment were invaluable. We will miss you, and wish you all the best in your new life in Colorado!

🎉 We're Thrilled to Welcome Jasmine Jones to Our Team! 🎉

We're excited to announce that Jasmine Jones has joined our team as an Administrative Assistant at Light Financial Services! Please join us in giving her a warm welcome.

Jasmine will be working the next 6 weeks side by side our current assistant Lori. Lori will be joining her husband, Joel, and moving to Colorado in June of this year. We will be so sad to see her go and are so thankful for her 6 1/2 years of service! ❤️

❄️❄️ Due to today’s winter weather our office will be closed Tuesday, February 27th. We will still be accepting phone calls but the office will be closed. We are sorry for any inconvenience this may cause. ❄️❄️

Exciting news! We are thrilled to welcome our new executive assistant, Alex to the team at Light Financial! His expertise will undoubtedly enhance our services and support! Please help us welcome him to our team!!

Wishing our valued clients a Merry Christmas! May this festive season bring joy, prosperity, and financial well-being to you and your loved ones. Thank you for entrusting us with your financial journey. Cheers to a successful and abundant New Year ahead!

Our office is hiring! Light Financial Services is a dynamic financial services firm committed to providing top-notch investment advice and personalized financial solutions for our clients. We are looking for 2 skilled and motivated individuals to join our team and act as Director of First Impresssions and a Client Service Associate Role!

Apply today if you are looking for new and exciting career in the financial services industry!

Client Service Associate We are an independent, fee-only financial planning and investment management firm, seeking a Client Service Associate to assist us in our mission to provide clear and unbiased services to our clients....

Light Financial Services would like to wish you and your families a very Happy Thanksgiving! We are all so truly grateful for each and every one of our clients and their families and would like to thank all of you for your continued support in us and our business!

Our office is moving locations! 🙂

We are excited to share this new space with our clients! It will provide us with more space for clients and employees to provide the best service possible!

New Office Location July 2023 Our office is moving! Dear valued clients, We are thrilled to announce that we will be relocating to a larger office space after 14 years in our current location. Our new office is designed to better

Our Advisor Sam and our administrative assistant Lori from Light Financial are taking today to have some fun and give back to the community at Fargo Youth Baseball’s Back to Ball beanbag tournament.

At Light Financial, we think community involvement and giving back are very important and Fargo Youth Baseball is one of the many organizations we reach out and help in the area. We are always looking for more opportunities to take advantage of giving back. What are some organizations that are important to you in the Fargo/Moorhead area that we could try and help give back to?

❄️❄️ Due to today’s winter weather our office will be closed Wednesday, March 1st. We will still be accepting phone calls but the office will be closed. We are sorry for any inconvenience this may cause. ❄️❄️

Happy New Year from Light Financial Services - May this year be filled with many blessings for you and your family!

Our office will be closed Monday, January 2nd to celebrate the holiday and will re-open Tuesday, January 3rd at 8:30 am

We wish everyone a very Merry Christmas! May your day be filled with love and joy!

Please reach out to our office if you would like to schedule a financial check-up to make sure you have all of your finances in order!

Four Money Mistakes You Might Be Making Are you making any of these four money mistakes?

Socially conscious investors are interested in creating financial portfolios that reflect their values. Watch this video to learn about ESG and how it can help you select your investments.

Contact our office today if you are interested in learning more!

Socially Conscious Investing Socially conscious investors are interested in creating financial portfolios that reflect their values. Watch this video to learn about ESG and how it can help you select your investments.

Thinking about enlisting the help of a financial advisor? Read this guide first to determine if an advisor could help you and how to select a partner that fits your needs.

Are Financial Advisors Still Relevant in a Digital World?