Taxes

• Roth IRA
• Income Tax
  Our flexible IRA options come with various investment options and choice of a Certificates of Deposit. Enjoy peace of mind with FDIC-insured accounts, reduce income tax with tax deductibility options, and tax deferred amounts let you grow your account faster.

Investment

• Investment Management
• Mutual Funds
• Wealth Management
  First Dakota offers a range of financial planning services, many of which are free. Our professional advisors can assist you with everything from wealth management and investment strategies to establishing a trust and beyond. Ultimately, we're here to help you realize your long-term financial goals by maximizing and multiplying your wealth.

Planning

• Financial Planning
  We’ve offered Wealth & Trust services for more than 88 years, and our experts know how to help you make good financial choices. From an investment portfolio review to discussing estate and financial planning, we proudly serve individuals, businesses and non-profit organizations with our Wealth & Trust services.
• Annuities
  Not sure what’s right for you? Talk with us about the benefits of each IRA option, and discuss other annuities and education account options that can fall under retirement accounts.
• Asset Management
  Need help with your financial investments? Our professionals at First Dakota Investment Services offer services through Raymond James Financial Services. Free, no obligation portfolio evaluations are available to you. Enjoy financial planning by leaning on our seasoned brokers experienced in trading and portfolio asset management.