YOUR FINANCIAL FUTURE, MADE SIMPLE
Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.
EXPERTISE YOU CAN TRUST
What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Riverstone Financial Group on the map.
We have only one focus: you. We'll work with you to provide personalized support every step of the way.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
Inflation & Your Money
My Retirement Savings
Exploring the Federal Student Grant Program
HOW WE WORK
At Riverstone Financial Group, we partner with a select group of individuals and families who desire a
tailored approach to assist them in achieving their financial goals.
James Baltzersen, AAMS®, AIF®
Financial Advisor, Financial Planner
James Baltzersen is a financial advisor and is the President of Riverstone Financial Group LLC. James has worked as a financial advisor for more than 15 years.James has set the mission of RFG: To personalize our relationships through...
Samantha Bieszczak
Operations Manager
Samantha has been Operations Manager with Riverstone since 2014. She has worked in a client process support role since 1994. Samantha enjoys helping clients of Riverstone work through their financial planning process by making sure...