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

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.

What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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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...

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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...

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LET'S GET CONNECTED

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