Chris Eldred

Focus Areas

Asset Allocation Models

Retirement Planning

Insurance Planning

Pre-Retirement Planning

Wealth Transfer Strategies

About the Financial Advisor

Chris works in partnership with his clients to identify their needs and the appropriate financial strategies to accomplish their goals. Ongoing consultation through a regular and consistent review process is the cornerstone of his service. He aims to develop a trusted financial relationship with his clients by providing professional guidance and solutions based on his clients’ needs, all in a relaxed non-threatening environment.

“My prudent approach allows me to assist you in a comprehensive and effective manner that is important to you and your future. Together, I look forward to helping you develop a thorough understanding of where you are and where you are going.” -Chris Eldred

Education and Designations

• University of North Dakota, Economics and Finance

Personal Life

He lives in Plymouth with his wife and two children and enjoys traveling, reading and spending time with his family.