Tax Financial Services MinnesotaTax Financial Services MinnesotaTax Financial Services MinnesotaTax Financial Services Minnesota

YOUR FINANCIAL GOALS

When you work hard at your career, you tend to develop distinct, personal financial goals. Those goals, however, are often about much more than a financial number to save up. Instead, these goals translate into what brings your life joy: retirement, travel, quality education for your children, a second home or cabin, or perhaps leaving a legacy far into the future.  They’re your dreams and goals.  Together, we will create a plan to help take them from goals to reality.

OUR FINANCIAL SERVICES

Alpha Financial focuses on what’s important to your family and business: not on selling products. We’re proud to offer a full range of services, from financial planning to personal and business taxes and employee benefits.  Financial challenges are offered a custom solution geared toward your long-term goals.  For your convenience, we bring our services to YOU.  We can come to your home, meet at your favorite coffee shop, or at our Edina, MN office.

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Ready to Get Started?  Contact us now and we’ll bring our Financial Services to you!

ALPHA FINANCIAL SERVICES OF MINNESOTA

As an independent financial and tax consulting firm, Alpha Financial has no allegiances to companies or products. What does this mean for you? It means our advisors can recommend a full range of offerings based solely on your goals, using their experience and ability. We offer financial services to individuals, small businesses, and corporations. Our focus on an individualized approach is designed to meet your specific goals. The only agenda we have, is hearing your story, your visions, and working with you to bring your dreams to reality. We are a medium-sized firm based out of Edina, Minnesota, proud to be large enough to offer our full range of services, yet small enough to know our clients personally.

Alpha Financial Services Tax Services provided through Alpha Financial Services, Inc. Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc.  Alpha Financial Services and Securities America are separate entities.   This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Not FDIC insured – May lose value – No bank guarantees – Not a deposit – Not Insured by any government agency.

Tax Financial Services Minnesota

The Alpha Financial Services Team

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About Alpha Financial Services

Founded in 1994 by Ronald A. Schieck, Alpha Financial Services Incorporated offers clients a full range of financial services, including planning, taxes, and employee benefits. An independent financial consulting firm, Alpha Financial Services has no allegiances to companies or products, which means our advisors can recommend a full range of offerings based on their quality and ability to meet clients’ goals. We offer financial services to individuals as well as businesses, focusing on individualized approaches designed to meet each client’s personal goals. A medium-size financial firm located in Edina, Minnesota, we pride ourselves on being big enough to offer a full range of financial expertise, yet small enough to get to know our clients personally and truly offer each a hands-on approach.

Meet Our Investment Advisors

Click on any photo below to learn more about each member of our team.

Alpha Financial Services
Minnesota Center

7760 France Avenue
Suite 1108
Edina, Minnesota 55435

Office: 952.953.9698
Fax: 952.953.2924

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Ron Schieck

President and CEO

Cell: 651-283.9071
rschieck@alphafs.com

Bob Petersen

Investment Advisor Representative

Cell: 612-414-0517
bpetersen@alphafs.com

Erik D. Sutcliffe

Investment Advisor Representative

Cell: 651-503-3217
esutcliffe@alphafs.com

Joey P

Joe O. Perry

Investment Advisor Representative

Cell: 651-724-7226
jperry@alphafs.com