Welcome to Williston Investment Group

Williston Investment Group was founded by Doug Taylor in 1994 with the goal of assisting clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

In 2014 we merged with Personal Wealth Partners, under the leadership of Dan Steichen, JD, MS (Tax), CPA (Inactive), CFP®, to bring advanced wealth management services to western North Dakota. We now offer comprehensive financial planning, in addition to the conservative mutual fund investments that have been our primary focus over the years. Dan will have a regular presence here in Williston to make it easy for clients to meet with him face-to-face. Doug Taylor will remain your primary advisor during his transition to retirement, assisted by Joyce Hess and Gary Ryberg. Together, they will continue to manage your mutual fund investments, and make sure the larger plan you develop with Dan is fully implemented and regularly reviewed to meet your needs.

Our company is based on the principle that education and understanding of your current financial situation is vital to make prudent decisions concerning your future financial condition. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares not only about making your individual dreams a reality, but also about the community as a whole. Doug started Williston Investment Group to serve the people of western North Dakota. He and his family have been, and continue to be, highly involved in a variety of government, civic and charitable organizations. Partner Dan Steichen is committed to continuing the firm’s community support.

As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. If you have any questions about your current financial situation, or wish to schedule an appointment, send us an email, give us a call at (800) 233-2383 or stop by our office at the 20/20 Professional Center in Williston.

We look forward to visiting with you!
At Williston Investment Group, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Planning
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Contact Our Office

20/20 Professional Center
1500 14th Street West, Suite 295
Williston, ND 58801

Toll-Free: (800) 233-2383
Phone: (701) 864-3815
Fax: (701) 864-3820