AO Wealth Advisory
Helping clients maximize what they earn, invest wisely & give generously.Helping clients maximize what they earn, invest wisely & give generously.
Bankers Trust Company - North Office
Bankers Trust Company is the leading, independently owned bank in Des Moines. We pride ourselves on a tradition of strength, progress, local ownership, and support for the community.Bankers Trust Company is the leading, independently owned bank in Des Moines. We pride ourselves on a tradition of strength, progress, local ownership, and support for the community.
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Community State Bank
Community State Bank has helped central Iowa families, businesses and communities prosper since 1902.Community State Bank has helped central Iowa families, businesses and communities prosper since 1902.
Country Financial - Sara Velander
COUNTRY Financial, we want to help you own your future, and we know that the best way to do that is to get to know you – your needs and your goals. It’s a little heart that sets us apart.COUNTRY Financial, we want to help you own your future, and we know that the best way to do that is to get to know you – your needs and your goals. It’s a little heart that sets us apart.
DB&T
Dubuque Bank and Trust is not your ordinary community bank! We are a growing, dynamic local bank that is strengthened by HTLF, a multi-billion-dollar financial services company that has been named a FDubuque Bank and Trust is not your ordinary community bank! We are a growing, dynamic local bank that is strengthened by HTLF, a multi-billion-dollar financial services company that has been named a F
Dupaco Community Credit Union - Grimes
Dupaco is a member-owned financial cooperative that serves over 170,000 members and growing. Our mission is to help members build a life worth loving.Dupaco is a member-owned financial cooperative that serves over 170,000 members and growing. Our mission is to help members build a life worth loving.
Edward Jones - Cody Smith
Your financial journey is unique to you and you alone. However, after helping hundreds of clients since joining the firm in 2020, I have noticed we all have several common obstacles that must be takenYour financial journey is unique to you and you alone. However, after helping hundreds of clients since joining the firm in 2020, I have noticed we all have several common obstacles that must be taken
Edward Jones - Daniel Timmons
Edward Jones is a full-service firm founded in 1922. We provide investment advice and help our clients reach their financial goals.Edward Jones is a full-service firm founded in 1922. We provide investment advice and help our clients reach their financial goals.
Edward Jones - Kneifl Wealth Management
We’re a 100-year-old-firm built for now. We specialize in helping individual investors rather than institutions. And as a privately-owned company, focus on relationships rather than shareholder returnWe’re a 100-year-old-firm built for now. We specialize in helping individual investors rather than institutions. And as a privately-owned company, focus on relationships rather than shareholder return
Edward Jones - Lucas Nerhus
At Edward Jones, we work to understand the hopes and concerns of clients to plan and prepare for life's events together.At Edward Jones, we work to understand the hopes and concerns of clients to plan and prepare for life's events together.
Envision Wealth
Living with and understanding the unique challenges and opportunities of entrepreneurs and business owners is the foundation of Envision Wealth. We help families live well at every stage of life.Living with and understanding the unique challenges and opportunities of entrepreneurs and business owners is the foundation of Envision Wealth. We help families live well at every stage of life.
Farm Bureau Financial - Eliott Milakovich
Give me a call today to learn how I can make it easy to protect the things that are most important to you -- your home, family, farm and future. I look forward to showing you how simple insurance canGive me a call today to learn how I can make it easy to protect the things that are most important to you -- your home, family, farm and future. I look forward to showing you how simple insurance can
Financial Architects
An Uncommon Approach to Financial Decision MakingThe Living Balance Sheet® Transforming how you look at your wealth.
An Uncommon Approach to Financial Decision Making
The Living Balance Sheet® Transforming how you look at your wealth.
Forge Financial & Management Consulting
Helping you achieve better financial results through valuable insights, thoughtful explanations, & proactive guidance.Helping you achieve better financial results through valuable insights, thoughtful explanations, & proactive guidance.
Iowa State Bank - Banking & Trust Services
Our mission is to serve customers, prosper, have fun & remain an independent bank. We are confident Iowa State Bank is capable of providing the perfect mix of convenience banking and traditional svcs.Our mission is to serve customers, prosper, have fun & remain an independent bank. We are confident Iowa State Bank is capable of providing the perfect mix of convenience banking and traditional svcs.
Liberty National Bank
Liberty National Bank has the answer for all of your banking needs, including Commercial Banking, Commercial & Residential Real Estate Lending, Commercial & SBA Lending, & Retail Banking.Liberty National Bank has the answer for all of your banking needs, including Commercial Banking, Commercial & Residential Real Estate Lending, Commercial & SBA Lending, & Retail Banking.
Lincoln Savings Bank
Lincoln Savings Bank is a full service bank that serves both individuals and businesses in Central and Northeast Iowa. We offer convenient banking options including checking accounts, savings accountsLincoln Savings Bank is a full service bank that serves both individuals and businesses in Central and Northeast Iowa. We offer convenient banking options including checking accounts, savings accounts
LPL Financial
As an independent financial consultant, I strive to take the time to know and understand your unique financial situation and craft a personalized financial plan that is in your best interests.As an independent financial consultant, I strive to take the time to know and understand your unique financial situation and craft a personalized financial plan that is in your best interests.
Merkle Retirement Planning
We build comprehensive retirement plans centered around lifestyle, income, taxes, health care, investments, and legacy.We build comprehensive retirement plans centered around lifestyle, income, taxes, health care, investments, and legacy.
Merkley Wealth Associates
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
Modern Woodmen of America
Financial Advising, Financial and Retirement Planning, Wealth Management, Life Insurance, Annuities, Group Plans and Executive Solutions for Businesses, Retirement Plans ManagementFinancial Advising, Financial and Retirement Planning, Wealth Management, Life Insurance, Annuities, Group Plans and Executive Solutions for Businesses, Retirement Plans Management
NCMIC/Professional Solutions
Through our two brands - NCMIC and Professional Solutions - we offer a wide variety of insurance and finance products to healthcare professionals, businesses, and individuals.Through our two brands - NCMIC and Professional Solutions - we offer a wide variety of insurance and finance products to healthcare professionals, businesses, and individuals.
Revol One Financial
Revol One Financial is a refreshingly straight-forward insurance company committed to revolutionizing your experience in the fixed annuity insurance industry. Revol One Financial is being led by a teaRevol One Financial is a refreshingly straight-forward insurance company committed to revolutionizing your experience in the fixed annuity insurance industry. Revol One Financial is being led by a tea
RockWay Wealth Partners
- Retirement Plans for Businesses, Associations and Non-Profits.- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
- Retirement Plans for Businesses, Associations and Non-Profits.
- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
Rockway Wealth Partners - Jayden Moore, CFP
When you work for a company, they try to have your back by offering resources to help you plan for your future. A 401k, health insurance, life insurance, the whole shebang set to lead you to a comfortWhen you work for a company, they try to have your back by offering resources to help you plan for your future. A 401k, health insurance, life insurance, the whole shebang set to lead you to a comfort
Simply Sophisticated Wealth Planning, LLC
I take a personal interest in protecting what you value most--your family relationships, your health, your business, and your wealth.I take a personal interest in protecting what you value most--your family relationships, your health, your business, and your wealth.
Two Rivers Bank & Trust - Ingersoll
Your local neighborhood bank, passionately committed to your success!Your local neighborhood bank, passionately committed to your success!
Welgaard CPA's & Advisors
Our mission at Welgaard is focusing beyond the numbers. We are forward-looking, future-ready and passionate about your financial success.Our mission at Welgaard is focusing beyond the numbers. We are forward-looking, future-ready and passionate about your financial success.
West Bank
Founded in 1893, West Bank provides full-service banking, mortgage and trust services to businesses and consumers.Founded in 1893, West Bank provides full-service banking, mortgage and trust services to businesses and consumers.
