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.
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.
Two Rivers Bank & Trust - Ingersoll
Your local neighborhood bank, passionately committed to your success!Your local neighborhood bank, passionately committed to your success!
Strategic Retirement Partners
Strategic Retirement Partners is an independent, privately held retirement plan consulting and wealth management firm with more than 130 professionals across 34 offices nationwide. Founded in 2015, SRStrategic Retirement Partners is an independent, privately held retirement plan consulting and wealth management firm with more than 130 professionals across 34 offices nationwide. Founded in 2015, SR
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.
Simplified Planning and Investments
At Simplified Planning and Investments everything begins with a passion for people. This firm was built on the belief that financial planning is not just about numbers - it’s about relationships, trusAt Simplified Planning and Investments everything begins with a passion for people. This firm was built on the belief that financial planning is not just about numbers - it’s about relationships, trus
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
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
Northwestern Mutual - Urbandale
NM Urbandale offers personalized financial planning, investment management, retirement strategies, and insurance solutions to help individual families achieve long-term security.NM Urbandale offers personalized financial planning, investment management, retirement strategies, and insurance solutions to help individual families achieve long-term security.
Northwestern Mutual - Jordan Wishman
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plaI believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial pla
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.
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
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.
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.
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
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.
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.
Foster Group
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just theSince 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the
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.
Five Rings Financial
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the retiremenPreparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the retiremen
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.
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
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.
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.
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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 - 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
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.
Country Financial - Consiglio Group
We have a long history of protecting people. And we work together to help you and your family achieve financial freedom.We’re more than an insurance company - COUNTRY Financial clients not only trus
We have a long history of protecting people. And we work together to help you and your family achieve financial freedom.
We’re more than an insurance company - COUNTRY Financial clients not only trus
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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.
Bankers Trust Company - Merle Hay 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.
AO Wealth Advisory
Helping clients maximize what they earn, invest wisely & give generously.Helping clients maximize what they earn, invest wisely & give generously.
