TrueWealth Stewardship
888 10th Street, Marion, IA 52302
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
TrueWealth Stewardship is a finance institution located at 888 10th Street in Marion, Iowa, United States. Our mission is to help individuals and businesses achieve financial success through responsible stewardship of their wealth. With a team of experienced financial advisors, we offer personalized financial planning, investment management, and retirement planning services to help our clients reach their financial goals. At TrueWealth Stewardship, we believe in building long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.
Reviews
"Craig has helped my wife and I with finances since 2018. I was a dumb 30-year-old at the time. Through the years, he's helped us maximize what we don't put into our company retirement plans. We feel like we have set ourselves up better for future retirement and flexibility with Craig's help. He is a true fiduciary, doing what is in your best interest and what you are comfortable with. I also respect that Craig prefers to meet people in person. He has a handful of clients in the Central Iowa area, and always makes the effort to meet with us at our home, instead of an easy Zoom call. Knowing Craig personally, he is a busy guy, and I expect emails to come back in a week – maybe even later. Being so early in our careers, there is little we need immediately. I always know to follow-up if there is something I truly need, and Craig is obliged to help. If you are looking for help getting your whole financial house in order so you can worry less, call Craig."
"Craig has been great to work with. He is very knowledgeable and goes above and beyond for his clients."
"I had high hopes for Craig, we got along great and he seemed knowledgeable, but it really took him a long time to get back to me about anything and he stopped communicating altogether after he did the initial analysis. I feel like I could have possibly gotten what he actually did (input numbers into a program) for free with a robo-advisor."
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