Heartland Financial Resource
6701 Westown Parkway, West Des Moines, IA 50266
About the Business
Heartland Financial Resource is a finance institution located at 6701 Westown Parkway in West Des Moines, Iowa, United States. Our services include retirement planning, asset accumulation strategies, risk management, and family farm legacy planning. We understand that family farm issues are unique and offer personalized solutions to meet your needs. Our experienced team, led by Jim L. Harvey and Ryan Swalwell, is licensed and registered in multiple states to offer insurance products and securities. We provide a range of calculators and videos on our site to help you make informed financial decisions. Let us help you create a legacy plan that ensures a smooth transition to the next generation. Contact us today to start planning for your future.
Photos
Location & Phone number
6701 Westown Pkwy #220, West Des Moines, IA 50266, United States
Hours open
Monday:
8:00 AM - 4:45 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Accumulation Techniques
- Asset Protection Strategies
- Estate Planning
- Estate Planning Services
- Family Farm Succession Planning
- Family Office Services
- Farm Business Insurance
- Farm Business Planning
- Farm Family Legacy Planning
- Farm Income Tax Planning
- Farm Succession Planning
- Financial Advisory Services
- Financial Decision Making Tools
- Financial Goal Setting
- Financial Risk Management
- Generational Wealth Transfer
- Insurance Products And Securities
- Legacy Estate Planning
- Legacy Planning Solutions
- Personalized Financial Guidance
- Retirement Income Planning
- Retirement Planning Strategies
- Risk Management Services
- Risk Mitigation Strategies
- Wealth Accumulation Strategies
- Wealth Creation Plans
- Wealth Management Solutions
- Wealth Transfer Planning
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