WealthStone Financial
4217 1st Avenue Southeast, Cedar Rapids, IA 52402
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
4217 1st Ave SE, Cedar Rapids, IA 52402, United States
About the Business
WealthStone Financial is a finance institution located at 4217 1st Avenue Southeast in Cedar Rapids, Iowa, United States. At WealthStone Financial, we prioritize caring for our clients and helping them plan for a lifetime of wealth fulfillment. Whether you are looking to take early retirement or build a legacy for future generations, we tailor our services to meet your unique needs and strive for excellence.
Our dedicated team, led by firm president Monte S. Marti and Director of Operations Mollie Marti, is committed to putting clients first and providing sound financial advice that fits your goals and long-term wishes. With a focus on building strong relationships and conducting business with integrity, diligence, and innovation, we aim to earn and maintain your trust.
Our services include asset allocation analysis, diversification, risk management, and assistance with 401k and IRA contributions. Securities are offered through Securities America, Inc., and advisory services are offered through Securities America Advisors, Inc. WealthStone Financial, Inc. and the Securities America companies are unaffiliated.
If you are looking for a financial advisor who will prioritize your needs and goals, consider WealthStone Financial. We are here to explore the possibilities available to you and your family in a client-oriented environment that offers many benefits. Contact us today to start planning for your financial future.
Reviews
"I have been a client of Monte's since I was in high school. He is very friendly, always willing to help, and provides great insights into the stock market to help make the best decisions for my investments."
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