Annuity services in Keokuk, Iowa

Dunlap Financial Services Inc. is a finance, health, and insurance agency located at 2416 Main Street, Keokuk, Iowa, United States. The institution offers a range of services including insurance, investing, retirement planning, estate planning, and wealth preservation. Visitors can explore various calculators on the website to better understand their financial situation. The institution is a member of the Prudential Annuities Master Council for 2010-2011 and 2011-2012. The team of skilled professionals at Dunlap Financial Services Inc. is dedicated to helping clients pursue their financial goals and see the big picture when it comes to financial planning. Please note that securities are not FDIC or NCUA insured, there is no bank or credit union guarantee, and investments may lose value. Visitors are encouraged to check the background of the investment professional before making any decisions.

Welcome to Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC, located at 407 Blondeau Street, Keokuk, Iowa 52632. Our mission is to provide comprehensive financial services tailored to meet the unique needs of our clients. As a trusted partner, Jonathan Baety holds multiple prestigious certifications that underscore his expertise and commitment to excellence in financial advising. Jonathan is an Accredited Asset Management Specialist (AAMS™), ensuring he abides by a strict code of ethics and has mastered the art of applying investment concepts to real-world asset management situations. He is also an Accredited Domestic Partnership Advisor (ADPA™), skilled in wealth transfers, federal taxation, and planning for the financial and medical needs of domestic partners.