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TOP 30 Asset management in Spencer, IA
6 results found
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Mike Healey - State Farm Insurance Agent
Mike Healey - State Farm Insurance Agent is a trusted insurance agency located at 110 West 18th Street in Spencer, Iowa, United States. Mike is a proud father of two active children, Laynee and Bowen, who are involved in a variety of sports. His wife Stephanie is also actively involved in the community, coaching youth sports and assisting local organizations. The Healey family moved to Spencer in 2018 and has found it to be a great community to be a part of. At Mike Healey - State Farm Insurance Agent, we understand the importance of protecting your family and assets. We offer a range of insurance products, including life insurance and annuities, to provide you with peace of mind. Our team is dedicated to helping you find the right coverage for your needs.
Prairie Plans
Prairie Plans is a reputable finance institution located at 509 Grand Avenue, Spencer, Iowa, United States. With a focus on providing personalized financial services to individuals and businesses, Prairie Plans offers a wide range of financial solutions tailored to meet the unique needs of each client. From retirement planning to investment management, the experienced team at Prairie Plans is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Prairie Plans is committed to providing expert guidance and support every step of the way.
Andrew Spielman - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Spielman is a Financial Advisor at Ameriprise Financial Services, LLC located at 116 West 8th Street, Spencer, Iowa, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Andrew specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. He is dedicated to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance. Contact Andrew Spielman for expert advice on your financial needs.
Legacy Financial Services
Legacy Financial Services is a leading finance institution located at 1200 West 18th Street in Spencer, Iowa, United States. With a strong reputation for providing expert financial advice and personalized services, Legacy Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Trust Legacy Financial Services to provide you with the expertise and guidance you need to secure your financial future.
Edward Jones - Financial Advisor: Jen Irvine, AAMS™
Edward Jones - Financial Advisor: Jen Irvine, AAMS™ is a finance institution located at 112 West 6th Street in Spencer, Iowa, United States. Jen Irvine, a certified Accredited Asset Management Specialist (AAMS™), offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jen Irvine provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Edward Jones - Financial Advisor: Jen Irvine, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Thrivent Financial
Thrivent Financial, located at 308 Grand Avenue, Spencer, Iowa, in the United States, is an insurance agency that believes everyone deserves a financial plan they can be confident about. They offer free virtual coaching services through Money Canvas™ to help clients build healthier money habits at their own pace. With a focus on understanding each client's unique needs and goals, Thrivent Financial helps create personalized financial plans that prioritize what matters most to the individual. Their financial advisors assist clients at every stage of life, whether they are just starting out, building a foundation, or nearing retirement. In times of financial uncertainty, the advisors can help develop a plan to keep clients focused on their priorities. Thrivent Financial is also passionate about giving back and offers generosity programs and charitable planning options for clients who wish to make a positive impact in their communities.
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