Client focused financial services in Des Moines, IA
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Aveda Institute Des Moines
● ClosedThe Aveda Institute Des Moines, located at 6905 Mills Civic Parkway in West Des Moines, Iowa, is more than just a beauty school. It is an award-winning, eco-friendly institution dedicated to shaping the future of the beauty industry. Offering programs in cosmetology and spa services, the institute focuses on trust, respect, teamwork, personal and professional development, knowledge, and excellent service. Students at the institute receive a comprehensive education in hair and scalp treatments, hair shaping, chemical services, skin care, nail care, and more. The training program combines theoretical study with practical experience to prepare students for the state licensing examination in cosmetology.
6905 Mills Civic Pkwy Suite 120, West Des Moines, IA 50266, United States -
Alpha Wealth Consulting Group - UBS Financial Services Inc.
● OpenAlpha Wealth Consulting Group - UBS Financial Services Inc. is a leading finance institution located at 1075 Jordan Creek Parkway in West Des Moines, Iowa, United States. With a strong focus on providing personalized wealth management solutions, they offer a wide range of financial services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Alpha Wealth Consulting Group - UBS Financial Services Inc. is committed to helping you build and preserve your wealth.
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266, United States -
Merrill Lynch Financial Advisor Ali R Shemirani
● ClosedMerrill Lynch Financial Advisor Ali R Shemirani is a reputable finance institution located at 7545 Ashworth Road in West Des Moines, Iowa, United States. Specializing in providing expert financial advice and services, Merrill Lynch offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Merrill Lynch Financial Advisor Ali R Shemirani is dedicated to helping individuals and businesses make informed decisions about their financial future.
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266, United States -
Duesenberg Davis Wealth Management - UBS Financial Services Inc.
● OpenDuesenberg Davis Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 1075 Jordan Creek Parkway in West Des Moines, Iowa, United States. With a focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized investment strategies and financial planning to help clients build and protect their wealth. With a commitment to excellence and integrity, Duesenberg Davis Wealth Management - UBS Financial Services Inc. is dedicated to providing top-notch financial services to their clients.
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266, United States -
Griffin J Hatten - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGriffin J Hatten is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 76th Street, West Des Moines, Iowa, United States. Griffin holds various certifications including 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®. These certifications demonstrate Griffin's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Griffin is committed to providing comprehensive and personalized financial advice to clients, with a focus on meeting their individual needs and goals. Contact Griffin J Hatten for expert financial guidance and support.
1045 76th St #2000, West Des Moines, IA 50266, United States -
Merrill Lynch Financial Advisor David C Blake
● OpenMerrill Lynch Financial Advisor David C Blake is a finance institution located at 7545 Ashworth Road, West Des Moines, Iowa, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our team, The Blake Group, offers a personalized financial strategy that focuses on your goals and priorities, rather than the market. We provide access to global investing capabilities and banking solutions to help you identify and prioritize personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. We believe in developing a customized financial approach that aligns with your aspirations and helps you pursue your goals. With the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to tailor our approach to what matters most to you. Whether you're planning for retirement, buying a home, or passing wealth to future generations, we are here to help you achieve your financial goals. Our team will regularly review your progress and make adjustments to your financial approach to keep you on track. Let us work together to help you reach your goals and live your best financial life.
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266, United States -
Jared Clauss, CRPS - UBS Financial Services Inc.
● OpenJared Clauss, CRPS - UBS Financial Services Inc. is a finance institution located at 1075 Jordan Creek Parkway in West Des Moines, Iowa, United States. With a focus on providing comprehensive financial services, including retirement planning, investment management, and wealth preservation, the team at Jared Clauss, CRPS - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a personalized approach to financial planning, clients can trust in the expertise and professionalism of the team at this institution.
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266, United States -
Legacy Financial Group
● ClosedLegacy Financial Group, located at 6000 Grand Avenue in Des Moines, Iowa, is a finance institution focused on inspiring and empowering individuals to create the life they want on their own terms. More than just crunching numbers and planning documents, Legacy Financial Group values building relationships with clients and their families. As a fiduciary, they always put their clients' interests first and offer comprehensive, holistic planning in areas such as investments, retirement, risk assessment, estate planning, and taxes. With over 100 years of combined experience, their team is dedicated to providing personalized financial advice and support. Legacy Financial Group is not affiliated with the Social Security Administration or any government agency and does not offer legal or tax advice. They are committed to ongoing professional growth and strive to educate themselves on best practices. Services offered include investment advisory services through Legacy Financial Group, LLC, and securities through Brokers International Financial Services, LLC. They are dedicated to helping clients achieve financial organization, clarity, and confidence in their financial decisions.
6000 Grand Ave suite b, Des Moines, IA 50312, United States -
Bellwether Financial Advisors
● ClosedBellwether Financial Advisors is a leading finance institution located at 1001 Office Park Road in West Des Moines, Iowa, United States. Our team of experienced financial advisors provide personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we strive to be the trusted partner our clients can rely on for all their financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1001 Office Park Rd UNIT 301, West Des Moines, IA 50265, United States -
Edward Jones - Financial Advisor
● OpenEdward Jones - Financial Advisor is a reputable financial institution located at 2020 Grand Avenue in West Des Moines, Iowa, United States. Our dedicated team of financial advisors is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
2020 Grand Ave #250, West Des Moines, IA 50265, United States -
Mandala Financial Advisors - Des Moines
● ClosedMandala Financial Advisors in Des Moines is a reputable finance institution located at 2900 Virginia Place in Des Moines, Iowa, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. We offer a wide range of services including retirement planning, investment management, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, Mandala Financial Advisors is committed to helping our clients secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
2900 Virginia Pl, Des Moines, IA 50321, United States -
Longenecker Financial Services
● ClosedLongenecker Financial Services is a reputable finance institution located at 6000 Grand Avenue in Des Moines, Iowa. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From retirement planning to investment management, we offer a wide range of services tailored to meet the unique needs of each client. Trust Longenecker Financial Services to provide expert guidance and support in navigating the complexities of the financial world.
6000 Grand Ave suite v, Des Moines, IA 50312, United States -
Axion Financial Group
● OpenAxion Financial Group is a leading financial institution located at 4140 Grand Avenue in Des Moines, Iowa, United States. Specializing in finance, our team of experts provide a wide range of services including investment management, financial planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Axion Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complex world of finance.
4140 Grand Ave, Des Moines, IA 50312, United States -
Focus Financial - Jay Ennis, RICP
● ClosedFocus Financial - Jay Ennis, RICP is a trusted finance, health, and insurance agency located at 431 28th Street in Des Moines, Iowa. With a focus on providing expert financial planning and insurance services, Jay Ennis, a Registered Financial Consultant Professional, leads the institution in helping clients secure their financial futures and protect their health and assets. Whether you are looking to plan for retirement, invest wisely, or ensure you have the right insurance coverage, Focus Financial is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and start building a secure financial foundation.
431 28th St Ste 102, Des Moines, IA 50312, United States -
Merrill Lynch Financial Advisor Mark D Malone
● ClosedMerrill Lynch Financial Advisor Mark D Malone is a finance institution located at 7545 Ashworth Road, West Des Moines, Iowa, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Banking products are provided by Bank of America, N.A. and affiliated banks. The Wealth Management Client Associate - Resident Director Assistant at Merrill Lynch focuses on understanding your family, goals, and priorities to create a personalized financial approach. The institution offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Your Merrill advisor will work with you to review and adjust your financial approach as needed to help you achieve your goals. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP®. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you reach your financial goals.
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 4201 Westown Parkway in West Des Moines, Iowa, United States. With a focus on providing personalized financial planning and investment management services, Edelman Financial Engines helps clients achieve their financial goals through expert guidance and innovative solutions. Whether you are planning for retirement, saving for college, or building wealth for the future, the team at Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4201 Westown Pkwy Suite 114, West Des Moines, IA 50266, United States -
Five Talents Financial Management Group, LLC
● ClosedFive Talents Financial Management Group, LLC is a leading financial institution located in West Des Moines, Iowa. Specializing in finance, our team of experts provides personalized financial planning and investment management services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to empower our clients to make informed decisions about their finances. Visit us at 1441 29th Street to learn more about how Five Talents Financial Management Group, LLC can help you secure your financial future.
1441 29th St Ste 310, West Des Moines, IA 50266, United States -
Diversified Financial Group
● ClosedDiversified Financial Group is a leading finance institution located at 3737 Woodland Avenue in West Des Moines, Iowa, United States. With a strong focus on providing a wide range of financial services to individuals and businesses, Diversified Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, our experienced team of professionals is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about how Diversified Financial Group can help you secure your financial future.
3737 Woodland Ave # 500, West Des Moines, IA 50266, United States -
Kingswood Investor Services
● ClosedKingswood Investor Services is a reputable finance institution located at 1000 73rd Street in West Des Moines, Iowa, United States. With a focus on providing top-notch investment services, Kingswood Investor Services offers a wide range of financial products and solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and expert advice to clients, ensuring that their investments are managed effectively. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial objectives, Kingswood Investor Services is committed to helping you succeed. Visit their office today to learn more about how they can assist you in reaching your financial goals.
1321, 1000 73rd St #24, West Des Moines, IA 50265, United States -
Hefner Financial, Inc.
● ClosedHefner Financial, Inc. is a reputable finance institution located at 1415 28th Street in West Des Moines, Iowa, United States. We specialize in providing a wide range of financial services to our clients, including investment planning, retirement planning, estate planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. With a commitment to excellence and a focus on customer satisfaction, Hefner Financial, Inc. is your trusted partner for all your financial needs.
1415 28th St # 335, West Des Moines, IA 50266, United States -
Kent Taylor - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKent Taylor - Financial Advisor, Ameriprise Financial Services, LLC, located at 1080 Jordan Creek Parkway in West Des Moines, Iowa, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Kent Taylor is equipped to provide expert advice on asset management, estate planning, investment strategies, retirement planning, and more. Additionally, Kent Taylor is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, ensuring a high standard of excellence in personal financial planning. With a focus on client assessment, risk management, and investment performance, Kent Taylor is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating the complexities of divorce or estate planning, Kent Taylor has the expertise and experience to guide you through every step of the process.
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266, United States -
Melanie K Skelton - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelanie K Skelton is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1045 76th Street in West Des Moines, Iowa, United States. She offers financial planning services and advice to clients, with a focus on helping them achieve their financial goals. Melanie is properly registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in their services. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. They prioritize privacy and security, with strict rules and regulations in place for their website users. Clients can expect a personalized approach to financial planning and a commitment to helping them navigate the complexities of the financial market. Feel free to refer friends and family members to Melanie for expert financial advice and guidance.
1045 76th St #2000, West Des Moines, IA 50266, United States -
John G Brandt - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn G Brandt is a Financial Advisor at Ameriprise Financial Services, LLC located at 1080 Jordan Creek Parkway in West Des Moines, Iowa, United States. John G Brandt holds various certifications including 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®. These certifications demonstrate John G Brandt's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. John G Brandt is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and continuing education, John G Brandt is committed to helping clients make informed financial decisions to achieve their goals.
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266, United States -
David S Jesse - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDavid S Jesse - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1045 76th Street, West Des Moines, Iowa, United States, is a finance institution that offers a range of services to meet the diverse needs of its clients. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert financial advice and wealth management solutions. From estate planning to retirement planning, investment strategies to risk management, the team at David S Jesse - Private Wealth Advisor is dedicated to helping individuals achieve their financial goals. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, you can trust in the expertise and professionalism of the advisors at this institution. With a focus on ethics and ongoing education, the team at David S Jesse - Private Wealth Advisor is committed to providing top-notch financial services to its clients.
1045 76th St #2000, West Des Moines, IA 50266, United States -
Rob Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRob Marshall - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1080 Jordan Creek Parkway in West Des Moines, Iowa, offers a wide range of financial services to individuals. Rob Marshall holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Rob Marshall helps clients make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Rob Marshall can help you navigate the complex world of finance and investments. Contact Rob Marshall today to start planning for a secure financial future.
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266, United States -
Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRandy M Herr - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1080 Jordan Creek Parkway, West Des Moines, Iowa, United States. Randy M Herr holds various certifications including 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®. These certifications demonstrate Randy M Herr's expertise in various areas of financial planning and wealth management, including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution provides personalized financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Randy M Herr aims to help clients achieve their financial goals and secure their financial future.
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266, United States -
Edward Jones - Financial Advisor: Todd P Johnson, CFP®
● ClosedEdward Jones - Financial Advisor: Todd P Johnson, CFP® is a reputable financial institution located at 6905 Vista Drive in West Des Moines, Iowa, United States. As a Certified Financial Planner, Todd P Johnson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services including retirement planning, investment management, and wealth preservation. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Todd P Johnson and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.
6905 Vista Dr, West Des Moines, IA 50266, United States -
Edward Jones - Financial Advisor: Ryan P Mehalovich, CFP®
● OpenEdward Jones - Financial Advisor: Ryan P Mehalovich, CFP® is a reputable financial institution located at 4601 Westown Parkway in West Des Moines, Iowa, United States. As a Certified Financial Planner®, Ryan P Mehalovich offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families navigate the complexities of financial planning and wealth management. Whether you are planning for retirement, saving for education, or investing for the future, Ryan P Mehalovich and the team at Edward Jones are dedicated to helping you secure a bright financial future.
4601 Westown Pkwy #218, West Des Moines, IA 50266, United States -
Edward Jones - Financial Advisor: Jan Pautvein, CFP®|ChFC®|CLU®
● ClosedEdward Jones - Financial Advisor: Jan Pautvein, CFP®|ChFC®|CLU® is a reputable financial institution located at 160 South 68th Street in West Des Moines, Iowa, United States. With a focus on providing personalized financial planning services, Jan Pautvein, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Jan Pautvein and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust Edward Jones - Financial Advisor: Jan Pautvein, CFP®|ChFC®|CLU® to provide you with the personalized support and expertise needed to secure your financial future.
160 S 68th St Suite 1212, West Des Moines, IA 50266, United States -
Edward Jones - Financial Advisor: Michael A Taylor, AAMS™
● ClosedEdward Jones - Financial Advisor: Michael A Taylor, AAMS™ is a finance institution located at 1055 Jordan Creek Parkway in West Des Moines, Iowa, United States. As a trusted financial advisor, Michael A Taylor, AAMS™ provides personalized investment and wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones is committed to providing expert financial guidance and support. Whether you are planning for retirement, saving for education, or investing for the future, Michael A Taylor, AAMS™ and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1055 Jordan Creek Pkwy Suite 116, West Des Moines, IA 50266, United States
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