TOP 30 Estate planning services in Spencer, Iowa

7 results found

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.

Jan M Spielman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 116 West 8th Street, Spencer, Iowa, United States. Jan M Spielman 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®, CFP®, 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 Jan M Spielman's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for individuals and businesses. Jan M Spielman is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Montgomery Barry Bovee & Davis is a reputable law firm located at 316 11th Street Southwest Plaza in Spencer, Iowa, United States. Specializing in various areas of law, their experienced team of lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Montgomery Barry Bovee & Davis is dedicated to serving the legal needs of individuals and businesses in the Spencer area. Contact them today for professional and reliable legal services.

Greer Law Office is a reputable legal institution located at 13 West 4th Street in Spencer, Iowa, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with family law, criminal defense, estate planning, or business law, Greer Law Office is here to help. With a commitment to professionalism and client satisfaction, trust us to handle your legal needs with care and expertise.

Sackett | A Goosmann Law Firm is a prestigious institution located at 110 West 4th Street in Spencer, Iowa, United States. Specializing in accounting, finance, and legal services, this firm offers expert advice and representation to clients in need of professional assistance. With a team of highly skilled lawyers and financial experts, Sackett | A Goosmann Law Firm is dedicated to providing top-notch services to help individuals and businesses navigate complex legal and financial matters. Whether you need assistance with tax planning, estate planning, business transactions, or litigation, this institution is committed to delivering personalized solutions tailored to your specific needs.

Cotton-Grave Farm Management & Land Realty is a trusted institution located at 517 Grand Avenue in Spencer, Iowa, United States. Specializing in finance and real estate agency services, we have been managing and caring for farm legacies since 1960. With a strong focus on customer service, land sales, and investments, our team of experienced professionals has built a reputation for fairness and honesty over the past 60 years. Located in Cottonwood County, MN, we currently have a farm available for sale in Storden Township. The Oppedal farm features over 133 acres of tillable land with high average CSR2 ratings. Additionally, we offer farm management services for landowners and tenants, ensuring convenience and professionalism throughout the process.

Premier Financial Consultants is a leading finance institution located at 1900 Grand Avenue in Spencer, Iowa, United States. Our team of experienced consultants provides expert financial advice and solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our dedicated professionals are here to help. Trust Premier Financial Consultants to provide you with personalized and comprehensive financial services to secure your financial future.