Financial legacy planning in West Des Moines, Iowa
8 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Financial Benefit Services Ltd
● ClosedFinancial Benefit Services Ltd is an insurance agency located at 816 Ramsey Street in West Burlington, Iowa, United States. Jamie Hunerdosse, the owner, continues a legacy of helping people, especially seniors, get the insurance they need. With over 26 years of experience, Jamie is dedicated to finding the most affordable insurance plans for his clients. As an Independent Broker, he has access to dozens of companies to ensure that you receive the plan that best fits your needs at the most affordable price. Specializing in helping those turning 65 navigate the Medicare enrollment process, Jamie offers a variety of insurance plans including Medicare Supplements, Medicare Advantage, Medicare Prescription Drug Plans, Short-Term Medical, Long-Term Care, Life Insurance, and Annuities. He also provides private insurance policies to cover health costs that Medicare doesn't, as well as temporary health insurance for gaps in coverage and long-term care plans for assisted living or nursing home expenses.
816 Ramsey St, West Burlington, IA 52655, United States -
Heartland Financial Resource
● ClosedHeartland Financial Resource is a finance institution located at 6701 Westown Parkway in West Des Moines, Iowa, United States. Our services include retirement planning, asset accumulation strategies, risk management, and family farm legacy planning. We understand that family farm issues are unique and offer personalized solutions to meet your needs. Our experienced team, led by Jim L. Harvey and Ryan Swalwell, is licensed and registered in multiple states to offer insurance products and securities. We provide a range of calculators and videos on our site to help you make informed financial decisions. Let us help you create a legacy plan that ensures a smooth transition to the next generation. Contact us today to start planning for your future.
6701 Westown Pkwy #220, 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 -
The Investment Consulting Group
● ClosedThe Investment Consulting Group, located at 6400 Westown Parkway in West Des Moines, Iowa, is a finance institution that specializes in helping individuals navigate their financial priorities during crucial points in their lives. Whether you are planning for retirement, solidifying your legacy, or pursuing charitable aspirations, our team is here to provide expert advice and guidance. We offer a 'Are You Ready to Retire' retirement checklist to help you assess your readiness for this important life transition. Residents of select states in the U.S. can benefit from our securities-related services, offered through Wells Fargo Advisors. Please note that investment products and services may have restrictions based on client country of residence. We also offer insurance products through nonbank insurance agency affiliates of Wells Fargo & Company.
6400 Westown Pkwy Suite 115, West Des Moines, IA 50266, United States -
Brett Halley
● ClosedBrett Halley is a finance institution located at 5000 Westown Parkway, West Des Moines, Iowa, United States. With a team of experienced professionals, they offer multi-family office services dedicated to providing counsel to families and institutions. They prioritize protecting and growing wealth, offering customized strategies to drive investments and future success. With a client-centric approach, they ensure full transparency and hands-on team planning to create a lasting legacy. Brett Halley also offers outsourced institutional investment management to drive their clients' causes. They keep all stakeholders, family members, and trusted advisors in the loop, delivering opportunities as they arise. With multiple locations across the Midwest and Texas, Brett Halley is committed to providing personalized and dedicated service to their clients.
5000 Westown Pkwy Suite 440, West Des Moines, IA 50266, United States -
Gremler Wealth Management
● ClosedGremler Wealth Management is a leading finance institution located at 405 Railroad Place in West Des Moines, Iowa, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a comprehensive range of services tailored to meet each client's unique needs. Trust Gremler Wealth Management to provide expert guidance and support on your journey to financial success.
405 Railroad Pl, West Des Moines, IA 50265, United States -
Steve Devenney - Raymond James
● ClosedSteve Devenney - Raymond James is a reputable finance institution located in West Des Moines, Iowa. With a commitment to providing personalized financial solutions, our team at Steve Devenney - Raymond James strives to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Visit us at 1601 West Lakes Parkway to learn more about how we can help you secure your financial future.
1601 W Lakes Pkwy, West Des Moines, IA 50266, United States -
Sammons Retirement Solutions
● ClosedSammons Retirement Solutions is a leading finance institution located in West Des Moines, Iowa. With a focus on helping individuals plan for and enjoy their retirement, Sammons Retirement Solutions offers a range of financial products and services to meet the diverse needs of its clients. Whether you are looking to invest for the future, save for retirement, or secure your financial legacy, the team at Sammons Retirement Solutions is dedicated to providing personalized solutions and expert guidance. Visit us at 8300 Mills Civic Parkway to learn more about how we can help you achieve your retirement goals.
8300 Mills Civic Pkwy, West Des Moines, IA 50266, United States
List of local businesses, places and services in Iowa
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos