AO Wealth Advisory
Helping clients maximize what they earn, invest wisely & give generously.Helping clients maximize what they earn, invest wisely & give generously.
Bankers Trust Company - North Office
Bankers Trust Company is the leading, independently owned bank in Des Moines. We pride ourselves on a tradition of strength, progress, local ownership, and support for the community.Bankers Trust Company is the leading, independently owned bank in Des Moines. We pride ourselves on a tradition of strength, progress, local ownership, and support for the community.
City State Bank - Grimes
We’ve been serving our communities in the Des Moines metro area for over a century. That’s 100+ years of local ownership, reliability and being there for our friends and neighbors.We’ve been serving our communities in the Des Moines metro area for over a century. That’s 100+ years of local ownership, reliability and being there for our friends and neighbors.
Community State Bank
Community State Bank has helped central Iowa families, businesses and communities prosper since 1902.Community State Bank has helped central Iowa families, businesses and communities prosper since 1902.
Country Financial - Sara Velander
COUNTRY Financial, we want to help you own your future, and we know that the best way to do that is to get to know you – your needs and your goals. It’s a little heart that sets us apart.COUNTRY Financial, we want to help you own your future, and we know that the best way to do that is to get to know you – your needs and your goals. It’s a little heart that sets us apart.
DB&T
Dubuque Bank and Trust is not your ordinary community bank! We are a growing, dynamic local bank that is strengthened by HTLF, a multi-billion-dollar financial services company that has been named a FDubuque Bank and Trust is not your ordinary community bank! We are a growing, dynamic local bank that is strengthened by HTLF, a multi-billion-dollar financial services company that has been named a F
Edward Jones - Daniel Timmons
Edward Jones is a full-service firm founded in 1922. We provide investment advice and help our clients reach their financial goals.Edward Jones is a full-service firm founded in 1922. We provide investment advice and help our clients reach their financial goals.
Edward Jones - Lucas Nerhus
At Edward Jones, we work to understand the hopes and concerns of clients to plan and prepare for life's events together.At Edward Jones, we work to understand the hopes and concerns of clients to plan and prepare for life's events together.
Edward Jones - Matt Kneifl
We’re a 100-year-old-firm built for now. We specialize in helping individual investors rather than institutions. And as a privately-owned company, focus on relationships rather than shareholder returnWe’re a 100-year-old-firm built for now. We specialize in helping individual investors rather than institutions. And as a privately-owned company, focus on relationships rather than shareholder return
Edward Jones - Todd P. Johnson
My desire to become a Financial Advisor was driven by my experience with a Financial Advisor who helped my family. Assisting others in reaching their financial goals and dreams is very rewarding.My desire to become a Financial Advisor was driven by my experience with a Financial Advisor who helped my family. Assisting others in reaching their financial goals and dreams is very rewarding.
Envision Wealth
Living with and understanding the unique challenges and opportunities of entrepreneurs and business owners is the foundation of Envision Wealth. We help families live well at every stage of life.Living with and understanding the unique challenges and opportunities of entrepreneurs and business owners is the foundation of Envision Wealth. We help families live well at every stage of life.
Farm Bureau Financial - Eliott Milakovich
Give me a call today to learn how I can make it easy to protect the things that are most important to you -- your home, family, farm and future. I look forward to showing you how simple insurance canGive me a call today to learn how I can make it easy to protect the things that are most important to you -- your home, family, farm and future. I look forward to showing you how simple insurance can
Farmers State Bank
We serve Iowans at every stage of life, helping them grow and prosper. We're all about you. No matter where you are in life, FSB has a solution for you.We serve Iowans at every stage of life, helping them grow and prosper. We're all about you. No matter where you are in life, FSB has a solution for you.
Financial Architects
An Uncommon Approach to Financial Decision MakingThe Living Balance Sheet® Transforming how you look at your wealth.
An Uncommon Approach to Financial Decision Making
The Living Balance Sheet® Transforming how you look at your wealth.
First National Bank - West Glen Branch
First National Bank is a local, full-service bank, serving the Ames, Ankeny, Osceola, and West Des Moines communities from eight convenient locations.http://www.FNB247.com
First National Bank is a local, full-service bank, serving the Ames, Ankeny, Osceola, and West Des Moines communities from eight convenient locations.
http://www.FNB247.com
Forge Financial & Management Consulting
Helping you achieve better financial results through valuable insights, thoughtful explanations, & proactive guidance.Helping you achieve better financial results through valuable insights, thoughtful explanations, & proactive guidance.
Iowa State Bank - Banking & Trust Services
Our mission is to serve customers, prosper, have fun & remain an independent bank. We are confident Iowa State Bank is capable of providing the perfect mix of convenience banking and traditional svcs.Our mission is to serve customers, prosper, have fun & remain an independent bank. We are confident Iowa State Bank is capable of providing the perfect mix of convenience banking and traditional svcs.
Iowa Trust Savings Bank
Iowa Trust is a bank focused on creating opportunities. We are built on a foundation of strong relationships between the people we serve, the communities we live in and the employees who represent ourIowa Trust is a bank focused on creating opportunities. We are built on a foundation of strong relationships between the people we serve, the communities we live in and the employees who represent our
Liberty National Bank
Liberty National Bank has the answer for all of your banking needs, including Commercial Banking, Commercial & Residential Real Estate Lending, Commercial & SBA Lending, & Retail Banking.Liberty National Bank has the answer for all of your banking needs, including Commercial Banking, Commercial & Residential Real Estate Lending, Commercial & SBA Lending, & Retail Banking.
Merkle Retirement Planning
We build comprehensive retirement plans centered around lifestyle, income, taxes, health care, investments, and legacy.We build comprehensive retirement plans centered around lifestyle, income, taxes, health care, investments, and legacy.
Movement Wealth Partners
CLIENT EXPERIENCEWe know that over time, financial circumstances, and dreams can change. We offer an intentional and individualized experience focused on your goals and dreams.
CLIENT EXPERIENCE
We know that over time, financial circumstances, and dreams can change. We offer an intentional and individualized experience focused on your goals and dreams.
NCMIC/Professional Solutions
Through our two brands - NCMIC and Professional Solutions - we offer a wide variety of insurance and finance products to healthcare professionals, businesses, and individuals.Through our two brands - NCMIC and Professional Solutions - we offer a wide variety of insurance and finance products to healthcare professionals, businesses, and individuals.
RockWay Wealth Partners
- Retirement Plans for Businesses, Associations and Non-Profits.- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
- Retirement Plans for Businesses, Associations and Non-Profits.
- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
Simply Sophisticated Wealth Planning, LLC
I take a personal interest in protecting what you value most--your family relationships, your health, your business, and your wealth.I take a personal interest in protecting what you value most--your family relationships, your health, your business, and your wealth.
Teacher Wealth
Providing comprehensive life-centered financial planning for Iowa teachers. Raising the standard of financial advice for educators and their families. Fee-only and Fiduciary advice.Providing comprehensive life-centered financial planning for Iowa teachers. Raising the standard of financial advice for educators and their families. Fee-only and Fiduciary advice.
Triangle Financial Services
Financial Planning firm independently owned a one-stop-shop to serve you through customized holistic planning for businesses & individuals, we also offer collaborative divorce financial analysis.Financial Planning firm independently owned a one-stop-shop to serve you through customized holistic planning for businesses & individuals, we also offer collaborative divorce financial analysis.
Two Rivers Bank & Trust - Ingersoll
Your local neighborhood bank, passionately committed to your success!Your local neighborhood bank, passionately committed to your success!
Welgaard CPA's & Advisors
Our mission at Welgaard is focusing beyond the numbers. We are forward-looking, future-ready and passionate about your financial success.Our mission at Welgaard is focusing beyond the numbers. We are forward-looking, future-ready and passionate about your financial success.
West Bank
Founded in 1893, West Bank provides full-service banking, mortgage and trust services to businesses and consumers.Founded in 1893, West Bank provides full-service banking, mortgage and trust services to businesses and consumers.
