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Finance/Investments & Retirement Planning

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AO Wealth Advisory
Helping clients maximize what they earn, invest wisely & give generously.
2570 106th St., Ste. A
Urbandale, IA 50322
Bank Iowa - West Des Moines
Full service financial Insitution
1150 Jordan Creek Pkwy.
West Des Moines, IA 50266
Bankers Trust - Windsor Heights
7000 Unversity Ave.
Windsor Heights, IA 50324
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.
3905 Merle Hay Rd.
Des Moines, IA 50310-1309
Community State Bank
Community State Bank has helped central Iowa families, businesses and communities prosper since 1902.
6175 Merle Hay Rd.
Johnston, IA 50131
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.
5550 Wild Rose Ln., Ste. 101
West Des Moines, IA 50266-5351
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 F
13101 University Ave., Ste. 3
Clive, IA 50325
Dupaco Community Credit Union - Grimes
Dupaco is a member-owned financial cooperative that serves over 170,000 members and growing. Our mission is to help members build a life worth loving.
1701 E. 1st St.
Grimes, IA 50111
Edward Jones - Cody Smith
Your financial journey is unique to you and you alone. However, after helping hundreds of clients since joining the firm in 2020, I have noticed we all have several common obstacles that must be taken
50 School St.
Carlisle, IA 50047
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.
10888 Hickman Rd., Ste. 2A
Clive, IA 50325
Edward Jones - Kneifl Wealth Management
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 return
1100 73rd St.
Windsor Heights, IA 50324
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.
3841 100th St.
Urbandale, IA 50322
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.
2830 100th St., Ste. 108
Urbandale, IA 50322
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 can
2400 86th St., Unit 25
Urbandale, IA 50322
Financial Architects
An Uncommon Approach to Financial Decision Making
The Living Balance Sheet® Transforming how you look at your wealth.
12345 University Ave., Ste. 200
Clive, IA 50325
Forge Financial & Management Consulting
Helping you achieve better financial results through valuable insights, thoughtful explanations, & proactive guidance.
1245 Jordan Creek Pkwy., Ste.100
West Des Moines, IA 50266
GreenState Credit Union
7031 Douglas Ave.
Urbandale, IA 50322-3200
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.
2301 128th St.
Urbandale, IA 50323
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.
5260 NW 86th St.
Johnston, IA 50131
LPL Financial
As an independent financial consultant, I strive to take the time to know and understand your unique financial situation and craft a personalized financial plan that is in your best interests.
8515 Douglas Ave., Ste. 23
Urbandale, IA 50322
Merkle Retirement Planning
We build comprehensive retirement plans centered around lifestyle, income, taxes, health care, investments, and legacy.
1860 SE Princeton Dr.
Grimes, IA 50111
Merkley Wealth Associates
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
6911 Vista Dr.
West Des Moines, IA 50266
Financial Advising, Financial and Retirement Planning, Wealth Management, Life Insurance, Annuities, Group Plans and Executive Solutions for Businesses, Retirement Plans Management
5700 University Ave., Ste. 220
West Des Moines, IA 50266
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.
14001 University Ave.
Clive, IA 50325-8258
Northwest Bank
5700 University Ave., Ste. 100
West Des Moines, IA 50266-8225
PRIMERICA
1000 73rd St., Ste. 11A
West Des Moines, IA 50265
Revol One Financial
Revol One Financial is a refreshingly straight-forward insurance company committed to revolutionizing your experience in the fixed annuity insurance industry. Revol One Financial is being led by a tea
11259 Aurora Ave.
Urbandale, IA 50322
RockWay Wealth Partners
- Retirement Plans for Businesses, Associations and Non-Profits.
- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
Unpublished Address
Urbandale, IA 50323
Rockway Wealth Partners - Jayden Moore, CFP
When you work for a company, they try to have your back by offering resources to help you plan for your future. A 401k, health insurance, life insurance, the whole shebang set to lead you to a comfort
1009 SW Des Moines Ln., Ste. 106
Ankeny, Iowa 50023
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.
15149 Buena Vista Dr.
Clive, IA 50325
The Des Moines Group at Morgan Stanley
1080 Jordan Creek Pkwy., Ste 400N
West Des Moines, IA 50266
Two Rivers Bank & Trust - Ingersoll
Your local neighborhood bank, passionately committed to your success!
3025 Ingersoll Ave.
Des Moines, IA 50312
Our mission at Welgaard is focusing beyond the numbers. We are forward-looking, future-ready and passionate about your financial success.
10550 New York Ave., Ste. 100
Urbandale, IA 50322
5880 Merle Hay Rd.
Johnston, IA 50131
West Bank
Founded in 1893, West Bank provides full-service banking, mortgage and trust services to businesses and consumers.
3330 Westown Pkwy
West Des Moines, IA 50266
Wilon Wealth Management
2400 NW 86th St., Ste. 32
Urbandale, IA 50322