Finance/Investments & Retirement Planning
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Helping clients maximize what they earn, invest wisely & give generously.
2570 106th St., Ste. A
Urbandale, IA 50322
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- (515) 224-7849
Full service financial Insitution
1150 Jordan Creek Pkwy.
West Des Moines, IA 50266
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- (515) 225-0710
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- (515) 271-1000
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
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- (515) 245-2440
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Community State Bank has helped central Iowa families, businesses and communities prosper since 1902.
6175 Merle Hay Rd.
Johnston, IA 50131
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- (515) 252-1185
We have a long history of protecting people. And we work together to help you and your family achieve financial freedom.
We’re more than an insurance company - COUNTRY Financial clients not only trus
We’re more than an insurance company - COUNTRY Financial clients not only trus
8525 Douglas Ave., Ste.39
Urbandale, IA 50322
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- (515) 251-8891
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
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- (800) 373-7600
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
14111 Douglas Pkwy., Ste. 102A
Urbandale, IA 50323
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- (515) 989-4100
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
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- (515) 277-0719
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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
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- (515) 279-2219
At Edward Jones, we work to understand the hopes and concerns of clients to plan and prepare for life's events together.
14225 University Ave., Ste 240
Urbandale, IA 50322
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- (515) 278-1187
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
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- (515) 896-0120
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
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- (515) 489-0045
An Uncommon Approach to Financial Decision Making
The Living Balance Sheet® Transforming how you look at your wealth.
The Living Balance Sheet® Transforming how you look at your wealth.
12345 University Ave., Ste. 200
Clive, IA 50325
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- (515) 457-1276
Helping you achieve better financial results through valuable insights, thoughtful explanations, & proactive guidance.
1245 Jordan Creek Pkwy., Ste.100
West Des Moines, IA 50266
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- (515) 620-3050
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- (515) 608-5963
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
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- (515) 278-2442
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
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- (515) 252 3140
Lincoln Savings Bank is a full service bank that serves both individuals and businesses in Central and Northeast Iowa. We offer convenient banking options including checking accounts, savings accounts
13523 University Avenue
Clive, IA 50325
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- (515) 221-9876
We build comprehensive retirement plans centered around lifestyle, income, taxes, health care, investments, and legacy.
1860 SE Princeton Dr.
Grimes, IA 50111
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- (515) 278-1006
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
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- (515) 259-3571
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
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- (917) 568-1132
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
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- (800) 321-7015
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- (515) 327-5102
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial pla
1245 Jordan Creek Pkwy., Ste. 200
West Des Moines, IA 50266
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- (515) 360-7265
NM Urbandale offers personalized financial planning, investment management, retirement strategies, and insurance solutions to help individual families achieve long-term security.
12421 Meredith Dr., Ste.190
Urbandale, IA 50323
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- (515) 697-4685
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- (515) 770-9039
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
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- (800) 701-4250
- Retirement Plans for Businesses, Associations and Non-Profits.
- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
- Business Owner Wealth Management
- Private Wealth Management
- Urbandale Chamber of Commerce 401k Program
Unpublished Address
Urbandale, IA 50323
- (515) 414-7373
At Simplified Planning and Investments everything begins with a passion for people. This firm was built on the belief that financial planning is not just about numbers - it’s about relationships, trus
6165 NW 86th St.
Johnston, IA 50131
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- (515) 216-4442
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
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- (847) 917-0076
Strategic Retirement Partners is an independent, privately held retirement plan consulting and wealth management firm with more than 130 professionals across 34 offices nationwide. Founded in 2015, SR
2900 100th St., Ste. 106
Urbandale, IA 50322
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- (515) 231-3106
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- (515) 283-7069
Your local neighborhood bank, passionately committed to your success!
3025 Ingersoll Ave.
Des Moines, IA 50312
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- (515) 222-4300
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
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- (515) 253-0099
5880 Merle Hay Rd.
Johnston, IA 50131
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- (515) 237-5389
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- (515) 225-9500
Printed courtesy of www.uniquelyurbandale.com – Contact the Urbandale Chamber of Commerce for more information.
2830 100th St., Suite 110, Urbandale, IA 50322 – (515) 331-6855 – info@urbandalechamber.com