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Edward Jones - Kneifl Wealth Management
- Finance/Investments & Retirement Planning
- Agribusiness/Finance
- Finance/Acquisition-Valuation
- Finance/Services
- Finance/Student Loans
- Finance/Tax Services
- Insurance-Finance/Services
- Small Business Assistance
- Windsor Heights
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About
Our family business is built on helping folks with all serious financial aspects of their lives. Most of the people we work with are leaders in their fields, business owners, executives, high earners, folks that are charitably minded, and those that see true value in working with professionals. Matt has a niche focus with those in the ag industry, executives, ESOP's, and business owner exit strategies. Nathan tailors his focus on helping many specialty doctors, athletes, those that want to be stewards & charitably focused, business owners, and high earners. Our team of six spends considerable time seeking to understand what's most important in your life, so we can deliver a valuable relationship in achieving your financial wellness.
With this, we:
1. Get to know you and your family on a deep level.
2. Contact and meet with you regularly to ensure progress is being made on what's most important.
3. Use our experience to manage risk and deliver growth and income in alignment with your goals.
4. Partner with your other professionals to ensure clarity on your entire strategy.
5. Listen and understand what's most important to you.
6. Will help you use your resources to live out your purpose just as this career and our relationship helps me live out mine – which is: In business and in life, my purpose is to honor my faith through humbly & happily leading, loving & serving others through life's adventures.
7. Promise that no one will care more about you & your financial wellness than us – and that we'll treat you like family. We're your advocates.
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Whom to Contact
- Noah HolthausAssociate Financial AdvisorPhone: (515) 279-2219
- Amber KasperBranch Office AdministratorPhone: (515) 279-2219
- Matt KneiflFinancial AdvisorPhone: (515) 279-2219
- Nathan KneiflFinancial AdvisorPhone: (515) 279-2219
- Shelly MangelsSenior Branch Office AdministratorPhone: (515) 279-2219
- Liz PhillipsSenior Branch Office AdministratorPhone: (515) 279-2219
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Directions
1100 73rd St Windsor Heights, IA 50324 Across the street from SAM'S Club
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