From the drop down, select the primary category for the product or service you are looking for. To further filter the results, select a sub-category that best fits the product or service you are looking for. Once you get the list you can select or deselect the companies you are interested in receiving quotes back from. Add the information the companies need to quote your project, hit send and the members will reach out to you shortly! We try to make it easy to shop local, shop Urbandale Chamber!
Merkley Wealth Associates
- Insurance-Finance/Services
- Finance/Annuities
- Finance/Brokerages
- Finance/Investments & Retirement Planning
- Finance/Services
- Finance/Tax Services
- Insurance-Finance/Administrative
- Insurance-Finance/Agents
- Insurance-Finance/Brokerages
- Woman Owned
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About
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. We provide quality information to help you identify your goals and make sound decisions.
Our services include:
Retirement planning
Estate and senior adult planning
Investment strategies
Financial analysis
Legacy planning
Survivor benefits
Disability insurance
College planning
Personal budgeting
We also provide educational outreach through educational seminars and custom presentations for groups of any size
We also work with a group of trusted financial advisors who specialize in several areas, such as estate planning and elder law, long-term care*, health insurance and Medicare, property and casualty insurance, and more. -
Media
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Whom to Contact
- Jennifer LovellMarketing DirectorPhone: (515) 259-3571
- Ann MerkleyOwner and Senior AdvisorPhone: (515) 259-3571
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