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!
Movement Wealth Partners
- Finance/Investments & Retirement Planning
-
About
PARTNERSHIP
Working alongside our clients, our on-going partnership is a bilateral process. We want to work with you to achieve what is most important. We want to give you the confidence knowing that you have a team to support you and your family for years to come. Dream big!
AUTHENTIC
We understand there are many options when selecting and working with a Financial Advisor. We strive to be authentic in our approach, working with you and tailoring our suggestions to appropriately align with your core values.
EDUCATE
We believe in having the heart of a teacher. Our on-going coaching will provide you the tools to make the appropriate financial decisions that best fit your needs.
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.
-
Media
-
Whom to Contact
- Scott AdamsFounder & PartnerPhone: (515) 644-7541
- Logan PalmitierClient Relationship ManagerPhone: (515) 644-7541
- Nicki WhiteClient Care CoordinatorPhone: (515) 644-7541
-
-
