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Triangle Financial Services
- Finance/Consumer Services
- Finance/Investments & Retirement Planning
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About
Financial Planning firm independently owned a one-stop-shop to serve you through customized holistic planning for businesses & individuals, we also offer collaborative divorce financial analysis.
Financial planning for any business, nonprofit or individual can be daunting. That’s why we’re here — so we can help you prepare for the future with confidence. As Central Iowa financial advisors in Des Moines, we offer:
Compassionate values – As an independent firm with an objective viewpoint, we have the freedom to do what is best for you without corporate culture and mandates, and to provide an outstanding level of service at the lowest price.
Holistic approach – We’ll help you review the entire scope of your lifestyle and your finances, so you can make the best choices for your situation.
Customized experience – Your needs are unique, and so is our method of business. As we get to know you and your goals, we can help design a comprehensive plan that works best for you.
Independently operated – With no parent corporation to answer to, we can offer you a comprehensive portfolio of products and services you want from a wide range of companies.
Relationship driven – We know that life changes occur, so we offer regular reviews and meetings — from quarterly to annually — depending on your preference.
One-stop-shop – As a small agency with big capabilities, we are a one-stop shop for your administrative needs. No more waiting on hold to speak to an actual person. No more researching and managing your own investments. No more wading through industry jargon to get the answers you -
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Whom to Contact
- Bailey DavisLead Financial AdvisorPhone: (515) 282-8962
- Kendra ErkamaaFinancial Advisor and PresidentPhone: (515) 282-8962
- Alyssa HollingsworthClient Service CoordinatorPhone: (515) 282-8962
- Mr. Lucas KaneLead Financial AdvisorPhone: (515) 282-8962
- Elizabeth NobleParaplannerPhone: (515) 282-8962
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