Financial Planning & Services
Full service brokerage firm that works with individual investors in pursuit of their personal financial goals.
508 Grand Avenue
Spencer, IA 51301
We provide Insurance and Investment products and services to help meet our clients needs through all stages of their lives.
Open Monday-Friday 9am-5pm. After hours and weekends by appointment.
We work with clients of all ages, helping them find the most cost effective insurance options. We spend the majority of our time educating cosumers on the following products.
Medicare supplements, Medicare Advantage Plans, Prescription Drug Plans, Life Insurance, Retirement Solutions, Long Term Care, and Final Expense.
Hours: 8am-5pm Monday-Friday
Evenings and Weekends by appointment only.
Financial planning and services.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC
Retirement planning, retirement plan analysis, investment reviews, financial planning, estate planning, stocks, bonds, mutual funds, life, health & long term care insurance.
As a credit union, we do more than protect your finances; we
provide you with products and services to help you excel in your financial
Our loan officers work with you to find payment options that fit
your budget. With low rates and high dividends, you can be sure you are getting
the most out of your investments.
More money in your pocket means more money to spend on what really matters to you.
In Clay County we can offer our financial services to anyone who lives or works in Clay Counties and all contiguous counties. Call and find out more today!
Telco Triad - It's Where You Belong!
308 Grand Avenue
Spencer, IA 51301-0442
Life insurance, IRA's, Mutual Funds, Annuities, Health and Disability Insurance