PHONE: (712) 262-5680  |  FAX: (712) 262-5747

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Financial Planning & Services


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Edward Jones-Jeremy W. Eller

www.edwardjones.com

Full service  brokerage firm that works with individual investors in pursuit of their personal financial goals.

323 Grand Ave.
Spencer, IA 51301
Map

712-262-0142
877-310-0142
Fax: 877-469-8460
Email


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Farm Bureau Financial Services

Farm Bureau Financial Services

www.joezenkovich.com

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.

508 Grand Avenue
Spencer, IA 51301

712-262-3829
Fax: 712-262-1859
Email

  • Insurance Services
  • Financial Planning & Services

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Heartland Retirement Group

www.yourhrg.com

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.

804 Fairway Street
Spencer, IA 51301
Map

712-363-6621
Fax: 515-270-0147
Email


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Legacy Financial Services

Legacy Financial Services

www.legacyfinserv.com

Financial planning and services.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

1200 West 18th Street - Ste. 1
Spencer, IA 51301
Map

712-580-5432
Fax: 712-580-5436
Email


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Modern Woodmen of America

reps.modernwoodmen.org/cgetting

Candice Getting
309 Grand Avenue
Spencer, IA 51301
Map

712-260-2735
712-580-5735
Email


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Prairie Plans Asset Management

Retirement planning, retirement plan analysis, investment reviews, financial planning, estate planning, stocks, bonds, mutual funds, life, health & long term care insurance.

122 West 5th Street
PO Box 7980
Spencer, IA 51301
Map

712-262-2600
Fax: 712-262-6495
Email


Profile

Telco Triad Community Credit Union

www.telcotriad.org

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 future.

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! 

24 W. 4th St.
Spencer, IA 51301
Map

712-262-4194
Fax: 712-262-4195
Email


Profile

Thrivent Financial

Thrivent Financial

https://connect.thrivent.com/troy-rosendahl

Life insurance, IRA's, Mutual Funds, Annuities, Health and Disability Insurance

308 Grand Avenue
Spencer, IA 51301-0442

712-262-5841 (Office)
712-260-1944 (Troy)
Fax: 712-262-6022
Email

  • Insurance Services
  • Financial Planning & Services

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