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Christmas without Cash Marshalltown IA

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Marshalltown, IA. We have compiled a list of businesses and services around Marshalltown, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Ms. Kileen D. Rezac, CFP®
(641) 752-2041
25 S Center St
Marshalltown, IA
Firm
SagePoint Financial, Inc.
Areas of Specialization
Retirement Income Management, Retirement Planning

Data Provided By:
US Bank - Marshalltown Office
(641) 752-4591
123 W Main St
Marshalltown, IA
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 08:30 am to 12:00 pm

US Bank - Marshalltown Mall Office
(641) 752-7141
2500 S Center St
Marshalltown, IA
Languages
Spanish
Drive Up Hours
Mon 09:00 am to 05:30 pm
Tue 09:00 am to 05:30 pm
Wed 09:00 am to 05:30 pm
Thur 09:00 am to 05:30 pm
Fri 09:00 am to 05:30 pm
Sat 08:30 am to 12:00 pm

Brian McKibban
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Wayne Van Heuvelen
Horizon Consulting & Investment Services, Inc.
(515) 252-0796
2400 86th Street, Suite 19
Urbandale, IA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Hourly Financial Planning Services, Tax Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MA

Mr. Steve A. Gantz, CFP®
(641) 352-5003
24 E Main St
Marshalltown, IA
Firm
Ameriprise
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Wells Fargo - Marshalltown
(641) 753-5555
2703 S Center St
Marshalltown, IA
Type
Branch
Office Hours
Mon-Fri 08:00 AM-05:30 PM
Sat 08:00 AM-02:00 PM
Sun Closed

Wells Fargo - Marshalltown South Center
(641) 754-5600
102 S Center St
Marshalltown, IA
Type
Branch
Office Hours
Mon-Fri 08:00 AM-05:30 PM
Sat 08:00 AM-02:00 PM
Sun Closed

Jean Mote
Mote Wealth Management, LLC
(319) 393-4020
4300 Northwood Drive NE
Cedar Rapids, IA
Expertises
Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Laura West
West Financial Advisors, LLC
(515) 382-2960
1400 Fawcett Parkway
Nevada, IA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, College/Education Planning, Women's Financial Planning Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

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