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Showing 1 - 12 of 23 results
D.M. KELLY & COMPANY
D.M. KELLY & COMPANY
Des Moines, Iowa
11-50 employees
D.M. Kelly & Company is a full-service wealth management firm based in Des Moines, Iowa. We offer lifetime financial guidance, direct access to investments, and an unflinching dedication to our clients’ best interests. Whether you want to address your family’s wealth-management needs, plan for retirement, or leverage our investment-management expertise, we can address all of your financial planning needs. We also provide exceptional service for institutional clients, such as banks, trust departments, insurance companies and corporate reserve accounts. Our local in-house trading operation specializes in Midwestern municipal bonds, in particular Iowa and Nebraska, and we’re active in the new-issue market. We’re also fluent traders of corporate bonds, Treasuries and CDs. Securities offered through D.M. Kelly & Company, member FINRA, SIPC and MSRB. Investment advisory services offered through DMKC Advisory Services LLC, an SEC Registered Investment Adviser.
Retirement Benefits Rank
Top Benefits
GILBERT & COOK, INC.
GILBERT & COOK, INC.
West Des Moines, Iowa
11-50 employees
For over two decades, individuals and families have secured their financial provisions by putting their wealth to work with Gilbert & Cook - accomplishing money goals, enhancing life experiences, and living a life of abundance. We deeply believe that it is a privilege to be in service to others. Relationships begin with first impressions and our team is committed to providing the best service possible for our clients. Our positive attitude is contagious; creating a warm, welcoming environment, which radiates compassion and integrity as soon as you walk in our door. Gilbert & Cook helps you create and preserve high-net wealth with our individually tailored processes. With flexibility in investment options, customized implementation and proprietary financial modeling, we can make planning your investment future a unique, rewarding experience! Let's Stay Connected! Sign up for our Newsletter, here: https://lp.constantcontactpages.com/su/tt6b4up
Retirement Benefits Rank
Top Benefits
VALUES BASED HOLDING CORPORATION
VALUES BASED HOLDING CORPORATION
West Des Moines, Iowa
11-50 employees
Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.
Retirement Benefits Rank
Market Leading
LEGACY FINANCIAL GROUP, LLC
LEGACY FINANCIAL GROUP, LLC
Des Moines, Iowa
11-50 employees
As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.
Retirement Benefits Rank
Market Competitive
FREMONT FARMS OF IOWA LLP
FREMONT FARMS OF IOWA LLP
Newton, Iowa
51-200 employees
Fremont Farms is a company based out of 3205 295th St, Fremont, Iowa, United States.
Retirement Benefits Rank
Below Market
ASPEN FINANCIAL SERVICES, INC.
ASPEN FINANCIAL SERVICES, INC.
West Des Moines, Iowa
11-50 employees
ASPEN FINANCIAL SERVICES, INC. is a financial services company based out of 4401 WESTOWN PARKWAY, WEST DES MOINES, Iowa, United States.
Retirement Benefits Rank
Market Leading
MOKOSAK ADVISORY GROUP, L.L.C.
MOKOSAK ADVISORY GROUP, L.L.C.
Urbandale, Iowa
1-10 employees
Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.
Retirement Benefits Rank
Top Benefits
INSIGHT WEALTH GROUP, LLC
INSIGHT WEALTH GROUP, LLC
West Des Moines, Iowa
1-10 employees
Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management. Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor. Tax and accounting services are offered through Insight CPA. Insight CPA is not affiliated with Arete Wealth Management or Arete Wealth Advisors.
Retirement Benefits Rank
Market Competitive
ERIK CHRISTIANSEN DESIGN GROUP, LTD.
ERIK CHRISTIANSEN DESIGN GROUP, LTD.
West Des Moines, Iowa
11-50 employees
E.C. Designs Ltd. is an architecture & planning company based out of 20 Estate Dr, Scarborough, ON, Canada.
Retirement Benefits Rank
Market Competitive
FMA, LLC
FMA, LLC
West Des Moines, Iowa
1-10 employees
• Supported the Chief Investment Officer, Chief Operating Officer, and the Research & Trading Department. • Supervised reception staff. Head of accounts payable, accounts receivable, billing and invoicing as well as 1099 tax forms. Prepared and sent reminder statements as well as administered monthly collection calls. Payroll preparation including upper management payroll and coordinate with third party vendor to administer payroll, payroll taxes and 401K. Processed and coded timesheets, employee expense reports and company American Express statements. Responsible for maintaining confidentiality of business and personal information. Typed correspondence and generated reports. Process and distribute selected research reports. • Coordinated travel arrangements, manage and maintain calendar in Outlook. Updated research analyst meetings and conference calendars. Coordinated team meetings and lunches.
Retirement Benefits Rank
Market Competitive
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VALIANT WEALTH, LLC
VALIANT WEALTH, LLC
West Des Moines, Iowa
1-10 employees
Valiant Wealth is a boutique multi-family office and financial planning firm with offices in West Des Moines, IA, Franklin, TN, and Jupiter, FL. We help our clients will all aspects of their financial lives.
Retirement Benefits Rank
Below Market
NEXUS, INC.
NEXUS, INC.
West Des Moines, Iowa
11-50 employees
OUR VALUE PROPOSITION AND OUR SERVICES Marketing 360° and Business Development for companies or executives trying to establish presence in Latin America or entering the US Multicultural Market. Total Integrated Marketing Strategy (ATL, BTL and Digital), Brand Identity and Communications. Deep knowledge of the Latin America Markets. Widespread network of contacts (personal and enterprises) in the region. Proven execution results. Extensive experience in a wide-range of industries (Telecommunications, Beverages, Consumer Goods, Automotive, Financial, Distribution and Logistics, Insurance, Pharmaceutical, Lottery, Software and new technologies such as IoT, SaaS, Wireless) Strategic Consultancy in Sales, Product and Marketing Development and Execution. Creation, Design and Production of advertising campaigns and communication material to be executed in Latin America or the US. Guidance in planning and developing new business ventures for executives and organizations. Deep research and analysis to create value propositions concepts and execution strategies.
Retirement Benefits Rank
Top Benefits