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Mokosak Advisory Group, LLC

  • Finance/Investments
2900 100th Street, Suite 102
Urbandale, IA 50322
(515) 223-5404
Hours:
Mon - Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 3:00 pm

About Us

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 read more
  • About

    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.

  • Media

  • Whom to Contact

  • Directions

    Ashland Point sits on the west side of 100th Street, between Douglas Ave. and Hickman Rd.