Finance/Retirement Planning

AO Wealth Advisory

Helping clients maximize what they earn, invest wisely & give generously.

CliftonLarsonAllen (CLA)

CLA exists to create opportunities - for our clients, our people, and our communities. We do it by living the CLA Promise: We promise to know you and help you.

Compass Financial Services

We invite you to contact us today to schedule a visit to our office for a free one-hour consultation to discuss how we might be able to help you keep your dreams alive!

Creative Transition Strategies

First National Bank - Johnston Branch

First National Bank is a local, full-service bank, serving the Ames, Ankeny, Johnston, Osceola, and West Des Moines communities from seven convenient locations.

http://www.FNB247.com

Iowa State Bank - Banking & Trust Services

Our mission is to serve customers, prosper, have fun & remain an independent bank. We are confident Iowa State Bank is capable of providing the perfect mix of convenience banking and traditional svcs.

Merkle Retirement Planning

After going in-depth with our Merkle Retirement Method, we'll document your customized retirement plan in your own Comprehensive Case.

Northwest Bank

QPC (Qualified Plan Consultants, LLC)

Qualified Plan Consultants, LLC (QPC) is an independent, fee-based, non-producing third party retirement plan administration and consulting firm.

R2 Financial Strategies

By helping our clients articulate what is truly important to them, we are able to crystalize their priorities and align them with the correct financial strategies to help them realize their goals.

State Farm Insurance - Ben Buenzow

Give our office a call to see if we can provide you with a no obligation competitive quote and help you better utilize your current premium dollars going forward!

Teacher Wealth

Providing comprehensive life-centered financial planning for Iowa teachers. Raising the standard of financial advice for educators and their families. Fee-only and Fiduciary advice.