Financial Planning Services:
- Wealth Management
- Retirement Planning
- Investment Planning
- Insurance Planning
- Mutual Funds
- Stocks and Bonds
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With a small client base, our team is able to devote their time and attention to building strong relationships based on trust. We collaborate with professionals in our community, and with CUNA Mutual Group, to make recommendations based on what is best for our clients' financial well-being.
To schedule your wealth management consultation, contact Brian Bock at 319-395-6453 or email@example.com, or Mike Albert at 319-395-6453 or firstname.lastname@example.org. Check the background of investment professionals on FINRA's BrokerCheck.
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*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1659853.1-1216-0119