3 Best Financial Services in Des Moines, IA

"Legacy Financial Group takes a planning approach to all aspects of the advice and service they provide. Their aim is to help you get financially organized, bring clarity and confidence to your financial life, and help you make and execute the investment and financial decisions necessary to live the life that you want on your terms. As independent financial advisors, Legacy Financial Group takes great pride in their freedom of thought when it comes to investment selection and investment philosophy. Their integrative approach enables them to work with their clients. They believe having a company that projects good feelings, positive energy, and smiling faces is beneficial and helps to attract good things into the lives of their clients.

"Financial Integrators craft personalized strategies to support your financial well-being and life goals. James Wessels is the CEO of Financial Integrators. Jim holds a Certified Public Accountant (CPA) designation and uses this background to help clients with their overall financial planning and the appropriate tailoring of investments. He earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. He also holds the Chartered Financial Analyst (CFA) designation and serves as a founding member of the firm’s investment committee. Financial Integrators surround you with a dedicated team of credentialed financial professionals that is passionate about delivering personalized solutions. From Certified Financial Planner® professionals to Chartered Financial Analysts (CFA), their professionals collaborate closely to design comprehensive financial strategies that are tailored to meet your unique goals.

"Peterson Financial Group is on a mission to help everyone achieve their ideal retirement. Eric is the founder of Peterson Financial Group. He has been devoted to providing education and guidance to retirees and pre-retirees in central Iowa on planning and safeguarding their financial future for over 21 years. Peterson Financial Group's team consists of knowledgeable financial professionals who are dedicated to assisting individuals and families in reaching their financial goals. Using a range of investment and insurance products and services, their team can work with you to develop a well-considered strategy that addresses your specific financial needs and concerns. In addition, they offer a session where you can meet with their team to discuss your options, and with just one hour of your time, they can set you on the path to securing your financial future.