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 and for 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.”

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“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 who are 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.”

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“Klyn Financial is committed to maintaining the highest standards of integrity and professionalism in their relationship with you. Ryan Klyn is the owner of the firm. He helps his clients achieve their unique financial goals and dreams. He helps create confidence for the retiree and strives to remind them that this is their special time. The team at Klyn Financial is here to help educate you about the basic concepts of financial management, to help you learn more about who they are, and to give you fast, easy access to market performance data. They strive to understand your financial situation thoroughly and offer top-notch information, services, and products tailored to help you achieve your goals. When you work with them, they will help you make educated financial decisions while keeping the process as simple as possible.”

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