ANNOUCEMENT: Starting August 21st, our office will be located at 1205 Technology Parkway, Cedar Falls, Iowa 50613.
The importance of having an estate plan or will done provides peace of mind and many other benefits.
Explanation of payable on death accounts and whether using them is right for your estate plan.
FINRA Arbitration panel orders Independence financial advisor to pay $5,769,227.00 to claimants for fraud, misrepresentation and Violations of Iowa Securities Act.