226 West Main Street, Suite 110, Ottumwa, Iowa, 52501
(641) 684-0848
Call Today
Finance & Insurance > Financial Planning & Investments
We have been working with individuals and businesses in the area for over 23 years. Dan and Gayla are both licensed life and health insurance agents with extensive experience working with individuals and groups. Dan also has a series 63, 6, 7 & 65 license qualifying him to work in the Investment arena as well as being licensed as a Registered Investment Advisor with Sigma Planning Corp & a member of the Accredited Investment Fiduciary noted for prudent practice and holding advisors to a higher standard. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Monday:
8:00am
to 5:00pm
Tuesday:
8:00am
to 5:00pm
Wednesday:
8:00am
to 5:00pm
Thursday:
8:00am
to 5:00pm
Friday:
8:00am
to 5:00pm
Saturday:
Closed
Sunday:
Closed
Tags: Financial Planning, Life Insurance, Investment Management
Products: Insurance and annuity products, Estate Planning, Wealth preservation, Individual and Group Health Insurance
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