Wealth Solutions, Inc.
Main:
(319) 287-9232
TTY: (319) 313-5187
TTY: (319) 313-5187
3356 Kimball Avenue, #1, Waterloo, Iowa, 50702
Business hours
| 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 |
About us
Wealth Solutions, Inc. understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Call Today
| Payment options | Check |
| Year established | 2011 |
| Languages | English |
| Tags | Financial Consultant, Financial Advisor, Financial Planning, Life Insurance, Retirement Planning, Stock Broker, Financial Services |
| Specialties | Investments, Financial Planning, Insurance |
| Products | Disability Income Insurance, Life Insurance, Long Term Care Insurance, Individual Health Insurance, Group Health Insurance, Dental Insurance, Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities |
| Services | Retirement Income Planning, Tax Management, 401k Planning, 403b Planning, College Plans, Estate Conservation, Money Management, Money Purchasing Plans, Profit Sharing Plans |