Financial Advising in Des Moines, IA
8 locations found near Des Moines
View Map8:30AM - 4:30PM
6129 SW 63rd St, Des Moines
Financial Advising
Financial Advising
“Was behind on 3 years of filing taxes. So I contacted Lokus and we scheduled an appointment to sort through it all. Not only are my taxes in line now, but he saved me over $7500!!! That is after being audited. I will never let anyone but Lokus do my taxes ever again. He even met me in the evenings so I wouldn’t have to miss work. His prices are very reasonable and he puts you at ease. My advice to everyone is, schedule a meeting with him and see for yourself!”
Financial Advising
“I have been thrilled with Rachel Wood and Tamara Smith as my financial planners.They have helped me arrive at a place where I can feel comfortable retiring. They have always listened and never tried to get me to invest in areas I was not comfortable. They work with me, educate me, and always available when I have questions.This firm truly looks out for their clients.”
Financial Advising
“They were the bank that helped me out. Right off the bat, as I walked in the doors, the manager it seems, greeted me with a wonderful smile and a handshake. She introduced herself and treated me like a valued customer. Then she led me to another wonderful employee that assisted me with what I needed. All of them with smiles on their faces and were very respectful. As I left security was right by the door too so it gave the feeling of security. I felt like a very valued customer. They don't judge you based on your money status. They were amazing.”
8AM - 4:30PM
440 E Grand Ave D, Des Moines
Financial Advising
“Connor has been my financial advisor for five years, I am so glad to have met him because I do not have a strong financial background an he does not make me feel dumb. He takes the time to explain my options and helps me to understand how my strategies can help me attain my future goals. He is always patient and thorough, and I feel confident with his advice in helping me to reach my goals and choices. I have a lot of confidence him and will be with him for a long time.”
Financial Advising
“On February 22 we were advised that two 1099's were incorrect. We notified Principle immediately that 37k of income was a IRA rollver and should not be taxable. After eight phone calls a certified letter to CEO Daniel Houston. this is still not resolved. Thier customer service is horrible. I highly recommend you run from this company.”
Financial Advising
8AM - 4:30PM
1129 42nd St, Des Moines
Financial Advising
Financial Advising in The Nearby Cities
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