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8:00 AM - 5:00 PM
673 Westbury Dr STE 101, Iowa City
Investing
8AM - 4PM
1303 5th St Ste 101, Coralville
Investing
“Thanks to James Scully for helping plan and establish my RMD. This was done over the phone, a big help these days, while we both viewed forms via computer. He made the whole process exceptionally easy. He has excellent communication and interpersonal skills, the result being that all my questions were answered and I felt very comfortable with my decisions. My experience with TIAA over many years and several states has been very positive, but James certainly ranks as one of the best consultants I have spoken with.”
“I am a current client at Two Rivers Bank & Trust in Coralville, IA and I can say that my whole experience thus far has been excellent! I'm so glad a friend referred them to me because I am very pleased with their banking services.”
Investing
Investing
Investing
Investing
“Travis has been a breath of fresh air for an investment adviser. He is a bright young man who actually takes time with you, listens and then takes an active role in my investments.”