Actis Wealth Management

Fiserv is one of the largest providers of information management products and services for banks, credit unions and lending institutions in the world. The company has more than 16,000 in the United States, the Caribbean, Canada, as well as Europe, Latin America and Asia-Pacific. Established in 1984, Fiserv serves the communications healthcare, utilities and retail industries. The company provides card production, logistics, credit, debit, and electronic billing and payment solutions. Fiserv offers online banking, financial management, item processing and remittance services. The company additionally provides customer and channel management, business intelligence and optimization services. It offers marketing, portfolio management and trade processing services.

DSM Financial, located in Urbandale, IA, specializes in efficient and cost-effective financial planning by integrating various financial products to create a comprehensive financial strategy for their clients. They assess a wide array of financial elements, including insurance policies, savings accounts, and retirement plans, ensuring that all components work harmoniously towards clients' retirement goals. With a commitment to personalized service, DSM Financial conducts regular meetings with clients to adapt strategies in response to changes in their financial circumstances. Their approach is designed to empower clients with the knowledge and resources necessary for successful retirement planning. Generated from the website

Mokosak Advisory Group, located in Urbandale, IA, is a wealth management firm dedicated to serving individuals, families, medical professionals, executives, business owners, and ESOP participants. As fiduciaries, they prioritize client interests and aim to provide tailored financial strategies that empower clients during times of transition. With a team of experienced advisors, including Frank Mokosak, Ryan Page, and Marty Kelly, the firm offers comprehensive services such as retirement planning, investment management, and advanced planning strategies. Their structured process ensures that clients receive personalized attention and the tools necessary for achieving their financial goals. Generated from the website