Kelleher Investments-Financial

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Silvercap Wealth Management, based in West Des Moines, IA, specializes in providing financial peace of mind to clients embarking on their lifelong financial journey. Led by a team of experienced professionals, including Joshua E. Cross, Paul H. Espey, CFP®, Brent W. Collins, and Danielle M. Vandehaar, the company collaborates with Taiber Kosmala & Associates, LLC to offer personalized financial planning services. Recognizing that each client's financial situation is unique, Silvercap employs a team of specialists to craft tailored plans that cater to individual needs. By following a deliberate and client-focused process, the company ensures that clients are educated and empowered every step of the way towards their financial goals. With a commitment to delivering first-class client service, Silvercap Wealth Management offers securities through Arete Wealth Management, LLC, and investment advisory services through Arete Wealth Advisors, LLC. The company's dedication to guiding clients through their financial complexities sets them apart as a trusted partner on the path to financial security. Generated from the website content

Value Wealth Management LLC is an independent fee-only registered investment advisor based in West Des Moines, Iowa, dedicated to providing comprehensive financial advice and active investment management. The firm prides itself on fostering long-term relationships with clients, free from typical industry conflicts of interest, with over half of its clients having been with the firm for more than ten years. Offering services across all phases of clients’ financial lives, Value Wealth Management coordinates efforts with other professional advisors to ensure that each aspect of a client’s financial situation aligns with their goals. The firm’s commitment to personalized financial strategies positions clients for the best possible opportunity to achieve their financial objectives. Generated from the website