Lifetime Financial Solutions
Plan 1 Financial, located in downtown Decorah, IA, is led by investment professionals Greg Weis and Marty Weis, who offer a comprehensive range of investment options tailored to clients' needs. The firm emphasizes personal relationships and aims to guide individuals towards achieving their financial goals with expert consultation and guidance.
With offerings that include stocks, bonds, mutual funds, and retirement accounts, Plan 1 provides both full-service and competitively-priced discount stock trading. Their balanced approach focuses on helping clients navigate and protect their investment portfolio, ensuring a well-rounded financial plan.
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