Mokosak Advisory Group
Mokosak Advisory Group, located in Urbandale, IA, is a fiduciary wealth management firm dedicated to prioritizing clients' interests. The team specializes in guiding individuals, families, and business owners through financial transitions, ensuring they have the knowledge and tools to achieve their goals.
With a comprehensive approach to financial planning, Mokosak Advisory Group offers services in wealth enhancement, wealth transfer, wealth protection, and charitable giving. Their experienced advisors, including Frank Mokosak, Ryan Page, and Marty Kelly, work collaboratively to create customized strategies tailored to each client's unique needs.
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