Mokosak Advisory Group

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2900 100th St Ste 102
Urbandale, IA 50322
+1 (515) 223-5404
http://mokosakadvisorygroup.com

Mokosak Advisory Group, located in Urbandale, IA, is a fiduciary wealth management firm dedicated to prioritizing clients' interests and helping them navigate financial transitions. The firm's experienced team specializes in developing tailored financial plans for individuals, families, medical professionals, executives, business owners, and ESOP participants.

Utilizing a comprehensive process, Mokosak Advisory Group emphasizes discovery, ongoing review, and advanced planning strategies including wealth enhancement, transfer, protection, and charitable giving. Their commitment to empowering clients with knowledge and personalized solutions ensures a focused approach towards achieving financial goals and a fulfilling retirement.

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