Peoples Financial Center

Journey Financial LLC, located in Jefferson, IA, is a reputable financial planning firm dedicated to providing personalized and compassionate services to individuals seeking guidance in managing their wealth and investments. Led by Certified Financial Planners Timothy Heisterkamp and Max Neese, the firm prioritizes treating each client uniquely, ensuring tailored solutions that address their specific financial needs and goals. With a strong focus on education and empowerment, Journey Financial LLC offers a range of services including long-term care insurance, life insurance, individual health plans, and 401(k) information. Their team of experienced associates is committed to helping clients navigate the complexities of financial planning, from saving for college with a 529 plan to understanding the impact of taxes on retirement income strategies.Generated from the website

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

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