Plan One Financial

Closed
Call
Website
403 W Water St
Decorah, IA 52101
+1 (563) 382-8258
https://www.plan1financial.com

Plan 1 Financial, located in downtown Decorah, IA, is led by investment professionals Greg Weis and Marty Weis, who specialize in providing tailored investment solutions that align with individual financial goals. They offer a comprehensive range of services, including stocks, bonds, mutual funds, annuities, and retirement accounts, ensuring clients receive personalized attention and expert guidance.

The firm emphasizes a balanced investment approach, helping clients grow and protect their assets while planning for their financial futures. With both full-service and nationally competitive discount stock trading available, Plan 1 Financial aims to be the trusted partner for anyone looking to achieve their investment objectives.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Services, nec, nec, Automobile insurance, Securities flotation companies

Farm Bureau Insurance

Farm Bureau Financial Services, recognized as one of America's Best Insurance Companies by Forbes, is dedicated to providing comprehensive insurance and financial services tailored to meet individual needs. Their offerings include auto, home, life, farm, ranch, and business insurance, alongside a range of financial planning and investment services. With a commitment to personalized service, Farm Bureau Financial Services aims to help clients secure peace of mind regarding their coverage and future financial goals. Their local agents and advisors work closely with customers to create customized plans that address specific circumstances and aspirations. Generated from the website
Services, nec, nec, Securities flotation companies, Financial consultant

Stifel

Stifel in La Crosse, WI, is a local establishment that offers a range of financial services to individuals and businesses. Specializing in investment management and financial planning, Stifel aims to help clients achieve their financial goals through personalized strategies. With a team of experienced professionals, Stifel provides guidance on wealth management, retirement planning, and investment options. Clients can expect tailored solutions and comprehensive support to navigate the complexities of the financial world. Generated from their business information
Securities flotation companies, Financial consultant, Stock exchanges

Securities America

Securities America is a financial services firm based in Decorah, IA, specializing in investment advisory services and brokerage solutions for individual and institutional clients. With a focus on personalized financial planning and wealth management, Securities America offers a range of investment options to help clients achieve their financial goals. Generated from their business information
United States›Iowa›Decorah›Plan One Financial

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.