Mokosak Advisory Group

Call
Website

Advertisement

2900 100th St Ste 102
Urbandale, IA 50322

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.

Generated from the website

Own this business?
See a problem?

You might also like

Automobile and consumer finance companies

Claudia Morales-CMG Financial Mortgage Loan Officer

CMG leads the mortgage industry in building awareness of the many advantages homeownership while innovating mortgage products that answer the needs of today's home buyer. Claudia Morales, based out of Urbandale, IA NM provides a variety of mortgage solutions tailored to fit the needs of repeat home buyer, first time home buyers, investors, or those who just need to refinance a mortgage. Claudia can teach you about the variety of loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo loans, home improvement loans, USDA home loans, crowdfunding through HomeFundIt, as well as grant and down payment assistance options. Check out their website to meet the team, view the mortgage blog, mortgage calculator, customer testimonials, or start your mortgage prequalification and see what current mortgage rates you qualify for. Get in touch today and experience extraordinary. Founded in 1993, CMG currently operates in all states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA, and FHLMC. CMG thrives on providing a personal customer service experience while functioning with the operational efficiency of a national firm. CMG proudly partners with some of the top real estate agencies, financial planning and investment firms, and builders across the nation to ensure their clients' home purchases close on-time, every time.
United StatesIowaUrbandaleMokosak Advisory Group

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

Advertisement