Monat Wealth Management Kathleen Kennicott

Monat Wealth Management, led by Kathleen Kennicott, is a financial services firm based in Dysart, IA. Specializing in wealth management, the company offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on long-term financial security, Monat Wealth Management provides comprehensive financial advice and guidance to individuals and families. By leveraging their expertise in the financial industry, the firm aims to help clients navigate the complexities of wealth management and make informed decisions for their financial future. Generated from their business information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Financial Resource Advisors (FRA) has been serving clients. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. We believe the best investment policy not only strives to pursue a client’s objectives in the long term, but also can weather the financial storms that our economy experiences. Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels.