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Recent Finance Advising Reviews in West Burlington

  • A
    Burnell Financial
    Dwayne listened really well and had access to several different products, companies and individuals that can work with us to help stabilize our financial future.  Dwayne took our goals to heart and researched companies that have the unique product to help us attain our financial goals.   We feel Dwayne and his staff are extremely professional, yet empathetic to each client's circumstances.  They will work to place you in the right products for your financial security.  We have loved working with Dwayne!
    - Gabriela E.
  • F
    James Pieper
    What a horrid experience! People at Principle's main office in Des Moines had to step in after the family threatened to file a complaint with the state insurance investigator. The executor called Mr. Pieper, who said he was too busy, and insisted she talk with his partner.  The partner said he was leaving for a vacation to Mexico, and we would just have to wait with our life insurance claim until he returned. The executor then talked with Mr. Pieper again, who got on his computer and told the executor the policies were expired.  To which the executor informed him of the check which paid the premiums, his invoice number, and when he cashed our check.  Suddenly, he couldn't find our policies on the computer any longer. The executor asked about the annuity.  Pieper told the executor that the annuity was changed, and the executor was to receive 100% of the funds.  The executor informed Pieper the family lawyer had issued to him orders to change the beneficiaries, the amounts and when he responded to the attorney's letter, acknowledging the changes. Pieper refused to honor my parent's last wishes and his instructions.  It cost the family over $900 because of Pieper's screw up. Both transactions were to be completed in less than seven working days, per the authorities in Des Moines.  Our checks arrived finally after one month (for the life insurance) and six weeks for the annuity funds. DON'T USE THIS IDIOT!
    - Les Y.
  • F
    IGA Capital Fund
    Greg was easy to get a hold of until I sent money. Once he got paid he was "busy". He said this loan would be a slam dunk just to get my money. Complete con-artist !
    - Taylor M.
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Financial Advisors in West Burlington

Companies below are listed in alphabetical order.

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