At Weitzel Financial Services, Inc. (WFS), we take great pride in customizing each portfolio to meet our client’s individual goals and needs. Choosing the right investment vehicle from the start is a vital part of this process. Because we offer non-proprietary products, our representatives have the freedom to recommend products that best work toward the attainment of your financial goals --- not securities from our own inventory.
Our only incentive is to help your portfolio grow. This means you receive diversified financial advice from representatives that care about your financial future.
Products Offered Include:
Fixed and Variable Annuities
Individual Retirement Accounts (IRA)
Roth IRAs and Conversions
Savings Incentive Match Plan for Employees (SIMPLE)
Simplified Employee Pension Plans (SEP)
Long-Term Care Insurance
Education Savings Plans
UGMA/UTMA Custodial Accounts
Profit Sharing Plans
401(k) Employee Plans
403(b) Retirement Plans
Disclaimer: Weitzel FInancial Services, Inc. is a Registered Investment Advisor offering advisory services in the state of Iowa and in other jurisdictions where exempted. This communication is designed for informational purposes only. It is not intended as investment advice or as an offer or solicitation for the purchase or sale of any security or financial instrument. See Disclosures for further details. Securities products and services are offered through Weitzel Financial Services, Inc. (member FINRA).