Wealth Management

Gold

TRJ Financial Services

(515) 416-5855 Visit Website
1603 22nd Street, West Des Moines, IA 50266

2024 Categories Won

Silver:

Description

Everyone's financial situation is unique, and your plan should reflect that. At TRJ Financial Services, we take a personalized approach, combining technology, experience, and strong client service to build strategies around your needs. With over 30 years of combined experience, our focus is simple: to work in your best interest and help you move forward with confidence.

Total Wins for All Years

Gold
7
Silver
1
Silver

Vivid Tax & Wealth Advisors

(515) 480-7593 Visit Website
2600 Westown Parkway, West Des Moines, IA 50266

2024 Categories Won

Gold:

Description

At Vivid Tax & Wealth Advisors, our team of professionals serves as a single-source provider of tax-efficient solutions, estate conservation, and private wealth management. Do you have questions about your retirement planning? Catch Retire Vivid, our weekly talk show on ABC 5 every weekend, where Cameron and Tommy discuss Social Security, Medicare, taxes, and more! The show airs on Saturdays at 10:30 am and 5:00 pm, and on Sundays at 6:00 am.

Total Wins for All Years

Gold
2
Silver
4