Selk Dawson Financial Services

More Info

Financial Planning and Tax Planning Together

General Info

We, at SELK DAWSON FINANCIAL SERVICES, LLC, have combined over 50 years experience in the financial services arena. We believe that planning for your future gives you a much better chance of enjoying the future. Financial freedom, whether it means retirement, college savings, or just having money available for a family crisis will not happen by default. Our process includes listening, planning and monitoring. First, we sit down with you and listen. Listen to who you are and where you want to go. You set the goals for yourself. We then help you develop a plan to reach those goals, as well as, monitor your progress along the way. If you would like to meet with us concerning your investment or financial planning needs, call us at (319) 286 9026

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (319) 286-9026

Fax: (319) 363-8610

Services/Products

Diversification, Abatement of Penalties, Insurance Premiums, Equity Investments, Financial Management, Estate Tax Returns, Financial Planning, Asset & Portfolio Management, IRA Rollovers, Tax Consulting, Information & Referrals, Tax Advisors, Individual Tax Return Preparation, Savings Plans, IRS Problems, Business Tax Return Preparation, Investment Advisors, Retirement Planning, Tax Planning, Income Tax Preparation, Financial Consultants, Business Start-Up Planning, Stock Investments, Insurance Planning, State Tax Returns, Roll Overs, Tax Problems, Federal Tax Returns, Financial Advisors, Business Planning, Financial Education Workshops, Family Financial Planning, Asset Management, SEP Individual Retirement Accounts, Annuities, Investments, Money Market Accounts, Bonds, Mutual Funds, Government Bonds, Individual Retirement Accounts, Roth Individual Retirement Accounts, Load Funds, Index Funds.

Payment method

discover, visa, master card, cash

Neighborhood

Taylor

Other Link

www.selkdawsonfinancial.com

Categories

Financial Services, Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services, Taxes-Consultants & Representatives

Reviews

Details

Phone: (319) 363-2387

Address: 975 5th Ave SW, Cedar Rapids, IA 52404

Website: www.selkdawsonfinancial.com