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“Was behind on 3 years of filing taxes. So I contacted Lokus and we scheduled an appointment to sort through it all. Not only are my taxes in line now, but he saved me over $7500!!! That is after being audited. I will never let anyone but Lokus do my taxes ever again. He even met me in the evenings so I wouldn’t have to miss work. His prices are very reasonable and he puts you at ease. My advice to everyone is, schedule a meeting with him and see for yourself!”
“We absolutely recommend Kane Company’s financial planning services.Steve Kane and his associates have been our financial planners since 2007. Fee only. Great success for us through the three downturns. They created an individual plan for us based on our situation and future needs. They monitor our plan and amend our program as markets change and our situation matures. Nothing “cookie cutter” about their methods.They are small enough that their approach is personal, perceptive, responsive, and far sighted. They are students of investing and tax law. Always current. And they are associated with Dimensional Fund Advisors – and Dimensional’s Nobel Laureate in Economic theory Eugene Fama.Steve Kane and his associates also have the important advantage of being both Certified Financial Planners and Certified Public Accountants. This is a huge advantage for coordinated tax planning and investment strategy that is hard to find.”
8:30AM - 4:30PM
6129 SW 63rd St, Des Moines
Financial Advising
“I went to Melissa and Teresa 4 years ago with a poor credit score and history.I have now finished my program with a 700 plus credit rating, I can not thank them enough .I highly recommend”
“I have been thrilled with Rachel Wood and Tamara Smith as my financial planners.They have helped me arrive at a place where I can feel comfortable retiring. They have always listened and never tried to get me to invest in areas I was not comfortable. They work with me, educate me, and always available when I have questions.This firm truly looks out for their clients.”
“I love working with Mike and Jeri. They are very professional and make you feel at home. We use them for tax services as well as financial advising. One of the best CPA’s in the business.”
“Troy, Mark and Breanna at Triplett-Westendorf Financial Group made us feel comfortable with financial planning and investing. They are very informative and responsive. We couldn't have retired without them!”
8AM - 4:30PM
3606 NE Otter View Cir Suite 101, Ankeny
Financial Advising
““Brian and the staff in his office are amazing! I have had nothing but great experiences with them over the years! Understanding the financial world is very overwhelming for me. Brian’s professional and calming demeanor always puts me at ease. I fully trust the guidance he gives and work he does. I am so thankful for him!””
7:30AM - 4:30PM
6601 Westown Pkwy #100, West Des Moines
Financial Advising
“Can’t say enough! Love the people, their process was smooth, and helped with my financial needs all along the way. State of the art…in depth knowledge! Thank you Matt and Foster Group!”
“They were the bank that helped me out. Right off the bat, as I walked in the doors, the manager it seems, greeted me with a wonderful smile and a handshake. She introduced herself and treated me like a valued customer. Then she led me to another wonderful employee that assisted me with what I needed. All of them with smiles on their faces and were very respectful. As I left security was right by the door too so it gave the feeling of security. I felt like a very valued customer. They don't judge you based on your money status. They were amazing.”
“I have been using Boelman Shaw for several years. I have a complicated return and appreciate the care and accuracy they provide. May not be the least expense, but well worth the cost.”
8:30AM - 4:30PM
1601 W Lakes Pkwy Ste 200, West Des Moines
Financial Advising
“I started at this company a year ago with Michele B....and have felt peace in the process of turning my investments over to her. She has educated me and made me feel powerful in my decision making moving forward. This company is top notch and would highly recommend it. Their number one goal of customer service is very evident in the quality of service they provide .”
8AM - 4:30PM
440 E Grand Ave D, Des Moines
Financial Advising
“Connor has been my financial advisor for five years, I am so glad to have met him because I do not have a strong financial background an he does not make me feel dumb. He takes the time to explain my options and helps me to understand how my strategies can help me attain my future goals. He is always patient and thorough, and I feel confident with his advice in helping me to reach my goals and choices. I have a lot of confidence him and will be with him for a long time.”
“Excellent customer service. The consultant that opened an account for my husband and I was very knowledgeable, courteous, and had a good sense of humor. Greatly appreciated all the expert advice on our retirement.”
9:00 AM - 4:00 PM
1080 Jordan Creek Pkwy Ste 400N, West Des Moines
Financial Advising
“On February 22 we were advised that two 1099's were incorrect. We notified Principle immediately that 37k of income was a IRA rollver and should not be taxable. After eight phone calls a certified letter to CEO Daniel Houston. this is still not resolved. Thier customer service is horrible. I highly recommend you run from this company.”
Financial Advising
Open 24 hours
806 SE 14th St, Des Moines
Financial Advising
8AM - 4:30PM
1129 42nd St, Des Moines
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“I've been working with Insight CPA for about 2.5 years and could not be more pleased. I'm an independent consultant, not a big business, yet they are attentive, quick to respond, and happy to support me. Scott is my primary contact and his advice has saved me a significant amount of money in taxes. I trust and value his guidance. I would without hesitation recommend Insight CPA for all things accounting, payroll, or taxes.”