What to Do When Your Financial Advisor Moves
When your financial advisor moves, what should you do? Here are some options — and what to consider with each
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At Farm Bureau Financial Services, we're about more than just wealth management - we're about you, your family, community, and those moments that matter most. As a Wealth Management Advisor, I help individuals, families, and businesses prepare for the future and protect what matters most by providing investment solutions, retirement services, and comprehensive financial planning to help you achieve your goals for the future. I can help customize your portfolio to fit your specific needs. I'm Joe Lucas from Clarinda, IA, and I look forward to working with you. It's your future. Let's protect it.®
For your investment and wealth management needs, call (712) 695-7010.
Serving Clarinda, IA, and the surrounding area