midwestern financial

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

103 E College St Ste 210, Iowa City, Iow...

Phone Number

(319) 499-1620

Revenue

<$5 Million

Industry

Finance Securities Trading

About midwestern financial

Midwestern Financial Group (MFG) is a fee-only financial planning firm that specializes in investment and financial analysis while adhering to a fiduciary standard of care. The firm offers a range of services including financial planning, tax planning, retirement planning, and wealth management, tailored to meet the unique needs of individuals, families, and businesses. MFG primarily serves business owners and established professionals, providing them with strategic guidance to enhance their financial futures. With a commitment to transparency and client-focused advice, MFG aims to help clients achieve their financial goals without the influence of commissions or product sales.Explore more
midwestern financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

midwestern financial Org Chart

TL
United States flag for contact location.

Chief Executive Officer & Founder

PhoneEmail
JJ
United States flag for contact location.

Founder & Managing Partner

PhoneEmail
AP
United States flag for contact location.

Associate Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

midwestern financial

<$5M
1-10
Private
-
2012
TL
Todd LaveyCEO & Founder
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
Illustration of an envelope

midwestern financial Tech Stack

A closer look at the technologies used by midwestern financial

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Frequently Asked Questions Regarding midwestern financial

What is midwestern financial's official website?
midwestern financial's official website is www.midwesternfinancial.com
What is midwestern financial's Revenue?
midwestern financial's revenue is <$5 Million
What is midwestern financial's SIC code?
midwestern financial's SIC: 62,628
What is midwestern financial's NAICS code?
midwestern financial's NAICS: 52,523
How many employees does midwestern financial have?
midwestern financial has 1-10 employees
What industry does midwestern financial belong to?
midwestern financial is in the industry of: Finance, Securities Trading
What is midwestern financial competition?
midwestern financial top competitors include: Trinitas Wealth Management
What technology does midwestern financial use?
Some of the popular technologies that midwestern financial uses are: NS1, Cloudflare Website Optimization, Microsoft 365, Cloudflare Security
How do I contact midwestern financial?
midwestern financial contact info: Phone number: (319) 499-1620 Website: www.midwesternfinancial.com
What does midwestern financial do?

Midwestern Financial Group (MFG) is a fee-only financial planning firm that specializes in investment and financial analysis while adhering to a fiduciary standard of care. The firm offers a range of services including financial planning, tax planning, retirement planning, and wealth management, tailored to meet the unique needs of individuals, fam... ilies, and businesses. MFG primarily serves business owners and established professionals, providing them with strategic guidance to enhance their financial futures. With a commitment to transparency and client-focused advice, MFG aims to help clients achieve their financial goals without the influence of commissions or product sales.Read More

What are midwestern financial social media links?
midwestern financial Linkedin page midwestern financial Twitter page midwestern financial Facebook page
Is midwestern financial a public company?
midwestern financial is private company therefore does not currently have an official ticker symbol
See more information about midwestern financial

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