Weiss-Merkle Financial

3.0 (2 reviews)

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Financial Advising

Open8:00 AM - 4:00 PM

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Photo of Weiss-Merkle Financial - Johnston, IA, US. Chris Bertelsen CIO investment team on Fox News.

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About the Business

Advisor Services, is an independent investment management and financial advisor firm in Johnston and Des Moines, Iowa. Through our Retirement Income Planning and Active Institutional Portfolio programs we provide our clients retirement wealth preservation and retirement income planning services. Join us for access to institutional management at the kitchen table. Fee based financial planning, use Deals & Gift Certificates for 1 hour appointment. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor…

Location & Hours

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5409 NW 88th St

Johnston, IA 50131

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Mon	8:00 AM - 5:00 PM
Tue	8:00 AM - 5:00 PM
Wed	8:00 AM - 5:00 PM
Thu	8:00 AM - 5:00 PM
Fri	8:00 AM - 4:00 PM	Open now
Sat	Closed
Sun	Closed

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Richelle S.
West Des Moines, IA
0
4
1
Feb 17, 2017
First to Review
The staff at Weiss-Merkle Financial has been so great to work with. James Weiss and Loren Merkle are both very knowledgeable and dedicated to finding the right retirement solutions for each person they work with or teach in the Des Moines metro area. You can see the passion they have for helping not only their clients, but others as well, with creating a comprehensive roadmap to retirement. I would highly recommend Weiss-Merkle Financial to all my friends and family that are close to retirement.
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Vot A.
Mount Hope, KS
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1
Feb 1, 2018
Years with this W-M Financial LLC, had the worst service from them. Don't be fooled by the initial "warm" welcoming, later after you invested your money to them they would not do the prof job as they advertised. You as investors don't need just an annual eating drinking "appreciation" event, you expect good financial advice on your money.
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