Billmyer Wealth Services, LLC
Financial Services - Dubuque, Iowa, United States
Billmyer Wealth Services, LLC Employees
Billmyer Wealth Services, LLC Details
We strive to provide our clients with a professional, relationship driven practice. As an independent family practice, backed by the knowledge and resources of Raymond James, we pride ourselves on learning what's important to you, not just your retirement goals. We work to provide products that support your goals and interests. Our practice specializes in portfolio management, retirement plans, and insurance products. Our mission is to partner with our clients to provide quality service and advice. We assist individuals who would like to plan for tomorrow, today. Pre-Retires-Retires-Legacy Assets (Inherited)-Divorcées-Families-Business Owners-Widowers. Our goal is to help them achieve financial security and focus on their quality of life. Strategic planning often includes partnering with our client's tax and legal counsel.We offer: Insurance Planning (Life, Term) • Estate Planning • Retirement Income Planning • Long-Term Care Planning • Trust services are offered through Raymond James Trust • Education Planning • Stocks • Annuity Planning • Bonds • 401(k) PlanningFor important disclosure information, please see "Social Media Disclosure" link raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Billmyer Wealth Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
