Julie Steffen's Contact Details

Julie Steffen's Company Details

Dickinson Investment Advisors

Council Bluffs, IA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

R.E. Dickinson Investment Advisors is a state-registered investment advisor with its principal place of business located in Iowa. We are also registered in the states of Nebraska and Texas. The firm began conducting business in 1998. Our mission is to assist people in turning their retirement dreams into reality through proven, time-tested investment solutions. Our value proposition: We provide planning and investment services that are tailored to our clients’ unique needs and life circumstances, with a goal of achieving wise financial stewardship of their resources in retirement. Through working with us, our clients can experience: 1. Trust in our wealth advisor as a mature investment planner; knowing he will always be a good steward of their money, will always be looking out for their best interests, and will always be a valued partner with them in their finances. 2. Wisdom from our wealth advisor in conducting investment research and developing well-designed, individually tailored portfolios. 3. Results that reflect sound investment in the best of the best funds and prudent management of risk in portfolios. 4. Regular communication about our portfolio monitoring, including quarterly reviews and ongoing update meetings. 5. Time savings so they don’t have to monitor their portfolios on a daily basis. 6. Confidence in their making necessary changes regarding their lifestyle and financial disciplines, resulting in peace of mind.