Monica Severson

BFA™

Financial Advisor

State(s) Licensed:   IA, MN

Address

112 West Bremer Ste F
Waverly, IA 50677

Monica Severson

State(s) Licensed:   IA, MN

Guiding you on your financial journey.

As a Financial Advisor, I am passionate about cultivating meaningful and lasting connections with my clients. In learning what matters most to you, I can help you make financial choices that are guided by your priorities. By focusing on what is important to you, we can create financial strategies that give you the clarity and confidence to build the roadmap to a life of financial freedom.


Working with clients in all stages of their financial journey I offer resources and guidance in the areas of:

·        Financial Guidance

·        Retirement Strategies

·        Life Insurance (How much insurance do I need?)

·        Investment Management

·        Charitable Giving


Proudly serving clients in Iowa and Minnesota. Contact me today to schedule an in-office, phone, or virtual appointment to learn how I can help you achieve financial clarity.

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Waverly Office

Phone:
(319) 559-2198
Mobile:
(319) 269-5310

Hours

M – Th: 8:30 am - 4:30 pm

F - 8:30 am - 1:30 pm

Iowa Falls Office

Phone:
(641) 648-2067

Hours

M – F: 9 a.m. – 4 p.m.