Monica Severson
BFA™
State(s) Licensed: IA, MN
112 West Bremer Ave Ste F
Waverly, IA 50677
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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Location
Waverly Office
- Phone:
- 319-559-2198
Hours
M – Th: 8:30 am - 4:30 pm
F - 8:30 am - 1:30 pm