Company Management

Mokosak Advisory Group, LLC.

Financial Services Urbandale, Iowa, United States 6 employees

Employees: 6
Contacts: 1
Emails: 1

mokosakadvisorygroup.com LinkedIn

Mokosak Advisory Group, LLC. Overview

Headquarters: Urbandale, Iowa, United States
Website: mokosakadvisorygroup.com
Industry: Financial Services
Employees: 6
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Financial Planning Retirement Planning Portfolio Management Tax Planning Estate Planning Business Planning Business Exit Strategy Planning Education Planning Philanthropic Planning

About Mokosak Advisory Group, LLC.

Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.

Mokosak Advisory Group, LLC. Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Mokosak Advisory Group, LLC. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Caroline Evans	Associate Wealth Management Advisor	Des Moines Metropolitan Area, United States	View
Marek Benci	Rider at Mokosak Advisory Group, Llc.		View
Ryan Page, Cfp®, Cfa	Partner & Wealth Advisor at Mokosak	Des Moines Metropolitan Area, United States	Email