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.
Company Details
- Employees
- 6
- Address
- 2900 100th Street, Suite102, Urbandale,ia 50322,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mokosakadvisorygroup.com
- Keywords
- Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Tax Planning, Estate Planning, Business Planning, Business Exit Strategy Planning, Education Planning, Philanthropic Planning.
- HQ
- URBANDALE, IA
Mokosak Advisory Group, Llc. Questions
Mokosak Advisory Group, Llc.'s website is mokosakadvisorygroup.com
Mokosak Advisory Group, Llc.'s LinkedIn profile is https://www.linkedin.com/company/mokosak-advisory-group
Mokosak Advisory Group, Llc. has
6 employees.
View email and phone details for 6
employees at Mokosak Advisory Group, Llc..
Mokosak Advisory Group, Llc.'s industry is
Financial Services
Mokosak Advisory Group, Llc.'s top competitors are
Broken Arrow Family Clinic,
Avita Md,
Paladin Wealth Partners,
Milestone Financial Solutions,
Seva Medical Group,
Compass Financial Services,
Financial Partners Group,
Koch & Carlisle Plastic Surgery And Spa,
Ironhorse Wealth Management / Steve Kaestner,
Expedition Wealth Management.
Mokosak Advisory Group, Llc.'s categories are Financial Services
