Wealth Map of Iowa City

Midwestern Financial Group    

5/5
(11) · Financial advising in Iowa City, United States
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Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. As a fiduciary, MFG is required to act …
Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. As a fiduciary, MFG is required to act completely in the interests of the client, and disclose how the advisor is compensated, along with any corresponding conflicts of interest. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their future with confidence. Whether that’s freedom from past debt, the opportunity to build your own business, or create a financial legacy for your family, these are the things that matter the most. That’s why our financial planning process begins with understanding your life, your priorities, and your goals.

Services offered

Accountants
Bank/Financial Services
Business assets
Business Planning
Cash flow analysis
College Savings Plans
Estate plan
Fiduciary Financial Advising
Financial Planning
Investment advice
Investment Management
Retirement accounts
Retirement distribution strategy
Retirement planning
Tax Planning
Tax services
Wealth Management

Reviews

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5.0/5 · 11 reviews
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Oct 15, 2020
We just started working with Joe and it has been such a great experience. Joe has truly put in a lot of work looking at our financial situation and getting us on a good financial path now and looking…Full review by Kailey Binns
Oct 12, 2020
We have been with Joe and Pat for almost 5 years. Great to work with and would recommend them to anyone.Full review by Curt Jeffries

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