Find a business

        More Info

        One Way Financial ----- your financial compass

        General Info
        At OneWay Financial & Estate Solutions, Inc., we understand that many people, whether building their first nest egg or working towards retirement, face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare and insurance costs.We don't offer "get rich quick" schemes. We promise to teach you basic common sense financial rules and principles so you are able to make your own informed, educated decisions. We show you how to maximize market gains while minimizing risk. We sell products that guarantee absolutely no loss on your initial investment or any of your gain. We also offer plans that act like pensions so you know your future is secure. Many times in conversation we uncover financial needs or desires you didn't realize could be so easily addressed. But, we do not sell or endorse any "get rich quick" advice.Over the past 20 years, we have learned to keep it simple. In essence, to treat you like family. We will educate you, take time to learn from you, treat you with respect, and promise to serve you. So, if you want something more than a "financial institution" - come be a part of our "family." Let us show you the way.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Retirement Income Planning, Estate Planning and conservation, Social Security, Medicare, Health Insurance (Indiv/Group),Annuities, Life Insurance, Wealth Management,Non-Qualified accounts and IRAs (Traditional, Roth, SEP) 401K and 403B Rollovers
        Payment method
        amex, cash, debit, discover, master card, visa
        Categories
        Estate Planning, Probate, & Living Trusts, Financial Services, Retirement Planning Services

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (319) 393-7474

        Address: 6818 Worcester Rd, Palo, IA 52324

        People Also Viewed