Trusting someone with your investments is a big step. You've worked hard and you want to be sure that the people handling your money are the best advisors for you. We understand that so we will make you this guarantee. Give us 12 months. If you are not satisfied with the service provided by our Investment Management Group for any reason, you get your money back. Period.
The Money Back Guarantee can be read by clicking here and will be available for new customers opening Investment Accounts, IRAs and Revocable Living Trusts. If at any time during the first 12 months of opening your account you are dissatisfied with us, we will refund your asset management fees and assist you in moving your investments to a new advisor. It's that simple.
Who else will make you that promise?
Contact us today at 563.388.2628 to make an appointment.
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• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value