Johnson Wealth and Income Management

Humboldt, Iowa

★ 4.0 (1 reviews)
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About

Johnson Wealth and Income Management is an independent wealth management firm in Humboldt, Iowa that has served clients for over 50 years as a third-generation company. The firm specializes in retirement planning and income strategies, offering tax planning, investment advice, and a four-phase planning process that includes discovery, strategy development, implementation, and ongoing monitoring. The firm operates as an independent advisor with no ties to product manufacturers, focusing on individualized asset management for affluent investors rather than standardized approaches.

Specialties

Retirement Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-12PM & 1-5PM, Tuesday: 8:30AM-12PM & 1-5PM, Wednesday: 8:30AM-12PM & 1-5PM, Thursday: 8:30AM-12PM & 1-5PM, Friday: 8:30AM-12PM & 1-5PM, Saturday: Closed
SEC registered
No

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