Principal Financial Group - Financial Advisors - Alec Sindelar & JD Klopfenstein

Tiffin, Iowa

Call (319) 730-1043 Visit website →

About

Legacy Wealth Management, based in Tiffin, Iowa, provides financial planning, investment management, and insurance analysis services to clients seeking customized guidance. The firm operates on a fee-only basis and offers a structured planning process centered on discovery, analysis, recommendation, and execution. Services include retirement planning, risk management, and tax-focused strategies designed to support clients' financial objectives.

Specialties

Insurance Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-2:30PM, Saturday: Closed
SEC registered
No

Other advisors in Tiffin

0 selected
Compare →