EJ

Edward Jones - Financial Advisor: Allison Ver Steegt, CFP®|ChFC®|CRPC™

Financial consultant

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Services Offered

  • Retirement planning
  • Education savings strategies
  • Tax-efficient investment management

About

Allison Ver Steegt is a Certified Financial Planner (CFP®) and financial advisor based in Ankeny, Iowa. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Allison emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking for personalized financial guidance to help them achieve their long-term financial objectives.

Reviews

Location

215 NW 18th St Suite 103, Ankeny, Iowa
Map showing location in Ankeny, Iowa
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Contact This Advisor

Business Information

Address

215 NW 18th St Suite 103
Ankeny, Iowa 50023

Phone

+1515-758-7129

Website

https://www.edwardjones.com/us-en/financial-advisor/allison-versteegt

Business Hours

Contact for business hours