Vasey Financial Services

(on 100th street)
Financial and Investment Services in Urbandale, IA
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

2967 100th Street
Urbandale, IA
50322

About

Welcome to Vasey Financial Services. An independent financial services firm located in Urbandale, Iowa, we have been proudly serving individuals and their families since 1996.

As you approach retirement age, chances are you have questions. Questions regarding when you can retire, and whether you are financially capable of retiring. The truth is, you aren’t alone. The majority of American pre-retirees are uncertain of what their future holds post career. They stress over outliving their money, and whether their nest egg is sufficient to leave a legacy for their loved ones. As great as these questions are, it’s important to enter retirement with confidence, peace of mind, and excitement.

That’s where we come in.

Vasey Financial Services can assist you as you journey toward, and through, retirement. Our experienced advisors will create a customized plan designed to answer your questions, help to calm your anxiety, and help to clear up the complexities that surround retirement. For over 20 years, our clients have relied on our firm to guide them through retirement planning, legacy planning, and wealth management. Our comprehensive suite of services includes insurance, retirement plans, and more.

Today is nearly over and tomorrow will be here before you know it. Don’t spend another day fearful and anxious about retirement. Instead, embrace this exciting next phase of life with Vasey Financial Services.

Photos

Vasey Financial Services Photo Vasey Financial Services Photo Vasey Financial Services Photo

Services

  • 401(k), 403(b) & IRA Rollovers
  • Investment & Wealth Management
  • Mutual Funds & ETFs
  • 529 College Plans
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Retirement Plan Design
  • Legacy & Estate Planning
  • Financial Planning
  • Budgeting
  • Debt Reduction

Latest

You make your own investment decisions, but how familiar are you with the products? Take our short quiz. VASEYFINANCIALSERVICES.COM What’s Your Investment IQ?
Is your retirement portfolio subject to “sequence of returns” danger? VASEYFINANCIALSERVICES.COM Retirement Income and the Traditional Portfolio
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions. VASEYFINANCIALSERVICES.COM Directors and Officers Liability Insurance
Do you know the difference between a global mutual fund and an international mutual fund? VASEYFINANCIALSERVICES.COM Global and International Funds
Do you know how to tune your #SocialSecurity benefit to make the sweetest music? VASEYFINANCIALSERVICES.COM Tuning Your Social Security Benefit
Find out whether you are insurable before implementing a strategy using life insurance. VASEYFINANCIALSERVICES.COM Universal Life Insurance

Information

Company name
Vasey Financial Services
Category
Financial and Investment Services
Est
2010

FAQs

  • What is the phone number for Vasey Financial Services in Urbandale IA?
    You can reach them at: 515-419-2692. It’s best to call Vasey Financial Services during business hours.
  • What is the address for Vasey Financial Services on 100th street in Urbandale?
    Vasey Financial Services is located at this address: 2967 100th Street Urbandale, IA 50322.
  • What are Vasey Financial Services(Urbandale, IA) store hours?
    Vasey Financial Services store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.