Financial Planners in Waterloo

“Trustworthy people with high integrity. Can't beat it. I really enjoy the entire team at FRA and feel comfortable with my decision to have them manage my assets. A big thank you to Kelly for all of her knowledge and guidance!“

“Working with Monat Wealth Management is a very enjoyable experience. From the second you walk in the door, you know you are in good hands! Very accommodating and develop a plan tailored to your needs.“

“Alex and Midwest Financial Group genuinely have their customers best interests at heart. In a recent conversation Alex suggested a product that he said, “provided no commission for them but it’s the best thing for my family.” We have been with them for nearly 10 years and have built an incredible amount of trust. The supporting staff is attentive, professional and respectful. Overall an excellent experience and a long-term partner to help us plan for the future financially.“

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