Dave George, Financial Advisor located in Mt Pleasant, IA

Financial Advisor
Dave George

CFP®, CEPA®
109 South Harrison Street, Mt Pleasant, IA 52641opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Coaching Sports
  • Fishing
  • Hunting
  • Personal Fitness
  • Spending Time with Family

Team Members

  • Robyn Willham
    Sr. Branch Office Administrator
  • Marianne Klein
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(319) 385-1216

Fax

(877) 222-9108

Office Address

109 South Harrison Street
Mt Pleasant, IA 52641opens in a new window

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