Marsha Abbott, Financial Advisor

FINANCIAL ADVISOR
Marsha M Abbott

CFP®, AAMS®
4840 Asbury Rd Ste 100a, Dubuque, IA 52002opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Movies & Entertainment
  • Traveling
  • Personal Fitness

Team Members

  • April Hanson
    Registered Branch Associate
    FPQP®
  • Katie Preston
    Registered Branch Associate
  • Brenda Welbes
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(563) 582-0770

Fax

(866) 443-1797

Office Address

4840 Asbury Rd Ste 100a
Dubuque, IA 52002opens in a new window

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