Rachel Lewey, Financial Advisor

Financial Advisor
Rachel A Lewey

CFP®, ABFP®, AAMS®
404 Rocksylvania Ave, Iowa Falls, IA 50126opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Agribusiness Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Yoga
  • Traveling
  • Outdoor Enthusiast

Team Members

  • Anne Wiarda
    Branch Office Administrator
  • Susie Rottink
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(641) 648-5355

Fax

(888) 273-2134

Office Address

404 Rocksylvania Ave
Iowa Falls, IA 50126opens in a new window

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