Who are we?
Located in Cedar Falls, Iowa, Heartland Financial Services, LTD. is a leading financial advisor in the areas of Social Security Analysis, Retirement Income Planning, Asset Preservation, Tax Minimization Planning and Estate Planning for Preservation & Transfer. As a Registered Investment Advisor, we are here to help you with all of your questions when planning your financial retirement strategy.
Where most financial advisors focus on returns and accumulation,
we specialize in performance and security for near retirees and retirees.
Our Services
We help make sure that your retirement income lasts as long as you do
LET US PUT YOUR MONEY TO WORK FOR YOU!
Heartland Financial Services, LTD
Phone: 319-277-1059
Email: DBeaty@GWNSecurities.com
Office: 2302 W 1st St,Ste 120 Cedar Falls, IA 50613
Heartland Financial Services, LTD is an independent Registered Investment Advisor licensed to offer Financial Planning Services in Iowa. Heartland Financial Services LTD and GWN Securities, Inc. are separate companies. Agents associated with Heartland Financial Services are licensed to solicit and sell life insurance, annuities, and mutual funds in the following states only: Iowa, Illinois, and California.
*Securities offered through GWN Securities, Inc., 11440 N Jog Road, Palm Beach Gardens, FL 33418, 1-561-472-2700, Member FINRA, SIPC