Best Financial Advisors in Des Moines

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Compass Financial Services

4801 Westown Pkwy, West Des Moines, IA 50266
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Business Description

Compass Financial Services has been serving clients for over 22 years located near Des Moines. The company offers life insurance policies as part of its financial planning and risk management services. Its agents consult with clients to determine the most appropriate life insurance policies for their lifestyles and financial situations. Compass Financial Services also offers long-term care insurance to assist clients with paying for care not covered by traditional health insurance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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