Financial Planners near Des Moines

“Dixie has filed my taxes for the last 3 years. She is always professional, thorough, and efficient! Her assistant is quick to schedule a tax appointment (during what I'm sure is a very busy time for Dixie) and before the appointment is very communicative, providing reminders and a list of everything I should bring to make sure that my taxes can be filed most efficiently. Dixie's knowledge and experience is extensive, and it's obvious in the care she takes with my money. She makes the overwhelming task of filing taxes simple and easy. I plan on continuing to trust Dixie and her team with my taxes and financial needs, and I highly recommend them to anyone in the area!“

“Can I give 10 stars? Amazing staff. Very professional & Janice is the real deal. She cares and works so hard for her clients and the local community.“

“As an income tax accountant, I highly recommend Tyler Linsten as a fiduciary for financial planning and asset management. He specializes regularly in tech-related stock compensation planning for people at Amazon, Microsoft, Google, & startups. I trust his experience with client RSU, ISO, & ESPP diversifying. I frequently refer clients to him for his honesty, experience, fair pricing, and exceptional work ethic. Our collaboration on mutual clients consistently produces positive results, benefiting our mutual clients greatly. He is not held to sell only a certain brokerage brand of investments as he is independent and has a full range of options for my clients. Also, his monthly newsletters with his dry brand of humor are actually pretty funny in the non-humorous world of investing. You should check him out.“

“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“

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