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Wellman Capital Management, Inc.
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Wellman Capital Management, Inc.

Investment Services Urbandale
Financial services firm located in Urbandale, IA

No reviews
Addresss
2987 100th Street Map
 
Suite 6
Place
Route Urbandale, IA   50322  
Addresss
2987 100th Street, Urbandale, IA 50322
Landline
(515) 727-1644
Open today
E-Mail
tim.wellman@wellmancapital.com
E-Mail
connie@wellmancapital.com
Website
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Description

Wellman Capital Management, Inc., is a personal financial services business where you will work directly Tim on your Financial Planning. Tim's first priority is helping you take care of yourself and your family. He wants to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our 28 years of helping people success. Our investment management services are based upon a comprehensive analysis of your needs and objectives. We recognize that investment needs and objectives vary according to each family’s personal circumstances and time horizons. Our evaluation process helps us determine your risk tolerance and develop an investment strategy appropriate for you.

Wellman Capital Management, Inc. can be found at 2987 100th Street . The following is offered: Investment Services . In Urbandale there are 21 other Investment Services. An overview can be found here.

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Products & Services

  • Bonds

  • Common Stock

  • Educational IRA

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Brokerage Accounts

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuity

  • Retirement Plans

  • Tax Plans

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Disability Income Insurance

  • Life Insurance

  • Long-Term Care Insurance

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Categories

Investment Services
(515)727-1644 (515)-727-1644 +15157271644