Des Moines, IA Financial Planner

nice people

They quickly resolved my issue

Tax Doctor is efficient, fair, knowledgeable, and professional.

I have known Art for several years, I have all my retirement accounts with him. I will have him advise me when I start using them when I retire.

CFO Peter Hill is as good as there is. He treats me like I'm his only client. Peter is highly intelligent, has incredible people skills, and genuinely cares about me.

Legit have NO idea how this place has low ratings. Its open until 2pm on Saturdays. They have a business line and regular line. People in there are friendly and fast. Tha ... more

Great Job by Mrs. Ann in the Roth IRA or IRA or financial group - she is quick, sharp, ability to go out of the way to suggest or guide people also... she used to pick th ... more

Excellent service. Informed, attentive, and approachable regardless of financial situation.

We are very grateful to Alan for his help with our re-finance. He was there for us every step of the way. We think he went over and above what we expected with this pr ... more

Joe has helped me out tremendously with my investments. He knows exactly where to put your money, depending on how aggressive you want to be, and the length of return. ... more

These guys truly care about you. They act like teachers when explaining investment strategies. I have a great understanding about where my money is going and how it is be ... more

Trying to call them takes an eternity. They never will answer the phone and forces you to go in essentially. I dont live close and its inconvenient.

MAG has managed finances for me and my family for many years. We mostly have worked with Ryan and Frank and Marty. They are fantastic, everyone is very welcoming and pr ... more

I'd give zero stars if possible. Told our mortgage broker 2 days before closing that our paperwork was incorrect. Took us a few days to round up the correct forms; and he ... more

Rod is amazing.

Valuable knowledge for financial planning. Their plans are tailored to each person. The owners are very trustworthy.

Awesome

Very smooth process. Very helpful and knowledgeable.

Our investment portfolio was completely misaligned with the goals we established with this firm. We feel the investments pursued their payday; not ours. Communication reg ... more

Outstanding.

Taber Asset Management recently helped me with my 401k rollover from my previous employer. The team at Taber Asset Management made it very easy to transfer my funds in ju ... more

Employs a racist.

Worst place ever! DO NOT go to this place. Rudest people especially Kathy and penny! Take your services elsewhere there are other payee places. They dont explain anything ... more

Extremely poor customer service. Principal as a company is abhorrent. I recently left my employer and did a roll-over 401k to another company, and it has been a nightmar ... more

This bank keeps your check deposits for over a week if they feel like it, never pick up a phone call at any location and are very complicated to work with if you have a c ... more

I’ve been trying to reach someone at this firm for over a week now, and can not get a call or email back. I was told they had some office space to rent and they would f ... more