First Wealth Financial Group expands to Marshalltown, IAJune 18, 2020
First Wealth Financial Group, one of the leading financial service practices in the Clinton area, announced their expansion to Marshalltown, IA. Roger Kaput, a Wealth Advisor in Marshalltown for over 30 years, is excited for the opportunity to partner with First Wealth Financial Group.
Roger said, “To have built relationships and served my clients for over 30 years, I wanted to leave them in trusted hands as I head towards retirement. I have met the people than can be trusted to go above and beyond.”
Bryce Williams will be joining Roger to serve the Marshalltown community and surrounding areas with integrity, diligence, and sincerity. Bryce graduated in 2014 from University of Northern Iowa with a bachelor’s in political science. Bryce is married, he and his wife, Kaitlyn, live in the area.
First Wealth works with those preparing to retire, those have already retired, and those looking to get a second look at their investments. “We have a powerful set of tools to evaluate where you stand financially when it comes to retirement, moving people from feeling vulnerable and insecure to being empowered, that’s what we do,” says Breton Williams, Founder and CEO of First Wealth.
If your retirement could use a second opinion, call First Wealth at 563-242-1885 (Clinton) or visit www.firstwealthfinancialgroup.com
Contact info: Clinton Contact Person: Brook Boyson Company: First Wealth Financial Group Address:1210 19th Ave NW Clinton, IA 52732 Phone: 563-242-1885
Contact info: Marshalltown Contact Person: Bryce Williams Company: First Wealth Financial Group Address: 16 East Southridge Rd, Unit 1602, Marshalltown, IA 50158 Phone: 641-352-3060
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered Investment advisor. Stratos Wealth Partners and First Wealth Financial Group are separate entities from LPL Financial.
Photo from left to right, Roger Kaput, Breton Williams, Bryce Williams
Contact:Brook Boyson, Business Manager(563) 242-1885