Insurance, Financial & Legal Services
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Legacy Financial Services
www.legacyfinserv.com
Financial planning and services.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC
1200 West 18th Street - Ste. 1
Spencer, IA 51301
Map
712-580-5432
Fax: 712-580-5436
Email: richard.noah@lpl.com
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Neiderheiser Insurance Agency, Inc.
claycountycraig.com
A full service insurance and financial services agency. We offer
auto, home, business, life and health insurance. We can also
help with your banking and investment planning needs.
Business hours:
Monday - Friday: 8:30am to 5pm
115 North Grand Avenue
Spencer, IA 51301
Map
712-580-3070
515-368-0091
Fax: 712-262-8060
Email: craig@claycountycraig.com
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Northwest Bank
www.NW.bank
Financial institution.
705 Grand Avenue
Spencer, IA 51301-0080
712-580-4100
Fax: 712-580-4188
Email: info@NW.bank
- Insurance, Financial & Legal Services
- Real Estate & Housing Services
- Business Services
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Prairie Plans Asset Management
www.prairieplans.com
Retirement planning, retirement plan analysis, investment reviews, financial planning, estate planning, stocks, bonds, mutual funds, life, health & long term care insurance.
509 Grand Avenue
Spencer, IA 51301
Map
712-262-2600
Fax: 712-262-6495
Email: cole.milbrath@prairieplans.com
Profile
State Bank and Insurance
www.statebankspencer.com
State Bank is a single family locally owned organization with
banking offices in Everly, Peterson and Spencer and Insurance
offices in Everly and Peterson.
Spencer Lobby hours:
Monday through Friday 9am to 4pm
Saturday drive up 8am to noon.
728 Grand Avenue
Spencer, IA 51301
712-262-6580
Fax: 712-262-6699
Email: ryan@statebankspencer.com
- Insurance, Financial & Legal Services
- Real Estate & Housing Services
- Agriculture & Farm Services
- Business Services
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Telco Triad Community Credit Union
www.telcotriad.org
As a credit union, we do more than protect your finances; we
provide you with products and services to help you excel in your financial
future.
Our loan officers work with you to find payment options that fit
your budget. With low rates and high dividends, you can be sure you are getting
the most out of your investments.
More money in your pocket means more money to spend on what really matters to you.
In Clay County we can offer our financial services to anyone who lives or works in Clay Counties and all contiguous counties. Call and find out more today!
Telco Triad - It's Where You Belong!
24 W 4th St
Spencer, IA 51301
Map
712-262-4194
712-252-4368
Fax: 712-262-4195
Email: oliviab@telcotriad.org
JobsProfile
Thrivent- Jason Jacobs
connect.thrivent.com/jason-jacobs
We offer the following services: Financial Advisor, Retirement Planning, Life Insurance, Disability Income Insurance, Long Term Care Planning, Investments, Charitable Giving, Financial Planning, Employer Retirement Plans, IRAs, Brokerage
115 West 7th St
Spencer, IA 51301
Map
712-262-9554
712-260-4818 Cell
Email: jason.jacobs@thrivent.com
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US Bank
www.usbank.com
Full service commercial bank providing loan and deposit services.
126 Grand Avenue
PO Box 7880
Spencer, IA 51301-7880
712-262-1940
Fax: 712-262-1905
Email: nicole.clark@usbank.com
- Insurance, Financial & Legal Services
- Business Services
- Real Estate & Housing Services
- Agriculture & Farm Services
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Williams & Company, P.C.
www.williamscpas.com
Full service accounting and consulting firm, offering tax preparation and planning, financial services and estate planning, and bookkeeping and payroll services, with CPA's and other professionals.
203 North Grand Ave.
P.O. Box 908
Spencer, IA 51301-0908
Map
712-262-1500
Fax: 712-262-2920
Email: wsimpson@williamscpas.com
- Insurance, Financial & Legal Services
- Business Services
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Winther, Stave & Co. LLP
www.winther-stave.com
Firm of certified public accts. specializing in audit & review service, retirement planning, litigation support service, financial statement preparation, software for computer consulting and business & individual tax return preparations.
1316 West 18th Street
P.O. Box 175
Spencer, IA 51301-0175
712-262-3117
Fax: 712-262-3159
Email: gpeters@winther-stave.com
- Insurance, Financial & Legal Services
- Business Services
