Weitzel Financial Services, Inc.

Weitzel Financial Services, Inc. is a Financial Planner in Dubuque, IA, located at 2200 John F Kennedy Rd #103. The firm provides personalized, unbiased, and diversified financial advice to help clients reach their financial goals through sound, individualized decisions. As a Registered Investment Advisor and Independent Broker/Dealer, the firm is a member of FINRA and SIPC. It serves clients in the Tri-State area and beyond, offering services that include retirement planning, employer-sponsored retirement plans, life insurance, long-term care coverage, and education planning. It holds a 5.00 rating based on 3 customer reviews.

Established in January 1991 by Timothy J. Weitzel, the firm has grown over three decades to include additional representatives. The firm’s approach rejects trading, market timing, and speculation in favor of long-term, low-turnover, and consistent investing. Clients benefit from a client-first philosophy and access to a wide variety of non-proprietary investments managed by external money managers. The firm emphasizes proper asset allocation and a value-oriented approach to help clients achieve their personal financial goals. The company’s logo features the Ouroboros, a symbol of cyclicality and re-creation, reflecting its dedication to constantly striving for the best ways to assist clients.

The business operates with an emphasis on honesty, integrity, and meticulous attention to detail. Office hours vary by season: from October through April, the office is open Monday through Thursday from 8:00am to 4:45pm and Friday from 8:00am to 3:30pm. From May through September, hours are Monday through Thursday from 7:30am to 4:45pm and Friday from 8:00am to 1:00pm. The firm provides advisory services in Iowa and other jurisdictions where exempted.

The firm’s reputation for quality is reflected in its 5.00 customer rating. Weitzel Financial Services, Inc. provides specialized financial planning and investment services to the Dubuque community.

Weitzel Financial Services, Inc. combines decades of local experience with a client-first philosophy to guide Dubuque residents toward their financial objectives.

Weitzel Financial Services is situated on John F Kennedy Road, just a short distance from Kennedy Elementary School and the Dubuque Fire Department Station 2.

BizScoreAI gives the business a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so assistants can recommend the firm. The Performance score is 74 out of 100, reflecting fast website loading that keeps visitors engaged and supports search engine rankings.