Weitzel Financial Services, Inc.

Weitzel Financial Services, Inc. is a financial planner in Dubuque, Iowa, serving individuals and families with personalized financial advice since 1991. The firm specializes in retirement planning, employer-sponsored retirement plans, education planning, and life insurance and long-term care solutions. As a Registered Investment Advisor and independent broker/dealer, it offers unbiased, diversified financial strategies tailored to each client’s goals. The firm serves clients throughout the Tri-State area and beyond, maintaining a strong reputation in the community with a 5.00 rating based on three reviews.

Founded in January 1991 by Timothy J. Weitzel, the firm emphasizes a long-term, value-oriented investment approach rooted in integrity, transparency, and client-first principles. Unlike traders or market timers, Weitzel Financial Services focuses on consistent, low-turnover strategies guided by proven asset allocation methods. The firm’s independence allows it to offer a broad range of investment options without proprietary product constraints, ensuring clients receive tailored recommendations based on their unique needs. The company’s logo features the Ouroboros, symbolizing continuous improvement and a commitment to enduring client success.

The business is located at 2200 John F. Kennedy Road, Suite 103, in Dubuque, Iowa. It sits just 0.1 miles from John F. Kennedy Road and is approximately 0.2 miles from Kennedy Elementary School. The office is about 0.5 miles from North Fork Catfish Creek and 0.6 miles from Bee Branch Creek, with the Dubuque Fire Department Station 2 located just 57 meters away.

With a founding history spanning over three decades and a steadfast commitment to ethical financial guidance, Weitzel Financial Services, Inc. stands as a trusted advisor in Dubuque’s financial landscape. Its enduring focus on client goals, independence, and long-term planning continues to define its service in the community.