First Wealth Financial Group

First Wealth Financial Group is a wealth management firm in Marshalltown, IA. The organization provides a comprehensive range of financial services, including business banking, treasury management, and merchant services. They serve both individual and business clients, offering specialized solutions such as home loans, checking accounts, and CD specials.

The firm provides various tools designed to simplify business operations and manage cash flow. Their business services include accounts receivable and accounts payable solutions, such as Remote Deposit Capture and ACH services for payroll and vendor payments. For merchants, they offer payment processing through a partnership with Elavon, enabling businesses to accept credit cards, digital wallets, and contactless payments both in-person and online. Additionally, the firm offers treasury management solutions to help businesses reduce risk and increase efficiency through tools like Positive Pay and fraud filtering.

Located on E Southridge Rd, the office is situated about a half-mile from J.C. Hoglan Elementary School and Kiwanis Park. It is also a short drive from the McFarland Clinic Southside and within a mile of both Timber Creek Park and Fisher Elementary School.

The business is recognized for its helpful and kind service, with customers frequently noting the friendly and understanding nature of the team. They have earned a reputation for being a trusted advisor that provides personalized guidance to ensure clients select the specific accounts and solutions that meet their unique needs.

First Wealth Financial Group stands as a dedicated partner for financial growth and stability in Marshalltown.