What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 12:30pm

Gleason Financial Group

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United States
Cedar Falls, IA
Gleason Financial Group

We are an independent financial services firm. CFP® ChFC® BFA™
ENROLLED AGENT, Mediator

Unlike other firms that 'set it and forget it', Gleason Financial Group actively manages accounts utilizing technical analysis, research and theory. We strive to set ourselves apart from the run-of-the-mill financial advisors utilizing strategies that were developed by the late Charles Dow in the 1880's, but continue to be updated with the latest technology and research to remain valid and sound i

n today's fast-paced world. Using our client's values as the bedrock, we serve as an architect to design a financial blueprint that is created to help meet our clients' needs. In the role of contractor, we objectively search the marketplace for the products to include in helping to build the financial structure. Our goal is to help provide our clients with a sound financial future throughout their lifetimes and beyond.

08/27/2024

Your estate plan should simplify, not complicate. Discover 13 common mistakes and how to avoid them to ensure your intentions are clear.

Avoid these estate planning mistakes.

08/20/2024

Updating your estate plan is key to avoiding future headaches. Our guide reveals why frequent reviews are essential and what other mistakes to watch out for.

Start by learning what NOT to do.

08/13/2024

Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest guide breaks down 13 common mistakes in estate planning and offers practical solutions.

Learn 13 ways to protect your legacy.

08/09/2024

Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential election, discover the factors shaping the markets. Read more here.

We broke down markets into a 5-minute read.

08/06/2024

Have you been meaning to start or revisit your estate plan? Here are 13 common mistakes and how to dodge them.

This 15-minute read could change your family's future.

08/02/2024

Markets turned in a blockbuster performance in the first half of 2024 - but can we expect volatility ahead? Check out this month’s quarterly financial update.

Here's what savvy investors should know.

08/01/2024

How will living longer affect your retirement finances? Discover strategies to maintain stability and joy throughout your extended retirement years.

Why long(er)-term planning could save your finances.

07/26/2024

Interest rates, recession risks, and a presidential election - how might these factors affect markets in the months to come? Find out more in this month’s quarterly financial update.

Here's what you need to know.

07/25/2024

With increasing lifespans, retirement can last decades. Ensure your plans cover health, finances, and meaningful relationships to thrive in your golden years.

Here are 6 big things to consider.

07/23/2024

Protect Your Future: Concerned about having enough emergency cash in retirement? Our free guide can help you prepare for the unexpected.

Your FREE guide is waiting to be explored.

07/19/2024

Do the bulls still have room to run? Or will interest rates, the election, and recession risks cause markets to stumble? We break down what you need to know in this quick five-minute read. Check it out!

Here's what savvy investors took away from Q2.

07/18/2024

The latest longevity data suggests the average 60-year-old will live to 82 (for men) and 85 (for women). How does this longevity impact retirement? And what can you do to prepare?

What could go wrong––and how to get it right.

Address

210 Main Street
Cedar Falls, IA
50613

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 12:30pm

Website

http://www.gleasonfinancialgroup.com/

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