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Ann Slechta

Wealth Advisor

Work history

  • Silverleaf Wealth Management - Ann K. Slechta

    Wealth AdvisorCurrent
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LocationUnited States, Carroll, Iowa

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Silverleaf Wealth Management - Ann K. Slechtafinancial services · 3 employees · Carroll, United States

Description

At Silverleaf Wealth Management, we understand that each of our clients face unique challenges in their finances. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies – our personalized service helps you address your needs, wants, financial goals and objectives for many years to come. Our team has years of experience in financial services. We work with you as your fiduciary partner now and through all stages of your life. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Slate Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Company phone+17127752251

Company websitesilverleafwealth.com

LocationCarroll, Iowa, United States, 710 Simon Ave

Industryfinancial services

Employees3

Founded at2019

LinkedInlinkedin.com/company/silverleafwmcarrolliowa

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Keywords
charitable giving
tax planning
educational planning
retirement planning
estate planning
risk management
debt & cash flow management
investment management

Employee trends

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0.0%
6 Month Growth
-50.0%
1 Year Growth
-50.0%
2 Year Growth
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