Company Overview
- Headquarters
- 2900 100TH STREET SUITE102, Urbandale IA
- Website
- mokosakadvisorygroup.com
- Phone
- (515) 223-5404
- Employees
- 5
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$0B
Who is Mokosak Advisory Group LLC
Mokosak Advisory Group LLC is a limited liability company headquartered in Urbandale, Iowa. Employing five individuals, the firm has generated an annual revenue of $2.5 million. Mokosak Advisory Group specializes in wealth management, serving successful medical professionals, widows/widowers, individuals, and families. Their services encompass developing comprehensive wealth management plans, preserving wealth for desired lifestyles, designing strategies for financial independence, and minimizing tax burdens across income, capital gains, and estate taxes. The company distinguishes itself by providing independent, second-opinion wealth management advice from a top firm. They work closely with clients to understand their unique financial goals and circumstances, tailoring strategies to help them achieve their aspirations. Clients interested in learning more about Mokosak Advisory Group's services can visit their website at mokosakadvisorygroup.com.
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