top of page

Tell a Friend

Home > Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

​

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

​

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.

CheckCheck out the background of firms and investment professionals on FINRA's BrokerCheck.

 

Get in Touch

6600 Westown Parkway Suite 165, West Des Moines, Iowa 50266    OR    224 E. Hwy 92, Suite B,  Winterset, Iowa 50273


515-223-1004  |  mike@onewealth4me.com   |   lori@onewealth4me.com     OR    515-462-4608  |  jason@onewealth4me.com  

Sitemap

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Advisory Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.

​

ONEWEALTH is not affiliated with Cambridge.

​

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, IA, ID, IN, MN, MO, NC, NE, NV, NY, OK, OR, PA, TX, VA, WI (Mike); AL, AZ, FL, IA, IL, IN, MN, MO (Jason); AZ, IA, TX (Lori). No offers may be made or accepted from any resident outside the specific states referenced. 

​

​

Copyright © 2019 One Wealth. All rights reserved.

bottom of page