Verified recordFinancial Services

Dennis Ludwig

Financial Advisor at Efs Advisors

Based in Iowa City, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Iowa City

Industry

Financial Services

Company size

79

Contact information

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Email

1 credit

d•••••••@efsadvisors.com

Phone

5 credits

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Background

About Dennis Ludwig

As a personal financial planner, I cater specifically to individuals, educators, and small businesses looking to be empowered to make decisions they can feel confident about - whether it is investments, retirement, or estate planning. With a well-grounded financial planning process, I am prepared to help address my clients' unique goals and needs for retirement. Areas of specialization: PRIVATE CLIENTS -Comprehensive financial planning -Portfolio analysis & investment management -Retirement planning -IRA & 401k distribution options -Risk management & alternative investments EDUCATORS -403b planning & investments -Defined benefit plans (pensions)-Income replacement plans SMALL BUSINESS -SIMPLE IRA, SEP IRA, or 401k retirement packages If you're looking to take charge of the many financial decisions you will make throughout your life, call me at 319-360-0240 or email me at dennisl@efsadvisors.com

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