Our Qualifications

Business & Financial Strategies has been a helping people in the area for over 15 years in the cities of Iowa City and Coralville.  We are comitted both professionally and personally to our surrounding communities.

Our team of financial professionals has the knowledge and diverse financial skill set to tackle every aspect of your financial plan.  We can take your financial goals from a general strategy to a fully integrated plan of action, covering all the basis.  

Our team holds various professional designations, and qualified registered representatives are registered and licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.