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Company
The professionals of DSM Financial provide comprehensive financial services and work with families and businesses to design “unbiased solutions” for them to reach their short and long-term financial goals and objectives. DSM Financial was founded in 2004 with the goal of establishing a firm like no other in our community. By maintaining our independence, we are able to put our clients’ needs first and deliver those “unbiased solutions”. Through our local alliances, and partnership with National Financial Partners Corp., we are able to provide our clients with a financial plan for every circumstance. We also recognize that a full financial plan is not the answer for everyone, so we offer individual sessions to our clients on topics of their choice, such as 401k allocations, debt reduction, college planning, retirement planning, insurance needs and review, and many other important decisions..
10626 Justin Drive , Urbandale, IA 50322
Phone: 515-331-1717 Fax: 515-331-1827
Some of the investment professionals on this site are registered representatives of NFP Securities, Inc., Member - FINRA/SIPC/ A Registered Investment Advisor. 1250 Capital of Texas Highway, Bldg. 2 Suite 125 Austin, TX 78746 - (512) 697-6000. DSM Financial ise currently registered to conduct securities business in the following states: CA, IA, Il,KS,MI and MN. DSM Financial is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.
| Our Comittment |
| Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. |
| Our Principle |
| Our company is based on the principle that the client comes first. Further, that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
Our customized and comprehensive approach is designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise in a highly confidential atmosphere.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@dsmfinancial.com or call us 515-331-1717. We look forward to hearing from you.
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