ACCEL

Accel Wealth Management

@accel_wealth_management

Waverly, IA
Financial Services

Overview

About Accel Wealth Management

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Securities offered through Registered Representatives of Integrity Alliance, LLC, Member SIPC. Advisory services offered through Accel Wealth Management, a Registered Investment Adviser. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Accel Wealth Management is not affiliated with Integrity Wealth. Registered branch addresses are 100 E. 2nd St., Suite 205, Cedar Falls, IA 50613, 5500 Fountains Dr. NE, Suite 201, Cedar Rapids, IA 52411 and 301 Oak Ridge Circle, Waverly, IA 50677. Representatives do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Headquarters

Waverly, IA

Website

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Company Size

51-200 employees

Industry

Financial Services

Company Type

Privately Held

Founded

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Specialties

Retirement, 401k, Wealth Accumulation, Personal Online Portfolio, Tax Efficient, Management Strategies, Personal Insurance, Business Wealth Accumulation, Business Exit Planning, Business Insurance, Retirement Plan Consulting, Fiduciary Governance, 3(38) Investment Management, Participant Communication , Executive Strategies, and Benefits Of Choosing An AIF

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