Phillip J. Westemeier - Financial Advisor

Phillip J. Westemeier - Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC.

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Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
11/18/2025

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/15/2025

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

A day late, but yesterday (9/18) was Phil’s 60th birthday!! That’s a BIIIIG number! He’s been helping clients work towar...
09/19/2025

A day late, but yesterday (9/18) was Phil’s 60th birthday!! That’s a BIIIIG number! He’s been helping clients work toward their financial goals for 35 years, over half of his life! We decorated his office to help him celebrate all week long!

HAPPY BIRTHDAY PHIL!

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/17/2025

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/18/2025

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2025

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

Address

4510 Chadwick Road
Cedar Falls, IA
50613

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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