Jacob P. Helvey, Financial Advisor

Jacob P. Helvey, Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

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We're happy to share that Aquilo Financial Group is a recipient of the 2025 Ameriprise Client Experience Award! Our prac...
03/02/2026

We're happy to share that Aquilo Financial Group is a recipient of the 2025 Ameriprise Client Experience Award! Our practice could not have received this award without the support of our team members Lily and Maegan. Thank you for all you do to make our practice run smoothly. https://bit.ly/4aJhATA

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.

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.

To all veterans—thank you for your service. Your dedication inspires us every day.
11/11/2025

To all veterans—thank you for your service. Your dedication inspires us every day.

November is Long-Term Care Awareness Month!I see firsthand how planning for long-term care can protect not just your fin...
11/03/2025

November is Long-Term Care Awareness Month!

I see firsthand how planning for long-term care can protect not just your finances — but your peace of mind.

Whether it's assisted living, in-home care, or nursing support, the costs can be significant. But with the right strategy, you can prepare and ensure your future is secure.

Let’s talk about:
-What long-term care really costs
-How insurance or savings can help
-Planning for yourself or aging loved ones

It’s never too early to start the conversation. Your future self will thank you.

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

October is Women’s Small Business Month – a time to honor the incredible female entrepreneurs who are driving innovation...
10/13/2025

October is Women’s Small Business Month – a time to honor the incredible female entrepreneurs who are driving innovation, creating jobs, and building stronger communities.

As a financial advisor, I proud to support women-owned businesses by helping them build solid financial foundations and navigate the unique challenges of entrepreneurship.

Whether you're just starting out or scaling your business, financial clarity is key to long-term success.

If you’re a woman-owned business, let’s connect. I love to support your journey.

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.

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.

Address

1220 NE Station Crossing Drive Suite 202
Grimes, IA
50111

Opening Hours

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

Telephone

+15155536680

Website

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