Journey Financial, LLC - Jefferson, IA

Journey Financial, LLC - Jefferson, IA We are a financial firm committed to helping people pursue their financial goals. We provide real solutions to life’s most important financial questions.

We offer a wide range of financial products and services to individuals and business owners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker - dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Journey Financial, LLC are not affiliated.

06/12/2026

It’s time to refresh and refocus, as we move forward with intention, into the second half of the year. Hear what Tim and Max have to say about focusing your mindset for the second half of 2026!

Don’t forget our upcoming seminar on June 23rd. Call 515-386-2570 to reserve your spot today!

Get out and about in the community this weekend for the Bell Tower Festival!!With events happening June 11–13, there’s t...
06/11/2026

Get out and about in the community this weekend for the Bell Tower Festival!!

With events happening June 11–13, there’s truly something for everyone to enjoy. From live entertainment and delicious food to family-friendly activities, parades, vendors, and community fun, it’s the perfect way to kick off summer and spend time with friends and neighbors.

You won’t want to miss all the excitement and memories waiting to be made. We can’t wait to see you there!

Join us in celebrating Chrissy on her 2-year anniversary with Journey Financial! We are grateful to have her as a part o...
06/10/2026

Join us in celebrating Chrissy on her 2-year anniversary with Journey Financial! We are grateful to have her as a part of our team and look forward to many more successful years to come!

06/09/2026

Is your portfolio still aligned with your goals?

As markets shift throughout the year, your investment mix can drift away from your original strategy. That’s why mid-year is a great time to review and rebalance your portfolio.

Take a few minutes to check in on your financial plan and see why small adjustments today can make a big difference over time.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Watch here on our YouTube Channel: https://youtu.be/k98_P1y58tI

Planning Playbook Seminar - Halfway There: A Mid-Year Market UpdateDate: Tuesday, June 23, 2026Location: 121 E Lincoln W...
06/08/2026

Planning Playbook Seminar - Halfway There: A Mid-Year Market Update
Date: Tuesday, June 23, 2026
Location: 121 E Lincoln Way, Jefferson, Iowa 50129 or via Zoom
Times: 10:00 AM or 5:00 PM (choose what works best for you)

We’re halfway through the year; do you know where you stand financially? Join us as Tim & Max break down what’s happened in the market and economy so far, what it means for your portfolio, and how to stay on track for your long-term goals.

Save your seat today and head into the second half of the year with confidence!

06/06/2026

Happy National Fishing & Boating Week!

From early mornings on the water to unforgettable catches and time spent with family and friends, memories have a way of lasting a lifetime.

Our team is sharing some of their favorite fishing memories and we’d love to hear yours too! What’s your favorite memory out on the water?

Just like your vehicle needs regular maintenance to keep running smoothly, your financial plan deserves a check-up too.W...
06/04/2026

Just like your vehicle needs regular maintenance to keep running smoothly, your financial plan deserves a check-up too.

When was the last time you reviewed your portfolio? Market changes, life events, and shifting goals can all impact whether your investments are still aligned with where you want to go.

A periodic review and rebalancing can help keep your financial strategy on track and working toward your long-term goals.

If it’s been a while since your last portfolio review, now may be the perfect time to tune up your plan. Let’s make sure everything is still headed in the right direction!


Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Have you subscribed to our YouTube channel yet? We’re sharing all of our video content on our YouTube channel, Journey F...
06/03/2026

Have you subscribed to our YouTube channel yet?

We’re sharing all of our video content on our YouTube channel, Journey Financial, LLC.

If you enjoy following our page, make sure to head over to YouTube and hit that subscribe button so you can stay connected. Your support means a lot to us and helps us continue creating great content for our community.

Subscribe today and join us on YouTube! https://www.youtube.com/

You may hear the term “market volatility” mentioned often in financial news, especially during times of economic uncerta...
06/01/2026

You may hear the term “market volatility” mentioned often in financial news, especially during times of economic uncertainty. But what does it actually mean?

Market volatility refers to the ups and downs in the stock market over a period of time. It describes how much the market moves in response to factors like economic reports, interest rates, global events, or investor sentiment.

While volatility can feel unsettling, it’s a normal part of investing and a reminder of why having a long-term financial strategy matters.

Understanding financial terms like market volatility can help investors feel more informed and confident during changing market conditions.

Have questions about your financial strategy? Our team is always here to help.

Cyber-attacks can impact anyone, and the consequences can be costly. Good cyber habits can go a long way in protecting ...
05/28/2026

Cyber-attacks can impact anyone, and the consequences can be costly. Good cyber habits can go a long way in protecting your identity and your finances.

Here are a few simple ways to stay secure and spot issues early:
✔️ Avoid public Wi-Fi for sensitive transactions
✔️ Only enter personal info on secure websites (look for “https”)
✔️ Set up account alerts for unusual activity
✔️ Review your bank and credit card statements regularly
✔️ Check your credit report for unfamiliar activity

If something doesn’t look right, act quickly—it can make all the difference.

Address

121 E. Lincoln Way
Jefferson, IA
50129

Opening Hours

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

Telephone

+15153862570

Website

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