David Perrott, CFP - Guide Financial Group
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- Urbandale, IA
- David Perrott, CFP - Guide Financial Group
Financial advisor helping businesses and individuals with financial objectives. Financial strategies - investment advice - insurance products. member FINRA/SIPC.
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2900 100th Street Suite 301
Urbandale, IA
50322
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My Story
As a young man, I saw firsthand the incredible impact that professional financial advice could have on a family. I recognized early that the role of a financial advisor was nearly as influential as a spiritual advisor or doctor.
I believe we need a movement of people who choose to do the hard work of planning and saving early so they can build a legacy of financial freedom and responsibility. In a world that encourages instant gratification, saving and planning tend to be pushed aside for flashy and short-lived desires. Those who are serious about their long term financial future must be willing to analyze, evaluate, and commit to what’s truly important. That’s where I come in.
My passion is to come alongside clients to help them build wealth and protect the things that they love the most. I take a planning-centric approach to find ways to enhance a client’s financial situation. Clients don’t have to settle for service that only covers a portion of the big picture. If I can’t be of service, I may know others who can assist. My client’s needs always come first. Send me an email at [email protected] to learn more.
David Perrott is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Guide Financial Group is independently owned and operated.
