Dawney Financial, Inc

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Dawney Financial, Inc Please see http://www.dawneyfinancial.com/ for full disclosures. This communication is strictly intended for individuals residing in the state of Iowa. Sarah J.

No offers may be made or accepted from any resident outside Iowa. Dawney Financial, Inc is EXCITED to join the thriving community of Winterset. Our office includes *Sarah J. Dory and Pamela Chipp. We are a resource for your Tailored Retirement Planning needs and independent insurance services including Health, Life and Long Term Care, Retirement and Social Security Planning. Our goal is to go Above and Beyond your expectations! We look forward to serving you. Dory and Pamela Chipp


*Securities and Investment Advisory Services Offered Through Osaic Wealth, Inc Member FINRA/SIPC Dawney Financial Inc, is not affiliated with Osaic Wealth.

10/14/2026

Muni bonds have long been a mainstay in the portfolios of income-focused investors who want to manage taxes.

10/12/2026

Active and passive portfolio management both have advantages and disadvantages.

10/07/2026

ESG strategies can be applied to the selection of bonds as well as stocks in portfolio construction and management.

10/05/2026

There are several mortgage options that are best for first-time homebuyers.

09/30/2026

A sell-off in U.S. Treasury bonds has pushed longer-term yields sharply higher. Here's why.

09/28/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

09/23/2026

The federal government provides tax relief to qualifying individuals in the form of tax credits. Tax credits are valuable because they are dollar-for-dollar reductions of your tax liability. In some cases, they may result in tax refunds. In general, the rules regarding tax credits are the same for m...

09/21/2026

The Securities and Exchange Commission (SEC) proposed regulatory changes that would offer public companies the option to report their earnings semiannually instead of four times a year.

09/16/2026

A revocable life insurance trust is a trust that is funded, at least in part, by life insurance policies or proceeds. It can be an effective planning tool that provides a source of liquid funds to your estate for the payment of taxes, debts, and expenses. Moreover, it allows you the flexibility to c...

09/14/2026

Many states have enacted their own homestead laws.

Address

108 W Jefferson Street
Winterset, IA
50273

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15154626875

Website

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