Fellows & Blake, located in Indianola, IA, is focused on serving the needs of business owners as well as individuals. Our planning services bring the needs of the business, business owners, and their families into one cohesive vision for the future. You cannot build a successful plan without taking into account the needs of the families that are impacted by that plan.
Unlike the big firms that have agents chasing numbers and "dollars invested," our advisors are focused on comprehensive business and personal planning using a goal-focused model and approach.
Of course, small doesn't mean that our clients are losing out! We offer all the same bells and whistles as the big firms with the added advantage of our extensive list of approved strategic partners who can help in just about any situation.
Securing a rosy future with growing savings and a plan for every eventuality is the dream of every business owner. All too often, however, this dream is pushed aside because of time, resources, or a fear of not having enough money.
To balance the responsibility of being a business owner and managing the risks that you are exposed to, our goal is to construct a plan that can adapt as your business grows and changes. We will be by your side to address the appropriate changes to your plan, keeping your plan up to date as your personal and business life changes. If you would like to have one of our advisors review your situation, please contact us.
Planning for your dreams takes more than hoping and wishing. In addition to our in-house knowledge and proven financial experience, our individual financial management services utilize cutting-edge technology and enlist outside experts to offer objective advice to every client need.Learn More
In a client-based business like ours, we would not have survived if we hadn't started with a dynamic team. We seek out team members who not only offer our clients depth of experience and industry knowledge but who also appreciate the value of building a relationship and genuine caring about our client's needs and successes.Learn More
Unlike the big firms that have agents chasing numbers and "dollars invested," our advisors maintain smaller, more exclusive client lists that allow them to focus on a client's unique needs, be they on the business or individual service side. We are available to our clients when they need us.
As a client-based business, we know the importance of having a successful, dynamic team. We seek out team members with extensive experience and industry knowledge who also genuinely care about their clients.
Any Fellows & Blake team member is invited to join only if they fit within our client-first culture. After all, our clients depend on us for theirs and their family's futures.