Mokosak Advisory Group, LLC. Email Format
Financial ServicesIowa, United States2-10 Employees
Mokosak Advisory Group, LLC is a financial services firm based in Urbandale, Iowa. The company positions itself as a trusted advisor across clients’ financial lives, working with medical professionals, widows and widowers, and individual families to develop comprehensive wealth management plans, preserve wealth to support varying lifestyles, and design strategies to make work optional. It also focuses on reducing tax burdens across income, capital gains, and estate taxes, and provides independent second opinions from a top wealth management firm. The firm operates in a relationship-driven capacity, aiming to help clients achieve defined financial goals while navigating tax considerations and wealth preservation.