Jed Mengel

Jed Mengel

Financial Professional

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Phone: 515-267-2673
Fax: 515-243-4007
Mobile Phone: 515-480-1375
E-mail:
 

My goal is to provide tailored strategies and practical financial solutions for my clients. As a Financial Professional, I enable my clients to make informed decisions and take effective actions towards meeting their specific goals. I offer a broad range of options for my client’s individual and planning needs, such as: ?

Financial Planning Strategies – Estate Planning, Retirement Planning, Education Funding ?

Investment Services – Asset Accumulation, Wealth Management ?

Risk Management – Life Insurance, Annuities, Disability and Long Term Care Insurance ?

Business Planning – Business Succession and Employee Benefit Plans For a complementary review of your financial objectives, please contact me. 

 

AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.