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Gleason Financial Group

(319) 234-1213 721 West 1st Street, Suite B, Cedar Falls, IA 50613 M-F 9am-4pm, Sa-Su Closed Official site

Categories: Financial Planning, Estate Planning & Management

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Gleason Financial Group is an independent financial services firm with a goal of providing tactical wealth accumulation while emphasizing risk management techniques for all clients. _x000D_ Unlike other firms that 'set it and forget it', Gleason Financial Group actively manages accounts utilizing technical analysis, research and theory. We strive to set ourselves apart from the run-of-the-mill financial advisors utilizing strategies that were developed by the late Charles Dow in the 1880's, but continue to be updated with the latest technology and research to remain valid and sound in today's fast-paced world._x000D_ Using our client's values as the bedrock, we serve as an architect to design a financial blueprint that is created to help meet our clients' needs. In the role of contractor, we objectively search the marketplace for the products to include in helping to build the financial structure. Our goal is to help provide our clients with a sound financial future throughout their lifetimes and beyond.

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