Greg Weis and Marty Weis are the investment professionals at Plan 1 Financial. Based on what is right for you, they will suggest a single investment or a total plan from the complete range of investment options available.
Come in and take advantage of our knowledge and experience. We will be happy to visit with you in complete confidence.
Plan 1 Financial is located at 403 West Water Street in downtown Decorah, Iowa. Office hours are Mondays through Fridays, 8:30 a.m. to 5 p.m.; and evenings and Saturdays by appointment.
Plan 1 offers a complete range of investment options, including stocks, bonds, mutual funds, annuities, individual retirement accounts, and much more.
Full service and nationally-competitive discount stock trading is available.
At Plan 1 Financial our aim is helping you reach your financial goals. Plan 1 -- a member of the Weis Financial Inc. Family of Financial Services.
Investments provided through Heartland Investment Associates (a member of the FINRA and insured by Securities Investors Protection Corporation -SIPC). All customer accounts at Heartland Investment Assoc, are carried by National Financial, a Fidelity Investments Company, and receive $99.5 million account protection in addition to the $500,000 provided by the SIPC. Customers are therefore protected against the loss of securities in amounts up to $100 million of which $100,000 may be cash.