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Financial Services in Grinnell and Newton, IA

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Ramsey-Weeks, Inc. is committed to helping you realize your fiscal goals.

At Ramsey-Weeks, Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Ramsey-Weeks, Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Ramsey-Weeks, Inc..

We are proud to provide fiscal planning services for clients near Grinnell, Newton, Montezuma, Gillman, Lynnville, and Brooklyn.

 

Securities offered through Securities America, Inc. a Registered Broker/Dealer Member FINRA/SIPC, Dustin Smith, Registered Representative
Advisory Services Offered Through Securities America Advisors, Inc. an SEC Registered Investment Advisory Firm, Dustin Smith, Investment Advisor Representative. Ramsey Weeks and Securities America are unaffiliated. Securities and Insurance licensed in Iowa, Illinois, Missouri and South Dakota
www.finra.org www.sipc.org www.brokercheck.finra.org

Our Financial Services in Grinnell and Newton, IA Coverage Options Include:

Our Location

Ramsey-Weeks, Inc.

715 5th Ave
Grinnell, IA 50112
Main office: 641-236-3141
Fax: 641-236-6689

Our Providers

Testimonials

My expectation is to have an agent that cares about me and my family and wants to be sure I have the right insurance, at the right time, for the right reasons and at the right cost. Darcy has exceeded these expectations time and time again!

Todd L - President and CEO of the Grinnell Regional Medical Center
You always hear commercials about buy local. I can't even imagine going through what I did without Ramsey-Weeks. Darcy Swick and Cindy Pollock were there the majority of the day. It's really hard to even dwell on that day, but what would I have done? How would I have dealt with all this? I am forever grateful for everything they have done for me. You cannot ask for better service than with Ramsey-Weeks.

Sherry B
Claim service you can count on... When we looked at the storm damage, one thing that never crossed our minds was to worry about insurance. We knew that our friends at Ramsey-Weeks had set us up with appropriate coverage and that they would go to bat for us personally if things got rough. We can truly say we have had a very positive experience with Ramsey-Weeks and Allied Insurance.

Neal And Barb Van E
The day that the hail storm hit Grinnell in early April 2010 was the day that we brought our infant daughter Reese home from the hospital. We spent her first night at home, along with her 2-year-old and 4-year-old brothers, with no power. The next day Paul Pohlsen called my husband, JT, and said that he had alerted West Bend that we would have a claim, and that we should be hearing from an agent soon. We had phone calls within 24 hours regarding the damage to our home and vehicles, and we had an adjuster here within days. Paul Pohlson, Darcy Swick, and the employees at Ramsey Weeks were incredibly helpful. As young homeowners - we had never experienced the claim process before. Ramsey Weeks and West Bend worked collaboratively to meet our needs - and we came out of the situation with our home completely restored. Thank you to all who worked so hard to serve this community during that time.

JT and Tara A
We have been very pleased with the service we’ve received since we started working with Ramsey-Weeks for our home and auto insurance. It has been extremely helpful to have someone right here in Grinnell readily available to answer questions and assure us things are being handled correctly. We know Darcy cares about us as a family and will do all she can to watch out for our best interests.

Levi and Julie D
Not to long ago I switched agencies after a number of unpleasant experiences with another agent. The other agent disappeared whenever I needed to ask questions about a possible claim. Paul Pohlson was busy with a number of claims during the backup of sewer in Grinnell. He made time for me to talk to me and go through the process.

Tom S
Kevin Kolbe is the utmost professional. We learned we could depend completely on Kevin’s years of experience and totally honest advice. He knew just how to price and market our house for Grinnell. He patiently answered all our questions about the selling process and made our experience as worry free as possible. We recommend Kevin whole-heatedly as the person you can work with in complete confidence.

Ira and Susan Strauber