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Slate Wealth Management
Financial Planner in Carroll IA
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712 N Crawford St Ste A
Carroll, IA
51401
tel (712) 775-2251
fax (712) 775-2116
slechta.ann@principal.com
At Slate Wealth Management, we engage in an active relationship with individuals, farmers, and business owners to provide a financial planning experience. We start with a conversation to discover our client’s values and priorities, develop a strategic plan, coordinate with a team of professionals, and utilize a variety of solutions designed to grow, protect, and preserve one’s legacy.
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed