Dakota
Dakota
Book a Demo
Talk to an Expert

Midwestern Financial, LLC

EST. AUM
$172,843,118

CONTACTS
3

CLIENT ACCOUNTS
548

Firm Details

Metro area Cedar Rapids
CRD Number 270022
Website midwesternfinancial.com
Client types

Overview

Midwestern Financial Group (MFG) was built on the belief that financial advice should be given with only one set of goals in mind — the client's. That’s why MFG is a fee-only financial advisory firm, which means their advice is not clouded by commissions or selling products. They commit to placing the best interests of their clients above all else. They are passionately motivated by the opportunity to be part of their clients' lives and build towards the future together.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy