Client Testimonials

Polly's expertise and advice in all things financial is always spot on. Our retirement accounts have shown excellent growth, and her opinion on Medicare plans has given us great healthcare options to choose from. It is a pleasure to sit down with Polly and know she has our best interest at heart. 

-H & E Hennings

Polly has been my financial adviser since 2015. She provides prompt, courteous services, as needed, and is a "tiger in the arena" when it comes to straightening out mistakes made by others financial service companies. I want someone like her fighting for my money. She has become a trusted advisor and friend.

-Lauri Jackson

We contacted Polly thru an ad in the Dubuque Advertiser we called her and set a time and place to meet. From day one we connected both financially and personally. She is  very knowledgeable  and a great listener and always directed us in the right direction for our future investments. 

Polly is very thorough in explaining and easy to follow along with and always eager to answer any questions we have, we have many laughs and lots of coffee. She is such a Joy to work with. We recommended her to many of our friends who now utilize her expertise. 

-Jody and Bruce Dean