Midwestern Financial Group

Reviews, get directions and contact details for Midwestern Financial Group

Address: 103 E College St Suite 210, Iowa City, IA 52240, USA

Phone: (319) 499-1620

Website

State: Iowa

City: Iowa City

Zip Code: 52240

Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

It's refreshing to see two young men so dedicated and excited with what they do. I have worked with many different finance managers and I have never come across anyone with this kind of dedication to the customer. I have a lot of confidence in what they tell me. It's obvious they do their homework and know what their talking about.

 10 years ago (30-08-2016)

Having known Joe Jay for the better part of a decade I was extremely wary mixing a professional relationship with a personal friendship. However, the level of professionalism that I have experienced in dealing with Joe and Midwestern Financial Group is above and beyond what I expected, and allayed my apprehension.

I have found that Joe's approach to investing really matches a style that I am comfortable with. I feel that I have a solid understanding of markets, but I feel that utilizing Joe's superior knowledge benefits my retirement accounts as he acts as a litmus test providing more comprehensive analytics of stocks than I could ever achieve. His analysis of each individual and their needs maximizes returns for each client. I feel that this is a great approach, as most financial analysts that I have dealt with attempt to minimize work by funneling groups of clients into large accounts (this approach maximizes broker fees and requires minimal effort). However, Joe puts in the extra time to find assets that truly fit the needs of each client while maintaining competitive pricing for his services.

After utilizing the services of Midwestern Financial Group I would say that there truly is no better way to run a financial advisory firm. I feel that Joe's approach to customer service and putting the needs of the client first are the most important characteristics in this field. I find that our relationship is always focused on the best interest of the client first and has evolved into a premier business partnership. I recommend Joe and Midwestern Financial Group as a premier advisory firm to any interested party.

 12 years ago (19-10-2014)

I am 25 years old, in my first "real" job and was wanting to start saving money but had no idea where to start or if I could on a tight budget.  Joe Jay was awesome and introduced me to his Beginning Investor Program.  When I started the program I didn't expect to really understand what he was going to be doing with my money, but he made sure to explain everything and continues to makes sure you know exactly what is going on. He has really opened my eyes to how important it is to start saving now for retirement. He goes above and beyond to help me understand and answer all of my investment questions, I would definitely recommend checking Midwestern Financial Group out!

 12 years ago (16-09-2014)

Planning my future financial success hasn't always been a priority for me. Joseph Jay and Midwestern Financial Group (MFG) offers the opportunity to begin that planning with the MFG Beginning Investor Program. Joseph has made it a priority to prepare individualized meetings where he can begin to investigate your current situation, study the current market conditions, and help plan for your future financial goals. Joesph remains a student to the market as his studies and attention to specific market detail is shown in his weekly commentary. I can now say that my future financial goals will be successful planning with MFG and Joseph Jay.

 12 years ago (11-03-2015)

My fiancé and I knew it was important for us to start putting some money away, but didn’t know exactly where to start.  After a short time talking with Joe we knew the beginning investor program was perfect for us.  Joe took his time with us, reviewing our current financial situation and explaining our options.  We fully trust Joe and MFG to help us as we save for the future and are excited to watch our portfolios grow.

 12 years ago (17-12-2014)

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Midwestern Financial Group

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