Ohnward Wealth and Retirement
The folks with Ohnward Wealth & Retirement work with the heart of a teacher. Our value added service is helping families and business owners save more money. Through independent research and partnering with quality products and service companies we can provide personalized recommendations."
Our Services Include:
401(k) Rollovers | Traditional, Roth, Inherited IRAs | College and Retirement Strategies
Life, Health, LTC Insurance Reviews | Estate and Wealth Transfer Strategies | Employer and Employee Retirement Plans
"Our greatest honor is learning your story and providing comprehensive financial planning."
"It's important to work with advisors who continue their education and association memberships to be in tune with retirement savings, distributions, and tax efficiencies."
- Kerry Schepers, ChFC®, 21 years of experience
"We answer phones and call back timely! We value our relationships and understand value to you is confidence in our customer service and research. Our greatest honor is helping others access their money when they need it the most."
- Amber Knickrehm and Shirley Driscoll, Team Members
Located in Maquoketa State Bank and satellite offices.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., A registered Investment Advisor. Cambridge and Ohnward Wealth and Retirement are not Affiliated. Products sold are Not FDIC insured, No bank guarantee, are not a deposit, are not insured by any federal government agency and may lose value.