Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
we make life easier
Tim Kunkel and Corey Heimensen began their working relationship back in 2003. Through the years they have combined their working efforts behind the scenes to streamline portfolio creation for clients and to mentor and educate new advisors in their network. Their Wealthbridge Partners group serves thousands of clients from across the country with personalized strategies. By having financial offices in various cities it also provides a level of convenience for clients to work with their advisors in a personal fashion. Tim and Corey felt it was important to create a network that would give clients the clarity and continuity of a large, national firm while keeping client service friendly, timely and professional.
Quite simply, we pride ourselves on “doing what we say we will do”, and we strive to make life easier for our clients.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.