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Home > Financial Planner Directory > Iowa > Dubuque > Jamie W. McDonald, CFP®

Jamie W. McDonald, CFP®

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Bernardi Investment Services, Inc.

1235 Wood St

Dubuque, IA 52001

Phone: (563) 587-0333

Fax: (587) 563-0332

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Estate Planning
Getting Divorced
Getting Married
Mutual Funds
Job Loss
Insurance
Life Planning
Retirement
Stocks & Bonds
Starting a Family
Long-term Care
Sudden Wealth

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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