Financial Advisor

Joe Lucas

CFP, Registered Representative

100 E Stuart St
Clarinda, IA 51632

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Meet Joe

Farm Bureau Advisor

At Farm Bureau Financial Services, we're about more than just wealth management - we're about you, your family, community, and those moments that matter most. As a Wealth Management Advisor, I help individuals, families, and businesses prepare for the future and protect what matters most by providing investment solutions, retirement services, and comprehensive financial planning to help you achieve your goals for the future. I can help customize your portfolio to fit your specific needs. I'm Joe Lucas from Clarinda, IA, and I look forward to working with you. It's your future. Let's protect it.®

For your investment and wealth management needs, call (712) 695-7010.

More about Joe

Talk to Joe Lucas About Financial Services Offered

Serving Clarinda, IA, and the surrounding area

Investments

Annuities, stocks & bonds, mutual funds, IRAs and more

Managed Accounts

We can provide personalized attention to help you adjust your portfolio anytime you need.

Planning Services

Retirement planning, college planning, estate planning, and more

Wealth Management

We'll help you to develop customized solutions to meet your needs now and for years to come.

Request a Meeting

I Lost My Wallet. Now What?

Losing your wallet can be frustrating. Exhausted by all the work you’ll have to do to cancel and restore cards and IDs, here are some initial steps to take.

How Much Rent Can I Afford?

While you might have certain amenities and aesthetics in mind when renting, price is one of the most important factors. By learning how much rent you can afford, you can make a smart decision about your next home.

A Guide to Buying or Selling a Home in Winter

Late spring and early summer are traditionally the busy times for real estate. Learn what to know about buying or selling a home in winter.

Get the Benefits of a Roth IRA Even With a High Income

Does your income limit you from contributing to a Roth IRA? Learn whether you qualify and what options you have to get similar tax benefits.

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MeetCopy: <p>At Farm Bureau Financial Services, we're about more than just wealth management - we're about you, your family, community, and those moments that matter most. As a Wealth Management Advisor, I help individuals, families, and businesses prepare for the future and protect what matters most by providing investment solutions, retirement services, and comprehensive financial planning to help you achieve your goals for the future. I can help customize your portfolio to fit your specific needs. I'm Joe Lucas from Clarinda, IA, and I look forward to working with you. It's your future. Let's protect it.®</p><p>For your investment and wealth management needs, call (712) 695-7010.</p>
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Investments
Annuities, stocks & bonds, mutual funds, IRAs and more
Managed Accounts
We can provide personalized attention to help you adjust your portfolio anytime you need.
Planning Services
Retirement planning, college planning, estate planning, and more
Wealth Management
We'll help you to develop customized solutions to meet your needs now and for years to come.

Agent Setting treenode based properties are also available in CurrentAgent:

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Articles Headline:
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