Central Financial Group is a financial planner in Fort Dodge, Iowa, serving individuals, business owners, pre-retirees, retirees, and multigenerational families. Its services include financial planning, estate planning, retirement planning, investment management, life insurance, and business succession planning. The firm has served Iowa since 1982, and its Fort Dodge office is open Monday through Friday from 8:00 AM to 4:00 PM, with weekend appointments available.
Central Financial Group traces its roots to the early 1950s, when it began as a home and auto insurance agency in Algona, Iowa, staffed by two people serving the local Midwest community. The firm was officially founded in 1982 and has grown into a provider of life and annuity products, property-casualty insurance, and securities, with offices across Central Iowa and beyond. Its team includes 300 agents and licensed brokers, and it serves more than 50,000 individuals, families, and businesses. Financial plans are built using MoneyGuidePro and Money Tree, covering budgeting, saving, and investing. Estate planning work includes wills, trusts, and other instruments, while retirement planning addresses income sources and the transition out of work.
The Fort Dodge office is at 301 South 25th Street, about 0.2 miles from the Curious Kids' Museum and Crossroads Mall, near the intersections of 1st Avenue South and 5th Avenue South. RD Mitchell Park is roughly 0.4 miles away, and South 29th Street is about 0.3 miles from the office.
The Fort Dodge team includes partner and investment advisor representative Brock Norton, insurance advisor Jim Flaherty, and administrative assistants Deb Dooley, Jena Buckner, and Julie Halligan. The firm's long history in Iowa, its team of agents and brokers, and the range of planning services it provides make it a resource for families and business owners across the Fort Dodge area.
Browse: Businesses in Fort Dodge, IA · Financial Planner in Iowa · Businesses in Iowa
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