What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 6:30pm Wednesday 9am - 6:30pm Thursday 9am - 6:30pm Friday 9am - 5pm

First Serve Financial

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United States
Davenport, IA
First Serve Financial

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Actionable retirement planning for people who want clarity—not confusion. My passion is helping women rebuild confidence after life changes.

My approach is education-first and relationship-driven.

10/31/2026

Happy Halloween! Wishing you a fun day filled with festive costumes, sweet treats and plenty of spooky fun.

10/29/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at 563-223-8887!

10/28/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

10/26/2026

Traveling can be fun at any age. You just need a little preparation.

10/25/2026

Learn about websites and apps that help older workers find jobs.

10/24/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.
Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at 563.223.8887!

10/23/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/23/2026

You don’t need to panic yet about Social Security, but you should stay informed.

10/21/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

10/20/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.
Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at 563.223.8887!

Address

1225 E River Drive Ste 301
Davenport, IA
52803

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 6:30pm
Wednesday	9am - 6:30pm
Thursday	9am - 6:30pm
Friday	9am - 5pm

Telephone

+15635597079

Website

http://firstservefinancial.org/, https://www.iarfc.org/professionals/mrfc, https://www.iarfc.org/professionals/mrfc, htt

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