Tony Medici

Financial Advisor

Tony brings many years of experience catering to a diverse range of clients, from those who are just beginning their investment journey to experienced individuals seeking advanced financial strategies. He specializes in offering 401(k) plans for businesses, helping employers create sustainable retirement plans that benefit both their employees and their businesses. Tony’s target market includes business owners looking to provide valuable retirement options for their teams, as well as individuals at various stages of their financial journey who are seeking reliable guidance and support. Whether through investment planning, risk management, or retirement strategies, he aims to provide comprehensive solutions that offer both growth potential and security.

Tony enjoys getting away with his wife and daughter whenever he can, whether it's a weekend trip or a simple day out together. Tony also enjoys being outdoors - playing golf, fishing, hunting, and tending to his yard.

Phone 515-878-1111
Fax 866-469-9394