Still working with Layne and Janelle for our retirement. Layne asks lots of questions to make sure…read morewe are where we want to be for retirement. he makes suggestions and explains why. Janelle is always helpful with everything. she was super beneficial in transferring my father's death benefits to my accounts after he passed, what a blessing that was.

From the owner: Serving Pleasant Hill, IA and outlying areas, Layne Brown and associates are offering the following…read moreservices but not limited to: Retirement, Estate Strategies, Insurance, College Funding, and Business Continuation to help client reach their goals.

TWFG is a very professional, knowledgeable, and friendly team. They treat you like family and…read moredevelop a financial plan that is tailored to your needs. They provide outstanding advice and explain the process and strategies they use to protect your financial future. I trust them explicitly as they have developed a sound financial plan to carry us through retirement in our desired lifestyle. They saved our retirement. We have had other financial planners and TWFG was the first to put our needs first instead of some cookie cutter plan of investments. I view them as family and highly recommend them for your financial planning.

I would heartily recommend this very competent, professional and patient group of people who…read morecomprise Triplett-Westendorf. They truly want to do their best to meet the clients' needs and goals. More than just being great financial planners, they are wise, kind people who listen and educate. I trust them wholeheartedly that they are working with my best interests in mind always. They are prompt in their communication and respectful in every interaction. A true role model of a company.

I had a very pleasant experience with principal (Des Moines IA). I spoke to Sean who helped me…read moreget through the process for a simple term life policy. He was helpful and explained everything. Also great with email and phone communications/follow ups. The process went fairly quickly. Cost was average compared to two others I've looked into. If you're looking for life insurance policy, I'd recommend a call to Sean. 1-800-247-8000 x 1131 Thanks!

on the phone for 30m with an agent who was unable to help verify my security question information…read moreto create a new online account, they transferred me to someone else. On hold for ~5m for a new agent, only for them to then state that the call never should have been transferred and they are unable to help me. The member/employee # they are asking for is not clearly labelled on my paperwork, and the plan ID was on a totally separate piece of paperwork that came in a separate lot of mail. Insane.