Longnecker & Associates

CONNECT

Address:

Ted Longnecker‚ AIF®, RICP®
(515) 248-3467
longnecker.ted@principal.com

Georgette Longnecker‚ RICP®
(515) 248-2963
longnecker.georgette@principal.com

Lindsay Reams
(515) 246-4070
reams.lindsay@principal.com


6701 Westown Pkwy Suite 200
West Des Moines, IA 50266

Phone:

Fax/Other:

(515) 246-5420

Our Services

Longnecker & Associates provides customized financial strategies for individuals and businesses. We work together with the Principal Financial Group® and also have strategic relationships with dozens of other well-known financial services firms, including Fidelity, T. Rowe Price, MetLife, Vanguard, John Hancock, AXA and many others.

We begin our process by helping you identify your short- and long-term goals. Once those goals have been established, we create a plan to help you achieve those goals. The plan is then implemented through a variety of financial products and service providers. Finally, we provide ongoing service and monitoring of the plan to make sure it adjusts to your changing needs and goals.

We offer a wide spectrum of financial products and services, including:

  • Qualified retirement benefits (401(k), 403(b), SEP-IRA, SIMPLE IRA plans)
  • Business continuation planning
  • Tax minimization strategies
  • Investments
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

Learn more about our services for individuals and businesses.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck