portrait of Dana W Goshon
FINANCIAL ADVISOR

Dana W Goshon

CFP®
1003 50th Street Ste 4, Marion, IA 52302opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Real Estate and Construction
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Active Lifestyle
  • Camping

Team Members

  • Shelly Sutton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(319) 377-7137

Fax

(877) 222-8530

Office Address

1003 50th Street Ste 4
Marion, IA 52302opens in a new window

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