Finucan Wealth Management
Availability
Accepting new clients
Financial Advisors
Timothy J. Finucan, Financial Advisor
Sean D Finucan, Financial Advisor
Contact Us
(515) 832-4155
Email us
Office Address
508 Second St.
Webster City, IA 50595
Our approach
Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care. With a legacy spanning four decades, we take a forward-looking approach by providing comprehensive financial management solutions that cater to each client’s unique needs.
Our team, led by father-son duo Tim and Sean, has deep experience in navigating the complexities of the financial markets. We offer a full spectrum of services, including:
- Investment planning
- Retirement strategies
- Estate strategies
- Risk management
Each client receives a tailored financial strategy, meticulously designed to help them achieve their financial goals while helping preserve their wealth.
Here to serve you
We believe in building lasting relationships based on transparency, integrity and exceptional client service. Lifelong learners, Tim and Sean are dedicated to staying updated on issues and topics that could affect financial markets.
We pride ourselves on our holistic approach, integrating innovative technology with personalized service to provide an unparalleled client experience. Whether you’re an individual investor, a family or a business owner, our commitment to helping you achieve your goals remains our top priority.
Let’s connect. We’ll help you discover the personalized difference with Edward Jones Finucan Wealth Management.
Experience an award-winning team
Barron’s Top 1,200
Tim Finucan, Ranked 2012-2013 and 2015-20241
Forbes Best-In-State Wealth Advisors
Tim Finucan, Ranked in Iowa, 2021-20242
Our office
Finucan Wealth Management
508 Second St.
Webster City, IA 50595
Office Phone Number
(515) 832-4155
Fax
(888) 241-1752
Office Hours
Mon-Thu: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Our Team
Alicia Crouthamel
Sr. Branch Office Administrator
Eileen Doolittle
Sr. Branch Office Administrator
Gayle Odland
Sr. Branch Office Administrator
Carrie Olson
Sr. Branch Office Administrator
Laura Moreno
Sr. Branch Office Administrator
Emily Hesley
Branch Office Administrator
Important information:
1 2012-2013, 2015-2024 Barron's Top 1,200 Financial Advisors (2012-2013 Barron's Top 1,000 Financial Advisors), published February or March each year, data as of September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on various factors including assets under management, revenue produced for the firm, regulatory record, industry experience and philanthropic work.
2 2021-2024 Forbes Best-In-State Wealth Advisors in Iowa, published 1st trimester each year, research by SHOOK® Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.