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Folkerts Financial Strategies
"Sensible Solutions For Home Business And Farm"
About Us
Since 2001, Folkerts Financial Strategies, situated in the vibrant heart of Waverly, IA, has proudly served clients across Shell Rock, Denver, Waterloo, Cedar Falls, Mason City, and nearby communities. Our dedicated team is focused on delivering tailored financial solutions that align with each client's unique needs and aspirations. Whether you require disability income insurance, executive benefit programs, life insurance, long-term care insurance, or executive group life insurance—or guidance in achieving your retirement goals—we are here to navigate the intricacies of financial planning with you. At Folkerts Financial Strategies, we prioritize understanding your journey, providing unwavering support to help secure your financial future every step of the way.
At Folkerts Financial Strategies, building lasting, meaningful relationships with our clients is at the core of everything we do. Adam, who served as president of the Exchange Club in 2020, introduced Zoom meetings that enabled the club to achieve its goals while fostering stronger connections among its members. His forward-thinking mindset and dedication to building relationships reflect his commitment to positively impacting the community and beyond.
Adam and his wife were blessed with triplets who are all grown up now. They couldn’t be prouder of the individuals they have become! In addition to his leadership, Adam volunteers tirelessly, helping with the Veterans Memorial in Waverly and working in community gardens to support food pantries. His actions are a testament to his values and his passion for making a difference.
We are also fortunate to have Betty as part of our team. With her extensive background and expertise in compliance, combined with her warm and approachable demeanor, Betty ensures every client feels valued and well-supported. Her dedication and care make her an indispensable part of our team, fostering an environment where clients feel confident in their financial decisions.
At Folkerts Financial Strategies, we are more than a financial service provider—we are your trusted partner in achieving financial success. Our expert advice, genuine care, and commitment to your well-being set us apart, ensuring that your financial journey is as smooth and secure as possible.
Areas Served
Waverly, IA | Cedar Rapids, IA | Oelwein, IA | Shell Rock, IA | Marion, IA | Independence, IA | Denver, IA | Iowa City, IA | Decorah, IA | Waterloo, IA | Coralville, IA | Charles City, IA | Cedar Falls, IA | North Liberty, IA | New Hampton, IA | Mason City, IA | Des Moines, IA | Dubuque, IA
Our Professional Associations
- Chamber of Commerce
- Million Dollar Round Table
- Exchange Club
What We Offer
Our Specialties include:
- Disability Income, Life, Long Term Care and Group Life Insurance, Retirement Solutions
- Executive Benefit Programs
Our Services include:
- Confidential Conversation Geared Toward Reaching your Personal Financial Goal
- Emergency Savings Plan
- Benefit Package Overview
- Debt Reduction Solutions
- Insurance Need Analysis and Recommendation
- Complete Overview of Financial Security
- Retirement Solutions
Our Products include:
- Life and Disability Insurance
- Long Term Care Solutions
- Retirement Solutions
- Annuities
Contact Us
Folkerts Financial Strategies
410 W. Bremer Ave. Waverly, IA 50677
Phone: (319) 352-8871
Mobile: (319) 404-8919
Fax: (319) 352-8874
Email: afolkerts
Where To Find Us
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Our Hours
Holiday Hours May Vary. Please Call For Details.
Monday: 8:30 AM - 4:00 PM
Tuesday: 8:30 AM - 4:00 PM
Wednesday: 8:30 AM - 4:00 PM
Thursday: 8:30 AM - 4:00 PM
Friday: 8:30 AM - 4:00 PM
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