Full Swing Financial Planning - Fort Dodge, Iowa

Tyler W.

Exceptional Service and Expertise!

I can’t say enough good things about Full Swing Financial Planning. From the very first consultation, I knew I was in good hands. Their team is incredibly knowledgeable, thorough, and genuinely cares about helping clients achieve financial peace of mind. They took the time to understand my unique financial goals and created a customized plan that was both comprehensive and easy to follow.

What really sets Full Swing apart is their clear communication and dedication. They broke down complex financial concepts into simple, actionable steps, which made me feel confident and empowered about my financial future. Whether it's retirement planning, investments, or simply budgeting better, they’ve been an invaluable resource.

If you're looking for a trustworthy, professional, and personable team to guide you through your financial journey, I highly recommend Full Swing Financial Planning. They go above and beyond to ensure you’re on track for success!

Roxanne L.

Very knowledgeable and really care about their clients. Alexa is very informative and friendly. They make you feel like family and someone you can trust with your hard earned money!! Thanks Full Swing!!!

laura B.

Cole has been a wonderful addition to our lives. Very thankful for his advice and direction with our children’s investments. He is so thoughtful he sent our daughter an investment book for her birthday.

Liddy H.

I highly recommend Full Swing Financial Planning. I work with Kole Petersen, who is knowledgeable, professional and very helpful. I trust Kole! He's helped manage my accounts successfully. He's a good listener and has great communication and follow-up. Thanks!

Niki C.

I’ve been a client since they started. They did a great job explaining my rollover from my previous job’s account, and I trust them to manage my retirement accounts with minimal effort from me. Since then, I’ve seen my accounts grow consistently. Thanks Full Swing Financial!

Brian B.

Thank you so very, very much Full Swing. I was recommended to Full Swing by one of their already clients. I met with Cole Jaeschke, then thought it would be best if I started bringing some of my accounts from other firms to him to manage. One of the accounts that he went through was a complicated account, and he did a lot of digging, a lot of calling, some intense investigating, and found that we had been ill advised by a different company. Because of his diligence and hard work, we corrected this catastrophe and this will now save us substantial funds. Thank you so much Cole Jaeschke and all the Full Swing staff.

Lindsay W.

The team at Full Swing Financial have been great to work with. Cole had an awesome presentation for our staff recently--very informative and easy to understand.

Karen P.

Everyone is very helpful and we have been happy with our returns. Also when I can’t figure out the online services they’re great at helping me!! I feel like I can call them any time I need to!!