"Turning Your Retirement Dreams into Reality"
Serving Council Bluffs Since 1999
Council Bluffs
Investing in the Future
Retirement Checklist
Financial Stewardship
Meet the Team
previous arrow
next arrow

Financial Planning

Learn More

Tax Planning

Learn More

Investment Management

Learn More

We Have Moved Our Office Location

Together with Dickinson & Clark CPAs, we have moved into the space formerly occupied by The Daily Nonpareil. Our new address is 535 W. Broadway #301, Council Bluffs, IA 51503.

You may reach our team by calling 712-256-4856 with any of your questions.

How to Select Your Financial Planner

Ron Dickinson shares four key principles for selecting a financial planner

  1. Trust and transparency with your advisor so you are comfortable sharing your life stories
  2. Broad base of knowledge - experience coupled with the ability to look at various approaches to solving problems across disciplines
  3. Strong convictions that hold to a core philosophy rather than shifting with every change in the market
  4. Disciplined with personal success while retaining humility

Featured Blog Posts

You Are Invited To Our Christmas Open House

Please join us for some light hors d’oeuvres, wine tasting, prizes, and good conversations with our team. Our Christmas Open House will be on Thursday, December 12 from 4:00 to 6:00 pm at the Council Bluffs Public Library located at 400 Willow Avenue. We also encourage you to invite a guest to come along with

Our Services

Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I just want to take a few minutes of your time today to explain a few of the services we provide here at Dickinson Investments. In recent months at various social gatherings, people have often asked me, “Hey, what do you do for a living?”

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
*Instant delivery of chapter.
Get free book sent to you.