563-652-2491 [email protected]

“We answer phones and call back timely! We value our relationships and understand value to you is confidence in our customer service and research. Our greatest honor is helping others access their money when they need it the most.”

Shirley Driscoll

Team Assist

Helping Ohnward Wealth & Retirement run efficiently and communicating in a timely manner is Shirley’s passion and priority.

Day-to-day operations and client interactions help everyone feel supported.

Shirley has been the reliable point of contact since 2007.

 

Shirley is married to Dennis, grand parenting seven joys of their life.

She volunteers in her community and faith and provides a trusted presence.

 

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ohnward Wealth & Retirement are not affiliated. Products sold are not FDIC insured, no bank guarantee, are not a deposit, are not insured by any federal government agency, and may lose value. This communication is strictly intended for individuals residing in the states of CO, IA, IL MN, MO, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ohnward Wealth and Retirement makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Ohnward Wealth and Retirement