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My Financial Plan

My Financial Plan

My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with training as  a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

My approach adds perspective to all my services and provides increased benefits to my clients.

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Chuck  Puccio

Owner

(319) 359-1852

(319) 359-1853

chuck@puccioinvestmentservices.com

Chuck is a registered representative of United Planners Financial Services. Chuck has over 20 years of experience helping clients meet their individual goals. He specializes in retirement planning for clients with TIAA retirement...

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Michelle Stratton

Assistant

(319) 359-1852

(319) 359-1853

michelle@puccioinvestmentservices.com

Michelle joined Puccio Investment Services at the beginning of 2020 as Chuck Puccio's assistant. Michelle’s positive personality is genuine as she truly enjoys getting to know and individually working with all the Puccio...

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