Our History
Years of experience have prepared us to guide you through life's transitions.
Chuck Puccio has over 25 years of experience in assisting individuals and businesses with their investment and retirement planning needs. At Puccio Investment Service, we are focused on your long-term goals. We build long-term relationships with clients as we help create and update portfolios with risk tolerance and time horizon in mind.
Chuck primarily assists past and present University of Iowa employees with TIAA retirement and asset allocation strategies. Chuck has a longstanding relationship with the TIAA Advisor Services team and has been an integral part of helping to improve plan options for participants. He also works with Charles Schwab and uses their institutional fee based platform for a multitude of clients. His fee based philosophy works hand in hand with both TIAA and Schwab to bring objective, third party advice to his clients. Clients know that any recommendation Chuck makes is because he truly feels it is in his clients best interest.
Discover Hidden Opportunities
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
