Estate Planning Attorneys in Waverly, IA

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Top Waverly, IA Estate Planning Law Firms

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Werger William D.
Location 200 1st Ave NE, Waverly, IA 50677, USA
Phone (319) 352-1637
Directions
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Matthew Gardner
5 out of 5
Location 2900 100th St Ste. 207, Urbandale, IA 50322, USA
Phone (515) 421-4411
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Duffy Law Office / Estate Planning Attorney in Davenport
5 out of 5
Location 1840 E 54th St, Davenport, IA 52807, USA
Phone (563) 445-7400
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Goeke Law Firm
Location 108 2nd St NE, Waverly, IA 50677, USA
Phone (319) 352-9255
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Laird & Luhring
4 out of 5
Location 124 1st St SW, Waverly, IA 50677, USA
Phone (319) 352-3913
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Stumme, Collins, Gritters & Epley, PLLC
4 out of 5
Location 303 1st Ave NE, Waverly, IA 50677, USA
Phone (319) 352-1637
Directions
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Law Offices Correll, Sheerer, Benson, Engles, Galles & Demro, P.L.C.
5 out of 5
Location Waverly, IA 50677, USA
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Kreamer Law Firm, P.C.
5 out of 5
Location 7155 Lake Dr #200, West Des Moines, IA 50266, USA
Phone (515) 727-0900
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Estate Planning Lawyers in Waverly, IA

Where Estate Planners in Waverly, IA Serve

Waverly, IA is a charming city located in Bremer County, Iowa, with a population of around 10,000 people. It is known for its rich history, vibrant culture, and stunning landmarks that attract tourists from all over the world. The city is home to several top employers, including Wartburg College, Terex Corporation, and CUNA Mutual Group, providing ample job opportunities for its residents. Waverly is located at the intersection of US Highway 218 and Iowa Highway 3, making it easily accessible by car from all directions. The city boasts several major streets, including Bremer Avenue, 4th Street SW, and 1st Avenue NE, which are bustling with activity and lined with shops, restaurants, and other businesses. Waverly is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Waverly, IA

Banks and Credit Unions

Residents of Waverly, IA can benefit from a bank in numerous ways. Firstly, banks in Waverly can provide financial assistance to those looking to purchase a home or car. With the median home value in Waverly being $152,000, many residents may need a loan to afford a home. Additionally, banks can offer investment opportunities for those looking to grow their wealth. Waverly is home to a growing number of small businesses, and banks can provide loans and financial advice to entrepreneurs looking to start or expand their business. Lastly, banks can offer convenient and secure ways to manage money, such as online banking and mobile apps, which can be especially useful for college students attending Wartburg College in Waverly. Overall, banks can provide invaluable financial support and resources for the residents of Waverly, IA.

Insurance Broker

Residents of Waverly, IA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Waverly residents is by finding them the best insurance policies to suit their specific needs. With Waverly being a small town, it's important to have an insurance policy that covers any potential risks, such as natural disasters or accidents. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage at an affordable price. Additionally, an insurance broker can provide personalized advice and support to help residents make informed decisions about their insurance needs. Overall, working with an insurance broker in Waverly can provide peace of mind and protection for residents and their families.

Retirement Planning

Residents of Waverly, IA could benefit greatly from the services of a retirement planner. With a population of over 10,000 people, many individuals and families in Waverly may be unsure of how to properly plan for their retirement. A retirement planner can provide guidance on a variety of topics, such as investment options, creating a budget, and maximizing Social Security benefits. Additionally, Waverly is home to many small businesses and entrepreneurs, who may need assistance with creating a retirement plan for themselves and their employees. A retirement planner can help these individuals navigate the complexities of retirement planning and ensure that they are on track for a comfortable and secure retirement.

Wealth Management

Residents of Waverly, IA would benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could help residents in Waverly, IA navigate the complex world of investing and financial planning. They could provide guidance on how to best allocate their assets, whether it be through stocks, bonds, or real estate. Additionally, a wealth manager could help residents in Waverly, IA plan for their future by creating a comprehensive retirement plan that takes into account their individual goals and needs. One specific challenge that residents of Waverly, IA face is the fluctuating agricultural economy, which can make it difficult to plan for the long-term. A wealth manager with experience in this area could provide valuable insights and strategies to help residents navigate this unique challenge.

Financial Advisor

Residents of Waverly, IA can benefit greatly from the guidance of a financial advisor. One of the most common ways that an advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. In a town like Waverly, where many residents work in agriculture or small businesses, an advisor can provide valuable insights into managing cash flow, saving for retirement, and planning for unexpected expenses. Additionally, with the recent growth of the town and influx of new businesses, a financial advisor can assist with navigating investment opportunities and managing risk. Overall, a financial advisor can provide peace of mind and help residents of Waverly achieve their financial goals.

Mortgage Loan Officer

Residents of Waverly, IA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, loan officers can help residents secure financing for their dream homes, which is particularly important in Waverly, where the housing market is competitive. Additionally, loan officers can assist residents in navigating the complex mortgage application process, ensuring that they understand the terms and conditions of their loan. Another way loan officers can help is by providing advice on how to improve credit scores and debt-to-income ratios, which can increase the likelihood of loan approval. With the help of a mortgage loan officer, Waverly residents can achieve their homeownership goals and make the most of this charming Iowa town.

Tax Services

Residents of Waverly, IA can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are compliant and avoiding costly penalties. Secondly, a tax advisor can help residents maximize their tax deductions and credits, potentially saving them money on their tax bill. Additionally, residents of Waverly, IA who are self-employed or own small businesses can benefit from a tax advisor's knowledge of tax laws and regulations specific to their industry. For example, Waverly, IA is home to many small farms and agricultural businesses, and a tax advisor can help these residents navigate the unique tax laws and regulations that apply to their industry. Overall, a tax advisor can provide invaluable assistance to residents of Waverly, IA, helping them save money and avoid costly mistakes when it comes to their taxes.

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