Best Financial Advisors in Bettendorf, IA

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List of Firms

Bettendorf, IA Fiduciary Financial Advisors

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Peters & Marcek, LLC
SEC File# 801-69266
CRD# 7995
Location 2435 Kimberly Rd # 305S, Bettendorf, IA 52722, USA
Phone (563) 344-9686
Directions
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Daniel Clark - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 321 17th St Ste A, Bettendorf, IA 52722, USA
Phone (702) 562-2257
Directions
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Financial Logic
Location 1035 Lincoln Rd Suite 201, Bettendorf, IA 52722, USA
Phone (309) 206-0182
Directions
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Tommy Smith - UBS Financial Services Inc.
Location 5515 Utica Ridge Rd Suite 200, Davenport, IA 52807, USA
Phone (563) 424-3794
Directions
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Summit Financial Consultants Inc
SEC File# 801-85186
CRD# 134192
Location 3325 Utica Ridge Rd, Bettendorf, IA 52722, USA
Phone (563) 333-2530
Directions
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Toporowski, Clark & Romans Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 321 17th St STE A, Bettendorf, IA 52722, USA
Phone (563) 214-1857
Directions
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Nikulski Financial Inc
SEC File# 801-109933
CRD# 151569
5 out of 5
Location 3289 Utica Ridge Rd, Bettendorf, IA 52722, USA
Phone (563) 344-0118
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Kerry Toporowski - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 321 17th St Ste A, Bettendorf, IA 52722, USA
Phone (563) 214-1857
Directions
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Clark Arons - Thrivent
Location 884 Tanglefoot Ln, Bettendorf, IA 52722, USA
Phone (563) 529-1515
Directions
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Next Financial Group Inc
SEC File# 801-56786
CRD# 46214
Location 2435 Kimberly Rd Suite 300, Bettendorf, IA 52722, USA
Phone (563) 359-1515
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1805 State St Suite 102, Bettendorf, IA 52722, USA
Phone (563) 359-9660
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2870 Devils Glen Rd, Bettendorf, IA 52722, USA
Phone (563) 332-0517
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 3120 Middle Rd, Bettendorf, IA 52722, USA
Phone (563) 332-1529
Directions
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Huiskamp Collins Investments LLC.
Location 2209 Falcon Ave, Bettendorf, IA 52722, USA
Phone (563) 949-4705
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3477 Utica Ridge Rd, Bettendorf, IA 52722, USA
Phone (563) 386-9732
Directions
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Bettendorf Financial Group
3 out of 5
Location 1717 State St UNIT 101, Bettendorf, IA 52722, USA
Phone (563) 441-9903
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2328 Spruce Hills Dr, Bettendorf, IA 52722, USA
Phone (563) 424-7900
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1805 State St Suite 102, Bettendorf, IA 52722, USA
Phone (563) 359-9660
Directions
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Powell Financial Group
5 out of 5
Location 5123 Middle Rd a, Bettendorf, IA 52722, USA
Phone (563) 449-9181
Directions
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Benefit Planners & Company
Location 2500 18th St, Bettendorf, IA 52722, USA
Phone (563) 359-8885
Directions
Financial Advisors in Bettendorf, IA

Where Certified Financial Advisors in Bettendorf, IA Serve

Bettendorf, IA is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Isle Casino Hotel Bettendorf to the majestic Bettendorf Castle, this city has it all. The top employers in the area include John Deere, Genesis Health System, and Alcoa. Major highways such as I-74 and I-80 run through Bettendorf, making it easily accessible from all directions. The city is divided into several neighborhoods, including Devils Glen, Crow Valley, and Pleasant Valley, each with its own unique charm and character. With its rich history and diverse community, Bettendorf is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bettendorf, IA can benefit greatly from the services of a financial advisor. With a population of around 36,000 people, Bettendorf is a growing city that offers a variety of job opportunities and a high quality of life. However, many residents may struggle with managing their finances, especially as they navigate major life events such as buying a home or starting a family. A financial advisor can help residents of Bettendorf create a personalized financial plan that takes their unique circumstances into account. This might include advice on saving for retirement, creating a budget, or investing in the local economy. By working with a financial advisor, residents of Bettendorf can feel more confident about their financial future and make informed decisions about their money.

Insurance Broker

Residents of Bettendorf, IA can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with Bettendorf being located near the Mississippi River, residents may want to consider flood insurance to protect their homes and belongings from potential flood damage. An insurance broker can help residents understand their options and find a policy that fits their budget. Additionally, an insurance broker can provide guidance on health insurance options, which may be particularly important for residents of Bettendorf who work in the healthcare industry or have pre-existing medical conditions. Overall, an insurance broker can be a valuable resource for Bettendorf residents looking to protect themselves and their assets.

Retirement Planning

Residents of Bettendorf, IA could benefit greatly from the expertise of a retirement planner. A retirement planner can help individuals plan for their financial future, ensuring they have enough money to support themselves throughout retirement. This is especially important in Bettendorf, IA, where the cost of living can be high. A retirement planner can help residents navigate the complex world of retirement planning, including choosing the right investment vehicles, creating a budget, and maximizing Social Security benefits. They can also help residents plan for unexpected expenses, such as medical bills or long-term care. With the help of a retirement planner, residents of Bettendorf, IA can feel confident that they are on the right track for a secure and comfortable retirement.

Wealth Management

Residents of Bettendorf, IA would benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them create a financial plan that aligns with their long-term goals. With a wealth manager's guidance, residents can make informed decisions about investments, retirement planning, and estate planning. Additionally, Bettendorf, IA is home to many retirees, and a wealth manager can help them navigate the complexities of managing their finances in retirement, such as budgeting for healthcare costs and maximizing social security benefits. Overall, a wealth manager can provide residents of Bettendorf, IA with peace of mind and a clear path towards achieving their financial goals.

Mortgage Loan Officer

Residents of Bettendorf, IA can benefit greatly from the expertise of a mortgage loan officer. With the city's growing economy and diverse housing market, a loan officer can provide valuable guidance and assistance in navigating the homebuying process. Specifically, with the Mississippi River running through Bettendorf, residents may need help securing flood insurance and understanding the potential risks associated with purchasing a home in a flood-prone area. A mortgage loan officer can also help residents find the best loan options and interest rates to fit their unique financial situations, making homeownership more accessible and affordable. Overall, a mortgage loan officer can be an invaluable resource for residents of Bettendorf, IA looking to purchase their dream home.

Tax Services

Residents of Bettendorf, IA can benefit from the expertise of a tax advisor in many ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. They can also provide guidance on how to minimize tax liability and maximize deductions. One specific way that a tax advisor can help residents of Bettendorf is by providing advice on how to take advantage of the state's tax credits for renewable energy investments. As a city that values sustainability and green energy, Bettendorf residents may be interested in investing in solar panels or other renewable energy sources. A tax advisor can help them understand the tax benefits of these investments and how to claim them on their tax returns.

Estate Planning Lawyer

Residents of Bettendorf, IA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Bettendorf, IA, where many residents own property or have significant assets that they want to protect and pass on to their loved ones. An estate planning lawyer can also assist with setting up power of attorney and healthcare directives, which can be crucial in the event of an unexpected illness or injury. These legal documents can provide peace of mind and ensure that a person's wishes are carried out, even if they are unable to communicate them themselves. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Bettendorf, IA as they plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bettendorf, IA