Best Financial Advisors in Black Hawk County, IA

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List of Firms

Black Hawk County, IA Fiduciary Financial Advisors

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Edward Jones
SEC File# 801-3297
CRD# 250
Location 124 Main St, Cedar Falls, IA 50613, USA
Phone (319) 277-6583
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
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Investors Professional Services Inc
Location 6003 University Ave # C, Cedar Falls, IA 50613, USA
Phone (319) 277-3553
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Karrie Schultz - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 3404 Midway Dr, Waterloo, IA 50701, USA
Phone (319) 234-7000
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UBS Financial Services
SEC File# 801-7163
CRD# 8174
Location WATERLOO BUILDING, 173 W 4th St, Waterloo, IA 50701, USA
Phone (319) 233-3400
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Matthew Halverson - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3404 Midway Dr, Waterloo, IA 50701, USA
Phone (319) 234-7000
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Signature Private Wealth Management
5 out of 5
Location 3146 Brockway Rd, Waterloo, IA 50701, USA
Phone (319) 883-3336
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Iowa SmartVestorPro
5 out of 5
Location 2302 W 1st St #201H, Cedar Falls, IA 50613, USA
Phone (319) 266-6156
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American Financial Management Ltd
Location 6003 University Ave # C, Cedar Falls, IA 50613, USA
Phone (319) 277-3553
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Hogan Capital Management, Inc.
Location 3128 Brockway Rd, Waterloo, IA 50701, USA
Phone (319) 233-2683
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Keith Hamer
Location 173 W 4th St, Waterloo, IA 50701, USA
Phone (319) 234-4800
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Joyce Oaks - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2712 Orchard Dr A, Cedar Falls, IA 50613, USA
Phone (319) 268-4329
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Gabe Groothuis - Thrivent
Location 622 Progress Ave, Waterloo, IA 50701, USA
Phone (319) 232-2171
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Steven L Flack - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2708 Bicentennial Dr B, Cedar Falls, IA 50613, USA
Phone (319) 268-4315
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: Closed Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Financial Architects
Location 6912 University Ave #1, Cedar Falls, IA 50613, USA
Phone (319) 266-9500
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Innovative Wealth Management, LLC
5 out of 5
Location 960 6th St suite 1, Jesup, IA 50648, USA
Phone (319) 449-6900
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Greco & Associates Financial Services
Location 1727 University Ave # 200, Waterloo, IA 50701, USA
Phone (319) 234-5723
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Wells Fargo Advisors
Location 3806 Pheasant Ln, Waterloo, IA 50701, USA
Phone (319) 234-4643
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Financial Advisors in Black Hawk County, IA

Where Certified Financial Advisors in Black Hawk County, IA Serve

Black Hawk County, located in northeastern Iowa, is a bustling hub of activity with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Cedar Falls Main Street to the Cedar Valley Arboretum and Botanic Gardens, there's something for everyone in this vibrant county. The top employers in Black Hawk County include John Deere, UnityPoint Health, and the University of Northern Iowa, providing ample job opportunities for residents. Major highways such as Interstate 380 and U.S. Highway 20 run through the county, making transportation a breeze. Neighborhoods like College Hill and the Cedar Heights area offer stunning views of the Cedar River and an array of housing options, from cozy bungalows to sprawling estates. Meanwhile, downtown Waterloo boasts a thriving arts scene with the Waterloo Center for the Arts and the RiverLoop Amphitheatre. In short, Black Hawk County is a dynamic and diverse community with something to offer everyone who calls it home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Black Hawk County, IA can benefit from the guidance of a financial advisor in a number of ways. One of the most common ways is through retirement planning. With a large portion of the population nearing retirement age, a financial advisor can help residents make smart decisions about saving and investing their money to ensure a comfortable retirement. Additionally, with the county's strong ties to agriculture and manufacturing, a financial advisor can help residents navigate the unique financial challenges that come with these industries, such as fluctuating commodity prices and the need for succession planning. Overall, a financial advisor can provide invaluable support to residents of Black Hawk County, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Black Hawk County, IA could greatly benefit from the services of an insurance broker. With the county being home to several large employers, including John Deere and the University of Northern Iowa, many residents rely on employer-provided insurance plans. However, navigating the complexities of these plans can be daunting, and an insurance broker can help residents understand their coverage options and make informed decisions about their healthcare. Additionally, with severe weather events like tornadoes and flooding being common in the area, an insurance broker can assist residents in finding the right coverage to protect their homes and property. Overall, an insurance broker can provide valuable guidance and support to residents of Black Hawk County, IA as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Black Hawk County, IA could benefit greatly from the services of a retirement planner. With a population of over 130,000 people, Black Hawk County has a diverse community with varying financial needs. A retirement planner can help residents navigate the complexities of retirement planning, including creating a personalized financial plan, managing investments, and maximizing Social Security benefits. Additionally, Black Hawk County has a large number of retirees, and a retirement planner can assist them in making the most of their retirement savings and ensuring that they have a comfortable and secure retirement. Overall, a retirement planner can provide invaluable guidance and support to residents of Black Hawk County as they plan for their financial future.

Wealth Management

Residents of Black Hawk County, IA could benefit greatly from the expertise of a wealth manager. With a median household income of $55,000 and a poverty rate of 12.3%, many individuals and families in the county are working hard to make ends meet. A wealth manager can help them create a plan to save for their future, whether that be for retirement or their children's education. Additionally, the county has a large population of veterans, and a wealth manager can assist them in navigating the complex world of military benefits and pensions. With the guidance of a trusted professional, Black Hawk County residents can feel more secure in their financial future and have peace of mind knowing they have a plan in place.

Mortgage Loan Officer

Residents of Black Hawk County, IA could greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, including helping potential homebuyers navigate the complex process of securing a mortgage, refinancing an existing home loan, or helping homeowners access home equity to finance renovations or other major expenses. In Black Hawk County specifically, a mortgage loan officer could provide valuable insight into the local housing market and help residents find the best loan options to fit their unique needs and financial situations. With the help of a skilled mortgage loan officer, residents of Black Hawk County can achieve their dreams of homeownership and build a strong financial future for themselves and their families.

Tax Services

Residents of Black Hawk County, IA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist is by helping residents navigate the complex tax laws and regulations specific to the state of Iowa. For example, Iowa has a unique tax credit system for farmers, and a tax advisor can help farmers in Black Hawk County take advantage of these credits. Additionally, a tax advisor can help residents in Black Hawk County properly file their taxes and avoid costly mistakes or penalties. With the help of a tax advisor, residents in Black Hawk County can ensure they are maximizing their tax benefits and avoiding any potential issues with the IRS.

Estate Planning Lawyer

Residents of Black Hawk County, IA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will or trust that clearly outlines how a person's assets will be distributed after their death. This is particularly important in Black Hawk County, where the population is largely made up of middle-class families who may have significant assets tied up in real estate or small businesses. Additionally, an estate planning lawyer can help residents of Black Hawk County minimize their tax liability and ensure that their heirs are not burdened with unnecessary taxes or legal fees. Finally, an estate planning lawyer can assist in setting up durable powers of attorney and healthcare directives, which can be crucial in the event of an unexpected illness or injury. Overall, an estate planning lawyer can provide peace of mind to residents of Black Hawk County, knowing that their assets and loved ones are protected in the event of their passing.

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