Best Financial Advisors in Davenport, IA

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List of Firms

Davenport, IA Fiduciary Financial Advisors

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Northwestern Mutual
4 out of 5
Location 1704 E 54th St, Davenport, IA 52807, USA
Phone (563) 326-5331
Directions
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Plan2Thrive Financial Services
Location 201 W 2nd St #700, Davenport, IA 52801, USA
Phone (563) 323-5790
Directions
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Merrill Lynch Wealth Management Advisor Nicholas M Jacobs
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 388-2308
Directions
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Joe Evanovich IV - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5001 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 344-9535
Directions
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Noble Birch Wealth Management
5 out of 5
Location 5153 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 359-3475
Directions
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Brian S. Smith, VisionPoint Advisory Group
SEC File# 801-78506
CRD# 168733
Location 3544 Crow Creek Rd, Davenport, IA 52807, USA
Phone (563) 345-6880
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Keith V Judickas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (877) 743-4040
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Wanda G Jansen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5405 Utica Ridge Rd STE 210, Davenport, IA 52807, USA
Phone (563) 344-6070
Directions
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Quad Cities Investment Group
SEC File# 801-71612
CRD# 154113
Location 5177 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 484-5000
Directions
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Holly A. Kennedy - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3940
Directions
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Five Cities Financial
Location 1704 E 54th St, Davenport, IA 52807, USA
Phone (563) 549-7824
Directions
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Evanovich, Blessing & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5001 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 344-9535
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2422 E Kimberly Rd, Davenport, IA 52807, USA
Phone (563) 355-4297
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 5515 Jersey Ridge Rd Suite C, Davenport, IA 52807, USA
Phone (563) 441-5655
Directions
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Palen Financial LLC
Location 4620 E 53rd St STE 200, Davenport, IA 52807, USA
Phone (563) 344-5888
Directions
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Investment Counsel Inc
SEC File# 801-122919
CRD# 317604
5 out of 5
Location 5117 Jersey Ridge Rd #2, Davenport, IA 52807, USA
Phone (563) 322-8810
Directions
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Steve Gragg - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3911
Directions
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David Poole - Ameriprise Financial Services, LLC
Location 4840 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (877) 743-4040
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 126 Kirkwood Blvd, Davenport, IA 52803, USA
Phone (563) 322-9700
Directions
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Merrill Lynch Wealth Management Advisor Robin R. Scott
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 388-2389
Directions
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Cody Williams - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3924
Directions
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Patrick Reid - Financial Advisor
Location 201 W 2nd St #700, Davenport, IA 52801, USA
Phone (563) 210-1318
Directions
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Morgan Stanley Financial Advisors
Location 4300 E 53rd St Ste 300, Davenport, IA 52807, USA
Phone (563) 344-4300
Directions
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The Cities Private Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd Ste A, Davenport, IA 52807, USA
Phone (877) 743-4040
Directions
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Baird Private Wealth Management
Location 3626 Bridge Ave, Davenport, IA 52807, USA
Phone (800) 366-3978
Directions
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Mack, Jansen, Keeney & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5405 Utica Ridge Rd STE 210, Davenport, IA 52807, USA
Phone (563) 344-6070
Directions
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John Pavelka - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd Ste A, Davenport, IA 52807, USA
Phone (877) 743-4040
Directions
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Basepoint Wealth
SEC File# 801-111782
CRD# 289538
Location 4620 E 53rd St Suite 203, Davenport, IA 52807, USA
Phone (319) 826-1898
Directions
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Merrill Lynch Wealth Management Advisor Heidi A Parkhurst
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 441-3513
Directions
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Michael S Blessing - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5001 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 344-9535
Directions
Financial Advisors in Davenport, IA

Where Certified Financial Advisors in Davenport, IA Serve

Davenport, IA is a thriving city in the heart of the Midwest, boasting a rich history and a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Figge Art Museum and the historic Adler Theatre to the bustling downtown district and the scenic Riverfront Trail, Davenport offers something for everyone. Top employers in the area include John Deere, Genesis Health System, and the Rock Island Arsenal, while major highways and streets such as I-80, I-74, and Kimberly Road provide easy access to the rest of the region. Neighborhoods like Village of East Davenport and McClellan Heights offer a mix of historic charm and modern amenities, while areas like West Kimberly and Northwest Davenport are known for their family-friendly atmosphere and excellent schools. Whether you're a lifelong resident or a first-time visitor, Davenport is a city that is sure to leave a lasting impression.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Davenport, IA can benefit greatly from the guidance of a financial advisor. With the city's growing economy and diverse population, a financial advisor can help navigate the unique financial challenges that come with living in Davenport. For example, the city's location along the Mississippi River can make it vulnerable to floods, which can have a significant impact on residents' finances. A financial advisor can help residents prepare for these types of emergencies and create a plan to protect their assets. Additionally, with the city's thriving arts and culture scene, a financial advisor can help residents make smart investments in the local community and support the growth of the city's economy. Overall, a financial advisor can provide valuable insight and support to help residents of Davenport, IA achieve their financial goals and navigate the unique challenges of living in this vibrant city.

Insurance Broker

Residents of Davenport, IA could greatly benefit from the services of an insurance broker. With the city being located near the Mississippi River, flooding is a common concern for homeowners and business owners alike. An insurance broker could help residents find the right coverage for their property to protect against flood damage. Additionally, with Davenport being a hub for transportation and logistics, many residents may need commercial auto insurance for their businesses. An insurance broker could help navigate the complex world of commercial insurance and find the best policies for their clients. Overall, an insurance broker can provide peace of mind and financial protection for Davenport residents in a variety of situations.

Retirement Planning

Residents of Davenport, IA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. For example, Davenport has a large population of retirees who rely on Social Security benefits as a primary source of income. A retirement planner can help these individuals maximize their benefits and create a plan to supplement their income through other sources, such as investments or part-time work. Additionally, Davenport has a thriving arts and culture scene, which can be expensive to participate in. A retirement planner can help retirees create a budget that allows them to enjoy these activities without sacrificing their financial security. Overall, a retirement planner can provide valuable guidance and support to residents of Davenport, IA as they navigate the complexities of retirement planning.

Wealth Management

Residents of Davenport, IA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This can include investment strategies, retirement planning, tax planning, and estate planning. Davenport, IA is a city with a diverse population, from young families to retirees, and a wealth manager can provide guidance and support to help each person achieve their financial objectives. Additionally, Davenport is home to many small businesses, and a wealth manager can assist business owners with financial planning, employee benefits, and succession planning. With the help of a wealth manager, residents of Davenport, IA can feel confident in their financial future and enjoy peace of mind knowing that their finances are in good hands.

Mortgage Loan Officer

Residents of Davenport, IA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist in securing financing for a home purchase or refinancing an existing mortgage. In a city like Davenport, where the median home value is around $140,000, having a knowledgeable loan officer on your side can make all the difference in finding a loan that fits your budget and financial goals. Additionally, with Davenport being a part of the Quad Cities metropolitan area, a loan officer can help navigate the unique lending requirements and regulations specific to the region. Whether you're a first-time homebuyer or a seasoned homeowner, a mortgage loan officer can provide personalized guidance and support throughout the loan process.

Tax Services

Residents of Davenport, IA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Davenport, IA who may be eligible for unique tax breaks related to the city's historic architecture and preservation efforts. Additionally, a tax advisor can assist residents with tax planning strategies, helping them to minimize their tax liability and ensure they are in compliance with all state and federal tax laws. Overall, working with a tax advisor can provide Davenport residents with peace of mind and help them to make informed decisions about their finances.

Estate Planning Lawyer

Residents of Davenport, 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. In Davenport, IA, where many residents have ties to the agricultural industry, an estate planning lawyer can also assist with succession planning for family farms and businesses. Additionally, an estate planning lawyer can help Davenport residents with healthcare directives and powers of attorney, which can ensure that their medical and financial decisions are made by trusted individuals if they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Davenport, IA.

Davenport, IA Financial Resources

Davenport, IA Chamber of Commerce

https://quadcitieschamber.com/

Davenport, IA City Hall

https://davenportiowa.com/

Davenport, IA Public Library

https://www.davenportlibrary.com/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Davenport, IA