Best Financial Advisors in Glidden, IA

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List of Firms

Glidden, IA Fiduciary Financial Advisors

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New York Life
SEC File# 801-118844
CRD# 309234
Location 225 E 7th St, Carroll, IA 51401, USA
Phone (712) 792-1007
Directions
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Ascendant Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 903 US-30, Carroll, IA 51401, USA
Phone (712) 794-7009
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Jepsen Financial Services
Location 203 E 6th St, Carroll, IA 51401, USA
Phone (515) 447-1093
Directions
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Gerry Frank
Location Carroll, IA 51401, USA
Phone (515) 314-4036
Directions
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Iowa Savings Bank
5 out of 5
Location 705 Arizona St, Glidden, IA 51443, USA
Phone (712) 659-2372
Directions
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Midwest Financial
SEC File# 801-108853
CRD# 169855
5 out of 5
Location 706 Montana St, Glidden, IA 51443, USA
Phone (712) 659-2156
Directions
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Edward Jones - Financial Advisor: Brett F Adams
5 out of 5
Location 1205 Lincoln Hwy Suite F, Carroll, IA 51401, USA
Phone (712) 792-2999
Directions
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Laura Danner Bookkeeping
Location 230 E 2nd St, Glidden, IA 51443, USA
Phone (712) 659-3850
Directions
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Edward Jones - Financial Advisor: Aubrey Kemerling
Location 504 N Clark St, Carroll, IA 51401, USA
Phone (712) 792-1600
Directions
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GCSB Investment Center - Financial Advisor: Kristen Crouthamel, AIF®
5 out of 5
Location 505 E Main St, Panora, IA 50216, USA
Phone (641) 755-2799
Directions
Financial Advisors in Glidden, IA

Where Certified Financial Advisors in Glidden, IA Serve

Nestled in the heartland of America lies the charming town of Glidden, Iowa. With its rich history and vibrant community, Glidden is a hidden gem worth exploring. From the iconic Glidden Heritage Days celebration to the stunning Glidden Marsh Wildlife Area, there is no shortage of landmarks to discover. As for top employers, Glidden boasts a diverse range of businesses, including the renowned Landus Cooperative and the innovative Windy Ridge Farms. These companies provide ample job opportunities for locals and contribute to the town's thriving economy. When it comes to major highways and streets, Glidden is situated along the historic Lincoln Highway and is easily accessible via Highway 30. The town's quaint neighborhoods, such as the peaceful Maplewood Addition and the family-friendly Glidden Estates, offer a sense of community and charm that is hard to find elsewhere.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Glidden, IA could benefit from the guidance of a financial advisor in a number of ways. One of the most common ways would be in creating a budget that takes into account the unique economic circumstances of the area. For example, Glidden's economy is largely based on agriculture, so a financial advisor could help residents prepare for the fluctuations in income that come with farming. Additionally, a financial advisor could help residents plan for retirement, save for a child's education, or navigate the complexities of investing. With the help of a financial advisor, residents of Glidden could feel more secure and confident in their financial futures.

Insurance Broker

Residents of Glidden, IA could benefit greatly from the services of an insurance broker. For instance, Glidden is a small town with a population of just over 1,000 people. Many of its residents may not have the time or resources to research and compare insurance policies on their own. An insurance broker can help by providing personalized recommendations and helping residents find the coverage they need at a price they can afford. Additionally, Glidden is located in a rural area where natural disasters such as flooding, tornadoes, and hailstorms are common. An insurance broker can help residents understand their risks and make sure they have adequate coverage to protect their homes and property. Overall, an insurance broker can provide valuable guidance and support to the residents of Glidden, IA.

Retirement Planning

Residents of Glidden, IA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assisting individuals in creating a comprehensive retirement plan that takes into account their unique financial situation and goals. This is especially important in Glidden, IA, where the cost of living is relatively low compared to other areas in the state. A retirement planner can help residents determine how much they need to save for retirement and develop a plan to achieve those savings goals. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and other financial matters that can impact retirement savings. With the help of a retirement planner, residents of Glidden, IA can feel confident that they are on track to achieve a comfortable retirement.

Wealth Management

Residents of Glidden, IA could benefit from a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances, goals, and risk tolerance. This can help them achieve their financial objectives, whether it's saving for retirement, paying for their children's education, or buying a home. A wealth manager can also provide guidance on investment strategies, tax planning, and estate planning. For example, Glidden, IA is a small town with a population of just over 1,000 people, and many residents may have inherited family farms or businesses. A wealth manager can help them navigate the complexities of transferring these assets to the next generation while minimizing taxes and preserving their legacy. Additionally, Glidden, IA is located in a rural area, and many residents may have unique financial needs related to agriculture or natural resources. A wealth manager with experience in these areas can provide specialized advice and help them make informed decisions.

Mortgage Loan Officer

Residents of Glidden, IA can benefit greatly from the assistance of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by providing guidance and support throughout the home buying process. This is especially important in Glidden, IA where the real estate market can be competitive and confusing for first-time homebuyers. A mortgage loan officer can help residents navigate the process of applying for a mortgage, finding the right lender, and securing the best interest rates and terms. Additionally, they can help residents understand the various loan options available to them, such as FHA loans, VA loans, and conventional loans. With the help of a mortgage loan officer, residents of Glidden, IA can achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Glidden, IA can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by receiving guidance on how to reduce their tax liabilities. With the right advice, taxpayers in Glidden can identify tax deductions and credits they may be eligible for, which can significantly lower their tax bills. Additionally, a tax advisor can help residents of Glidden navigate the complex tax laws and regulations, ensuring they comply with all the requirements and avoid costly penalties. For instance, farmers in Glidden may require specialized tax advice due to the unique tax considerations that apply to their industry. A tax advisor can help farmers in Glidden understand their tax obligations and take advantage of tax incentives available to them.

Estate Planning Lawyer

Residents of Glidden, IA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures that a person's assets are distributed according to their wishes after they pass away. This is particularly important in a town like Glidden, where many families have deep roots and significant assets tied up in land, farms, and businesses. An estate planning lawyer can also help residents of Glidden navigate complex tax laws and minimize the tax burden on their heirs. Additionally, an estate planning lawyer can help families protect their assets from creditors and ensure that their healthcare wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide peace of mind and security for residents of Glidden, IA.

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