Retirement Planning in Council Bluffs, IA

We did the hard work of finding trustworthy partners in Council Bluffs, IA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Council Bluffs, IA

generic_business-71
Edward Jones - Financial Advisor: David Lawrence
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1720 N 16th St ste j, Council Bluffs, IA 51501, USA
Phone (712) 322-9500
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Bracker Wealth Management
Location 532 1st Ave #102, Council Bluffs, IA 51503, USA
Phone (712) 256-7252
Directions
generic_business-71
Securities America Inc
Location 333 W Broadway, Council Bluffs, IA 51503, USA
Phone (712) 242-3328
Directions
generic_business-71
The Rose of Council Bluffs
3 out of 5
Location 2306 Sherwood Dr, Council Bluffs, IA 51503, USA
Phone (712) 322-1000
Directions
generic_business-71
The Heritage at Fox Run
4 out of 5
Location 3121 Macineery Dr, Council Bluffs, IA 51501, USA
Phone (712) 256-2741
Directions
generic_business-71
SilverStone Asset Management
Location 300 W Broadway #200, Council Bluffs, IA 51503, USA
Phone (888) 551-4467
Directions
generic_business-71
Securities America Inc
Location 5302 Davenport St, Omaha, NE 68132, USA
Phone (402) 505-9578
Directions
SEC File# 801-98342
CRD# 115108
5 out of 5
Location 535 W Broadway #301, Council Bluffs, IA 51503, USA
Phone (712) 256-4856
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
civic_building-71
Council Bluffs Community Development
5 out of 5
Location 209 Pearl St, Council Bluffs, IA 51503, USA
Phone (712) 890-5350
Directions
generic_business-71
Edward Jones - Financial Advisor: Keith R Jones, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 103 North Ave Suite 3, Council Bluffs, IA 51503, USA
Phone (712) 322-4970
Directions
generic_business-71
Primrose Retirement Community of Council Bluffs
5 out of 5
Location 1801 E Kanesville Blvd, Council Bluffs, IA 51503, USA
Phone (712) 352-1111
Directions
SEC File# 801-121322
CRD# 314571
5 out of 5
Location 3157 Farnam St Ste 7111, Omaha, NE 68131, USA
Phone (402) 341-2000
Directions
generic_business-71
MJB Financial Planning, LLC
Location 12020 Shamrock Plaza #200, Omaha, NE 68154, USA
Phone (402) 413-1097
Directions
generic_business-71
Cobalt Credit Union
4 out of 5
Location 3201 Manawa Centre Dr, Council Bluffs, IA 51501, USA
Phone (712) 242-1081
Directions
generic_business-71
Edward Jones - Financial Advisor: Timothy J Cortney
SEC File# 801-3297
CRD# 250
Location 1505 W Broadway Suite 1, Council Bluffs, IA 51501, USA
Phone (712) 352-1305
Directions
generic_business-71
Edward Jones - Financial Advisor: Gable Andrews
SEC File# 801-3297
CRD# 250
Location 1705 McPherson Ave Suite 500, Council Bluffs, IA 51503, USA
Phone (712) 322-2157
Directions
generic_business-71
Harmony Court - Senior Living in Council Bluffs, IA
3 out of 5
Location 173 Bennett Ave, Council Bluffs, IA 51503, USA
Phone (712) 388-9000
Directions
generic_business-71
Sequent Planning, LLC
SEC File# 801-113971
CRD# 160381
Location 8420 W Dodge Rd #520, Omaha, NE 68114, USA
Phone (402) 953-3544
Directions
generic_business-71
Edward Jones - Financial Advisor: Amber M Terry
1 out of 5
Location 4104 Rivers Edge Parkway Suite 107, Council Bluffs, IA 51501, USA
Phone (712) 323-6577
Directions
generic_business-71
A+ Tax Pros
5 out of 5
Location 1530 Avenue C, Council Bluffs, IA 51501, USA
Phone (712) 256-5400
Directions
generic_business-71
Masters Financial & Insurance
5 out of 5
Location 502 S 7th St, Council Bluffs, IA 51501, USA
Phone (712) 325-0126
Directions
generic_business-71
Amelia Place
4 out of 5
Location 57 W Ferndale Dr, Council Bluffs, IA 51503, USA
Phone (712) 264-5672
Directions
generic_business-71
Prairie Gate
4 out of 5
Location 16 Valley View Dr, Council Bluffs, IA 51503, USA
Phone (712) 352-6600
Directions
generic_business-71
Law Offices of Bradford Davis
5 out of 5
Location 421 W Broadway #306, Council Bluffs, IA 51503, USA
Phone (712) 325-1400
Directions
Retirement Planning in Council Bluffs, IA

About Council Bluffs, IA for Those Planning to Retire

Council Bluffs, IA is a vibrant city with a rich history and an array of landmarks that are sure to impress. From the iconic Lewis and Clark Monument to the stunning Union Pacific Railroad Museum, there is no shortage of things to see and do in this bustling metropolis. When it comes to top employers, Council Bluffs is home to a diverse range of businesses, including the renowned Harrah's Casino and Hotel, the Mid-America Center, and the Iowa Western Community College. Other major employers in the area include the Council Bluffs Community School District, the Iowa Department of Transportation, and the Pottawattamie County government. As for highways and streets, Council Bluffs is conveniently located near a number of major thoroughfares, including I-29 and I-80, which provide easy access to neighboring cities like Omaha, NE and Des Moines, IA. Additionally, the city boasts a well-maintained network of local roads and highways, making it easy to get around town.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Council Bluffs, IA can benefit from a bank in numerous ways. Firstly, with the city being located on the Missouri River, many residents may require assistance with flood insurance and emergency funds in case of natural disasters. Additionally, Council Bluffs has a diverse population, with a significant number of immigrants and refugees. Banks can offer language services and financial education to help these individuals navigate the American banking system. Furthermore, Council Bluffs is home to many small businesses, and banks can provide loans and other financial services to help them grow and succeed. Finally, with Council Bluffs being a college town, banks can offer student loans and financial advice to help students manage their finances while pursuing their education. Overall, a bank can provide essential services to the residents of Council Bluffs, IA, helping them navigate life's financial challenges.

Insurance Broker

Residents of Council Bluffs, IA can benefit greatly from the expertise of an insurance broker. With the city's location on the Missouri River, flood insurance is a crucial consideration for homeowners and business owners alike. An insurance broker can help residents navigate the complex world of flood insurance and ensure they have the proper coverage in place. Additionally, Council Bluffs is home to a diverse range of businesses, from agriculture to manufacturing. An insurance broker can assist these businesses in finding the right policies to protect their assets and mitigate risks. With the ever-changing insurance industry, an insurance broker can provide invaluable knowledge and guidance to the residents of Council Bluffs, IA.

Wealth Management

Residents of Council Bluffs, IA would benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can provide guidance on investment strategies that align with the unique economic landscape of Council Bluffs. With its proximity to Omaha, Council Bluffs has a thriving economy that is heavily influenced by the financial industry. A wealth manager can help residents navigate this complex environment by offering personalized investment advice that takes into account the city's economic trends and opportunities. Secondly, a wealth manager can assist residents in developing comprehensive financial plans that address their long-term goals, such as retirement planning or saving for college tuition. This is particularly important for Council Bluffs residents, many of whom work in industries that are subject to economic volatility. A wealth manager can help residents mitigate risk and build a secure financial future through careful planning and investment management. Overall, the expertise of a wealth manager can be invaluable for Council Bluffs residents seeking to navigate the complexities of the modern financial landscape and secure their financial future.

Financial Advisor

Residents of Council Bluffs, IA can greatly benefit from the services of a financial advisor. With a population of over 62,000 people and a median household income of $50,000, there are many individuals and families who could use guidance in managing their finances. A financial advisor can help residents of Council Bluffs navigate the complexities of retirement planning, investment strategies, and debt management. Additionally, given the city's proximity to Omaha, Nebraska, a financial advisor can help residents take advantage of the many investment opportunities available in the region. With the right guidance, residents of Council Bluffs can achieve their financial goals and secure a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of Council Bluffs, IA can benefit from the services of a mortgage loan officer in various ways. One of the most common ways is by providing them with expert guidance on the home buying process. This is especially important in Council Bluffs, IA, where the real estate market can be complex due to the city's location on the Missouri River and its proximity to Omaha, NE. A mortgage loan officer can help residents navigate the intricacies of the local market and find the best mortgage options to suit their needs. Additionally, a mortgage loan officer can help residents with pre-approval for a mortgage, which can give them an advantage in a competitive market. They can also help residents understand the terms and conditions of their mortgage and provide advice on how to manage their mortgage payments effectively. Overall, a mortgage loan officer can be a valuable resource for residents of Council Bluffs, IA who are looking to buy a home.

Tax Services

Residents of Council Bluffs, IA can benefit from the services of a tax advisor in several ways. A tax advisor can provide expert guidance on tax planning, compliance, and preparation. They can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. For instance, Council Bluffs, IA is home to numerous small businesses that could benefit from a tax advisor's expertise in reducing tax liabilities, maximizing deductions, and optimizing cash flow. Additionally, a tax advisor can assist residents with tax audits, appeals, and negotiations with the IRS. With a tax advisor's help, residents of Council Bluffs, IA can stay compliant with tax laws, minimize their tax burden, and avoid costly penalties and interest charges.

Estate Planning Lawyer

Residents of Council Bluffs, IA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after their passing. This is especially important in Council Bluffs, IA, where the population is aging rapidly, and many retirees are looking to ensure that their assets are protected and passed down to their loved ones in an orderly fashion. Additionally, an estate planning lawyer can help residents set up trusts, which can be used to protect assets from creditors and ensure that beneficiaries receive their inheritance without any unnecessary delays or complications. Estate planning lawyers can also assist with setting up power of attorney agreements, which can be crucial in the event of an unexpected illness or injury. By working with an estate planning lawyer, Council Bluffs, IA residents can ensure that their assets are protected and that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs