Retirement Planning in Waverly, IA

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Top Retirement Planners in Waverly, IA

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Thrivent Financial: Midwest Group
5 out of 5
Location 217 W Bremer Ave, Waverly, IA 50677, USA
Phone (319) 232-2171
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Financial Architects Inc
Location 416 W Bremer Ave # D, Waverly, IA 50677, USA
Phone (319) 352-3900
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Fidelity Bank & Trust
3 out of 5
Location 1503 4th St SW, Waverly, IA 50677, USA
Phone (319) 483-1001
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Financial Decisions Group
5 out of 5
Location 903 N Frederick Ave, Oelwein, IA 50662, USA
Phone (319) 283-1514
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Folkerts Financial Strategies
Location 410 W Bremer Ave, Waverly, IA 50677, USA
Phone (319) 352-8871
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Eisenach Village, an Epcon Community
4 out of 5
Location 1100 Bach Ave, Waverly, IA 50677, USA
Phone (319) 242-3581
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Bartels Assisted Living Apartments
1 out of 5
Location 1802 5th Ave NW, Waverly, IA 50677, USA
Phone (319) 352-8851
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Farm and Business Financial Services - Northwestern Mutual
Location 94 E Bremer Ave, Waverly, IA 50677, USA
Phone (319) 352-4589
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 203 E Bremer Ave, Waverly, IA 50677, USA
Phone (319) 352-6773
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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Edward Jones
SEC File# 801-3297
CRD# 250
Location 513 W Bremer Ave, Waverly, IA 50677, USA
Phone (319) 352-4137
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 – 4:00 PM Saturday: Closed Sunday: Closed
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Waverly Senior Housing
5 out of 5
Location 320 15th St NW, Waverly, IA 50677, USA
Phone (319) 352-3394
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1251 4th St SW, Waverly, IA 50677, USA
Phone (319) 352-3715
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Bartels Lutheran Retirement
4 out of 5
Location 1922 5th Ave NW, Waverly, IA 50677, USA
Phone (319) 352-4540
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Johnston Financial Services
Location 116 W Bremer Ave, Waverly, IA 50677, USA
Phone (319) 352-5938
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 155 Cedar River Pkwy Suite 113, Waverly, IA 50677, USA
Phone (319) 352-4137
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R D Drenkow & Co
Location 100 2nd St SW, Waverly, IA 50677, USA
Phone (319) 352-1623
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Financial Resource Advisors
5 out of 5
Location 816 Tower Park Dr, Waterloo, IA 50701, USA
Phone (319) 232-6122
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Jessica Jenkins - Financial Advisor, Ameriprise Financial Services, LLC
Location 4510 Chadwick Rd, Cedar Falls, IA 50613, USA
Phone (319) 277-2020
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Eichhorn Haus
Location 1804 5th Ave NW, Waverly, IA 50677, USA
Phone (319) 352-3017
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Retirement Planning in Waverly, IA

About Waverly, IA for Those Planning to Retire

Located in the heart of northeastern Iowa, Waverly is a charming city that boasts a rich history and a vibrant community. From its stunning architecture to its picturesque parks, this city has something for everyone. One of the most notable landmarks in Waverly is the Waverly Municipal Airport, which provides convenient access to the city for visitors and residents alike. Other notable landmarks include the Waverly Heritage Days festival, which celebrates the city's history and culture, and the Waverly Rail Trail, which offers scenic views of the surrounding countryside. As for top employers, Waverly is home to a number of major companies, including Nestle Purina, Terex Corporation, and CUNA Mutual Group. These companies provide a wide range of employment opportunities, from manufacturing and engineering to finance and insurance. When it comes to major highways and streets, Waverly is served by a number of major thoroughfares, including Highway 218, Highway 3, and Highway 63.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Waverly, IA would benefit from a bank in numerous ways. For example, many people in Waverly rely on agriculture as their primary source of income. A bank could provide loans to farmers for equipment, seed, and other necessary expenses. Additionally, Waverly is home to a large number of small businesses. A bank could offer small business loans to help these businesses grow and thrive. Furthermore, Waverly has a sizable elderly population, and a bank could provide financial planning and investment advice to help seniors manage their retirement funds. Overall, a bank in Waverly would be a valuable resource for the community, providing financial support and guidance to residents in a variety of ways.

Insurance Broker

Residents of Waverly, IA can benefit from the expertise of an insurance broker in a multitude of ways. With the city's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complexities of insurance policies and find coverage that meets their unique needs. For example, a broker can assist farmers in Waverly with finding the right crop insurance policies to protect against weather-related losses, while also helping young families secure affordable health insurance plans. Furthermore, with Waverly's proximity to major highways and interstates, an insurance broker can also provide guidance on commercial insurance policies for local businesses that rely on transportation and logistics. Overall, an insurance broker can offer valuable insights and personalized recommendations to ensure that Waverly residents have the coverage they need to protect themselves, their families, and their livelihoods.

Wealth Management

Residents of Waverly, IA could benefit greatly from the expertise of a wealth manager. With its diverse economy and growing population, Waverly presents unique financial challenges for its residents. A wealth manager could provide guidance on investments, retirement planning, tax strategies, and estate planning. Specifically, Waverly's agricultural industry poses a complex financial landscape, with farmers facing unpredictable weather patterns and fluctuating commodity prices. A wealth manager could assist farmers in navigating these challenges and developing a financial plan that accounts for the cyclical nature of the industry. Additionally, as Waverly continues to attract new businesses and residents, a wealth manager could help individuals and families make informed financial decisions as they navigate the changing economic landscape of the town. Overall, the expertise of a wealth manager could prove invaluable to the residents of Waverly, IA as they strive to achieve their financial goals and secure their futures.

Financial Advisor

Residents of Waverly, IA could benefit from the expertise of a financial advisor in numerous ways. For instance, a financial advisor can help Waverly residents navigate the complexities of retirement planning, investment management, and tax planning. Given the town's strong agricultural heritage, a financial advisor can also help farmers in Waverly develop strategies to manage their finances and plan for the future. Additionally, with the recent influx of new businesses and industries to the area, a financial advisor can help entrepreneurs and business owners in Waverly create sound financial plans and make informed decisions about their investments. Furthermore, a financial advisor can assist Waverly residents in managing their debt, developing a budget, and saving for major life events such as buying a home or paying for college. Overall, the guidance of a financial advisor can be invaluable for Waverly residents looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Waverly, IA would greatly benefit from the assistance of a mortgage loan officer. With the city's population of over 10,000 people, the demand for affordable housing options is high. A mortgage loan officer can help guide residents through the complex process of obtaining a mortgage, including explaining the different types of loans available, assisting with pre-approval, and helping to secure the best interest rates possible. Additionally, Waverly, IA is home to a number of unique properties, such as historic homes and farms, which may require specialized financing options. A mortgage loan officer can provide valuable expertise in navigating these types of transactions. Furthermore, the city's location in the heart of the Midwest means that residents may be eligible for certain government programs, such as USDA loans, which a mortgage loan officer can help them explore. Overall, the guidance and support of a mortgage loan officer can be invaluable for residents of Waverly, IA looking to purchase or refinance a home.

Tax Services

Residents of Waverly, IA can greatly benefit from the expertise of a tax advisor. One of the most common ways that a tax advisor can assist residents is by providing guidance on tax planning and preparation. With the complexity of the tax code, it can be difficult for individuals to navigate the system on their own. A tax advisor can help residents identify deductions and credits that they may not have been aware of, potentially saving them thousands of dollars. Additionally, Waverly is a hub for small businesses and entrepreneurs, and a tax advisor can provide valuable advice on tax implications for business decisions, such as forming an LLC or hiring employees. With the recent economic growth in Waverly, having a tax advisor can ensure that residents are maximizing their financial potential and staying compliant with state and federal tax laws.

Estate Planning Lawyer

Residents of Waverly, IA can benefit from the expertise of an estate planning lawyer in many ways. Firstly, the lawyer can help them draft a comprehensive estate plan that takes into account their unique circumstances, including any assets or properties they may own in the area. This is particularly important for Waverly residents, who may have inherited farmland or other valuable assets that require specific legal considerations. Additionally, an estate planning lawyer can advise clients on how to minimize their tax liabilities and ensure that their assets are distributed according to their wishes after they pass away. This can be especially important for Waverly residents who want to ensure that their family members or other beneficiaries are able to maintain their homes or businesses in the area. Ultimately, working with an estate planning lawyer can provide peace of mind for Waverly residents, knowing that their affairs are in order and their loved ones will be taken care of in the future.

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