Best Financial Advisors in Cedar Rapids, IA

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Cedar Rapids, IA Fiduciary Financial Advisors

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Carson Wealth
SEC File# 801-72037
CRD# 155344
5 out of 5
Location 835 3rd Ave SE, Cedar Rapids, IA 52403, USA
Phone (319) 200-8700
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 – 3:30 PM Saturday: Closed Sunday: Closed
Directions
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Financial Specialists Inc
5 out of 5
Location 425 2nd St SE, Cedar Rapids, IA 52401, USA
Phone (319) 393-6149
Directions
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Premier Investments of Iowa, Inc.
5 out of 5
Location 3600 1st Ave NE Suite 100, Cedar Rapids, IA 52402, USA
Phone (800) 383-6590
Directions
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Edward Jones - Financial Advisor: Jeff Johnson
SEC File# 801-3297
CRD# 250
Location 5761 C St SW Ste G, Cedar Rapids, IA 52404, USA
Phone (319) 841-2293
Directions
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Balanced Investment Company
Location 222 3rd Ave SE Suite 501, Cedar Rapids, IA 52401, USA
Phone (319) 242-6444
Directions
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Beth Moores Financial, LLC
5 out of 5
Location 3720 Queen Ct SW #10th, Cedar Rapids, IA 52404, USA
Phone (319) 449-4889
Directions
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RBC Wealth Management Branch - Cedar Rapids
5 out of 5
Location 201 1st St SE Suite 610, Cedar Rapids, IA 52401, USA
Phone (800) 728-3246
Directions
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Basepoint Wealth
SEC File# 801-111782
CRD# 289538
5 out of 5
Location 4144 Golf St NE, Cedar Rapids, IA 52402, USA
Phone (319) 826-1898
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 343 Edgewood Rd NW, Cedar Rapids, IA 52405, USA
Phone (319) 390-0345
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 4110 Center Point Rd NE, Cedar Rapids, IA 52402, USA
Phone (319) 743-0701
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 1221 Park Pl NE Suite B, Cedar Rapids, IA 52402, USA
Phone (319) 393-0209
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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William Happel - RBC Wealth Management Financial Advisor
Location 201 1st St SE Suite 610, Cedar Rapids, IA 52401, USA
Phone (319) 368-7014
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 324 2nd St SE Suite 100, Cedar Rapids, IA 52401, USA
Phone (319) 366-3261
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3301 Mt Vernon Rd SE, Cedar Rapids, IA 52403, USA
Phone (319) 289-0740
Directions
Financial Advisors in Cedar Rapids, IA

Where Certified Financial Advisors in Cedar Rapids, IA Serve

Cedar Rapids, Iowa is a bustling city full of unique landmarks and top employers. The city is home to the iconic Paramount Theatre, a stunning venue that hosts a variety of events throughout the year. Other notable landmarks include the Brucemore Mansion, a historic estate that offers tours and events, and the Cedar Rapids Museum of Art, which features a diverse collection of artwork. In terms of top employers, Cedar Rapids is home to several major companies, including Rockwell Collins, Transamerica, and Quaker Oats. These companies provide a significant number of jobs for the city's residents and contribute to the local economy. Major highways and streets in Cedar Rapids include Interstate 380, which runs through the city and connects it to nearby cities such as Iowa City and Waterloo. Other major roads include Collins Road, Edgewood Road, and 1st Avenue. Cedar Rapids is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cedar Rapids, IA can benefit greatly from the services of a financial advisor. With the city being home to a diverse range of industries, including healthcare, education, and manufacturing, a financial advisor can help individuals navigate the complexities of their respective fields and create a personalized financial plan that aligns with their unique goals and needs. Additionally, Cedar Rapids is no stranger to natural disasters, such as the 2008 flood that devastated the city. A financial advisor can assist residents in preparing for such events by creating an emergency fund and reviewing insurance policies to ensure adequate coverage. Overall, working with a financial advisor can provide peace of mind and help Cedar Rapids residents achieve financial stability and security.

Insurance Broker

Residents of Cedar Rapids, IA could benefit from the services of an insurance broker in a number of ways. For example, an insurance broker could help them find affordable and comprehensive health insurance plans that meet their specific needs. This is especially important in Cedar Rapids, where residents have access to some of the best medical facilities in the state, but may struggle to pay for the high cost of medical care. Additionally, an insurance broker could help residents of Cedar Rapids find affordable home and auto insurance policies that provide them with the coverage they need to protect their property and assets in the event of an accident or natural disaster. With the help of an insurance broker, residents of Cedar Rapids can rest assured that they are getting the best possible coverage at a price they can afford.

Retirement Planning

Residents of Cedar Rapids, IA can benefit greatly from the services of a retirement planner. With a population of over 130,000, Cedar Rapids is a bustling city with a diverse community. A retirement planner can help residents navigate the complex world of retirement planning, providing guidance on topics such as investment strategies, tax planning, and estate planning. In particular, residents of Cedar Rapids may benefit from a retirement planner's knowledge of the local economy and job market. As a hub for manufacturing and healthcare, Cedar Rapids offers unique opportunities and challenges for retirement planning. A skilled retirement planner can help residents make informed decisions about their financial future, ensuring that they are well-prepared for retirement and able to enjoy their golden years to the fullest.

Wealth Management

Residents of Cedar Rapids, IA could benefit from the services of a wealth manager in many ways. One of the most common ways is by helping them plan for retirement. Cedar Rapids has a large population of baby boomers who are approaching retirement age and need guidance on how to make the most of their savings and investments. A wealth manager can help them create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, Cedar Rapids is home to many small business owners who may need help managing their finances and planning for the future of their business. A wealth manager can provide valuable advice on tax planning, risk management, and succession planning to ensure the long-term success of their business.

Mortgage Loan Officer

Residents of Cedar Rapids, IA can benefit greatly from the services of a mortgage loan officer. For instance, Cedar Rapids is known for its affordable housing market, making it an attractive option for first-time homebuyers. A mortgage loan officer can guide residents through the complex process of securing a mortgage, ensuring that they get the best possible rates and terms. Additionally, Cedar Rapids is prone to natural disasters such as floods and tornadoes, which can damage homes and lead to costly repairs. A mortgage loan officer can help residents access financing options to repair or rebuild their homes in the aftermath of such disasters. Overall, a mortgage loan officer can be a valuable resource for Cedar Rapids residents looking to purchase or maintain their homes.

Tax Services

Residents of Cedar Rapids, IA can benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to Iowa, such as the state's income tax system. Additionally, a tax advisor can help residents identify deductions and credits that they may be eligible for, which can help them save money on their taxes. Given that Cedar Rapids is a city with a strong manufacturing and agriculture industry, a tax advisor can also help residents who work in these industries understand the tax implications of their work and make informed decisions about their finances. Overall, a tax advisor can provide valuable guidance to Cedar Rapids residents and help them make the most of their income and assets.

Estate Planning Lawyer

Residents of Cedar Rapids, IA could benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Cedar Rapids residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Cedar Rapids, where severe weather events like floods and tornadoes are not uncommon. An estate planning lawyer can help residents protect their assets from these types of disasters and ensure that their loved ones are taken care of in the event of their untimely passing. Additionally, an estate planning lawyer can assist with creating powers of attorney and healthcare directives, which can be crucial in the event of a medical emergency. Overall, working with an estate planning lawyer can provide peace of mind and ensure that Cedar Rapids residents are prepared for whatever the future may hold.

Cedar Rapids, IA Financial Resources

Cedar Rapids, IA Chamber of Commerce

https://web.cedarrapids.org/Chambers-of-Commerce

Cedar Rapids, IA City Hall

https://www.cedar-rapids.org/

Cedar Rapids, IA Public Library

https://www.crlibrary.org/

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