Wealth Management in Black Hawk County, IA

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List of Firms

Black Hawk County, IA Wealth Management Firms

Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 116 E 4th St, Waterloo, IA 50703, USA
Phone (855) 404-3297
Language https://www.benjaminfedwards.com/pppw/
Directions
Cedar Valley Wealth Advisors
SEC File# 801-113740
CRD# 115511
Location 411 Viking Rd suite a, Cedar Falls, IA 50613, USA
Phone (319) 266-6507
Language http://www.cedarvalleywealth.com/
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
Monat Wealth Management
4 out of 5
Location 978 Home Plaza Ste 400, Waterloo, IA 50701, USA
Phone (800) 264-0785
Language http://www.monatwealth.com/
Directions
Hogan Capital Management, Inc.
Location 3128 Brockway Rd, Waterloo, IA 50701, USA
Phone (319) 233-2683
Language http://hogancapitalmanagement.com/
Directions
Investors Professional Services Inc
Location 6003 University Ave # C, Cedar Falls, IA 50613, USA
Phone (319) 277-3553
Directions
Gary Fober - Ameriprise Financial Services, Inc.
Location 4600 University Ave, Cedar Falls, IA 50613, USA
Phone (319) 266-5260
Directions
Bral | Niedert Private Wealth Advisors
Location 6701 Westown Pkwy Suite 260, West Des Moines, IA 50266, USA
Phone (515) 226-8072
Language http://www.bralniedert.com/
Directions
McGill Junge Wealth Management
Location 12289 Stratford Dr, Clive, IA 50325, USA
Phone (515) 777-3835
Language http://mcgilljunge.com/
Directions
FSB Premier Wealth Management
SEC File# 801-111084
CRD# 15898
5 out of 5
Location 131 Tower Park Dr Suite 115, Waterloo, IA 50701, USA
Phone (319) 235-6561
Language https://www.fsbfs.com/
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
Stifel
SEC File# 801-10746
CRD# 793
5 out of 5
Location 173 W 4th St, Waterloo, IA 50701, USA
Phone (319) 233-3400
Language http://www.stifel.com/branch/ia/waterloo
Directions
Accel Wealth Management
SEC File# 801-108814
CRD# 286201
Location 373 Collins Rd NE # 205, Cedar Rapids, IA 52402, USA
Phone (319) 365-8611
Language https://www.accelwealthmanagement.com/
Directions
United Iowa Financial
Location 2346 Mormon Trek Blvd Suite 1000, Iowa City, IA 52246, USA
Phone (319) 449-1145
Language http://www.unitediowafinancial.com/
Directions
Wealth Solutions, Inc.
SEC File# 801-122049
CRD# 315846
Location 3356 Kimball Ave # 1, Waterloo, IA 50702, USA
Phone (319) 287-9232
Language https://www.wealthsolutionsinc.com/?y_source=1_MzMzMzA5NzktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Alex Renaud - Thrivent
Location 622 Progress Ave, Waterloo, IA 50701, USA
Phone (319) 232-2171
Language https://connect.thrivent.com/alex-renaud?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4Nzc3NDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Accel Wealth Management - Cedar Falls
Location 100 E 2nd St #205, Cedar Falls, IA 50613, USA
Phone (319) 596-1101
Language https://www.accelwealthmanagement.com/
Directions
The Accel Group - Cedar Falls
Location 100 E 2nd St #205, Cedar Falls, IA 50613, USA
Phone (319) 596-1101
Language https://www.acceladvantage.com/
Directions
Wealth Management in Black Hawk County, IA

Where Wealth Management Advisors in Black Hawk County, IA Serve

Black Hawk County, IA is a vibrant and dynamic community that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Cedar Valley Arboretum and Botanic Gardens to the historic Waterloo-Cedar Falls Symphony, there is no shortage of cultural and recreational opportunities in this diverse region. The area is also home to several major employers, including John Deere, Tyson Foods, and the University of Northern Iowa, which provide ample job opportunities for residents. When it comes to transportation, Black Hawk County is conveniently located near major highways such as I-380 and US-20, as well as several bustling streets like University Avenue and Kimball Avenue. And with neighborhoods ranging from the quaint and charming College Hill to the bustling and eclectic downtown district, there is truly something for everyone in this thriving community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Black Hawk County, IA could benefit from a bank in numerous ways. One specific example is the availability of loans for farmers in the area. Black Hawk County is known for its fertile soil and agricultural industry, with corn and soybeans being the primary crops. However, farming can be a risky business, with unpredictable weather patterns and fluctuating market prices. A bank could provide loans to farmers for equipment, seed, and other necessary expenses, helping to ensure a successful harvest and a stable income. Additionally, a bank could offer financial education and resources to help residents manage their money and plan for their future. This could include workshops on budgeting, saving for retirement, and investing. Overall, a bank in Black Hawk County could provide valuable support to the community and help residents achieve their financial goals.

Insurance Broker

Residents of Black Hawk County, IA would greatly benefit from the services of an insurance broker. The county has a diverse population with varying insurance needs, ranging from agriculture to healthcare. An insurance broker can help residents navigate the complex insurance market and find the best coverage options for their specific needs. For instance, with the recent floodings that have affected the county, an insurance broker can help residents assess their flood risk and obtain adequate flood insurance coverage. Additionally, with the prevalence of severe weather conditions in the county, an insurance broker can assist residents in finding comprehensive home insurance policies that include coverage for wind and hail damage. The broker can also provide guidance on health insurance plans, especially for low-income families who may qualify for Medicaid or subsidized plans under the Affordable Care Act. In short, an insurance broker can help residents of Black Hawk County, IA protect themselves and their assets against unforeseen events.

Retirement Planning

Residents of Black Hawk County, IA could benefit greatly from the expertise of a retirement planner. With a population of over 130,000 people, there is a diverse range of individuals with varying financial situations and goals. A retirement planner can provide personalized advice on how to save for retirement, manage debt, and invest wisely. In Black Hawk County, where the median household income is $54,000, many residents may not have access to the resources or knowledge needed to plan for their future. A retirement planner can help navigate the complexities of social security, Medicare, and other retirement benefits. Additionally, Black Hawk County has a large population of veterans, and a retirement planner can assist with navigating the unique financial challenges that come with military service. With the help of a retirement planner, residents of Black Hawk County can feel more confident and secure in their financial future.

Financial Advisor

Residents of Black Hawk County, IA could benefit from the assistance of a financial advisor in a variety of ways. For instance, the county's economy heavily relies on agriculture, manufacturing, and healthcare industries. Thus, a financial advisor can help individuals in these sectors to manage their finances, plan for retirement, and invest wisely. Additionally, Black Hawk County has a diverse population, including a significant number of refugees and immigrants. A financial advisor can offer guidance on how to navigate the complex financial system and help these individuals establish credit, access loans, and build wealth. Furthermore, the county has experienced several natural disasters in recent years, such as floods and tornadoes, which have caused significant financial losses for many residents. A financial advisor can help these individuals to recover financially, access disaster relief funds, and plan for future emergencies. Overall, a financial advisor can play a crucial role in helping the residents of Black Hawk County, IA achieve financial stability and security.

Mortgage Loan Officer

Residents of Black Hawk County, IA would greatly benefit from the services of a mortgage loan officer. With a population of over 130,000 people, Black Hawk County is home to a diverse community that includes young families, college students, and retirees. A mortgage loan officer can help residents navigate the complexities of the home buying process, including finding the right loan program, securing a competitive interest rate, and understanding the terms of their mortgage agreement. Additionally, residents of Black Hawk County may benefit from the expertise of a loan officer who is familiar with the unique challenges and opportunities of the local housing market. For example, the county is home to several large employers, including John Deere and the University of Northern Iowa, which may impact the availability and affordability of housing in certain areas. A knowledgeable mortgage loan officer can help residents understand these factors and make informed decisions about their home financing options.

Tax Services

Residents of Black Hawk County, IA can greatly benefit from the services of a tax advisor. With a population of over 130,000 people, the county is home to a diverse range of taxpayers, from small business owners to retirees. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation, ensuring that they are taking advantage of all available deductions and credits. For example, Black Hawk County has a large agricultural sector, and a tax advisor can help farmers navigate the unique tax laws that apply to their industry. Additionally, the county is home to several large manufacturing companies, and a tax advisor can help these businesses optimize their tax strategies to minimize their tax liability and maximize their profits. Overall, a tax advisor can provide invaluable assistance to residents of Black Hawk County, IA, helping them to save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Black Hawk County, IA can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist residents in drafting wills and trusts to ensure that their assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can help residents minimize their tax liability and protect their assets from creditors. In Black Hawk County, IA specifically, an estate planning lawyer can also assist residents in navigating the complex laws surrounding agricultural estate planning. With the county's strong agricultural presence, it is crucial for farmers and other agricultural business owners to have a well-crafted estate plan in place to ensure the smooth transfer of their assets to their heirs. An estate planning lawyer can provide residents with peace of mind knowing that their loved ones and assets will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Black Hawk County, IA can provide a wide range of wealth management services to help clients achieve their financial goals. From investment planning and portfolio management to retirement planning and estate planning, a wealth manager can help clients create a comprehensive financial plan that takes into account their unique needs and circumstances. Specifically, in Black Hawk County, IA, a wealth manager can provide guidance on the unique tax laws and regulations that apply to the area. With a deep understanding of the local tax code, a wealth manager can help clients minimize their tax burden and maximize their returns, ensuring that they keep more of their hard-earned money in their pockets. Whether you're a business owner, a high-net-worth individual, or simply someone looking to grow your wealth, a wealth manager in Black Hawk County, IA can provide the expertise and guidance you need to achieve your financial goals.

Black Hawk County, IA is the ideal location to secure the services of a wealth manager. With its thriving economy and diverse population, the area offers a wealth of opportunities for individuals seeking to invest their finances wisely. Its strategic location in the heart of the Midwest makes it an ideal hub for business and commerce, with a range of industries such as healthcare, manufacturing, and agriculture driving economic growth. Furthermore, Black Hawk County, IA is home to a vibrant and dynamic community of professionals, entrepreneurs, and investors, who are constantly seeking new ways to grow their wealth and expand their portfolios. With access to a wide range of financial services and investment opportunities, residents of Black Hawk County, IA can rest assured that they have the support they need to achieve their financial goals. Whether you are looking to invest in stocks, bonds, or real estate, a wealth manager in Black Hawk County, IA can help you navigate the complex world of finance and make informed decisions that will help you build a secure and prosperous future.