Wealth Management in Waverly, IA

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List of Firms

Waverly, IA Wealth Management Firms

Accel Wealth Management - Waverly
Location 301 Oak Ridge Cir, Waverly, IA 50677, USA
Phone (319) 352-2880
Language http://www.accelwealthmanagement.com/
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Johnston Financial Services
Location 116 W Bremer Ave, Waverly, IA 50677, USA
Phone (319) 352-5938
Language http://www.johnstonfinancialservice.com/
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Monica Severson - Thrivent
Location 222 8th Ave SW, Waverly, IA 50677, USA
Phone (319) 559-2198
Language https://connect.thrivent.com/monica-severson?utm_source=GMB&utm_medium=Yext&y_source=1_MTYwNzEzODQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Wealth Management in Waverly, IA

Where Wealth Management Advisors in Waverly, IA Serve

Nestled in the heart of Northeast Iowa, Waverly is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Waverly Train Depot to the iconic Wartburg College, this city is steeped in rich history and culture. The bustling downtown area is home to a variety of local shops and restaurants, while the Cedar River Parkway offers stunning views of the river and surrounding countryside. Top employers in Waverly include Wartburg College, Terex, and CUNA Mutual Group, providing ample job opportunities for residents. Major highways like US-218 and IA-3 provide easy access to nearby cities, while streets like Bremer Avenue and 4th Street offer convenient routes throughout the city. Waverly is divided into several neighborhoods, including the historic downtown area, residential neighborhoods like Bremer Ridge and Cedar Valley Acres, and the industrial park area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Waverly, IA could benefit from a bank in numerous ways. Firstly, banks can help individuals and businesses in Waverly to manage their finances effectively. This is especially important for farmers in the area who need to manage their cash flow throughout the year. Secondly, banks can provide loans to residents who need to make large purchases such as homes or vehicles. This is particularly important in Waverly, where the median home value is higher than the national average. Thirdly, banks can help residents to invest their money wisely, whether it be in stocks, bonds, or other financial products. This is important for those who want to grow their wealth over time. Lastly, banks can provide financial education to residents, helping them to make informed decisions about their money. This is especially important in Waverly, where the population is aging and many residents may need help planning for retirement.

Insurance Broker

Residents of Waverly, IA could benefit greatly from the expertise and guidance of an insurance broker. With the town being home to a diverse population, including farmers, business owners, and retirees, the insurance needs of each individual can vary greatly. An insurance broker can help navigate the complexities of different policies, ensuring that each resident is adequately covered for their unique situation. For example, farmers in Waverly may require specialized coverage for their crops and livestock, while retirees may need assistance in selecting the right Medicare supplement plan. With an insurance broker on their side, residents can have peace of mind knowing that they have the right coverage for their specific needs and that they are not overpaying for unnecessary coverage.

Retirement Planning

Residents of Waverly, IA would greatly benefit from the expertise of a retirement planner in a multitude of ways. From navigating the complexities of Social Security to creating a comprehensive financial plan, a retirement planner can help ensure a secure future for Waverly's aging population. Specifically, with the cost of living in Waverly being slightly higher than the national average, a retirement planner can assist in creating a budget that takes into account the unique expenses of the area. Additionally, with the town's proximity to several major medical facilities, including the Waverly Health Center, a retirement planner can help residents plan for potential healthcare costs and long-term care needs. With their burstiness and complexity, a retirement planner can provide invaluable guidance to Waverly's retirees as they navigate the challenges of retirement and plan for a comfortable and secure future.

Financial Advisor

Residents of Waverly, IA can benefit greatly from the expertise of a financial advisor. With a population of just over 10,000 people, Waverly is a small town that is home to many hardworking individuals and families. A financial advisor can help these residents in a variety of ways, such as creating a budget, managing debt, and planning for retirement. Additionally, with Wartburg College located in Waverly, there are many young adults who may need guidance on saving for their future while also managing student loans. Furthermore, Waverly is known for its strong agricultural industry, and a financial advisor can assist farmers and other agricultural business owners with managing cash flow, investing in equipment, and planning for succession. In short, a financial advisor can provide invaluable assistance to the residents of Waverly, IA by helping them navigate their financial goals and challenges.

Mortgage Loan Officer

Residents of Waverly, IA can benefit from the expertise of a mortgage loan officer in a variety of ways. For example, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be particularly challenging in a small town like Waverly. With a population of just over 10,000 people, Waverly may not have as many lending options as larger cities, making it even more important to work with a knowledgeable loan officer who can help residents find the best mortgage rates and terms. Additionally, a loan officer can provide guidance on the specific challenges facing Waverly residents, such as the town's aging housing stock and the need for energy-efficient upgrades. By working with a loan officer, residents can ensure that they are getting the best possible mortgage for their unique needs and circumstances.

Tax Services

Residents of Waverly, IA could benefit from the expertise of a tax advisor in numerous ways. A tax advisor could assist individuals with filing their taxes and ensuring they are in compliance with state and federal tax laws. Additionally, a tax advisor could provide guidance on tax deductions and credits that may be available to Waverly residents, such as the Iowa Tuition and Textbook Credit or the Iowa Earned Income Tax Credit. With Waverly's thriving agriculture industry, a tax advisor could also provide specialized knowledge on tax implications for farmers and agricultural businesses. Furthermore, a tax advisor could assist small business owners in Waverly with tax planning and strategizing to maximize their profits and minimize their tax liabilities. Overall, a tax advisor could provide valuable support and guidance to Waverly residents navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Waverly, IA can benefit greatly from the services of an estate planning lawyer. With an aging population, it is becoming increasingly important for individuals to have a comprehensive estate plan in place. An estate planning lawyer can assist with drafting wills, trusts, and powers of attorney, as well as navigating the complexities of probate and estate administration. In addition, residents of Waverly, IA may have unique concerns related to their agricultural assets, which an estate planning lawyer can address. With the ever-changing tax laws and regulations, an estate planning lawyer can also provide guidance on minimizing tax liabilities and maximizing the value of an individual's estate. Overall, working with an estate planning lawyer can provide peace of mind and ensure that an individual's wishes are carried out in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Waverly, IA can provide a comprehensive range of wealth management services to help clients achieve their financial goals and objectives. These services can include investment management, retirement planning, estate planning, tax planning, and risk management. The wealth manager can also provide guidance on charitable giving and philanthropy, as well as education planning for children and grandchildren. Waverly, IA is known for its rich agricultural heritage and the wealth manager can provide specialized services for clients in the agricultural industry, such as farm succession planning and agricultural lending. With their deep understanding of the local economy and community, the wealth manager can help clients navigate the unique challenges and opportunities of the Waverly, IA area.

Waverly, IA is a top-notch location to find a wealth manager for a myriad of reasons. One of the most compelling aspects of Waverly is its thriving business community, which provides a wealth of opportunities for financial growth and investment. Additionally, Waverly boasts a strong sense of community, with residents who are dedicated to supporting one another and investing in the local economy. This creates a unique environment that is conducive to building long-term wealth and financial stability. Furthermore, Waverly is home to a number of highly reputable financial institutions, including banks and investment firms, that offer a wide range of services to meet the needs of any investor. With its combination of a thriving business community, strong sense of community, and top-notch financial institutions, Waverly is the ideal place to find a wealth manager who can help you achieve your financial goals.