Wealth Management in Cedar Rapids, IA

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List of Firms

Cedar Rapids, IA Wealth Management Firms

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Angie Axeen - RBC Wealth Management Financial Advisor
Location 201 1st St SE Suite 610, Cedar Rapids, IA 52401, USA
Phone (319) 896-3441
Language https://us.rbcwealthmanagement.com/griffithaxeengroup?utm_source=GMB&utm_medium=Yext
Directions
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Balanced Investment Company
Location 222 3rd Ave SE Suite 501, Cedar Rapids, IA 52401, USA
Phone (319) 242-6444
Language https://www.balancedinvest.com/
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
4 out of 5
Location 401 1st St SE UNIT 401, Cedar Rapids, IA 52401, USA
Phone (319) 363-3527
Language https://www.northwesternmutual.com/office/ia/cedar-rapids/20691992?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 1231 Park Pl NE STE G, Cedar Rapids, IA 52402, USA
Phone (319) 378-4938
Language http://www.ameriprise.com/
Directions
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EDGE Investment Solutions
Location 5020 Council St NE, Cedar Rapids, IA 52402, USA
Phone (877) 299-6237
Language https://www.edgesvp.com/
Directions
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Janet Griffith - RBC Wealth Management Financial Advisor
Location 201 1st St SE Suite 610, Cedar Rapids, IA 52401, USA
Phone (319) 368-7006
Language https://us.rbcwealthmanagement.com/griffithaxeengroup?utm_source=GMB&utm_medium=Yext
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4005 Glass Rd NE, Cedar Rapids, IA 52402, USA
Phone (319) 393-2540
Language https://www.edwardjones.com/us-en?y_source=1_OTY3ODMzLTcxNS1sb2NhdGlvbi53ZWJzaXRl
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John T. Mack, CFP
5 out of 5
Location 4027 Glass Rd NE, Cedar Rapids, IA 52402, USA
Phone (319) 365-6983
Language http://johntmack.com/
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Stonefield Investment Advisory: Hennings Kent
Location 425 2nd St SE #1200, Cedar Rapids, IA 52401, USA
Phone (319) 377-7811
Language http://www.stonefieldinvestments.com/
Directions
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Merrill Lynch Wealth Management
Location 1065 Sierra Ct Suite C, Cedar Rapids, IA 52402, USA
Phone (319) 896-7755
Language https://www.local.ml.com/CEDAR_RAPDS_IA
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
Language https://us.rbcwealthmanagement.com/cedarrapids?utm_source=GMB&utm_medium=Yext
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 5321 Council St NE, Cedar Rapids, IA 52402, USA
Phone (319) 378-3081
Language https://www.usbank.com/wealth-management/find-an-advisor/ia/cedar-rapids/bailey-winter.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Wealth Management in Cedar Rapids, IA

Where Wealth Management Advisors in Cedar Rapids, IA Serve

Cedar Rapids, IA is a vibrant city located in the heartland of America. The city is home to several landmarks that showcase its rich history and culture. The National Czech and Slovak Museum and Library is a must-visit attraction that highlights the contributions of Czech and Slovak immigrants to the region. The Cedar Rapids Museum of Art is another popular destination that features an impressive collection of American art. Cedar Rapids is a hub for several top employers, including Rockwell Collins, Mercy Medical Center, and Transamerica. These companies provide excellent job opportunities and contribute to the city's thriving economy. The city is also home to several major highways and streets, including I-380, US-30, and Collins Road. These routes provide easy access to neighboring cities and towns. Cedar Rapids is divided into several neighborhoods, each with its unique charm and character. The New Bohemia district is a trendy area that features several art galleries, restaurants, and boutiques.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cedar Rapids, IA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to small businesses that are prevalent in the city. Cedar Rapids is home to a thriving entrepreneurial community, and banks can offer loans and credit facilities to help these businesses grow and expand. Secondly, banks can offer financial education to residents who may not have access to such resources. Cedar Rapids is a diverse city with a population that includes many low-income households. Financial education can help these residents make informed decisions about their finances and improve their financial literacy. Lastly, banks can provide convenient access to cash and other financial services. Cedar Rapids is a busy city, and residents may not always have time to visit a bank during regular business hours. Banks with extended hours and online banking services can offer residents the convenience they need to manage their finances effectively.

Insurance Broker

Residents of Cedar Rapids, IA can benefit from the expertise of an insurance broker in several ways. For example, an insurance broker can help residents navigate the complex insurance landscape and find the best coverage options for their unique needs. This is especially important in Cedar Rapids, where severe weather events such as floods and tornadoes are common. An insurance broker can help residents understand the nuances of their policies and ensure that they are adequately covered in the event of a natural disaster. Additionally, an insurance broker can save residents time and money by comparing policies and negotiating rates on their behalf. With so many insurance options available, having a knowledgeable and experienced insurance broker on your side can make all the difference.

Retirement Planning

Residents of Cedar Rapids, IA can benefit greatly from the expertise of a retirement planner. With a population of over 130,000, Cedar Rapids is the second-largest city in Iowa and boasts a diverse economy that includes healthcare, education, and manufacturing industries. A retirement planner can help Cedar Rapids residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, Cedar Rapids is home to a large number of retirees, and a retirement planner can help these individuals make the most of their retirement savings and ensure that they have a stable financial future. Whether it's creating a comprehensive retirement plan or simply providing advice and guidance, a retirement planner can be an invaluable resource for residents of Cedar Rapids, IA.

Financial Advisor

Residents of Cedar Rapids, IA could benefit from the guidance of a financial advisor in a variety of ways. With its diverse economy and growing population, the city presents unique financial challenges and opportunities. For example, Cedar Rapids is home to several large employers, including Rockwell Collins and Transamerica, which offer competitive salaries and benefits packages. A financial advisor could assist residents in maximizing their retirement savings and investments, while also helping them navigate the complexities of company stock options and 401(k) plans. Additionally, Cedar Rapids has a vibrant arts and culture scene, with numerous museums, theaters, and festivals. A financial advisor could work with clients to create a budget that allows them to enjoy these cultural experiences without sacrificing their long-term financial goals. Overall, a financial advisor can provide invaluable support and expertise to help Cedar Rapids residents achieve financial stability and success.

Mortgage Loan Officer

Residents of Cedar Rapids, IA would be helped by a mortgage loan officer in a multitude of ways. For instance, with the city's population of over 130,000 people, a mortgage loan officer could assist residents in navigating the complex and ever-changing housing market. Cedar Rapids is also known for its high rate of homeownership, which means that many residents may be in need of refinancing options or advice on how to leverage their current investment. Additionally, with the city's proximity to several major universities and large employers, a mortgage loan officer could help residents take advantage of unique financing options, such as those offered through employer-sponsored programs or government initiatives. Overall, a mortgage loan officer could provide invaluable guidance to residents of Cedar Rapids looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Cedar Rapids, IA can benefit from the assistance of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws in the state of Iowa and ensure that they are paying the correct amount of taxes. This is especially important in Cedar Rapids, which has a diverse economy that includes manufacturing, healthcare, and education. Additionally, a tax advisor can help residents of Cedar Rapids take advantage of tax credits and deductions that they may not be aware of, such as the Iowa Tuition and Textbook Credit or the Earned Income Tax Credit. Furthermore, a tax advisor can provide guidance on how to minimize tax liabilities and maximize refunds, which can be especially helpful for residents of Cedar Rapids who are struggling financially due to the COVID-19 pandemic. Overall, a tax advisor can provide invaluable assistance to residents of Cedar Rapids, IA, helping them navigate the complexities of the tax system and achieve financial stability.

Estate Planning Lawyer

Residents of Cedar Rapids, IA can benefit from the services of an estate planning lawyer in numerous ways. Firstly, the lawyer can assist in drafting a will that clearly outlines the distribution of assets upon the individual's death, ensuring that their wishes are carried out. Additionally, the lawyer can help with creating trusts, which can protect assets from creditors and minimize tax liabilities. With Cedar Rapids being a city that is prone to natural disasters, such as floods, an estate planning lawyer can also help residents prepare for such emergencies by creating a plan for their assets and ensuring that their loved ones are taken care of in the event of an unexpected tragedy. Furthermore, the lawyer can provide guidance on healthcare directives, powers of attorney and guardianship arrangements, which can be especially crucial for families with young children or elderly relatives. Ultimately, an estate planning lawyer can provide peace of mind to Cedar Rapids residents, knowing that their affairs are in order and their loved ones are protected.

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/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a professional wealth manager in Cedar Rapids, IA are comprehensive and multifaceted. These services are designed to help clients manage their finances, investments, and assets effectively. A wealth manager in Cedar Rapids, IA can provide services such as investment management, financial planning, estate planning, tax planning, and risk management. Additionally, they can assist clients in creating a personalized investment strategy that aligns with their financial goals and objectives. Cedar Rapids, IA is a city that is known for its diverse economy, which includes industries such as healthcare, education, and manufacturing. As a result, a wealth manager in Cedar Rapids, IA can offer specialized services that cater to the unique needs of clients in these industries. With their expertise and experience, they can help clients navigate the complexities of wealth management and achieve their financial aspirations.

Cedar Rapids, IA is the ideal location to secure the services of a wealth manager. The city boasts a thriving economy that has attracted numerous financial institutions, making it a hub for wealth management services. The city's strategic location in the Midwest also makes it a prime spot for investors looking to diversify their portfolios. Cedar Rapids is home to a highly educated workforce, with many professionals specializing in finance and investment management. This means that clients can expect to work with wealth managers who possess a wealth of knowledge and experience in the industry. Additionally, the city's strong community spirit fosters a culture of trust and reliability, which is essential when it comes to managing one's wealth. Overall, Cedar Rapids, IA is a city that offers a unique blend of expertise, location, and community, making it the ideal place to secure the services of a wealth manager.