Wealth Management in Scott County, IA

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List of Firms

Scott County, IA Wealth Management Firms

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Baird Private Wealth Management
Location 3626 Bridge Ave, Davenport, IA 52807, USA
Phone (800) 366-3978
Directions
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Merrill Lynch Wealth Management Advisor William Sandry
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 441-3506
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Quad Cities Wealth Management Group - Morgan Stanley
Location 4300 E 53rd St Ste 300, Davenport, IA 52807, USA
Phone (563) 344-4360
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Charles Scott Kurtz - UBS Financial Services Inc.
Location 5515 Utica Ridge Rd Suite 200, Davenport, IA 52807, USA
Phone (563) 424-3807
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Merrill Lynch Wealth Management Advisor John C Parkhurst
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 441-3514
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Merrill Lynch Wealth Management Advisor Robin R. Scott
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 388-2389
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Five Cities Financial
Location 1704 E 54th St, Davenport, IA 52807, USA
Phone (563) 549-7824
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Cody Williams - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3924
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Wealth Management in Scott County, IA

Where Wealth Management Advisors in Scott County, IA Serve

Scott County, IA is a vibrant and diverse community in the heart of the Midwest. With a population of over 170,000 residents, it boasts a rich history and a promising future. From the iconic Mississippi River to the bustling downtown area, there are many landmarks that make Scott County a unique and exciting place to live. One of the most notable landmarks in Scott County is the historic Figge Art Museum, which features a stunning collection of contemporary and classic art. Another popular destination is the Quad City Botanical Center, which offers a tranquil escape from the hustle and bustle of daily life. Scott County is also home to many top employers, including John Deere, Genesis Health System, and Alcoa. These companies provide thousands of jobs to local residents and contribute significantly to the area's economy. Major highways and streets in Scott County include Interstate 80, Interstate 74, and Highway 61. These thoroughfares make it easy for residents to travel throughout the region and beyond.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Scott County, IA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as loans, credit cards, and savings accounts. With a population of over 170,000 people, Scott County is a diverse community with varying financial needs. For instance, farmers in the county can benefit from agricultural loans to support their operations, while small business owners can access business loans to expand their businesses. Additionally, banks in Scott County offer financial education programs to help residents make informed financial decisions. These programs can be particularly helpful for low-income families who may not have had access to financial literacy resources in the past. Overall, banks in Scott County play a crucial role in supporting the financial well-being of the community and helping residents achieve their financial goals.

Insurance Broker

Residents of Scott County, IA can greatly benefit from the services of an insurance broker. With its population of over 170,000, Scott County is a bustling area that requires the right kind of insurance coverage to protect its residents from unforeseen events. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage that meets their unique needs. For example, living in Scott County means that residents are at risk of flooding due to its proximity to the Mississippi River. An insurance broker can help residents find flood insurance coverage that is specific to their location and provides adequate protection. Additionally, an insurance broker can help residents understand the nuances of health insurance policies, which can be particularly complex in the state of Iowa. With the help of an insurance broker, residents of Scott County can rest assured that they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Scott County, IA could greatly benefit from the assistance of a retirement planner. With a population of over 170,000 people, Scott County is a diverse community with a variety of financial needs. A retirement planner could help residents navigate the complexities of retirement planning, including social security benefits, investment options, and tax implications. Additionally, Scott County has a high number of retirees, with over 15% of the population over the age of 65. A retirement planner could provide specialized guidance to this demographic, helping them make informed decisions about their retirement savings and income. With the cost of living in Scott County on the rise, it is more important than ever for residents to have a solid retirement plan in place. A retirement planner could provide valuable support to ensure that residents are able to achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of Scott County, IA can benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor can help is with retirement planning, given that the county has a higher than average population of older adults. A financial advisor can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies to help them achieve their retirement goals. Additionally, a financial advisor can assist residents with debt management, budgeting, and saving for major expenses such as college tuition or a down payment on a home. With the right financial guidance, residents of Scott County can take control of their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Scott County, IA would greatly benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex world of mortgage finance, which can be especially daunting in Scott County, where the real estate market can be highly competitive. Additionally, a mortgage loan officer can help residents secure the best possible mortgage rates and terms, which can save them thousands of dollars over the life of their mortgage. Moreover, a mortgage loan officer can also provide valuable advice and guidance on the home buying process, which can be especially helpful for first-time homebuyers in Scott County who may be unfamiliar with the local market. Overall, the services of a mortgage loan officer can be invaluable for residents of Scott County, IA looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Scott County, IA can benefit from the services of a tax advisor in various ways. One of the most common ways is through tax planning, where a tax advisor can help residents minimize their tax liability by identifying tax deductions and credits that are specific to Scott County, IA. For instance, residents can take advantage of the Iowa Tuition and Textbook Credit, which provides a tax credit for tuition and textbooks paid for post-secondary education. A tax advisor can also assist residents in navigating the complex tax laws and regulations in Scott County, IA, ensuring that they comply with all tax requirements and avoid any potential penalties or fines. Additionally, a tax advisor can help residents with tax preparation, ensuring that their tax returns are accurate and filed on time. With the help of a tax advisor, residents of Scott County, IA can save money, reduce stress, and have peace of mind knowing that their taxes are taken care of.

Estate Planning Lawyer

Residents of Scott County, IA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals draft a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Scott County, IA, where the population is rapidly growing and the real estate market is booming. Secondly, an estate planning lawyer can assist with creating a power of attorney and healthcare directives, which can be crucial in the event of an unexpected illness or injury. Additionally, an estate planning lawyer can help with tax planning and minimizing tax liabilities for individuals and their heirs. In Scott County, IA, where there is a high concentration of small business owners, an estate planning lawyer can also help with business succession planning to ensure that the business continues to thrive after the owner's retirement or death.

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