Best Financial Advisors in Davenport, IA

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Davenport area.

Wendell Charles Financial

Wendell Charles Financial

(1)
“Knowledgable.”
Transparent Fees & Pricing
In Business Since 2011
2322 E Kimberly Rd Ste 130S, Davenport, IA
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Duffy Law Office / Estate Planning Attorney in Davenport

Duffy Law Office / Estate Planning Attorney in Davenport

(6)
Financial Planning Assistance, Elder Law & Medicaid Services, Special Needs Planning
“Very patient, knowledgeable and prompt.”
Accepts All Major Credit Cards
Family Business
In Business Since 2001
1840 E 54th St, Davenport, IA
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Knapper Financial Coaching

Knapper Financial Coaching

(1)
“I had also never had a true "budget" or spending plan as it is called in the financial coaching world so after hearing more about what they did as financial coaches I signed on for the three month coaching.”
In Business Since 2017
1410 W 61st St, Davenport, IA
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Kraft Financial

Kraft Financial

“We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide u...”
In Business Since 2010
4620 E 53rd St, Davenport, IA
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Plan2thrive Financial Services

Plan2thrive Financial Services

Income Tax Awareness, Cash Flow Planning, College Savings Strategies
“Live a better life with a financial plan that aligns with your values and goals. At Plan2Thrive we help you focus on being purpose-driven, not just money-driven. With our decades of financial experience, we'll work closely with you to learn, understa...”
Licensed, BBB Rating: A+
In Business Since 2015
201 W 2nd St #700, Davenport, IA
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Robert B Ausdal & Co

Robert B Ausdal & Co

“Yet, behind our small firm culture lies a breadth of capabilities that will satisfy even the most demanding financial professional. If you are an experienced financial professional who is looking for true independence and a flexible, supportive partn...”
In Business Since 1999
220 N Main St #400, Davenport, IA
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Quad Cities Investment Group

Quad Cities Investment Group

“Representatives of our firm are insurance agents/brokers. They offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest exists as these insurance sales create an incentive to recommend products based ...”
Family Business
In Business Since 2010
5177 Utica Ridge Rd, Davenport, IA
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Berst Wealth Management

Berst Wealth Management

“While Tyler Coiner did not initially set out to work in the financial services industry, as these things go, he was quickly drawn in and became curious about joining the family business. For eight years, Tyler has worked as a Financial...”
Family Business
30+ Years Experience
2305 E 52nd St Suite 2, Davenport, IA
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Gullickson Group

Gullickson Group

(1)
“Took all the time in many meetings to explain in detail how they could help with my investments.”
2310 Jersey Ridge Rd, Davenport, IA
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Five Cities Financial

Five Cities Financial

“High-performing businesses utilize a CFO to implement a strategy to use income, savings, and other financial tools to reach their goals. As a high-performing individual, you should have a similar approach. When looking for the stability of a financia...”
In Business Since 2018
1704 E 54th St, Davenport, IA
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The Financial Architects

The Financial Architects

“At The Financial Architects, we offer highly skilled comprehensive financial planning to multi-generational families, executives, and business owners alike. We know that remaining financially comfortable can be more complex than you have time for, so...”
In Business Since 2001
201 W 2nd St Suite 805, Davenport, IA
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First Wealth Financial Group

First Wealth Financial Group

“Andrew has been serving the needs of clients in IA/IL since joining First Wealth Financial Group in January 2011. He is a 2003 graduate of Florida State University with a Bachelor's degree. As a Wealth Advisor, he enjoys working with clients to devel...”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
5183 Utica Ridge Rd, Davenport, IA
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Nikulski Financial

Nikulski Financial

(2)
“Our parents actually began using Nikulski's financial planning services to help prepare for retirement after hearing how much we enjoyed working with them.”
CFP Certified
Average Price Tag
In Business Since 2005
Serving Davenport Area
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Anderson, Lower, Whitlow

Anderson, Lower, Whitlow

(1)
“As a new entrepreneur they have provided me the guidance I need to keep my business in order.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1997
Serving Davenport Area
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Bettendorf Financial Group

Bettendorf Financial Group

(2)
“Very good people!”
Licensed, BBB Rating: A+
In Business Since 1999
Serving Davenport Area
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The Planning Center

The Planning Center

“We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone could use an objective third party to talk about life and money. The Planning Center is a fee-only financial planning firm that p...”
Free Initial Consultation
Family Business
In Business Since 2001
Serving Davenport Area
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Sitrick & Associates

Sitrick & Associates

“We are a full-service Accounting firm licensed in the State of Iowa. We offer a broad range of services for business owners,individuals and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1998
Serving Davenport Area
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Olsen Financial

Olsen Financial

(1)
Licenses, Biographies
“I've had the opportunity to work with Pat in different capacities and he always amazes me with his knowledge and passion.”
In Business Since 2013
Serving Davenport Area
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Carpentier Mitchell Goddard

Carpentier Mitchell Goddard

(2)
Accounting Services, Individual and Business Taxes, Retirement Planning
“Except for his Lord of the rings action figure collection, Jon is one of the coolest folks I've met in business.”
In Business Since 2000
Serving Davenport Area
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Jeffrey Lebeau, EPM Iowa

Jeffrey Lebeau, EPM Iowa

(1)
“Jeff worked very hard to understand what I was looking for and make sure I got it quickly and at a reasonable price.”
In Business Since 2021
Serving Davenport Area
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SBS Financial

SBS Financial

(1)
“I've been doing business with SBS for almost ten years and cannot say enough good things about the firm.”
In Business Since 2019
Serving Davenport Area
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True Financial Partners

True Financial Partners

Estate & Legacy Planning, Tax Planning, Investment Management
“Multi-Generational Planning and the Impact of Financial Literacy Investopedia conducted a survey of 4,000 US adults in January and February of 2022 which included 1,000 individuals from each generation to better understand their financial literacy by...”
Remote Consultations Available
In Business Since 2010
Serving Davenport Area
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Goldercare Solutions Unlimited

Goldercare Solutions Unlimited

Patient Advocacy, Asset Optimization, Medicaid Application
“Bridging the Gaps defines us. It's what we do at GolderCare. It sets us totally apart from all the rest. The long-term care industry is full of able and well-intentioned people and organizations, but none of them can do for you what we can. They migh...”
Accepts All Major Credit Cards
In Business Since 2008
Serving Davenport Area
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Rasmussen Investments

Rasmussen Investments

(1)
“Dan Rasmussen is a great Independent Advisor.”
Serving Davenport Area
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Retirement Planning and Investment Management Services in Davenport, IA Cost Estimates

Minimum cost
$1165
Maximum cost
$9902
National Average
$3495
Avg Per Hour Rates
$350
$2330
$6408
Average price range is based on 373 cost profiles
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Average Cost $3495
Minimum cost $1165
Maximum cost $9902
Avg Per Hour Rates $350

Average range $2330 to $6408 is based on 373 cost profiles.

Why these companies made our list

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