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Anderson Financial Services
“Sean is great to work with.”
Best Financial Advisors in Cedar Rapids, IA
Handpicked from 108 vetted & reviewed Financial Planning & Wealth Management firms in the Cedar Rapids area, explore the top 5 standout choices among the selected group of 24 finalists.
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John Freeman CPA
Quickbooks Accounting Help and Assistance, Cash Flow and Budgeting Analysis, Mergers, Acquisitions, and Sales
“John was able to save us over $14,000 one year in taxes from a deduction missed by our CPA firm at the time due to his knowledge of real estate investing.”
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Selk Dawson Financial Services
- Tax
“Have been going for here years and if I have any questions they are so helpful”
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Wealthstone Financial
“He is very friendly, always willing to help, and provides great insights into the stock market to help make the best decisions for my investments.”
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Basepoint Wealth
For Individuals & Families, Who We Help, For Businesses
“Excellent knowledge and support, highly recommended”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Tyler Smiarowski, CFP ,cpa
Tax Planning, Bookkeeping, Individuals
“I recommend him to anyone who needs a good accountant.”
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Financial Resources Group
Meet the Team
“No pressure, all about your needs, rather being aggressive, moderate or conservative investments.”
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Jerry Ask Investment Services
Tax Reduction Savings, Retirement Income Planning, Services
“Christine was very knowledgeable and had good opinions regarding current market forces during a very volatile season.”
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Stonefield Investment Advisory: Jon Werner
Additional Services, IRA Rollovers, Retirement Planning
“Our philosophy is simple. Provide our clients with the most accurate market and account information, along with communicating that information in a comfortable, approachable way.”
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Financial Specialists
“I have trusted this group with my personal finances for years and will continue to do so.”
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Corridor Consulting
“He is very timely with responses to email or documents uploaded to server.”
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Bosch Financial
“The Bosch family and staff are wonderful to work with”
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Pulse Financial Services
“She explained everything in a way we could understand with having minimal investing knowledge.”
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Beth Moores Financial
Albridge, Tax Resources, Netx Investor
“Awesome!”
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Safe Money Solutions
Column 2, Column 1
“Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients ...”
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Red Cedar Advisory
Investing
“Our only allegiance is to the people we serve - not to a large corporation and it's stockholders. Red Cedar Advisory, Inc. is an independent Registered Investment Adviser. Financial advisors of a Registered Investment Adviser have a fiduciary duty to...”
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Cedar Point Capital Partners
Risk Management, Estate Planning, Fiduciary Investment Management
“Employees at Iowa's public universities and colleges have access to TIAA, a retirement planning option that combines annuities and investments. Here's why you should consider this plan when it's time to make your decision.”
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Your Vision Financial Group
Services
“When you're facing a pivotal moment in life, whether that's buying your first home or transitioning to retirement, you want assurance you're financially prepared for the road ahead—but organizing your wealth takes time and expertise you don't always ...”
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Cedar Rapids Investment Consulting
Online Banking & Bill Pay, Merchant Services, Checking
“At Cedar Rapids Bank & Trust, we are committed to fostering and preserving a culture of diversity, equity, and inclusion. It's our differences - of every kind - that make our company and our communities better. We invite you to stop by any of our loc...”
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Compass Financial Partners
“Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory service...”
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Strellner Financial Group
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The Fox Group at Strellner Financial Group
“Jumping from one investment theme to another can cause investors to make "knee-jerk" reactions while managing their investments. Those quick decisions may make sense or feel good at the time. Over time, however, those decisions hurt investors by dist...”
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Edge Investment Solutions
“We understand the emotions and considerations involved with trusting someone to guide your financial future, and it's a responsibility we don't take lightly. Although there are thousands of financial professionals, only CFP® professionals have comple...”
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Truenorth Wealth Management
Retirement Planning and Investment Management Services in Cedar Rapids, IA Cost Estimates
Minimum cost
$1193
Maximum cost
$10141
National Average
$3579
Avg Per Hour Rates
$358
$2386
$6562
Average price range is based on
292 cost profiles
Why these companies made our list
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