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Selk Dawson Financial Services

(8)

Tax

“Have been going for here years and if I have any questions they are so helpful”

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Wealthstone Financial

(1)

“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

(5)

“Excellent knowledge and support, highly recommended”

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Tyler Smiarowski, CFP ,cpa

(4)

“I recommend him to anyone who needs a good accountant.”

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Jerry Ask Investment Services

(1)

“Christine was very knowledgeable and had good opinions regarding current market forces during a very volatile season.”

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Financial Resources Group

(1)

“No pressure, all about your needs, rather being aggressive, moderate or conservative investments.”

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The 24 firms listed for Cedar Rapids, IA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Cedar Rapids, IA

All 24 firms we list here are in Cedar Rapids itself. We have 25 firms in Cedar Rapids on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 4.0 to 5.0 across 60 reviews; 9 are rated 4.5 or higher. 1 is open on Saturdays and 2 on Sundays. 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans. We have a website on file for 23 of the firms on this page; 23 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Cedar Rapids take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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