Cedar Rapids, IA

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Cedar Rapids, IA
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Best Financial Advisors in Cedar Rapids, IA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Cedar Rapids area.

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John Freeman CPA

John Freeman CPA

(27)
Quickbooks Accounting Help and Assistance, Cash Flow and Budgeting Analysis, Mergers, Acquisitions, and Sales
“John, Julie, and staff have been preparing my taxes for the past few years and I couldn't be more pleased with their knowledge, professionalism, and courtesy.”
Accepts All Major Credit Cards
In Business Since 1993
Free Initial Consultation
222 Edgewood Rd NW, Cedar Rapids, IA
Featured

ATTENTION BUSINESS OWNERS: Our business is to understand your business. Being familiar with the structure and finances of our clients' businesses facilitate our ability to offer an array of strategic-management solutions. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. CALL John Freeman CPA for a FREE financial and tax consultation today. . We are your partner in success!

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Terry Lockridge & Dunn

Terry Lockridge & Dunn

(2)
Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management
“Paula is always able to answer any of money questions, very helpful and friendly.”
Licensed, BBB Rating: A+
In Business Since 1981
Accepts All Major Credit Cards
221 3rd Ave SE Suite 215, Cedar Rapids, IA
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World Trend Financial

World Trend Financial

(1)
Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management
“Sara Nolte is awesome.”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts All Major Credit Cards
221 3rd Ave SE Suite 215, Cedar Rapids, IA
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Selk Dawson Financial Services

Selk Dawson Financial Services

(5)
  • Taxes
“They have provided great service for me for 6 years.”
Licensed, BBB Rating: A+
In Business Since 1974
Accepts All Major Credit Cards
975 5th Ave SW, Cedar Rapids, IA
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Premier Investments of Iowa

Premier Investments of Iowa

(1)
Licensed, BBB Rating: A+
In Business Since 1993
Accepts All Major Credit Cards
3600 1st Ave NE Suite 100, Cedar Rapids, IA
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Wealthstone Financial

Wealthstone Financial

“We realize that you have many advisors to choose from. We're grateful that our clients have made the choice to partner with us. Many have referred their family and friends, which is a tremendous compliment. Together we're making a difference.”
Licensed, BBB Rating: A+
In Business Since 2011
4217 1st Ave SE, Cedar Rapids, IA
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Tyler Smiarowski, Cfp,cpa

Tyler Smiarowski, Cfp,cpa

(5)
Tax Planning, Bookkeeping, Individuals
“I recommend him to anyone who needs a good accountant.”
In Business Since 2019
1120 Depot Ln SE, Cedar Rapids, IA
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Basepoint Wealth

Basepoint Wealth

(3)
For Individuals, Who We Help, For Businesses
“They have not lost the personal touch through their incredible growth.”
In Business Since 2017
4144 Golf St NE, Cedar Rapids, IA
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Jerry Ask Investment Services

Jerry Ask Investment Services

(1)
Tax Reduction Savings, Retirement Income Planning, Services
“Christine was very knowledgeable and had good opinions regarding current market forces during a very volatile season.”
In Business Since 2003
4800 N River Blvd NE Ste 100, Cedar Rapids, IA
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John T. Mack, CFP

John T. Mack, CFP

(1)
Investing, Annuity, Retirement
“John is always looking out for our best.”
CLU, CFP Certified
In Business Since 2004
4027 Glass Rd NE, Cedar Rapids, IA
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Financial Resources Group

Financial Resources Group

Meet the Team
“Financial Resources Group is a financial services firm located in Cedar Rapids, Iowa that provides personal financial management to individuals and small businesses. We're here to help educate you about the basic concepts of financial management and ...”
In Business Since 2012
3053 Center Point Rd NE # A, Cedar Rapids, IA
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Anderson Financial Services

Anderson Financial Services

(2)
“Sean is great to work with.”
In Business Since 2001
4840 N River Blvd NE # 200, Cedar Rapids, IA
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Bosch Financial

Bosch Financial

(2)
“The Bosch family and staff are wonderful to work with”
Accepts All Major Credit Cards
In Business Since 1986
4027 Glass Rd NE, Cedar Rapids, IA
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United Iowa Financial

United Iowa Financial

(1)
“I worked with Carrie and Dee to set up a Roth IRA, they were attentive to detail, knowledgeable, and responded quickly with answers to my questions - I would highly recommend the UIAF team!”
In Business Since 2017
329 12th Ave SE Suite 106, Cedar Rapids, IA
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Financial Specialists

Financial Specialists

(1)
“Knowledgeable, responsive, thorough, and very helpful”
In Business Since 2004
425 2nd St SE, Cedar Rapids, IA
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Beth Moores Financial

Beth Moores Financial

(1)
Insurance, Lifestyle, Estate
“Awesome!”
In Business Since 2015
3720 Queen Ct SW #10th, Cedar Rapids, IA
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Entrepreneurial Services Group

Entrepreneurial Services Group

(1)
Cash Management, Payroll Services, Financial Planning
“First, we manage accounting services for our clients, but we're here to help with other business needs from other professional services referrals and relationship management to process improvement and software implementation and cleanup.”
In Business Since 2017
240 33rd Ave SW Suite D, Cedar Rapids, IA
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Corridor Consulting

Corridor Consulting

Executor Estate Administration, Audit Guard®, Accounting & Consulting
“Since we are a CPA firm with CPAs trained in accounting, taxes and business we take a holistic approach to advising you and start out by having a Discovery Session to examine your largest expenditure every year, your taxes. During that session we wil...”
Transparent Fees & Pricing
In Business Since 2014
3500 F Ave NW #301, Cedar Rapids, IA
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Greater Iowa

Greater Iowa

Wealth Management, Greater Iowa Advisors
“You deserve greater. Greater rates, greater options and greater service. Our entire philosophy is built on one simple concept: people first. As your not-for-profit banking alternative, we work hard to deliver on that promise each and every day. So, h...”
Transparent Fees & Pricing
In Business Since 2006
4403 1st Ave SE #110, Cedar Rapids, IA
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Flying Eagle Financial

Flying Eagle Financial

Services Menu
“I play Xbox with one of your workers husbands and she needs a raise.”
Licensed
In Business Since 2013
3047 Center Point Rd NE, Cedar Rapids, IA
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Cedar Point Capital Partners

Cedar Point Capital Partners

Risk Management, Estate Planning, Fiduciary Investment Management
“Whether you live, work and play here in the Iowa City-Cedar Rapids Corridor or across the country, plan your future with someone you know, and who knows you.”
In Business Since 2021
329 12th Ave SE Suite 106, Cedar Rapids, IA
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Your Vision Financial Group

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 ...”
In Business Since 2019
3720 Queen Ct SW Suite #4, Cedar Rapids, IA
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Red Cedar Advisory

Red Cedar Advisory

Disclaimer, Disaster Recovery, Disclosures
“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...”
In Business Since 2019
129 16th Ave SW, Cedar Rapids, IA
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Compass Financial Strategies, INC

Compass Financial Strategies, INC

Featured Links
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
In Business Since 2009
1615 32nd St NE #2, Cedar Rapids, IA
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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
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Average Cost $3579
Minimum cost $1193
Maximum cost $10141
Avg Per Hour Rates $358

Average range $2386 to $6562 is based on 292 cost profiles.

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