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

(49)
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.”
Accepts All Major Credit Cards
In Business Since 1991
Free Initial Consultation
222 Edgewood Rd NW, Cedar Rapids, IA
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Selk Dawson Financial Services

Selk Dawson Financial Services

(8)
  • Tax
“Have been going for here years and if I have any questions they are so helpful”
Licensed, BBB Rating: A+
In Business Since 1976
Accepts All Major Credit Cards
975 5th Ave SW, 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 1995
Accepts All Major Credit Cards
221 3rd Ave SE Suite 215, Cedar Rapids, IA
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Premier Investments of Iowa

Premier Investments of Iowa

(1)
Licensed, BBB Rating: A+
In Business Since 1995
Accepts All Major Credit Cards
3600 1st Ave NE Suite 100, Cedar Rapids, IA
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Wealthstone Financial

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.”
Licensed, BBB Rating: A+
In Business Since 2011
4217 1st Ave SE, Cedar Rapids, IA
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Basepoint Wealth

Basepoint Wealth

(5)
For Individuals & Families, Who We Help, For Businesses
“Excellent knowledge and support, highly recommended”
In Business Since 2017
4144 Golf St NE, Cedar Rapids, IA
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Tyler Smiarowski, CFP ,cpa

Tyler Smiarowski, CFP ,cpa

(4)
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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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

(1)
Meet the Team
“No pressure, all about your needs, rather being aggressive, moderate or conservative investments.”
In Business Since 2012
3053 Center Point Rd NE # A, 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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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 Suite 100, Cedar Rapids, IA
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Stonefield Investment Advisory: Jon Werner

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.”
Licensed, BBB Rating: A+
In Business Since 2011
425 2nd St SE #1200, Cedar Rapids, IA
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Financial Specialists

Financial Specialists

(3)
“I have trusted this group with my personal finances for years and will continue to do so.”
In Business Since 2004
425 2nd St SE, 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 1984
4027 Glass Rd NE, 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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Corridor Consulting

Corridor Consulting

(2)
“He is very timely with responses to email or documents uploaded to server.”
In Business Since 2014
3500 F Ave NW #301, Cedar Rapids, IA
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Pulse Financial Services

Pulse Financial Services

(1)
“She explained everything in a way we could understand with having minimal investing knowledge.”
In Business Since 2004
222 Edgewood Rd NW Suite 203A, 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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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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Beth Moores Financial

Beth Moores Financial

(1)
Albridge, Tax Resources, Netx Investor
“Awesome!”
In Business Since 2015
3720 Queen Ct SW #10th, 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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Red Cedar Advisory

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...”
In Business Since 2019
129 16th Ave SW, Cedar Rapids, IA
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Safe Money Solutions

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 ...”
In Business Since 2019
5250 N Park Pl NE SUITE 101, Cedar Rapids, IA
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Cedar Point Capital Partners

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.”
In Business Since 2021
329 12th Ave SE Suite 106, Cedar Rapids, IA
Featured

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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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