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 390 vetted & reviewed in the Cedar Rapids area.

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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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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 1992
Free Initial Consultation
222 Edgewood Rd NW, Cedar Rapids, IA
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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 1982
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 1975
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 1996
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 1992
Accepts All Major Credit Cards
3600 1st Ave NE Suite 100, 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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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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FSB Investment Services

FSB Investment Services

(1)
“Bj and Ryan are awesome and definitely know what they are doing!”
Family Business
Transparent Fees & Pricing
In Business Since 2000
Offers Financing Options
Serving Cedar Rapids Area
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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 1985
4027 Glass Rd NE, 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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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 Harmony Designs

Financial Harmony Designs

(2)
My Portfolio, Investor Profile
“He answered all of my questions and concerns, and gave me the best rate I could find!”
In Business Since 2017
Serving Cedar Rapids Area
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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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Heartland Investments

Heartland Investments

(3)
“Professional, knowledgeable and very easy to work with!”
In Business Since 2003
Serving Cedar Rapids Area
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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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