Best Financial Advisors in Council Bluffs, IA

The highest-rated Financial Planning & Wealth Management companies out of 151 vetted & reviewed in the Council Bluffs area.

Fire My Mortgage - Official Site

Fire My Mortgage - Official Site

(22)
  • Resources
  • Life
  • Strategy
“James has always been a call or text away whenever something major changes in our finances, and he's there to help regroup and keep pushing forwards to your financial freedom.”
Offers Financing Options
In Business Since 2020
20 Gould Ave, Council Bluffs, IA
i
Iretire Financial

Iretire Financial

(1)
Investment Services, Insurance Services, Financial Services
“Great people to work with.”
In Business Since 2008
928 Valley View Dr # 18, Council Bluffs, IA
i
Harmoney Investment Group - Financial Advisor

Harmoney Investment Group - Financial Advisor

“As individuals, we seek advice for a variety of things. From doctors to dentists, from pastors to counselors, when something is wrong, we seek guidance to fix it. What keeps us from seeking advice about our finances? Often people have the misconcepti...”
In Business Since 2023
500 Willow Ave Suite 414, Council Bluffs, IA
i
Dickinson Investment Advisors

Dickinson Investment Advisors

(1)
“The trustworthy partner that can help you achieve financial freedom.”
In Business Since 2007
535 W Broadway #301, Council Bluffs, IA
i
Bracker Wealth Management

Bracker Wealth Management

Useful Links, Start Your Asset-Map
“At Bracker Wealth Management, we're not your typical financial firm. Every team member lives right here in Southwest Iowa, and we are proud to be deeply rooted in this community. We're not just financial advisors -- we're your neighbors, the faces yo...”
Free Initial Consultation
In Business Since 2020
532 1st Ave #102, Council Bluffs, IA
i
Hemenway Financial Services

Hemenway Financial Services

(26)
Financial, Accounting, Tax
“I came to Hemenway Associates needing several years of back-dated tax returns processed ASAP, and the staff handled everything at a competitively low cost, no problem!”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1989
5310 S 139th Plaza, Omaha, NE
i
McFarlin & Brokke

McFarlin & Brokke

(15)
Quickbooks Services, Business Services, Tax Services
“No matter how busy they are, they always respond right away and they also work with our banker, lawyer, and financial advisor to help us stay on track and reach our goals!”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2011
14400 Branch St suite 501, Omaha, NE
i
Steier & Associates

Steier & Associates

(2)
Quickbooks Services, Business Services, Tax Services
“Expect the highest in ethics; both for your operations and innovative tax and estate planning.”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1015 N 98th St #100, Omaha, NE
i
Asset Strategies

Asset Strategies

(37)
Roth Iras, Mutual Funds, Investment Planning
“They do a fantastic job of educating you on the possibilities for your money, providing recommendations, but allowing the individual to make the final decision.”
Remote Consultations Available
In Business Since 2008
14450 Meadows Blvd #1, Omaha, NE
i
Nabity Business Advisors

Nabity Business Advisors

Personal Advisory Services, Business Advisory Services
“Consequently, “big picture” items can be put on the back burner for too long and if a Critical Financial Event occurs, before you've organized a serious plan, you, your family and your employees can be hurt significantly because there was not enough ...”
Licensed, BBB Rating: A+
In Business Since 1988
9802 Nicholas St STE 105, Omaha, NE
i
Frank A. Kreifels & Associates

Frank A. Kreifels & Associates

(1)
“Kreifels to make sure you understand and is given the documents you want, with the assurance your plans will be executed flawlessly.”
Licensed, BBB Accredited
Accepts All Major Credit Cards
In Business Since 1983
6910 Pacific St #320, Omaha, NE
i
Monahan Financial

Monahan Financial

(1)
“He exhibits sound judgement and genuine concern for his clients.”
Licensed, BBB Rating: A+
In Business Since 2009
1055 N 115th St # 204, Omaha, NE
i
Cruise & Associates

Cruise & Associates

(12)
Business Services, Assurance and Other Governmental Services, Estate Income Tax Services
“They have an excellent very responsive staff even with their tremendous growth we have been able to always have contact with their founder and upper management.”
Free Initial Consultation
In Business Since 2007
4715 S 80th St Suite A, Omaha, NE
i
Bret M Sewell,

Bret M Sewell,

(3)
Industries, Services For Quickbooks, Business Services
“She has been helping me with a really tough bookkeeping project and the support I have received is unmatched.”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
3839 S 148th St #150, Omaha, NE
i
Massman Nelson Reinig

Massman Nelson Reinig

(5)
Services For Quickbooks, Tax Relief, Tax Services
“If you are looking for a reliable, trustworthy, and experienced CPA to handle your taxes, George Nelson and the team at Massman Nelson Reinig PC are an excellent choice.”
Free Initial Consultation
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1991
13310 I St, Omaha, NE
i
Callahan Financial Planning | Omaha Financial Advisors

Callahan Financial Planning | Omaha Financial Advisors

(2)
Visit With a Planner, Investment Advice, What We Charge
“Knowledgeable, professional, personable.”
Licensed, BBB Rating: A+
Accepts Debit, Check, All Major Credit Cards, Financing available
In Business Since 2013
3157 Farnam St Ste 7111, Omaha, NE
i
Husker Tax & Business Services

Husker Tax & Business Services

(9)
“..I could not be more pleased with the technical assistance ( Steve saved me thousands of dollars) and the professional nature and response time of him and his team”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 2010
2422 Cornhusker Rd, Bellevue, NE
i
Unified Legacy Advisors

Unified Legacy Advisors

(24)
  • Informational
  • 2020
  • Social Security
“They always take the time to answer all questions and explain things in layman's terms so you can always walk out feeling confident that you came to the right place.”
In Business Since 2014
17002 Marcy St Suite 120, Omaha, NE
i
Prchal Group

Prchal Group

(5)
“From helping us with using Quickbooks or monthly consultation to year end taxes, we have received consistent professional services whether working with Jim or Emily to Andrea or Wanda!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2018
11102 Blondo St Suite 100, Omaha, NE
i
Retire Smart

Retire Smart

(13)
  • Retirement
  • Questions
  • Company
“I love how Retire Smart uses a philosophy of having each financial advisor serve as an expert on a particular financial-related subject (such as social security or taxes) as a "go-to" person for the firm.”
In Business Since 2017
13815 FNB Pkwy Suite 400, Omaha, NE
i
Vista Wealth Group

Vista Wealth Group

(1)
“I get my investments overseen by Sherman, here.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2018
11235 Davenport St #109, Omaha, NE
i
Revolution Group

Revolution Group

(10)
  • Knowledge
  • Management
  • Communication
“The financial planners we had used in the past always touted being fiduciaries and made financial promises with their products that were not in our best interest.”
In Business Since 2011
450 Regency Pkwy #300, Omaha, NE
i
Dutton & Associates

Dutton & Associates

(4)
Get Your IRS File, Part-Time CFO Services, Non-Profit Organizations
“I have been using Dutton and associates for over 20 years and have had nothing but 100% positive experiences Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
Serving Council Bluffs Area
i
Leveragerx

Leveragerx

(6)
  • Information
“These folks are awesome!!!!”
Licensed
Offers Financing Options
In Business Since 2015
6464 Center St Suite 160, Omaha, NE
i

Retirement Planning and Investment Management Services in Council Bluffs, IA Cost Estimates

Minimum cost
$1080
Maximum cost
$9173
National Average
$3238
Avg Per Hour Rates
$324
$2159
$5935
Average price range is based on 361 cost profiles
Click to copy
Successfully copied!
Average Cost $3238
Minimum cost $1080
Maximum cost $9173
Avg Per Hour Rates $324

Average range $2159 to $5935 is based on 361 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top