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24 firms listed · 4 in Council Bluffs · 3 open weekends · 18 rated 4.5+
Data verified October 19, 2026
The 24 firms listed for Council Bluffs, 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.

Of the 24 firms we list here, 4 are in Council Bluffs itself and 20 come from Omaha, NE (11 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 278 reviews; 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (75%) and value (65%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (4), quickbooks services (4), services for individuals (4), tax services (4) and financial planning (2). 7 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 6 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
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.