Council Bluffs, IA

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Council Bluffs, IA
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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.

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Fire My Mortgage - Official Site

Fire My Mortgage - Official Site

(18)
  • Plan
  • Strategy
  • Debt
“We were considering refinancing our mortgage, but when we saw how much closing cost and interest we would pay over the life of the loan we were shocked!”
Offers Financing Options
In Business Since 2020
20 Gould Ave, Council Bluffs, IA
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Hayes & Associates

Hayes & Associates

(1)
Wealth Management Services, Quickbooks Services, Audit Services
“When Hayes & Associates took over I was glad to stay with them and continue by work with Stacy Funk.”
Accepts All Major Credit Cards
In Business Since 2017
134 W Broadway, Council Bluffs, IA
Featured

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. These plans typically offer a range of investment options and allow for tax-free withdrawals when used for qualified education expenses.nnAs a plan administrator, navigating the complexities of a 529 plan can be daunting. That's where Hayes & Associates comes in. Our team of financial experts can provide comprehensive guidance on setting up and managing your 529 plan, ensuring compliance with regulations and maximizing the benefits for both you and your beneficiaries. From investment strategies to administrative support, we're here to help you make the most of your educational savings plan.

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Iretire Financial

Iretire Financial

(1)
Investment Services, Insurance Services, Financial Services
“Great people to work with.”
CFP Certified
In Business Since 2008
928 Valley View Dr # 18, Council Bluffs, IA
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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
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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
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Bracker Wealth Management

Bracker Wealth Management

Start Your Asset-Map, Useful Links, Team
“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
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McFarlin & Brokke

McFarlin & Brokke

(14)
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
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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
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Lifelong Financial Solutions

Lifelong Financial Solutions

(37)
Services Menu
“So pleased I answered the invitation from Tom and Angie for my first dinner and the introduction of Lifelong Financial--excellent decision on my part!”
Licensed
In Business Since 2017
2111 S 67th St Suite 110, Omaha, NE
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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
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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
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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 2016
11235 Davenport St #109, Omaha, NE
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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
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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
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Cruise & Associates

Cruise & Associates

(11)
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 2005
4715 S 80th St Suite A, Omaha, NE
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Michael Schroder

Michael Schroder

(19)
  • Knowledge
  • Products
  • Needs
“Honesty and integrity, hard to find in a financial advisor...”
In Business Since 1996
11837 Miracle Hills Dr Suite 200, Omaha, NE
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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 1989
13310 I St, Omaha, NE
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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 2015
3157 Farnam St Ste 7111, Omaha, NE
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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 2008
2422 Cornhusker Rd, Bellevue, NE
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Leveragerx

Leveragerx

(6)
“These folks are awesome!!!!”
Offers Financing Options
Licensed
Transparent Fees & Pricing
In Business Since 2015
6464 Center St Suite 160, Omaha, NE
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Prchal Petersen Group

Prchal Petersen 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
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Unified Legacy Advisors

Unified Legacy Advisors

(22)
  • Informational
  • Office
  • 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
11422 Miracle Hills Dr # 510, Omaha, NE
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Allied National

Allied National

(3)
Litigation Funding
“Gave me information that NO ELSE bothered to offer me in researching my bankruptcy for the last two years.”
Offers Financing Options
In Business Since 2023
12020 Shamrock Plaza #200, Omaha, NE
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Russ Kaplan Investments

Russ Kaplan Investments

Licensed, BBB Rating: A+
In Business Since 1986
983 S 119th Ct, Omaha, NE
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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
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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.

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