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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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
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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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Iretire Financial

Iretire Financial

(1)
Investment Services, Insurance Services, Financial Services
“Great people to work with.”
In Business Since 2010
928 Valley View Dr # 18, Council Bluffs, IA
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Bracker Wealth Management

Bracker Wealth Management

Useful Links, Team
“At Bracker Wealth Management we strive to build long lasting relationships with our clients by understanding their unique financial situations and creating plans that can help them achieve their goals. We will proactively plan for your financial futu...”
Free Initial Consultation
In Business Since 2020
532 1st Ave #102, Council Bluffs, IA
i
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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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Monahan Financial

Monahan Financial

(2)
“Always willing to help and is very knowledgeable!”
Licensed, BBB Rating: A+
In Business Since 2009
1055 N 115th St Suite 204, 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 2018
11235 Davenport St #109, Omaha, NE
i
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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 2013
3157 Farnam St Ste 7111, Omaha, NE
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Cruise & Associates

Cruise & Associates

(6)
Business Services, Advisory Services, Estate Income Tax Services
“Great personalized service.”
Free Initial Consultation
In Business Since 2005
4715 S 80th St Suite A, Omaha, NE
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Husker Tax & Business Services

Husker Tax & Business Services

(8)
“..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
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Prchal Petersen Group

Prchal Petersen Group

(4)
“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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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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Collins Consulting

Collins Consulting

(12)
  • Tax
“Such a small thing that they even print the address for the Federal return and supply their customers with the envelope to mail their vouchers in, but it was that little touch, Moriah's great, professional and extremely courteous personality that mad...”
Transparent Fees & Pricing
In Business Since 2000
Serving Council Bluffs Area
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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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Asset Strategies

Asset Strategies

(12)
Roth Iras, Mutual Funds, Investment Planning
“Their team are very professional and have treated us like we are their only responsibilities, if I were looking for a investment group these guys are the first place I would contact.”
Remote Consultations Available
In Business Since 2008
14450 Meadows Blvd #1, Omaha, NE
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Sequoia Wealth Partners

Sequoia Wealth Partners

(1)
Insurance Planning, Financial Planning, Retirement Planning
“Thanks for the invite 👍😊”
Offers Financing Options
In Business Since 2006
11213 Davenport St Suite #105, Omaha, NE
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Leveragerx

Leveragerx

(5)
“These folks are awesome!!!!”
Offers Financing Options
In Business Since 2015
6464 Center St Suite 160, Omaha, NE
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Dutton & Associates

Dutton & Associates

(3)
Get Your IRS File, Part-Time CFO Services, Non-Profit Organizations
“Always super helpful, 10/10 recommend.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
Serving Council Bluffs Area
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Schleisman Onken & Associates

Schleisman Onken & Associates

(2)
Financial Planning, Quickbooks Services, Business Services
“Nothing but good people willing to help- very organized and knowledgable!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2002
Serving Council Bluffs Area
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Bridges Trust

Bridges Trust

(2)
Philanthropy Services, Family Office Services, Wealth Management Planning
“I trust them, they do good work to be open and transparent about everything.”
In Business Since 2017
13333 California St Suite 500, Omaha, NE
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Lutterman Financial

Lutterman Financial

(2)
“We met with Don to discuss our financial goals.”
Family Business
In Business Since 2018
11850 Nicholas St # 240, Omaha, NE
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Payroll Professionals

Payroll Professionals

(2)
Quickbooks® Services, Bookkeeping Services, Payroll Services
“Kelly was recommended to me by another business owner, and I am so happy we made the switch to work with her & her team!”
Accepts All Major Credit Cards
In Business Since 2019
2829 S 88th St, Omaha, NE
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Bridge Financial

Bridge Financial

(1)
“Some of the best advice I've ever received!”
Transparent Fees & Pricing
11205 Wright Cir, Omaha, NE
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Steve Casto

Steve Casto

(1)
“Steve is the authority on creating an abundant retirement, and I would highly recommend Steve Casto for all of your retirement planning needs.”
Accepts Check
Free Initial Consultation
In Business Since 2005
4611 S 96th St #140, 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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