Best Financial Advisors in Council Bluffs, IA

24 firms listed · 4 in Council Bluffs · 3 open weekends · 18 rated 4.5+

Data verified October 19, 2026

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
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Iretire Financial

Iretire Financial

(1)
“Great people to work with.”
In Business Since 2009
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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Bracker Wealth Management

Bracker Wealth Management

Free Initial Consultation
In Business Since 2020
532 1st Ave #102, Council Bluffs, IA
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Hemenway Financial Services

Hemenway Financial Services

(26)
  • Investments
  • Team
  • Questions
“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!”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1989
Omaha, NE · 11 mi from Council Bluffs
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McFarlin & Brokke

McFarlin & Brokke

(15)
  • Team
“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
BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2010
Omaha, NE · 11 mi from Council Bluffs
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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.

Area overview: Council Bluffs, IA

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.

Do firms listed for Council Bluffs take financial planning bookings online?

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.

Steier & Associates

Steier & Associates

(2)
“Expect the highest in ethics; both for your operations and innovative tax and estate planning.”
Offers Financing Options
Transparent Fees & Pricing
BBB Rating: A+
Accepts All Major Credit Cards
Omaha, NE · 11 mi from Council Bluffs
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Asset Strategies

Asset Strategies

(37)
  • Heart
  • Understand
  • Retirement
“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
Omaha, NE · 11 mi from Council Bluffs
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Nabity Business Advisors

Nabity Business Advisors

BBB Rating: A+
In Business Since 1987
Omaha, NE · 11 mi from Council Bluffs
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Monahan Financial

Monahan Financial

(1)
“He exhibits sound judgement and genuine concern for his clients.”
BBB Rating: A+
In Business Since 2007
Omaha, NE · 11 mi from Council Bluffs
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Massman Nelson Reinig

Massman Nelson Reinig

(5)
“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 1990
Omaha, NE · 11 mi from Council Bluffs
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Callahan Financial Planning | Omaha Financial Advisors

Callahan Financial Planning | Omaha Financial Advisors

(2)
“Knowledgeable, professional, personable.”
BBB Accredited
Accepts Debit, Check, All Major Credit Cards
In Business Since 2013
Omaha, NE · 11 mi from Council Bluffs
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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
Omaha, NE · 11 mi from Council Bluffs
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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
Omaha, NE · 11 mi from Council Bluffs
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Vista Wealth Group

Vista Wealth Group

(1)
“I get my investments overseen by Sherman, here.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2015
Omaha, NE · 11 mi from Council Bluffs
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Dutton & Associates

Dutton & Associates

(4)
“Great service, amazing staff!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
Omaha, NE · 11 mi from Council Bluffs
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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
Omaha, NE · 11 mi from Council Bluffs
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Mutual of Omaha Investor Services

Mutual of Omaha Investor Services

(9)
“For a majority of our claims with this company, it is as simple as one phone call (no claim form(s), assignment form(s), etc) and a check is in the mail the next day to the beneficiary and/or the funeral home.”
In Business Since 1996
Omaha, NE · 11 mi from Council Bluffs
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Sequoia Wealth Partners

Sequoia Wealth Partners

(1)
“Thanks for the invite 👍😊 …”
Offers Financing Options
In Business Since 2006
Omaha, NE · 11 mi from Council Bluffs
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Northwestern Mutual Wealth Management Company: Rob A Randels

Northwestern Mutual Wealth Management Company: Rob A Randels

(8)
  • Life
  • Insurance
  • Team
“He is very relationship focused and attentive to his clients and my wife and I been really pleased with his work and impressed with his professionalism.”
In Business Since 2007
Omaha, NE · 11 mi from Council Bluffs
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Hayes & Associates

Hayes & Associates

(4)
“Very professional”
Accepts All Major Credit Cards
In Business Since 1987
Omaha, NE · 11 mi from Council Bluffs
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Schleisman Onken & Associates

Schleisman Onken & Associates

(2)
  • Payroll
“Nothing but good people willing to help- very organized and knowledgable!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2002
Omaha, NE · 11 mi from Council Bluffs
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Keystone Financial Services

Keystone Financial Services

(3)
“I have interviewed several other "large" financial groups in Omaha, and I'm thrilled to have Keystone Financial Services handle my family's financial matters.”
In Business Since 2015
Omaha, NE · 11 mi from Council Bluffs
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Trinity Financial Group

Trinity Financial Group

(3)
“I will be a lifer with Matt Ryan and the team.”
In Business Since 2013
Omaha, NE · 11 mi from Council Bluffs
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HomeWealth Management AdvisorsIowaCouncil Bluffs, IA

Why these companies made our list

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