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Tax Doctor
- Coffee
- Questions
- Receptionist
“We've been using Tax Doctor for a few years and have always had positive experiences, even with the pivot away from in person appointments because of covid.”
Best Financial Advisors in Des Moines, IA
24 firms listed · 10 in Des Moines · 2 open weekends · 18 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
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Fox Tax Service
- Price
- Tax Preparer
- Community
“Helped me figure out 2 years worth of taxes that were super complicated.”
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Vision Financial Services
“They helped walk me through the taxes associated with buying and selling our first home last year and were able to make great suggestions to help save us more money.”
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Gilbert & Cook
“I'm biased because I've worked her for three years now but I am 100% sincere in saying I believe there is no place like G&C for those that need sophisticated financial planning and wealth management.”
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Taber Asset Management
“The team at Taber Asset Management made it very easy to transfer my funds in just a couple of days.”
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Cracking Cryptocurrency
- Trader
- System
- Learning
“For all those interested in investing of all types, learning to become a professional trader or seeking advice on how to handle a portfolio, or looking for a professional team to look after your investment funds.”
The 24 firms listed for Des Moines, 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: Des Moines, IA
Of the 24 firms we list here, 10 are in Des Moines itself and 14 come from West Des Moines (9 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 479 reviews; 2 have 50 or more reviews and 18 are rated 4.5 or higher. 2 are open on weekends. The services the firms on this page list most often on their websites are financial planning (4), our location (3), tell a friend (3), insurance (2) and investments (2). 1 shows a license on its website and 9 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 39 years. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 21 list a public email and 4 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 Des Moines take financial planning bookings online?
4 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.
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Peterson Financial Group
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Financial Partners Group
- Retirement
- Number
- Security
“Joel set us on a path of committed investing for our future, and year-after-year, met with us to address any questions we might have, and/or suggestions he might make regarding our retirement financial goals.”
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Mhcs
“Although I work mostly with Conrad Hanson and Nick Foster, I couldn't be happier with the personal attention, or their professionalism that I have had when dealing with anyone from their staff.”
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Vivid Tax & Wealth Advisors
- Team
- Social Security
- Retirement
“Cameron and his team of professionals have guided us in choosing the best time for us to start taking social security, maximize our retirement plans, get the most out of our retirement investments while minimizing our tax liabilities.”
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Heartland Financial Resource
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Vision Financial Group
- Skills
“Peter is highly intelligent, has incredible people skills, and genuinely cares about me.”
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Ted Longnecker & Associates
“Ted, Georgette and their team are extraordinary people who are very good at what they do.”
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Harvest Point Wealth Management
- Team
- Door
- Trust
“” I would recommend them for anyone who needs or wants help when it comes to looking towards retirement or in need of financial guidance for the here and now.”
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Foster Group
- Needs
“Foster Group has been attentive to my personal needs, communicative and ready to respond to any questions I may have.”
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Des Moines Investments
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Desla Wealth Management
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Gremler Wealth Management
- Office
“Anyone seeking assistance in the financial market would be smart to talk to Gremler Wealth Management!”
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Ryan "woody" Klyn Financial
“Ryan is also going to help me with my retirement plans as soon as I secure new employment, but I have time to find the RIGHT position.”
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Triangle Financial Services
“Kendra took the time to ask us important questions such as our risk comfort, collected pertinent information from us, and provided an awesome graph showing where we are today and where we could be based on how we answered the questions.”
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Legacy Financial Group
“They saved me a significant about in the long term and helped point me in a direction to reduce taxes too!”
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R2 Financial Strategies
- Individuals
“Scott and I have several mutual clients and I am always impressed by his professionalism, thoroughness, and ability to provide individualized plans to meet each client's specific needs.”
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Focus Financial
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Cornerstone Financial Group
Why these companies made our list
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