Best Financial Advisors in Dubuque, IA

The highest-rated Financial Planning & Wealth Management companies out of 120 vetted & reviewed in the Dubuque area.

Core Investments Group

Core Investments Group

(3)
Team
“Great people to work with, they give a honest assessment of you money management needs”
In Business Since 2015
40 Main St #103, Dubuque, IA
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Weitzel Financial Services

Weitzel Financial Services

(1)
Employer Sponsored Retirement Plans, Life Insurance and Long-Term Care, Retirement Planning
“Great people to work with, knowledgeable and willing to go the extra mile for their clients.”
In Business Since 1993
2200 John F Kennedy Rd #103, Dubuque, IA
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Barton Wealth Management

Barton Wealth Management

(2)
Invest, Iras, Insurance
“Daniel is so nice and always makes sure you understand all of the pros and cons of what you want to do with your money, as well as possible alternatives you may not have thought of.”
Accepts All Major Credit Cards
In Business Since 2015
4991 Radford Ct, Dubuque, IA
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Heacock & Jones Financial Services

Heacock & Jones Financial Services

Investment Management, Retirement Planning, Life Insurance
“As comprehensive wealth managers, we want you to be secure and confident about your entire financial life. With your permission, we can work with your other third-party advisors such as attorneys, bankers, and accountants, to make sure that all aspec...”
In Business Since 2000
1545 Associates Dr #102, Dubuque, IA
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United Wealth Management

United Wealth Management

“Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and...”
In Business Since 2016
3255 Foothill Ct, Dubuque, IA
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Kacere Financial Group

Kacere Financial Group

“Every successful financial strategy starts with an excellent client relationship. My name is Brandon Kacere, with my wife Paola we've been in the Financial Services industry for going on 10 years. We are both licensed brokers together we own Kacere F...”
In Business Since 2022
1335 O'Hagen St, Dubuque, IA
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The Life Group

The Life Group

“Upcoming FREE Educational Events We are offering our popular retirement seminar series. At these free seminars, you will learn what you need to know to maximize retirement income claiming strategies. The decisions you make today can have a tremendous...”
In Business Since 2012
1545 Associates Dr, Dubuque, IA
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Intersect Wealth Advisors

Intersect Wealth Advisors

“We are fully supported by Mariner Platform Solutions, built on Mariner Wealth Advisors' proven, award-winning business model of offering wealth advisors access to in-house teams such as tax, insurance, estate planning, compliance and technology to ex...”
In Business Since 2022
788 Main St, Dubuque, IA
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Rosemeyer Management Group- Financial Advisors

Rosemeyer Management Group- Financial Advisors

(13)
Individual Services, Retirement Plan Services
“We are very confident with Rosemeyer Management Group and extremely happy with the services they supply to us and I will recommend them to anyone who is looking to plan their future.”
In Business Since 2012
Serving Dubuque Area
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Cooper Financial Services

Cooper Financial Services

(1)
“Excellent fiduciary.”
Serving Dubuque Area
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Bertram Financial

Bertram Financial

(2)
“Not only is she a good and caring person, but she takes pride in helping clients achieve their retirement goals.”
Remote Consultations Available
In Business Since 2008
Serving Dubuque Area
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Wagner Accounting & Tax Service

Wagner Accounting & Tax Service

Income Tax Return Planning & Preparation, Payroll Services, Financial Projections and Forecasts
“Wagner Accounting & Tax Service was founded by David Wagner in 1973 to provide Accounting and Tax Preparation services for the Tri-State area. For many years, this family firm operated at the corner of University and Irving streets in Dubuque, Iowa. ...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1977
Serving Dubuque Area
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H H Financial Planning Group

H H Financial Planning Group

(1)
“He is constantly seeking out individualized solutions for his clients, and working for THEM, no one else.”
In Business Since 2011
Serving Dubuque Area
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Jnm Financial Services

Jnm Financial Services

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”
In Business Since 2019
Serving Dubuque Area
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Farm Financial Strategies

Farm Financial Strategies

Links, Seminars, Common Questions
In Business Since 2004
Serving Dubuque Area
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Vermazen Tax Service

Vermazen Tax Service

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are ...”
Transparent Fees & Pricing
In Business Since 2006
Serving Dubuque Area
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Nelsoncorp Wealth Management

Nelsoncorp Wealth Management

(2)
“I love doing my taxes at this place.”
In Business Since 2003
Serving Dubuque Area
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Collins & Associates

Collins & Associates

“We are a full-service Accounting firm licensed in WI. We offer a broad range of services for business owners, executives, and independent professionals.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2008
Serving Dubuque Area
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Shelly Dambman, CPA Co.

Shelly Dambman, CPA Co.

Business Services, Tax Services, Services For Individuals
“Getting started right is a key to your success. We are committed to providing close, personal attention to our clients who find assurance in the firm's years of advanced training, technical experience, and financial insight. Our consistent investment...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2007
Serving Dubuque Area
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Peoples Investment Center

Peoples Investment Center

“When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.”
In Business Since 2021
Serving Dubuque Area
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Nikulski Financial

Nikulski Financial

(2)
“Our parents actually began using Nikulski's financial planning services to help prepare for retirement after hearing how much we enjoyed working with them.”
CFP Certified
Average Price Tag
In Business Since 2005
Serving Dubuque Area
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Wegner Cpas

Wegner Cpas

(18)
Monthly Accounting Services, Cloud Based Accounting Software, Controllership & CFO
“Most companies work hard to give the "illusion" of providing good service and caring about customer feedback yet make sure that it's impossible to navigate their auto-attendant when you call, never letting you get up close and personal with anyone in...”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1953
Offers Financing Options
2921 Landmark Pl Suite 300, Madison, WI
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John Morrissey Accountants

John Morrissey Accountants

(2)
Business Services, Tax Services, Services For Individuals
“The online portal made it especially easy to send and receive documents this year.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1976
Family Business
5919 Spring Creek Rd, Rockford, IL
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Benning Group

Benning Group

(1)
Business Services, Tax Services, Services For Individuals
“I look forward to many years of working with them and using their expertise to guide me along our growth curve.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2004
Free Initial Consultation
6815 Weaver Rd Suite 300, Rockford, IL
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Retirement Planning and Investment Management Services in Dubuque, IA Cost Estimates

Minimum cost
$1059
Maximum cost
$9000
National Average
$3177
Avg Per Hour Rates
$318
$2118
$5824
Average price range is based on 505 cost profiles
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Average Cost $3177
Minimum cost $1059
Maximum cost $9000
Avg Per Hour Rates $318

Average range $2118 to $5824 is based on 505 cost profiles.

Why these companies made our list

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