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Core Investments Group
“Great people to work with, they give a honest assessment of you money management needs”
Best Financial Advisors in Dubuque, IA
24 firms listed · 7 in Dubuque · 2 open weekends · 15 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Weitzel Financial Services
“Great people to work with, knowledgeable and willing to go the extra mile for their clients.”
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Intersect Wealth Advisors
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The Life Group
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Skemp Co/Investment Advisors
“Outstanding”
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United Wealth Management
The 24 firms listed for Dubuque, 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: Dubuque, IA
Of the 24 firms we list here, 7 are in Dubuque itself and 17 come from towns including Cedar Rapids (4, 62 mi), Clinton (2, 51 mi) and Galena, IL (1, 15 mi). 17 of the firms on this page have a rating, from 4.2 to 5.0 across 153 reviews; 15 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), payroll services (3), retirement planning (3), bookkeeping (2) and financial statements (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 53 years. We have a website on file for 22 of the firms on this page; 16 publish a contact page; 21 list a public email and 2 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 Dubuque take financial planning bookings online?
2 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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Kacere Financial Group
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Benchmark Capital Group
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Rosemeyer Management Group- Financial Advisors
- Team
- Strategy
“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.”
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Cooper Financial Services
“Excellent fiduciary.”
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Bertram Financial
“Not only is she a good and caring person, but she takes pride in helping clients achieve their retirement goals.”
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Wagner Accounting & Tax Service
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Jnm Financial Services
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Nelsoncorp Wealth Management
- Mind
- Goals
“We have been with Nelson Corp for a number of years, and from the very beginning of the relationship we have been so impressed with their knowledge, expertise, advice and counsel!”
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Farm Financial Strategies
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Nelsoncorp Tax Solutions
“Andy, Mike and TJ are the best accountants money can buy!!”
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Peoples Investment Center
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Selk Dawson Financial Services
- Tax
“Not only that, everyone is more than willing to give expert advice and answers to any questions you may have.”
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A Plus Accounting and Tax
- Team
- Accountants
- Questions
“They provided me with guidance for what was needed on my part, talked me through potential issues with my situation, and their prices were very reasonable.”
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Wealthstone Financial
“He is very friendly, always willing to help, and provides great insights into the stock market to help make the best decisions for my investments.”
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Midwestern Financial Group
- Retirement
- Investor
- Future
“When I started the program I didn't expect to really understand what he was going to be doing with my money, but he made sure to explain everything and continues to makes sure you know exactly what is going on.”
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Basepoint Wealth
“Our financial planner listens to us and makes a plan based on our needs and risk tolerance.”
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Tyler Smiarowski, CFP ,cpa
“He is very professional, detail oriented, & a pleasure to work with.”
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Flying Eagle Financial
- Company
“I like the way they keep us informed, keep in touch, make it fun and I give them a 5 star rating.”
Why these companies made our list
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