Best Financial Advisors in Iowa City, IA

“Greg was very prompt on getting returns filed and Jennifer was very helpful in navigating the online portals over the phone!”

“I feel that I have a solid understanding of markets, but I feel that utilizing Joe's superior knowledge benefits my retirement accounts as he acts as a litmus test providing more comprehensive analytics of stocks than I could ever achieve.”

“I highly recommend to look this place up, if you are trying to get help with your taxes, and need someone to consult with.”

“When it comes to managing money, we all need someone we can trust – a guide who understands your needs and desires, thinks objectively, and keeps your best interests at heart. At Savant, our advisors combine Wall Street knowledge with Main Street val...”

“While traditional economic models assume that people make rational decisions, most humans don't think like robots. This article summarizes some common biases that can influence financial decisions.”

“Hawkeye Brokerage Center has been serving clients throughout the Midwest for over 35 years. Our orientation and history demonstrate the intentional creation of long-term relationships with our clients. We deliver a high degree of personable, flexible...”

“Effective financial planning can feel complicated. But it doesn't have to be. Instead of confusing jargon, hidden fees, and self-serving advice, the TrueWealth Stewardship IDEA TM Methodology delivers an easy-to-understand process toward financial cl...”

“Partner Wealth Planning is a Boutique, Fee-Only financial planning and wealth management firm based out of Des Moines, IA. We uphold the fiduciary standard and provide a privileged level of service.”

“We are an Accounting, Tax and Consulting firm licensed in IA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and fri...”

“CBI Bank & Trust("Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Fina...”

“Their guide makes it easy to organize and think through all the little things to be prepared and feel confident that everything is correct and noting was missed.”

“Despite us filing untimely and messy, they made it ezpz and took the stress out of everything (except paying what we owe LOL) so that we could focus more on helping customers.”

“He is fastidious, communicative, and great at educating me about my accounting needs.”

“IMPORTANT CONSUMER INFORMATION: Dan Woessner may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements...”

“We are flat fee financial advisors in Cedar Rapids, Iowa helping local individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas achieve their unique financial goals. We also work virtually with clients across th...”

“Financial Concepts LLC, Cambridge Investment Research, Inc.(Registered Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state Broker/Dealer, investment adviser, Broker/Dealer ...”