The 30 Best Business advisory in Cedar Rapids, Iowa
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Murdock's Consulting LLC
Murdock's Consulting LLC is a reputable finance institution located at 5249 North Park Place Northeast in Cedar Rapids, Iowa. With a team of experienced financial consultants, we offer a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust Murdock's Consulting LLC to guide you towards a secure financial future.
Paul D. Gamez
Paul D. Gamez is a renowned litigation attorney located at 115 3rd Street Southeast in Cedar Rapids, Iowa. With 30 years of experience, Mr. Gamez serves as a trusted business advisor and legal counsel, specializing in business and employment litigation. He represents clients in federal and state courts, as well as in arbitrated disputes, handling cases involving securities, shareholder rights, contracts, intellectual property, trade secrets, and non-compete agreements. In addition to his legal practice, Mr. Gamez is actively involved in various legal committees and organizations, including the Iowa Supreme Court Advisory Committee and the US District Court for the Northern District of Iowa Federal Practice Committee. He is also a Fellow of the Iowa Academy of Trial Lawyers.
Bosch Financial Inc.
Bosch Financial Inc. is a finance institution located at 4027 Glass Road Northeast, Cedar Rapids, Iowa, United States. With over 100 years of combined experience, our team specializes in providing financial education to individuals, families, small businesses, medical professionals, and IPERS members. Founded by Gregg Bosch, a former teacher and coach, our team uses a holistic planning method to create strategies for wealth protection, accumulation, and distribution to help you achieve your life's greatest goals. Our team members, including Chad Bosch, Ryan Bosch, Joby Frey, Spencer Reed, Janice Milligan, Erika Smalley, and Lexi Poundstone, are dedicated to providing excellent customer service and financial education. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.
John T. Mack, CFP
John T. Mack, CFP is a financial institution located at 4027 Glass Road Northeast in Cedar Rapids, Iowa, United States. John is a dedicated financial professional with Equitable Advisors, committed to helping individuals and businesses secure their financial futures. With a bachelor's degree in Business Administration from St. Ambrose College, John has been with the firm since 1982. He has received numerous awards and certifications, including being inducted into the Equitable Advisors Hall of Fame in 2016. John services clients throughout the Midwest and is actively involved in his local community. Securities are offered through Equitable Advisors, LLC, and investment advisory products are available through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Please consult with tax and legal advisors for personalized advice. Visit equitable.com/crs for more information about Equitable Advisors, LLC.
Prairie Capital Advisors
Prairie Capital Advisors is a reputable financial advisory firm located in Cedar Rapids, Iowa, United States. Specializing in ownership transition strategies for middle-market companies across the country, Prairie has a proven track record of helping businesses achieve their strategic goals and shareholder objectives. With a team of experienced professionals, Prairie has successfully advised numerous companies on ownership transition strategies. Recently, the firm has expanded its investment banking group with the hiring of James McQueen as Managing Director, further enhancing its capabilities in the industry. Additionally, Prairie recently conducted a Construction ESOP Survey, providing valuable insights into the industry for the year 2024. With a commitment to excellence and client satisfaction, Prairie Capital Advisors continues to be a trusted partner for middle-market companies seeking financial guidance and support.
WealthStone Financial
WealthStone Financial is a finance institution located at 4217 1st Avenue Southeast in Cedar Rapids, Iowa, United States. At WealthStone Financial, we prioritize caring for our clients and helping them plan for a lifetime of wealth fulfillment. Whether you are looking to take early retirement or build a legacy for future generations, we tailor our services to meet your unique needs and strive for excellence. Our dedicated team, led by firm president Monte S. Marti and Director of Operations Mollie Marti, is committed to putting clients first and providing sound financial advice that fits your goals and long-term wishes. With a focus on building strong relationships and conducting business with integrity, diligence, and innovation, we aim to earn and maintain your trust.
Nations Financial Group
Nations Financial Group is a reputable finance institution located at 3925 Fountains Drive Northeast in Cedar Rapids, Iowa, United States. With a team of experienced professionals, Nations Financial Group offers a wide range of financial services to individuals and businesses, including wealth management, investment planning, retirement planning, and more. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Contact Nations Financial Group today to learn how they can help you achieve your financial goals.
Griffith Ballard & Co
Griffith Ballard & Co is a prestigious financial institution located at 100 1st Avenue Northeast in Cedar Rapids, Iowa, United States. Known for its exceptional service and expertise in wealth management, investment planning, and financial advisory services, Griffith Ballard & Co has been a trusted partner for individuals and businesses seeking to secure their financial future. With a team of experienced professionals and a commitment to personalized solutions, clients can trust Griffith Ballard & Co to help them achieve their financial goals.
Grit Capital
Grit Capital is a financial institution located at 427 1st Street Southeast in Cedar Rapids, Iowa. We specialize in providing strategic investment and financial advisory services to individuals and businesses looking to grow and optimize their wealth. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial markets and achieve their long-term financial goals. Whether you are looking to invest in stocks, bonds, real estate, or other asset classes, Grit Capital is here to provide you with personalized guidance and support every step of the way. Contact us today to learn more about how we can help you build a solid financial future.
Greentree Partners LLC
Greentree Partners LLC is a financial institution located at 425 2nd Street Southeast in Cedar Rapids, Iowa. Specializing in investment and financial management services, Greentree Partners LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert advice and guidance to individuals and businesses looking to grow their wealth and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Greentree Partners LLC is dedicated to helping you make informed decisions and achieve financial success.
Veridian Investment Services: Lary Feldkamp
Veridian Investment Services, led by Lary Feldkamp, is a finance institution located at 2810 Edgewood Road Southwest, Cedar Rapids, Iowa, United States. As a Veridian member, you can expect better rates and lower fees, as we are a financial cooperative owned by our members. We offer personal and business accounts, along with investment services, retirement planning, 401(k) transition assistance, and estate planning. Our professionals can help you analyze your financial situation and focus on your long-term goals. Securities and advisory services are offered through LPL Financial, with products and services available digitally in all 50 states. Join us at Veridian to experience the credit union difference and benefit from our cooperative structure that prioritizes the financial well-being of our members.
John Freeman CPA
John Freeman CPA, located at 222 Edgewood Road Northwest in Cedar Rapids, Iowa, has been providing high-quality, personalized financial guidance and tax preparation services to individuals and businesses since 1987. Our full-service accounting firm offers a wide range of financial and business services, including tax preparation, financial planning, payroll administration, and business valuations. Our team of experts, including John Freeman, Tim, Deb, and Julie, are dedicated to helping clients reach their financial goals with years of valuable experience and expertise. Contact us at 319-396-5660 to schedule a free consultation and receive a 10% discount for Senior Citizens. Trust John Freeman CPA for all your income tax needs and business services.
Ryan, LLC
Ryan, LLC is a leading institution in the field of accounting and finance, located at 200 1st Street Southeast, Cedar Rapids, Iowa, United States. Our strategic advisory services are designed to enhance tax performance, ultimately improving profitability, cash flow, and shareholder value for our clients. Unlike traditional accounting firms, we are not bound by the restrictions of the Sarbanes-Oxley Act of 2002, allowing us to serve as your advocate without regulatory limitations. We work closely with our clients to streamline operations, manage resources, reduce manual processes, minimize overpayments, and mitigate risk. Our tax technology and software solutions are tailored to transform the tax function and drive profitability. With a team of experienced professionals, we are dedicated to delivering exceptional value to some of the world's most respected companies.
Accounting Solutions
Accounting Solutions is a reputable institution located at 2525 16th Avenue Southwest in Cedar Rapids, Iowa, United States. Specializing in accounting and finance services, our team of skilled professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, Accounting Solutions offers a wide range of services including tax preparation, bookkeeping, auditing, and financial consulting. Whether you are looking for assistance with personal finances or need help managing your business accounts, Accounting Solutions is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you take control of your finances.
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