Comprehensive estate planning in Davenport, IA
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Barbara Henson - Green Door Real Estate Team at RE/MAX Concepts
● OpenWelcome to Barbara Henson - Green Door Real Estate Team at RE/MAX Concepts, where your journey to finding the perfect home begins. Conveniently located at 3709 North Harrison Street, Davenport, Iowa, we are proud to serve the vibrant community of Davenport and the surrounding areas. Our dedicated team, led by experienced real estate professional Barbara Henson, is committed to providing exceptional service and personalized guidance to every client. At the Green Door Real Estate Team, we believe in making the home buying and selling process as seamless and stress-free as possible. Whether you're a first-time homebuyer, looking to upgrade, or planning to sell, our expertise and local market knowledge ensure you make informed decisions every step of the way.
3709 North Harrison Street, Davenport, Iowa 52806, United States -
The Advisory Group, Inc.
● OpenThe Advisory Group, Inc. is a finance institution located at 2210 East 52nd Street in Davenport, Iowa, United States. We specialize in providing expert financial advice and services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or estate planning, The Advisory Group, Inc. is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
2210 E 52nd St, Davenport, IA 52807, United States -
Greenwood Law
● OpenGreenwood Law, located at 4620 East 53rd Street in Davenport, Iowa, is a trusted institution offering quality legal representation in Mercer County, Rock Island County, Scott County, and throughout Illinois and Iowa. Founded by James D. Greenwood, a veteran with experience in various industries, the firm is dedicated to providing tailored solutions for individuals and businesses. Specializing in estate planning, probate, guardianships, conservatorships, business matters, and tax problems, our skilled team offers comprehensive guidance in each area. We are committed to helping clients navigate complex legal issues and achieve their goals. At Greenwood Law, we value our clients and offer discounts to active and retired military service members, union members, and disabled veterans. Our team is dedicated to providing results-oriented services to address a diverse array of legal problems. With a focus on estate planning, we believe in implementing enforceable plans to protect assets and provide peace of mind for our clients and their loved ones. By taking a collaborative approach, we ensure that our plans are flexible and durable to withstand changes in the law. Contact us today to learn more about how Greenwood Law can assist you with your legal needs.
4620 E 53rd St STE 200, Davenport, IA 52807, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 4550 East 53rd Street in Davenport, Iowa, is a leading finance institution that provides comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch offer personalized financial strategies tailored to each client's unique goals and needs. They can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The dedicated advisors at Merrill Lynch Wealth Management are committed to client satisfaction and strive to understand each client's financial situation in order to create long-term financial strategies. They work closely with clients to identify personal and professional goals, offering advice and guidance to help them pursue their financial and life objectives.
4550 E 53rd St STE 200, Davenport, IA 52807, United States -
Matthew Mack - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Mack is a Financial Advisor at Ameriprise Financial Services, LLC located at 5405 Utica Ridge Road in Davenport, Iowa, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Matthew Mack specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With a strong commitment to ethics and ongoing education, he is dedicated to helping clients achieve their financial goals and secure their financial future.
5405 Utica Ridge Rd #110, Davenport, IA 52807, United States -
David Poole - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Poole is a Financial Advisor at Ameriprise Financial Services, LLC located at 4840 Utica Ridge Road in Davenport, Iowa, United States. David holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in various aspects of financial planning, asset management, estate planning, retirement planning, and more. With a commitment to ethical standards and ongoing education, David is dedicated to providing comprehensive and personalized financial advice to his clients.
4840 Utica Ridge Rd, Davenport, IA 52807, United States -
John Pavelka - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn Pavelka - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4840 Utica Ridge Road, Davenport, Iowa, United States. John Pavelka holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. John Pavelka is dedicated to providing comprehensive financial planning services to clients, including individuals, retirees, small business owners, high net worth clients, and military personnel. With a commitment to ethical practices and ongoing education, John Pavelka helps clients navigate complex financial decisions and achieve their long-term financial goals.
4840 Utica Ridge Rd, Davenport, IA 52807, United States -
Ying Christa Ku - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenYing Christa Ku is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 4840 Utica Ridge Road in Davenport, Iowa, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on meeting the needs of individuals, Ying Christa Ku offers a comprehensive range of financial services to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ying Christa Ku has the knowledge and skills to provide you with personalized financial advice and guidance. Contact Ying Christa Ku today to schedule a consultation and take the first step towards securing your financial future.
4840 Utica Ridge Rd, Davenport, IA 52807, United States -
Kelly Keeney - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKelly Keeney is a financial advisor at Ameriprise Financial Services, LLC, located at 5405 Utica Ridge Road, Davenport, Iowa, United States. Kelly holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kelly specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and expertise in various financial areas, Kelly is dedicated to helping clients achieve their financial goals and secure their financial future.
5405 Utica Ridge Rd #110, Davenport, IA 52807, United States -
Bernie Mack - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBernie Mack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5405 Utica Ridge Road, Davenport, Iowa, United States. Bernie Mack holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bernie Mack's expertise and commitment to providing comprehensive financial planning services to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for veterans and military personnel, Bernie Mack is dedicated to helping individuals achieve their financial goals with integrity and professionalism.
5405 Utica Ridge Rd #110, Davenport, IA 52807, United States -
Joe Evanovich IV - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJoe Evanovich IV is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5001 Utica Ridge Road in Davenport, Iowa, United States. Joe holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Joe's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, risk management, and more. Joe is dedicated to providing personalized and comprehensive financial planning services to his clients, ensuring that their financial goals and needs are met. If you are looking for a trusted and experienced wealth advisor in Davenport, Iowa, Joe Evanovich IV at Ameriprise Financial Services, LLC is the right choice for you.
5001 Utica Ridge Rd, Davenport, IA 52807, United States -
Michael S Blessing - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael S Blessing is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5001 Utica Ridge Road in Davenport, Iowa, United States. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications indicate Michael's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Michael is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals and secure their financial future.
5001 Utica Ridge Rd, Davenport, IA 52807, United States -
Cody R. Flatt - Morgan Stanley Financial Advisor
● OpenCody R. Flatt - Morgan Stanley Financial Advisor is a reputable financial institution located at 4300 East 53rd Street in Davenport, Iowa, United States. As a trusted advisor, Cody R. Flatt offers expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, clients can trust in the expertise and integrity of Cody R. Flatt - Morgan Stanley Financial Advisor for all their financial needs.
4300 E 53rd St # 300, Davenport, IA 52807, United States -
Skyler Sandry - RBC Wealth Management Financial Advisor
● OpenSkyler Sandry - RBC Wealth Management Financial Advisor is a reputable financial institution located at 4301 East 53rd Street in Davenport, Iowa, United States. As a financial advisor, Skyler Sandry provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Skyler Sandry offers comprehensive and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Skyler Sandry - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4301 E 53rd St Suite 301, Davenport, IA 52807, United States -
Pauly Maria K
● OpenWelcome to Pauly Maria K, your trusted legal partner located in the heart of Davenport, Iowa. Situated at 326 West 3rd Street, our law firm is dedicated to providing comprehensive legal services to individuals and businesses in the community. With a commitment to excellence and a client-focused approach, Pauly Maria K specializes in a wide range of legal areas, ensuring personalized solutions tailored to meet your unique needs. Our experienced team is here to guide you through complex legal challenges with professionalism and integrity. Whether you need assistance with family law, estate planning, business law, or any other legal matter, Pauly Maria K is here to support you every step of the way. Visit us or contact our office today to schedule a consultation and discover how we can assist you in achieving your legal goals.
326 West 3rd Street, Davenport, Iowa 52801, United States -
Lane & Waterman Llp: Cox Kathryn E
● OpenWelcome to Lane & Waterman LLP, where expertise meets dedication. Located at 220 North Main Street, Davenport, Iowa, our firm is proud to serve the community with top-tier legal services. At the heart of our practice is Kathryn E. Cox, a distinguished lawyer committed to providing personalized and effective legal solutions. With a deep understanding of the law and a passion for justice, Kathryn offers comprehensive legal counsel tailored to meet the unique needs of each client. Whether you need assistance with business law, estate planning, litigation, or any other legal matter, you can trust Kathryn E. Cox to guide you through the complexities of the legal system with professionalism and care. At Lane & Waterman LLP, we are dedicated to delivering results and building lasting relationships with our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
220 North Main Street, Davenport, Iowa 52801, United States -
Dwyer-Wing PC
● OpenWelcome to Dwyer-Wing PC, your trusted legal partner located at 1503 North Brady Street, Davenport, Iowa. At Dwyer-Wing PC, we are dedicated to providing comprehensive legal services tailored to meet the unique needs of our community. Our experienced team of attorneys is committed to delivering exceptional legal counsel across a wide range of practice areas, ensuring that our clients receive the personalized attention and expert guidance they deserve. Whether you are seeking assistance with personal injury claims, family law matters, estate planning, or business law, our knowledgeable lawyers are here to help you navigate the complexities of the legal system with confidence and ease. At Dwyer-Wing PC, we pride ourselves on our client-focused approach, taking the time to understand your specific circumstances and goals to develop effective legal strategies that achieve the best possible outcomes.
1503 North Brady Street, Davenport, Iowa 52803, United States -
Zamora Taylor Alexander Woods
● OpenWelcome to Zamora Taylor Alexander Woods, your trusted legal experts located in the heart of Davenport, Iowa. Situated at 125 Kirkwood Boulevard, our firm is dedicated to providing top-tier legal services to the community of Davenport and beyond. With a team of experienced and compassionate attorneys, we specialize in a wide range of legal areas to meet your diverse needs. At Zamora Taylor Alexander Woods, we understand that navigating the legal landscape can be challenging. That’s why we are committed to offering personalized and comprehensive legal solutions tailored to each client’s unique situation. Whether you require assistance with family law, personal injury claims, criminal defense, or estate planning, our lawyers are here to guide you every step of the way.
125 Kirkwood Boulevard, Davenport, Iowa 52803, United States -
Zamora Taylor Alexander Woods: Taylor Cynthia Z
● OpenWelcome to Zamora Taylor Alexander Woods: Taylor Cynthia Z, your trusted legal partner located in the heart of Davenport, Iowa. Situated at 125 Kirkwood Boulevard, our law firm is dedicated to providing top-notch legal services tailored to meet the unique needs of our clients. With a strong commitment to excellence and a deep understanding of the law, Taylor Cynthia Z and her team offer comprehensive legal solutions in various practice areas. Whether you need assistance with family law, estate planning, or civil litigation, we are here to guide you every step of the way. Our client-centered approach ensures personalized attention and effective representation. Visit us to experience the difference of working with a firm that prioritizes your rights and interests. Contact Zamora Taylor Alexander Woods today to schedule a consultation and let us help you navigate your legal journey with confidence and clarity.
125 Kirkwood Boulevard, Davenport, Iowa 52803, United States -
Wells Richard J
● OpenWelcome to Wells Richard J, your trusted legal partner in Davenport, Iowa. Conveniently located at 2322 East Kimberly Road, our firm is dedicated to providing comprehensive legal services tailored to meet your unique needs. As an experienced lawyer, Richard J. Wells specializes in delivering expert legal counsel and representation, ensuring that your rights and interests are protected. Whether you require assistance with personal injury claims, family law, estate planning, or business law, our commitment to excellence and personalized service sets us apart. At Wells Richard J, we pride ourselves on our integrity, professionalism, and unwavering dedication to achieving the best possible outcomes for our clients. Visit us today to discover how we can assist you with your legal matters.
2322 East Kimberly Road, Davenport, Iowa 52807, United States -
Leddin Matt D
● OpenWelcome to Leddin Matt D, your trusted legal partner located in the heart of Davenport, Iowa. Situated at 5108 Jersey Ridge Road, our law practice is dedicated to providing exceptional legal services to individuals and businesses in the community. With a commitment to professionalism and integrity, Leddin Matt D specializes in a wide range of legal areas, ensuring personalized and comprehensive solutions tailored to meet your specific needs. Whether you require assistance with family law, business law, estate planning, or any other legal matter, our experienced team is here to guide you through the complexities of the legal system with expertise and care. At Leddin Matt D, we pride ourselves on building lasting relationships with our clients, offering reliable advice and representation. Contact us today to schedule a consultation and discover how we can assist you in achieving your legal goals.
5108 Jersey Ridge Road, Davenport, Iowa 52807, United States -
Nepple Law Offices: Mather Nathan
● OpenWelcome to Nepple Law Offices: Mather Nathan, your trusted legal partner located at 4300 East 53rd Street, Davenport, Iowa. As a dedicated law firm, we are committed to providing comprehensive and personalized legal services to our clients in the Quad Cities area and beyond. Specializing in a wide range of legal areas, our experienced team is here to guide you through complex legal challenges with professionalism and expertise. Whether you're seeking assistance with personal injury, family law, estate planning, or business law, we prioritize your needs and work diligently to achieve the best possible outcomes. At Nepple Law Offices: Mather Nathan, we believe in building lasting relationships with our clients, grounded in trust and open communication. Visit us today and let us help you navigate the legal landscape with confidence.
4300 East 53rd Street, Davenport, Iowa 52807, United States -
IFMK Law, ltd.
● OpenWelcome to IFMK Law, Ltd., your trusted legal partner located at 5131 Utica Ridge Road, Davenport, Iowa. At IFMK Law, we pride ourselves on offering comprehensive legal services tailored to meet the unique needs of our clients in the Quad Cities area and beyond. Our team of experienced attorneys is dedicated to providing personalized solutions, whether you require assistance with family law, estate planning, business law, or real estate matters. We understand that navigating the legal landscape can be daunting, which is why we are committed to guiding you every step of the way with professionalism, integrity, and a focus on achieving the best possible outcomes. At IFMK Law, Ltd., your priorities are our priorities. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.
5131 Utica Ridge Road, Davenport, Iowa 52807, United States -
Wells Fargo Private Bank
● OpenWelcome to Wells Fargo Private Bank, your trusted partner in financial management located at 104 West 2nd Street, Davenport, Iowa. As a premier financial institution, we specialize in offering personalized wealth management solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing comprehensive services, including investment management, trust and estate planning, and private banking. At Wells Fargo Private Bank, we prioritize building long-term relationships with our clients, ensuring that your financial goals are met with expertise and integrity. Visit us today to discover how we can help you achieve financial success and security.
104 West 2nd Street, Davenport, Iowa 52801, United States -
Jim Wegener - Thrivent
● OpenWelcome to Jim Wegener - Thrivent, your trusted partner in financial guidance located at 2466 East Kimberly Road, Davenport, Iowa. Our mission is to provide personalized financial advice that aligns with your goals and values, ensuring a secure financial future for you and your loved ones. We specialize in a range of services including investment management, retirement income planning, and protecting your family from the impacts of extended care, death, and disability. Additionally, we offer expertise in charitable giving, college planning, and estate planning, helping you make informed decisions that reflect your priorities.
2466 East Kimberly Road, Davenport, Iowa 52807, United States -
American Bank & Trust – Wealth Management
● OpenWelcome to American Bank & Trust – Wealth Management, your trusted partner in financial success located at 4301 East 53rd Street, Davenport, Iowa. As a premier provider of wealth management services, we are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized and comprehensive financial planning. At American Bank & Trust – Wealth Management, we understand that every client has unique financial needs and aspirations. Our team of experienced financial advisors is committed to delivering tailored strategies that align with your individual objectives. Whether you're planning for retirement, managing investments, or seeking guidance on estate planning, we offer a full suite of services designed to help you navigate the complexities of wealth management with confidence.
4301 East 53rd Street, Davenport, Iowa 52807, United States -
Charles Scott Kurtz - UBS Financial Services Inc.
● OpenWelcome to Charles Scott Kurtz - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Davenport, Iowa. Situated at 5515 Utica Ridge Road, our office is dedicated to providing personalized financial services tailored to meet the unique needs and goals of each client. With a deep commitment to excellence and a client-centric approach, Charles Scott Kurtz and his experienced team offer a comprehensive range of services, including investment management, retirement planning, estate planning, and risk management. We pride ourselves on building long-term relationships with our clients, empowering them with the knowledge and strategies necessary to secure their financial future.
5515 Utica Ridge Road, Davenport, Iowa 52807, United States -
Mel Foster Co : Lucky Lang II
● OpenWelcome to Mel Foster Co: Lucky Lang II, your trusted real estate agency located in Davenport, Iowa. Situated at 3211 East 35th Street Court, we proudly serve the Quad Cities area with dedication and expertise. Voted as Quad-Cities Favorite REALTOR®, Lucky Lang II is renowned for a personalized approach to real estate, ensuring each client's needs are met with care and professionalism. Whether you're relocating, a military transferee, a first-time homebuyer, or interested in new construction, Lucky specializes in guiding you through every step of the process. For those looking to sell, Lucky provides an accurate Competitive Market Analysis to price your property effectively, safeguarding your investment. With a comprehensive marketing plan, your property is positioned to sell quickly and efficiently, with all disclosures meticulously completed to protect your interests.
3211 East 35th Street Court, Davenport, Iowa 52807, United States
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