TOP 30 Estate planning services in Iowa City, Iowa

1235 results found

Brad Baldes - Financial Advisor, Ameriprise Financial Services, LLC, located at 1580 Mall Drive, Iowa City, Iowa, United States, is a finance institution offering a wide range of services to individuals seeking expert financial advice. Brad Baldes 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 reflect Brad Baldes' expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical standards and ongoing education, Brad Baldes is dedicated to providing high-quality financial advice tailored to the individual needs of each client.

Bryce Shelman - Financial Advisor, Ameriprise Financial Services, LLC, located at 1580 Mall Drive in Iowa City, Iowa, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Bryce Shelman holds 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®, demonstrating expertise in various areas of financial planning and management. Whether you are looking for retirement planning, estate planning, investment advice, or assistance with insurance products, Bryce Shelman is equipped to help you navigate the complexities of the financial world. With a commitment to ethical practices and ongoing education, Bryce Shelman is dedicated to providing top-notch financial advice and guidance to clients in Iowa City and beyond.

Bradley L Shelman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1580 Mall Drive in Iowa City, Iowa, United States. With a focus on providing personalized financial solutions, Bradley 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 Bradley's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you're a retiree, small business owner, high net worth individual, or have specialized financial needs, Bradley L Shelman can provide comprehensive and tailored financial advice to help you achieve your financial goals.

Chris Leyden - Ameriprise Financial Services, LLC is a finance institution located at 1580 Mall Drive, Iowa City, Iowa, United States. The institution offers a variety of certifications and designations for financial advisors to ensure they have the expertise needed to meet the diverse needs of their clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. The institution is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Bruce Kout is a Financial Advisor at Ameriprise Financial Services, LLC located at 1580 Mall Drive, Iowa City, Iowa, United States. Bruce 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Bruce provides comprehensive financial services to individuals and businesses. Contact Bruce Kout for expert financial advice and personalized wealth management solutions.

Carman Estates Apartments is a premier residential complex located at 2314 East Porter Avenue in Des Moines, Iowa. Our upscale apartments offer a luxurious living experience with modern amenities and spacious floor plans. Nestled in a peaceful neighborhood, residents can enjoy the convenience of being close to shopping, dining, and entertainment options. Our community features a fitness center, swimming pool, and beautifully landscaped grounds for residents to relax and unwind. With a professional management team dedicated to providing exceptional service, Carman Estates Apartments is the perfect place to call home in Des Moines.

Stanton Estates is a prestigious institution located at 2221 Stanton Avenue in Des Moines, Iowa, United States. Our estate offers a luxurious and tranquil setting for individuals seeking a refined and exclusive lifestyle. With meticulously manicured grounds, elegant architecture, and top-notch amenities, Stanton Estates provides a sophisticated and upscale living experience. Our prime location in Des Moines allows residents to enjoy the convenience of city living while also providing a peaceful retreat from the hustle and bustle. Experience the epitome of luxury living at Stanton Estates.

Twenty40 Real Estate Development is a general contractor and real estate agency located at 6407 Partners Avenue in Marion, Iowa, United States. We specialize in all types of real estate transactions, including land, residential, new construction listings, and purchases for single-family homes, condos, and multi-family properties. Our expertise lies in raw land development, neighborhood planning, and commercial redevelopment, as well as offering partnership opportunities and real estate development consulting services. At Twenty40, we provide services for New Construction Townhomes, Zero Lot Duplexes, Single-Family homes, and Custom-Built homes. One of our exciting projects is The Dows, a 485-acre development designated as an Urban Revitalization project, featuring a unique mix of residential, commercial, and rural elements. This community includes a working farm, conservation land, trails, dwelling units, commercial spaces, a farm-to-table restaurant, and more.

Bruggeman Realty & Tax Service is a trusted accounting and finance institution located at 713 South Main Street in Inwood, Iowa, United States. With years of experience and expertise in tax services, real estate transactions, and financial consulting, our team is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, property management, or financial planning, Bruggeman Realty & Tax Service is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

J & K Insurance & Real Estate is a trusted institution located at 1225 North 2nd Street in Cherokee, Iowa, United States. Specializing in insurance and real estate services, we are dedicated to providing dependable protection that you can rely on. Our team is committed to helping you live a protected life every day, ensuring that you receive the service you deserve. At J & K Insurance & Real Estate, we understand the importance of protecting what you own, whether it's your home, car, business, or investments. We offer a range of insurance products tailored to your individual needs, working with the most trusted providers in the industry to give you peace of mind. Our locally owned and managed agency strives to find the best fit for your coverage needs, ensuring that you are properly insured.

Heritage Insurance & Real Estate is a trusted insurance agency located at 220 6th Avenue in Coon Rapids, Iowa. We specialize in providing comprehensive insurance coverage for all your needs, from home and auto insurance to commercial and life insurance. Our knowledgeable agents are dedicated to finding the best policies to protect your assets and loved ones. In addition to insurance services, we also offer real estate services to help you buy or sell your property. Contact us today to experience our personalized service and competitive rates.

Rumelhart Financial Services LLC is a reputable finance and insurance agency located at 317 State Street in Guthrie Center, Iowa, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rumelhart Financial Services LLC is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Welcome to Miller Estate Cemetery, a serene and respectful final resting place located in the heart of Maquoketa, Iowa. Serving the community with dignity and compassion, our cemetery offers a tranquil environment for families to honor and remember their loved ones. Nestled within the beautiful landscapes of Jackson County, Miller Estate Cemetery provides a peaceful setting characterized by its manicured grounds and mature trees, creating a comforting atmosphere for reflection and remembrance. At Miller Estate Cemetery, we understand the importance of preserving the memories of those who have passed. Our dedicated team is committed to providing personalized services to meet the unique needs of every family. Whether you are planning ahead or in need of immediate assistance, we offer a range of burial options and memorial services to accommodate diverse preferences and traditions.

Welcome to The Priester Estate, a charming and elegant venue located in the heart of Bettendorf, Iowa. Nestled at 1516 Lincoln Road, our estate offers a picturesque setting for a variety of events, including weddings, corporate gatherings, and private celebrations. At The Priester Estate, we pride ourselves on providing a warm and inviting atmosphere that combines classic elegance with modern amenities. Our beautifully landscaped grounds and meticulously maintained interiors serve as the perfect backdrop for creating unforgettable memories. Whether you’re planning an intimate gathering or a grand affair, our dedicated team is committed to ensuring that every detail is tailored to your vision.

Welcome to Potter Estate Cemetery, a serene and respectful resting place located in the heart of Iowa, 52031, United States. Our cemetery is dedicated to honoring the memories of loved ones in a tranquil and beautifully maintained setting. At Potter Estate Cemetery, we understand the importance of providing a peaceful environment for reflection and remembrance. Our grounds offer a blend of natural beauty and thoughtful landscaping, creating a comforting space for families and friends to visit and pay their respects. We are committed to supporting the community with compassionate service and ensuring that every aspect of our cemetery meets the highest standards of care. Whether you are planning for the future or seeking a final resting place for a loved one, Potter Estate Cemetery is here to assist you with dignity and respect. Please contact us for more information or to schedule a visit.

Welcome to Timberline Estates, your premier destination for lodging and RV adventures in the heart of West Burlington, Iowa. Conveniently located at 14876 Washington Road, our charming retreat offers a serene escape nestled amid the natural beauty of Iowa's landscape. Timberline Estates is the perfect place for travelers seeking a blend of comfort and outdoor exploration. Our well-maintained RV park provides spacious sites equipped with modern amenities to ensure a relaxing stay. Whether you're passing through or planning an extended visit, our friendly staff is dedicated to making your experience both enjoyable and memorable.

Welcome 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.

Welcome to Two River Investment Services, your trusted partner in financial planning and investment management, located in the heart of Burlington, Iowa. Situated at 214 North Main Street, our firm is dedicated to helping individuals, families, and businesses achieve their financial goals with personalized strategies and expert guidance. At Two River Investment Services, we understand that each client has unique financial needs and aspirations. Our experienced team of financial advisors is committed to providing tailored solutions that align with your specific objectives, whether you're planning for retirement, saving for education, or seeking to grow your wealth.

Welcome to Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC, located at 407 Blondeau Street, Keokuk, Iowa 52632. Our mission is to provide comprehensive financial services tailored to meet the unique needs of our clients. As a trusted partner, Jonathan Baety holds multiple prestigious certifications that underscore his expertise and commitment to excellence in financial advising. Jonathan is an Accredited Asset Management Specialist (AAMS™), ensuring he abides by a strict code of ethics and has mastered the art of applying investment concepts to real-world asset management situations. He is also an Accredited Domestic Partnership Advisor (ADPA™), skilled in wealth transfers, federal taxation, and planning for the financial and medical needs of domestic partners.

Welcome to Bronson Helt - Associate Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in achieving financial success. Conveniently located at 701 Avenue G, Fort Madison, Iowa 52627, we are committed to providing personalized financial advice to help you reach your unique financial goals. At Bronson Helt, we bring a wealth of knowledge and expertise to our clients, backed by an array of prestigious certifications and designations. Our team upholds the highest standards of ethics and professionalism, ensuring that our clients receive advice rooted in integrity and deep industry expertise.

Welcome 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.

Karen Wichman is a Wealth Management Associate at U.S. Bancorp Investments located at 421 West Broadway in Council Bluffs, Iowa. With a focus on finance, Karen provides expert guidance and personalized investment strategies to help clients achieve their financial goals. Whether it's retirement planning, wealth preservation, or portfolio management, Karen is dedicated to providing top-notch service and support to her clients. Contact Karen Wichman today to start building your financial future.

U.S. Bank's Wealth Management Banker, Carla Waterman, is dedicated to providing personalized financial services to clients in Dubuque, Iowa. Located at 270 West 7th Street, Carla offers expert advice and guidance to help clients achieve their financial goals. With a focus on wealth management, Carla helps clients navigate the complexities of investing, retirement planning, and estate planning. Trust U.S. Bank and Carla Waterman to help you secure your financial future.

U.S. Bancorp Investments - Financial Advisors, led by Meghan Fitzgerald, is a trusted financial institution located at 270 West 7th Street in Dubuque, Iowa, United States. With a team of experienced professionals, they offer expert financial advice and personalized investment solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Meghan Fitzgerald and her team are dedicated to providing top-notch service and guidance to meet your individual needs. Contact them today to start planning for a secure financial future.

Eagle Life Insurance Company is a reputable insurance agency located at 6000 Westown Parkway in West Des Moines, Iowa, United States. We specialize in providing a wide range of insurance products and services to meet the individual needs of our clients. With a strong focus on customer satisfaction and personalized service, our experienced team of professionals is dedicated to helping you protect what matters most. Contact us today to learn more about our insurance offerings and how we can assist you in safeguarding your future.

The 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.

iRetire Financial is a leading finance institution located at 928 Valley View Drive in Council Bluffs, Iowa. Our team of experienced financial advisors is dedicated to helping individuals plan for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment management, and estate planning. Whether you are just starting to save for retirement or are already in retirement, iRetire Financial is here to help you achieve your financial goals. Visit us today to start planning for your future.

Trustage is an insurance agency located at 2000 Heritage Way in Waverly, Iowa, United States. We provide a wide range of insurance products and services to help protect you and your loved ones. Our team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trustage is committed to providing excellent customer service and ensuring that you have peace of mind knowing that your assets are protected. Contact us today to learn more about our insurance options and how we can help you safeguard your future.

Ken Petersen - State Farm Insurance Agent is a dedicated insurance agency located at 3115 East Agency Street in Burlington, Iowa, United States. Led by Ken, a former Marine Corps Infantry member and law enforcement officer, the team at this agency is committed to putting the needs of their customers first. With a focus on protecting what is important to you, they offer a range of insurance products and services, including Return of Premium life insurance and money management strategies for businesses. The team at Ken Petersen State Farm is dedicated to being there for you in times of need, helping you navigate through worries, and ensuring you can bounce back from life's setbacks. For personalized service and expert advice, contact Ken Petersen - State Farm Insurance Agent today.

Brooks Law Firm is a reputable legal institution located at 3425 East Locust Street in Davenport, Iowa. Specializing in various areas of law, the firm is dedicated to providing expert legal counsel and representation to clients in need. With a team of experienced lawyers, Brooks Law Firm offers personalized services tailored to meet the unique needs of each individual case. Whether you are facing a personal injury claim, need assistance with estate planning, or require representation in a legal dispute, Brooks Law Firm is committed to advocating for your rights and ensuring a favorable outcome. Contact them today to schedule a consultation and learn more about how they can assist you with your legal matters.