Financial advisory firm in Cedar Rapids, Iowa

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.

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 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.

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 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.

U.S. Bank - Private Wealth Advisor: Taimur Hasan is a trusted financial institution located at 222 2nd Avenue Southeast in Cedar Rapids, Iowa. Specializing in private wealth management, Taimur Hasan and his team provide personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships, they offer expert advice and tailored strategies to help clients grow and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your assets, U.S. Bank - Private Wealth Advisor: Taimur Hasan is dedicated to helping you secure your financial future.

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.

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.