Financial consultant in Ames, Iowa
19 results found
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Strong Tower Consulting
● OpenStrong Tower Consulting, located at 1618 South Duff Avenue in Ames, Iowa, is dedicated to helping individuals take control of their finances and eliminate financial stress. With a customized plan tailored to each client's specific needs, our experienced consultants have helped over 1,000 individuals pay off over $8 million in debt. At Strong Tower Consulting, we are committed to improving money habits and helping our clients discover how to save money, pay off debt, and build wealth. Our proven advice has helped countless individuals get out of debt and start investing wisely. Our personalized one-on-one coaching sessions make creating a financial plan simple and easy, leading to increased savings, debt elimination, and reduced financial stress.
1618 S Duff Ave, Ames, IA 50010, United States -
Keeling Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedKeeling Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2625 North Loop Drive in Ames, Iowa, United States. Our team of Ameriprise financial advisors are dedicated to helping clients achieve their financial goals. We offer personalized financial planning services tailored to each individual's needs. Please note that our advisors are registered to do business in certain U.S. states, so be sure to check with us for more details. While we cannot guarantee future financial results, we strive to provide comprehensive guidance and support to our clients. Contact us for an initial consultation to discuss what matters most to you. We are committed to upholding the highest standards of privacy and security for our clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. We appreciate referrals and look forward to assisting your friends and family members with their financial planning needs. Thank you for considering Keeling Wealth Advisors - Ameriprise Financial Services, LLC for your financial goals.
2625 N Loop Dr # 2200, Ames, IA 50010, United States -
Hogan - Hansen, CPAs and Consultants
● ClosedHogan - Hansen, CPAs and Consultants is a reputable accounting and finance institution located at 1601 Golden Aspen Drive in Ames, Iowa, United States. Our team of professionals is dedicated to getting to know each client personally to ensure they receive the best service possible. Whether you need assistance with tax documents, investment planning, payroll processing, or personal financial affairs, we are here to help. At Hogan - Hansen, we believe in building strong relationships with our clients based on trust and reliability. Our goal is not only to provide technical expertise in accounting services but also to be a partner in helping you achieve your financial goals. We understand that there is more to accounting than just numbers, which is why we strive to reduce the stress and worry associated with taxes and financial planning.
1601 Golden Aspen Dr #107, Ames, IA 50010, United States -
Jason A Stierman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason A Stierman, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2625 North Loop Drive in Ames, Iowa, offers a wide range of financial services to individuals in need of asset management, retirement planning, estate planning, and insurance products. Jason holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, showcasing his expertise in wealth management, retirement planning, and investment strategies for retirees and small business owners. Additionally, Jason is a Chartered Advisor in Philanthropy® and a Certified Divorce Financial Analyst, demonstrating his commitment to helping clients achieve their financial goals in various life situations. With a strong focus on education and professional development, Jason is dedicated to providing personalized financial solutions to his clients, ensuring their financial well-being and success.
2625 N Loop Dr # 2200, Ames, IA 50010, United States -
Erin K Ort - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenErin K Ort - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2625 North Loop Drive, Ames, Iowa, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Erin K Ort holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst to address specific financial needs. With a commitment to excellence and ethical practices, Erin K Ort is dedicated to helping clients achieve their financial goals and secure their future.
2625 N Loop Dr # 2200, Ames, IA 50010, United States -
Nicole C Schmelzer - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicole C Schmelzer is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2625 North Loop Drive in Ames, Iowa, United States. She 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®. Nicole is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. By applying her expertise in asset management, estate planning, investment strategies, and risk management, she helps clients achieve their financial goals. Contact Nicole C Schmelzer for personalized financial advice tailored to your specific needs.
2625 N Loop Dr # 2200, Ames, IA 50010, United States -
Jonica Johnson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJonica Johnson is a highly experienced and trusted financial advisor at Ameriprise Financial Services, LLC located in Ames, Iowa. With a focus on providing personalized financial planning and investment strategies, Jonica helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for education, or building wealth, Jonica is dedicated to helping you make informed decisions and secure your financial future. Visit her office at 2625 North Loop Drive to start your journey towards financial stability and prosperity.
2625 N Loop Dr # 2200, Ames, IA 50010, United States -
LPL Financial/Wealth Management & Investment Services
● ClosedLPL Financial/Wealth Management & Investment Services is a leading financial institution located at 414 South 17th Street in Ames, Iowa, United States. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, we provide personalized solutions tailored to your individual needs. With a focus on customer service and expert financial advice, LPL Financial is committed to helping you secure a strong financial future.
414 S 17th St #102d, Ames, IA 50010, United States -
Freedom Wealth Advisors - Northwestern Mutual
● ClosedFreedom Wealth Advisors - Northwestern Mutual is a finance institution located at 1606 Golden Aspen Drive in Ames, Iowa, United States. As part of the Northwestern Mutual network, they provide comprehensive financial planning services to help clients achieve their wealth management goals. With a focus on freedom and empowerment, their team of experienced advisors work closely with individuals and families to create personalized strategies for building and protecting wealth. Whether you are looking to plan for retirement, save for your children's education, or secure your financial future, Freedom Wealth Advisors is dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.
1606 Golden Aspen Dr STE 106, Ames, IA 50010, United States -
Harris & Co., CPA, PLC
● ClosedHarris & Co., CPA, PLC is a reputable accounting and finance institution located at 2521 South University Boulevard in Ames, Iowa, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Harris & Co., CPA, PLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
2521 S University Blvd UNIT 124, Ames, IA 50010, United States -
Schnurr & Company LLP
● ClosedSchnurr & Company LLP is a leading accounting and finance institution located at 1525 Airport Road in Ames, Iowa, United States. Our experienced staff is dedicated to providing constructive solutions to help maximize your company's profitability and efficiency. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation. We specialize in helping businesses identify areas that may be negatively affecting profitability and growth, and we provide practical and technically sound solutions. With locations in Fort Dodge, Ames, and Bondurant, we are ready to find the best solution for your unique situation. Contact us for an appointment during our regular business hours, with after-hours appointments also available.
1525 Airport Rd # 103, Ames, IA 50010, United States -
UHY LLP, Certified Public Accountants
● ClosedUHY LLP, Certified Public Accountants is a renowned accounting and finance institution located at 1530 South Duff Avenue in Ames, Iowa, United States. With a team of highly skilled and experienced professionals, they provide a wide range of services including auditing, tax preparation, financial consulting, and more. Their commitment to excellence and client satisfaction makes them a trusted partner for individuals and businesses seeking expert financial guidance.
1530 S Duff Ave Ste. 2, Ames, IA 50010, United States -
GDG Services LLC
● ClosedGDG Services LLC is a reputable accounting and finance institution located at 233 South Walnut Avenue in Ames, Iowa, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, our experts are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how GDG Services LLC can assist you with your accounting and finance needs.
233 S Walnut Ave Suite D, Ames, IA 50010, United States -
Schnurr & Company, LLP
● ClosedSchnurr & Company, LLP is a professional accounting and finance institution located at 85 Paine Street Southeast in Bondurant, Iowa, United States. Our experienced staff sees the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation. We specialize in helping businesses identify areas negatively affecting profitability and growth, and we develop practical and technically sound solutions. Our goal is to find the best solution for your unique situation. We have additional locations at 822 Central Ave. Suite 400 in Fort Dodge, IA and 1525 Airport Road, Suite 103 in Ames, IA. Contact us at 515-630-6004 or email [email protected], [email protected], or [email protected] for more information. Our office hours are Monday to Friday from 8 am to 5 pm, with Saturday hours from 8 am to 12 pm (January 1 through April 15). Appointments are available after-hours.
85 Paine St SE Suite A, Bondurant, IA 50035, United States -
Hicks Tax & Accounting
● ClosedHicks Tax & Accounting is a professional accounting and finance institution located at 510 South 17th Street in Ames, Iowa, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Stop by our office or connect with us online - we look forward to hearing from you and helping you achieve your financial goals.
510 S 17th St Suite 109, Ames, IA 50010, United States -
Cline & Allen LLP
● ClosedCline & Allen LLP is a reputable accounting and finance institution located at 1615 Golden Aspen Drive in Ames, Iowa, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Cline & Allen LLP to provide personalized and reliable financial solutions to help them achieve their goals.
1615 Golden Aspen Dr #109, Ames, IA 50010, United States -
Tallman Richard L CPA
● ClosedTallman Richard L CPA is a reputable accounting and finance institution located at 2515 South University Boulevard in Ames, Iowa, United States. With years of experience and expertise in the field, they provide top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to helping you achieve your financial goals. Trust Tallman Richard L CPA for all your accounting and finance needs.
2515 S University Blvd STE 101, Ames, IA 50010, United States -
AARP Iowa Tax-Aide
● OpenAARP Iowa Tax-Aide is a trusted institution located at 205 South Walnut Avenue in Ames, Iowa. As a leading provider of accounting and finance services, our team of experienced professionals is dedicated to helping individuals in the community navigate their tax obligations with ease and accuracy. Whether you need assistance with tax preparation, filing, or financial planning, our knowledgeable staff is here to provide personalized support every step of the way. Trust AARP Iowa Tax-Aide to help you achieve financial peace of mind.
205 S Walnut Ave #6725, Ames, IA 50010, United States -
Scott Richardson - State Farm Insurance Agent
● ClosedScott Richardson - State Farm Insurance Agent is a reputable insurance agency located at 1111 6th Street in Nevada, Iowa, United States. With a strong focus on exceeding customer expectations, Scott Richardson and his team of up to 10 members are dedicated to serving you and your family's insurance needs. As a proud United States Army veteran, Scott's goal is to provide top-notch service to the community of Nevada and Story County. Specializing in auto, fire, and life insurance, the Scott Richardson Agency is here to help with all your insurance needs. Whether you're in Nevada, State Center, Colo, Roland, or Ames Iowa, Scott and his team are ready to assist you. In addition, they can provide valuable information on topics such as life insurance policy changes after divorce, the dangers of drunk driving, and managing online accounts in the digital age.
1111 6th St, Nevada, IA 50201, United States
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