TOP 10 Financial guidance in Cedar Rapids, Iowa

Sajra Hill: Primerica - Financial Services is a leading finance and insurance agency located at 4211 Glass Road Northeast in Cedar Rapids, Iowa, United States. With a strong reputation for providing top-notch financial services, including investments, retirement planning, and insurance products, Sajra Hill: Primerica is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals is committed to providing personalized solutions and guidance to help clients secure their financial future. Contact Sajra Hill: Primerica - Financial Services today to learn more about how they can help you reach your financial objectives.

Jason Minder, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 305 2nd Street Southeast in Cedar Rapids, Iowa, United States. Specializing in providing a range of insurance products and financial services, their team of professionals are dedicated to helping clients plan for their future and protect their assets. Whether you are looking for life insurance, retirement planning, or investment solutions, Jason Minder and his team are committed to providing personalized and comprehensive financial guidance to meet your individual needs. Contact them today to schedule a consultation and start securing your financial future.

Gaylon Heetland - Thrivent is a financial institution located at 3349 Southgate Court Southwest, Cedar Rapids, Iowa, United States. The institution offers a wide range of financial services and is staffed by professionals with various certifications including CFP®, ChFC®, CLU®, CAP®, CASL®, LUTCF®, FIC, CKA®, and BFA™. They are dedicated to listening, understanding, and guiding clients through their financial journey at every stage of life. The institution is licensed in multiple states including AZ, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, NC, ND, NE, NM, OH, OK, TN, TX, VA, WA, and WI. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

The Biker Lawyers, P.C. is a trusted institution located in Cedar Rapids, Iowa, United States. Specializing in personal injury cases, our team of experienced lawyers is here to help bikers who have been injured on the road. We understand the financial burden that comes with medical bills and other costs after an accident, and we are here to provide the best legal representation in the Midwest. At The Biker Lawyers, we are dedicated to supporting bikers and their families during difficult times. We offer assistance to those who have lost loved ones in motorcycle accidents, helping them recover and seek justice. Our team is actively involved in the biker community, riding throughout the Midwest to provide support and legal guidance to those in need.

Gregory J. Seyfer is a reputable lawyer located at 2007 1st Avenue Southeast in Cedar Rapids, Iowa, United States. Specializing in real estate law, Greg offers expert counsel to companies and individuals involved in various real estate transactions such as acquisition, disposition, leasing, development, construction, and financing of office, retail, mixed-use, and residential projects in eastern Iowa. He is well-known for his work as real estate counsel for corporate clients, assisting them in the acquisition, development, and leasing of real estate properties, as well as providing guidance on day-to-day real estate matters. Additionally, Greg also represents and provides counsel to financial institutions, offering advice on regulatory and operational issues to CEOs, Boards, and Supervisory Committees. With his extensive experience and expertise in real estate and financial law, Greg J. Seyfer is a trusted legal professional in the Cedar Rapids area.

Nyemaster Goode, P.C. is a reputable institution located at 625 1st Street Southeast in Cedar Rapids, Iowa. Specializing in accounting, finance, and legal services, Nyemaster Goode, P.C. offers expert guidance and support to individuals and businesses in navigating complex financial and legal matters. With a team of experienced professionals, the institution is dedicated to providing top-notch services and helping clients achieve their financial and legal goals.

Wesley B. Huisinga, Shuttleworth & Ingersoll is a reputable law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Wesley B. Huisinga, an experienced attorney and senior vice president at the firm, specializes in bankruptcy and creditor/debtor relations, commercial law, commercial litigation, and distressed loan workouts. With a background as a bankruptcy trustee and former United States Trustee for multiple states, Wesley brings a wealth of knowledge and expertise to his practice. The firm, established in 1854, has a long history of providing legal services to clients in a variety of industries, with a focus on financial institutions, business creditors, and bankruptcy trustees. Shuttleworth & Ingersoll's team of skilled attorneys is dedicated to providing top-notch legal representation and guidance to clients facing complex legal challenges.

Graham R. Carl, Shuttleworth & Ingersoll is a full-service law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. With a collaborative and relationship-driven approach, our attorneys are dedicated to delivering results and value across various disciplines. As one of Iowa's largest firms, we have established client relationships that span generations and strive for continuous improvement and innovation. Our team of experienced attorneys is ready to help you navigate challenges, whether big or small, near or far, by working across legal specialties to provide a better experience and deliver better results. We specialize in representing various types of financial institutions with unmatched strategy and expertise, focusing on your organization's success.

Located at 115 3rd Street Southeast in Cedar Rapids, Iowa, Teresa K. Baumann, Shuttleworth & Ingersoll is a full-service law firm known for its collaborative and relationship-driven approach. With a team of experienced attorneys, the institution is dedicated to delivering results and value across various disciplines. As one of Iowa's largest firms, they have established client relationships that span generations. The institution values innovation and continuous improvement, striving to provide the best possible experience for clients. They specialize in representing financial institutions with unmatched strategy and offer support and compassion for individual and family-related legal issues. Whether it's protecting your next big idea or guiding you through real estate challenges, the team at Teresa K. Baumann, Shuttleworth & Ingersoll is committed to advocating for your success.

William S. Hochstetler, Shuttleworth & Ingersoll is a renowned institution located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and legal services, this institution is dedicated to providing top-notch assistance to its clients. With over 35 years of experience, attorney Bill Hochstetler focuses on estate planning, estates administration, and business planning services for his existing clients. His expertise and dedication have made him a trusted advisor in the field.

Heath Kilpatrick - State Farm Insurance Agent is a reputable insurance agency located at 5200 Fountains Drive Northeast in Cedar Rapids, Iowa. Situated north of Edgewood Rd Hy-Vee in the new Fountains Development area, this agency offers a wide range of insurance and financial services to residents of Linn County and the surrounding areas. With a team of licensed professionals, Heath Kilpatrick has been serving the community since 2006, providing personalized insurance solutions for auto, home, renters, life, health, and commercial needs. The agency has received various State Farm Awards over the years, demonstrating their commitment to excellence and customer satisfaction. Whether you are looking for the right coverage for your business or personal needs, the dedicated team at Heath Kilpatrick - State Farm Insurance Agent is here to help. By offering complimentary insurance and financial reviews, they strive to ensure that each client receives the best possible protection for their future. With a focus on customer service and community involvement, this agency is dedicated to making a positive impact on the lives of others.

Kari Klien - State Farm Insurance Agent is a trusted insurance agency located at 3011 Johnson Avenue Northwest, Cedar Rapids, Iowa, United States. Conveniently situated near the corner of Edgewood Rd and Johnson Ave, our agency is proud to be highly recommended by our customers. When you work with us, you become part of our family. We prioritize understanding what is most important to you and what you are looking to protect in your life. With over 25 years of State Farm Corporate, Agency, and Executive experience, we are equipped to provide you with insurance, retirement, education, life, or health plans tailored to your needs. Our team is dedicated to creating a welcoming environment filled with positivity and laughter to ensure your experience with us is enjoyable.

US Bank Mortgage, located at 3401 Mount Vernon Road Southeast in Cedar Rapids, Iowa, is a leading institution in the mortgage industry. With a reputation for excellence, many customers have recommended US Bank for their mortgage needs. The institution offers a wide range of loans to meet almost every mortgage need, including options for $0 down payments for military members. By visiting their website, you can get a basic estimate of what you may be able to borrow and explore different mortgage options. US Bank provides tools and resources to help eliminate the stress of buying a house, such as affordability calculators and first-time home buyer guides. They offer various types of mortgage loans tailored to individual needs, with rates based on factors such as credit score, debt to income ratio, and credit history.

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.

Stonefield Investment Advisory: Hennings Kent is a leading finance institution located at 425 2nd Street Southeast in Cedar Rapids, Iowa, United States. With a team of experienced financial advisors, they provide personalized investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Stonefield Investment Advisory: Hennings Kent is dedicated to providing expert guidance and support. Trust in their expertise to secure your financial future.

Michele Traver - Thrivent is a finance institution located at 1625 Boyson Road, Hiawatha, Iowa, United States. Michele Traver is dedicated to providing financial expertise and guidance with purpose, heart, and clarity. Licensed in multiple states including AL, FL, IA, IL, KS, KY, MN, MT, ND, NE, NY, OH, TN, TX, and WI, Michele Traver can help you navigate your financial journey. As a Certified Divorce Financial Analyst, Michele can offer expert advice on the financial implications of divorce and help protect your financial interests. Whether you prefer in-person meetings at the Hiawatha office, phone consultations, virtual meetings, or other convenient locations, Michele is here to assist clients in Cedar Rapids, DeWitt, and surrounding communities. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it's recommended to consult with your attorney or tax professional. Thrivent offers guidance through its Financial Planning Framework and Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information on financial advisors and professional designations.

Creative Planning is a leading institution in Cedar Rapids, Iowa, specializing in accounting and finance services. Located at 417 1st Avenue Southeast, our team of fiduciary wealth managers, CPAs, and attorneys work together to optimize every aspect of your financial plan. We believe in a comprehensive approach that considers your investments, taxes, and estate plan to ensure your money is working its hardest for you. Unlike other firms, we don't offer standard portfolios or set-it-and-forget-it allocations; instead, we tailor our services to meet your unique needs and goals. With combined assets under management or advisement by Creative Planning and its affiliates, we are committed to providing you with a richer financial journey, not just focusing on the destination of wealth. As fiduciaries, we always act in your best interests, offering guidance that is personalized and strategic. Discover what sets Creative Planning apart from the rest by hearing from our President & CEO, Peter Mallouk.

Bridgeway Wealth Management, LLC is a finance institution located at 1909 51st Street Northeast, Cedar Rapids, Iowa, United States. With a focus on helping individuals manage their life savings, the institution understands that financial planning is more than just about money. They strive to help clients uncover their unique financial values and create a plan for their future. At Bridgeway Wealth Management, LLC, they believe that a true understanding of the meaning of money to each individual is essential in the planning process. With their guidance, clients can feel confident that their money is working for them both now and in the future.

Stonefield Investment Advisory, led by Jon Werner, is a reputable finance institution located at 425 2nd Street Southeast in Cedar Rapids, Iowa, United States. Specializing in investment advisory services, Stonefield prides itself on providing personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Stonefield Investment Advisory offers expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Stonefield Investment Advisory is dedicated to providing top-notch financial services tailored to your individual needs.

Iowa Business Advisers, LLC is a finance institution located at 400 2nd Street Southwest, Cedar Rapids, Iowa, United States. Our team of experienced financial experts provides personalized advice and guidance to businesses of all sizes. Whether you are a small startup or a large corporation, we are here to help you navigate the complexities of the financial world and achieve your business goals. Trust Iowa Business Advisers, LLC to be your partner in success.

Aavin Equity Advisors LLC is a finance institution located at 1245 1st Avenue Southeast in Cedar Rapids, Iowa, United States. Specializing in equity advising, they provide expert financial guidance and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Aavin Equity Advisors LLC is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual or business. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial market and make informed decisions for a secure financial future.

Merrill Lynch Wealth Management, located at 1065 Sierra Court in Cedar Rapids, Iowa, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist with retirement income planning, guidance on investments, estate planning services, and more. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. As a Merrill client, you will have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm. Whether you are just starting your career or looking to transition into financial advising, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a focus on customized investment approaches and wealth management advice, Merrill Lynch has been training financial advisors since 1946, providing the critical skills needed to help clients achieve their financial goals. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer, investment advisor, and member of SIPC, offering a broad range of services to meet your financial needs.

Shaw Business Valuation is a reputable institution located at 550 2nd Avenue Southeast in Cedar Rapids, Iowa, United States. Our team of experienced professionals specializes in providing accurate and reliable business valuation services to help clients make informed decisions regarding their investments and financial planning. With a commitment to excellence and a thorough understanding of industry standards, Shaw Business Valuation is dedicated to delivering high-quality valuation reports tailored to meet the unique needs of each client. Trust us to provide expert analysis and guidance for all your business valuation needs.

TDT CPAs and Advisors, P.C. is a reputable accounting and finance institution located in Cedar Rapids, Iowa. With a prime location at 1700 42nd Street Northeast, this institution offers a wide range of professional services to individuals and businesses in need of financial guidance. Their team of certified public accountants and advisors are dedicated to providing expert advice and solutions tailored to meet the unique needs of each client. Whether you require assistance with tax preparation, auditing, financial planning, or any other accounting services, TDT CPAs and Advisors, P.C. is committed to helping you achieve your financial goals.

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 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.

CLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 600 3rd Avenue Southeast in Cedar Rapids, Iowa, United States. With a strong reputation for excellence in financial services, CLA offers a wide range of accounting and consulting services to individuals and businesses. Their team of experienced professionals provides expert advice and guidance to help clients achieve their financial goals. Whether you need help with tax planning, auditing, or financial consulting, CLA is dedicated to providing top-notch service and personalized solutions. Visit CLA today to experience the difference their expertise can make for your financial success.

Jim McPartland is a reputable finance institution located at 151 5th Avenue Southeast in Cedar Rapids, Iowa, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Jim McPartland offers a wide range of services including investment planning, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jim McPartland is committed to providing expert guidance and tailored solutions to meet your specific needs.

Q4 Wealth Management is a premier financial institution located at 4000 River Ridge Drive Northeast in Cedar Rapids, Iowa. Specializing in finance, our experienced team provides personalized wealth management services to help clients achieve their financial goals. With a focus on strategic planning and investment management, we strive to provide our clients with the guidance and expertise needed to secure their financial future. Contact us today to learn more about how Q4 Wealth Management can help you reach your financial objectives.

Alex Carr - Thrivent is a finance institution located at 3349 Southgate Court Southwest in Cedar Rapids, Iowa. As a part of the Thrivent network, we are dedicated to helping individuals and families achieve financial security and peace of mind. Our team of experienced professionals offers a wide range of financial services, including retirement planning, investment management, insurance solutions, and more. We are committed to providing personalized support and guidance to help our clients reach their financial goals. Visit us today to learn more about how we can help you secure your financial future.