Financial planning in West Burlington, IA
12 results found
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Financial Benefit Services Ltd
● ClosedFinancial Benefit Services Ltd is an insurance agency located at 816 Ramsey Street in West Burlington, Iowa, United States. Jamie Hunerdosse, the owner, continues a legacy of helping people, especially seniors, get the insurance they need. With over 26 years of experience, Jamie is dedicated to finding the most affordable insurance plans for his clients. As an Independent Broker, he has access to dozens of companies to ensure that you receive the plan that best fits your needs at the most affordable price. Specializing in helping those turning 65 navigate the Medicare enrollment process, Jamie offers a variety of insurance plans including Medicare Supplements, Medicare Advantage, Medicare Prescription Drug Plans, Short-Term Medical, Long-Term Care, Life Insurance, and Annuities. He also provides private insurance policies to cover health costs that Medicare doesn't, as well as temporary health insurance for gaps in coverage and long-term care plans for assisted living or nursing home expenses.
816 Ramsey St, West Burlington, IA 52655, United States -
Accounting Professionals Of Burlington, Inc.
● ClosedAccounting Professionals Of Burlington, Inc. is a leading institution in West Burlington, Iowa, dedicated to providing top-notch accounting and finance services. Located at 203 West Agency Road, our team of skilled professionals is committed to helping individuals and businesses manage their financial needs effectively. With years of experience and expertise in the field, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Trust Accounting Professionals Of Burlington, Inc. to handle all your accounting needs with precision and professionalism.
203 W Agency Rd ste g, West Burlington, IA 52655, United States -
Edward Jones - Financial Advisor: Karen S Elliott, RICP®
● ClosedEdward Jones - Financial Advisor: Karen S Elliott, RICP® is a trusted financial institution located at 112 Broadway Street in West Burlington, Iowa, United States. As a seasoned professional with the RICP® designation, Karen S Elliott provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Karen S Elliott is dedicated to helping you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Karen S Elliott, RICP® is committed to helping you secure a bright financial future.
112 Broadway St Suite 1, West Burlington, IA 52655, United States -
Four Points Financial
● ClosedFour Points Financial is a leading finance institution located at 101 Broadway Street in West Burlington, Iowa, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From investment planning to wealth management, we offer a wide range of services to help our clients achieve their financial goals. Trust Four Points Financial to guide you towards a secure financial future.
101 Broadway St, West Burlington, IA 52655, United States -
Capps Insurance Agency
● ClosedCapps Insurance Agency is a trusted health insurance agency located at 509 West Agency Road in West Burlington, Iowa. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families find the right coverage to protect their health and financial well-being. Whether you are looking for health insurance for yourself or your business, Capps Insurance Agency is here to help. Contact us today to learn more about our services and how we can assist you in finding the perfect insurance plan.
509 W Agency Rd A, West Burlington, IA 52655, United States -
RSM US LLP
● ClosedRSM US LLP is a leading accounting and finance institution located at 211 North Gear Avenue in West Burlington, Iowa, United States. With a strong reputation for providing top-notch financial services, RSM US LLP offers a wide range of accounting and finance solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you need assistance with tax planning, auditing, or financial consulting, RSM US LLP is committed to delivering exceptional service and expertise.
211 N Gear Ave Suite 60, West Burlington, IA 52655, United States -
Shah Accounting Services
● ClosedShah Accounting Services is a reputable accounting and finance institution located at 1711 West Mount Pleasant Street in West Burlington, Iowa, United States. With a team of experienced professionals, they provide a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Shah Accounting Services to provide accurate and reliable financial guidance to help them achieve their goals.
1711 W Mt Pleasant St, West Burlington, IA 52655, United States -
5 Star Community Credit Union
● ClosedWelcome to 5 Star Community Credit Union, your trusted financial partner located at 801 West Burlington Avenue, West Burlington, Iowa 52655. We proudly serve the West Burlington community with a commitment to providing exceptional financial services tailored to meet your unique needs. As a member-focused credit union, we offer a wide range of services, including convenient ATM access and comprehensive financial solutions to help you achieve your financial goals. Our dedicated team is here to assist you with personalized banking services, from savings and checking accounts to loans and investment opportunities. Whether you're planning for the future, managing your day-to-day finances, or need quick access to cash through our ATM services, 5 Star Community Credit Union is here to support you every step of the way.
801 West Burlington Avenue, West Burlington, Iowa 52655, United States -
Farmers & Merchants Bank
● ClosedWelcome to Farmers & Merchants Bank, your trusted financial partner located at 101 Broadway Street, West Burlington, Iowa. Since our establishment, we have been dedicated to providing exceptional banking and financial services to our community. At Farmers & Merchants Bank, we understand the unique financial needs of our clients and are committed to helping individuals, families, and businesses achieve their financial goals. Our comprehensive range of services includes personal and business banking, loans, mortgages, and investment solutions tailored to meet your specific needs. We pride ourselves on our personalized approach, ensuring that every client receives the attention and support they deserve. Our experienced and friendly team is here to assist you with expert advice and innovative solutions designed to enhance your financial well-being.
101 Broadway Street, West Burlington, Iowa 52655, United States -
F&M Bank & Trust
● ClosedWelcome to F&M Bank & Trust, your trusted financial partner located at 101 Broadway Street, West Burlington, Iowa. As a cornerstone of the community, we pride ourselves on offering personalized banking and financial services that cater to the unique needs of our clients. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At F&M Bank & Trust, we understand the importance of building strong relationships with our customers. Our commitment to exceptional service is reflected in our wide range of products, including personal and business banking, mortgages, investment services, and more. With a focus on innovation and security, we ensure that your financial transactions are safe, efficient, and convenient.
101 Broadway Street, West Burlington, Iowa 52655, United States -
Two Rivers Bank & Trust
● OpenWelcome to Two Rivers Bank & Trust, your trusted financial partner located at 3200 Sunnyside Avenue, West Burlington, Iowa. At Two Rivers Bank & Trust, we are committed to providing exceptional banking services tailored to meet the unique needs of our community. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to assist you every step of the way. We offer a comprehensive range of financial products and services, including savings and checking accounts, loans, mortgages, and investment opportunities. At Two Rivers Bank & Trust, we pride ourselves on delivering personalized service and building long-lasting relationships with our clients. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.
3200 Sunnyside Avenue, West Burlington, Iowa 52655, United States -
Buy Bitcoin
● OpenWelcome to Buy Bitcoin, your trusted local partner in Burlington, Iowa, for seamless and secure cryptocurrency transactions. Located at 3105 West Avenue, our finance-focused business is dedicated to making Bitcoin purchases accessible, convenient, and fast for everyone. With over 16,000 participating locations nationwide, including popular retailers like CVS and Rite Aid, buying Bitcoin has never been easier. Simply walk into any of our partner stores, scan your barcode at the register, deposit your cash, and purchase Bitcoin instantly on your phone. Our service, CDReload, is designed for simplicity and convenience, catering to those who prefer cash transactions or lack access to traditional banking methods.
3105 West Avenue, Burlington, Iowa 52601, United States
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