Financial services firm in Cedar Rapids, IA
30 results found
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Total Financial Solutions
● ClosedTotal Financial Solutions is a reputable accounting and finance institution located in Cedar Rapids, Iowa. Our team of experienced professionals is dedicated to providing comprehensive financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to guide you towards achieving your financial goals. Visit us at 1660 42nd Street Northeast to learn more about how Total Financial Solutions can help you secure your financial future.
1660 42nd St NE STE O, Cedar Rapids, IA 52402, United States -
Willey Law Firm, P.C.
● OpenWilley Law Firm, P.C. is a trusted institution located at 3519 Center Point Road Northeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and legal services, our team is dedicated to helping businesses and individuals understand and comply with federal and state tax laws. Whether you are a new entrepreneur, a seasoned business owner, or an individual seeking assistance, Willey Law Firm, P.C. is here to provide personalized, customer-focused service. We prioritize building strong relationships with our clients and ensuring that each client receives individualized attention and support. Unlike impersonal corporate law firms, we are committed to ensuring that our clients never feel lost in a sea of paperwork. Trust Willey Law Firm, P.C. to guide you through your financial and legal needs with expertise and care.
3519 Center Point Rd NE, Cedar Rapids, IA 52402, United States -
Cedar Rapids - Raymond James
● OpenCedar Rapids - Raymond James is a finance institution located at 1625 1st Avenue Southeast in Cedar Rapids, Iowa, United States. As a branch of the well-respected Raymond James financial services firm, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Cedar Rapids area. With a team of experienced financial advisors and a commitment to personalized service, Cedar Rapids - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future.
1625 1st Ave SE Ste A, Cedar Rapids, IA 52402, United States -
WealthStone Financial
● OpenWealthStone 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.
4217 1st Ave SE, Cedar Rapids, IA 52402, United States -
Murdock's Consulting LLC
● OpenMurdock'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.
5249 N Park Pl NE #1021, Cedar Rapids, IA 52402, United States -
Pearson Bollman Law
● OpenPearson Bollman Law, located at 1701 Okoboji Avenue in Milford, Iowa, is a trusted institution specializing in estate planning and elder law. Their team of experienced lawyers is dedicated to helping clients plan for the future and protect their assets and loved ones. With additional locations in Bettendorf, Dubuque, Cedar Rapids, and Okoboji, they offer legal assistance to clients throughout Iowa. Many people underestimate the importance of estate planning, believing they don't have an estate worth planning for. However, everyone has an estate, no matter the size or value. Pearson Bollman Law understands the significance of proper estate planning and offers a range of services including trust administration, probate, and Medicaid planning.
1701 Okoboji Ave, Milford, IA 51351, United States -
Jacob R. Koller
● OpenJacob R. Koller is a reputable family law attorney located at 115 3rd Street Southeast in Cedar Rapids, Iowa. With over 15 years of experience, Mr. Koller specializes in all aspects of domestic relations, including premarital agreements, divorce, child custody, and adoption. As a Fellow of the American Academy of Matrimonial Lawyers, he is recognized for his knowledge, skill, and integrity in the field of family law. Mr. Koller is dedicated to empowering his clients to make informed decisions about their lives and their children's lives. He is experienced in negotiating successful settlements but is also prepared to litigate complex financial and child custody matters in court. Additionally, Mr. Koller is trained in collaborative law, providing a non-adversarial approach to resolving family law disputes.
115 3rd St SE #1200, Cedar Rapids, IA 52401, United States -
Paul D. Gamez
● OpenPaul 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.
115 3rd St SE #1200, Cedar Rapids, IA 52401, United States -
Shuttleworth & Ingersoll, P.L.C.
● OpenLocated at 115 3rd Street Southeast in Cedar Rapids, Iowa, Shuttleworth & Ingersoll, P.L.C. is a full-service law firm specializing in accounting, finance, and legal services. With a focus on building strong client relationships, our team of experienced attorneys is dedicated to delivering excellent results through collaboration and innovation. As one of Iowa's largest law firms, we have a long history of representing clients across multiple generations, providing expert legal advice and value across a wide range of disciplines. Whether you are facing personal, family, or business-related legal issues, our team is here to support you every step of the way.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Molly M. Parker, Shuttleworth & Ingersoll
● OpenMolly M. Parker, 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 team of attorneys is 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 value innovation and continuous improvement. Our expertise extends to representing various types of financial institutions with unmatched strategy, and we prioritize our clients' organizations in everything we do. Whether you are facing challenges big or small, near or far, our team of experienced attorneys is here to help pave a path to success together. From individual and family-related legal issues to business and tax needs, we provide support, compassion, and advocacy to guide you through any residential and commercial real estate challenge with ease.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Wesley B. Huisinga, Shuttleworth & Ingersoll
● OpenWesley 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.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Graham R. Carl, Shuttleworth & Ingersoll
● OpenGraham 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.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Teresa K. Baumann, Shuttleworth & Ingersoll
● OpenLocated 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.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
William P. Prowell, Shuttleworth & Ingersoll
● OpenLocated at 115 3rd Street Southeast in Cedar Rapids, Iowa, William P. Prowell, Shuttleworth & Ingersoll is a full-service law firm specializing in accounting, finance, and legal services. With a collaborative and relationship-driven approach, our team of experienced attorneys is dedicated to delivering results for our clients. As one of Iowa's largest law firms, we have built lasting client relationships that span generations. We value innovation and strive for continuous improvement to provide the best possible outcomes for our clients. Our attorneys work across legal specialties to create a better experience and deliver better results for your organization.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Laurie L. Dawley, Shuttleworth & Ingersoll
● OpenLaurie L. Dawley, Shuttleworth & Ingersoll is a prestigious law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Laurie L. Dawley, a senior vice president at the firm, specializes in business law, banking and finance law, real estate law, and mergers and acquisitions. She is also a member of the firm's board of directors and has a wealth of experience representing various clients including individuals, banks, financial institutions, real estate owners and developers, nonprofit corporations, and closely-held businesses. Laurie has a strong passion for agriculture, having grown up on a farm in Northeast Iowa and being married to a grain and cattle farmer. She has successfully represented clients in farmland auctions and foreclosure actions involving residential and commercial properties. Laurie is also dedicated to supporting Iowa's women business owners and has helped a local nonprofit organization obtain tax-exempt status to further their mission.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Dean R. Einck, Shuttleworth & Ingersoll
● OpenDean R. Einck, Shuttleworth & Ingersoll is a prestigious institution located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and law, Dean Einck is an Attorney and Senior Vice President at the firm. With years of experience serving on the board of directors, Dean is a Certified Public Accountant and a skilled business attorney representing corporations, limited liability companies, and their owners. The services provided by Dean and his team at Shuttleworth & Ingersoll include entity formation, contract negotiation, business acquisitions and sales, tax planning, estate planning, probate, real estate transactions, information technology law, and employee benefits such as ESOPs and executive compensation. Established in 1854, Shuttleworth & Ingersoll is a trusted institution with a long history of providing expert legal and financial services to clients in the Cedar Rapids area.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
William S. Hochstetler, Shuttleworth & Ingersoll
● OpenWilliam 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.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Christopher K. Loftus
● OpenChristopher K. Loftus is a lawyer located at 115 3rd Street Southeast in Cedar Rapids, Iowa. He specializes in representing lenders and commercial creditors in various business and litigation matters, including foreclosures, receiverships, equipment financing, and loan collateral negotiations. Mr. Loftus also provides advice on regulatory compliance, consumer and commercial transactions, and loan documentation. With experience as a litigator, he has successfully represented creditors in courtrooms across Iowa and beyond, including state and federal courts, bankruptcy courts, and appellate courts. In addition to his legal practice, Mr. Loftus frequently speaks on topics relevant to financial institutions, such as the Uniform Commercial Code, banking regulations, and foreclosures. He has also written publications on consumer regulations impacting lenders, like the Fair Credit Reporting Act and the Dodd-Frank Act's impact on mortgage lending. Prior to joining Simmons Perrine Moyer Bergman PLC, Mr. Loftus served as Associate General Counsel for the Minnesota Credit Union Network, advising credit unions on legal matters related to lending, compliance, privacy, and collections.
115 3rd St SE #1200, Cedar Rapids, IA 52401, United States -
Hayleigh Hansen-Boardman, Shuttleworth & Ingersoll
● OpenHayleigh Hansen-Boardman, 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 for our clients. As one of Iowa's largest firms, we have established client relationships that span generations, providing expertise and value across various disciplines. Our team values innovation and continuous improvement, working across legal specialties to create a better experience and deliver better results for our clients. We specialize in representing various types of financial institutions with unmatched strategy, focusing on the success of your organization.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
John T. Mack, CFP
● OpenJohn 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.
4027 Glass Rd NE, Cedar Rapids, IA 52402, United States -
U.S. Bank - Private Wealth Advisor: Taimur Hasan
● OpenU.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.
222 2nd Ave SE, Cedar Rapids, IA 52401, United States -
Creative Planning
● OpenCreative 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.
417 1st Ave SE STE 300, Cedar Rapids, IA 52401, United States -
Merrill Lynch Wealth Management
● OpenMerrill 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.
1065 Sierra Ct Suite C, Cedar Rapids, IA 52402, United States -
LattaHarris, LLP
● OpenLattaHarris, LLP is a leading accounting and finance institution located at 3037 Center Point Road Northeast, Cedar Rapids, Iowa. With a team of experienced and credentialed specialists, we pride ourselves on helping our clients achieve success. Our services include implementing payroll controls, financial reporting, tax planning, and compliance, business valuations, and more. We take a proactive approach to taxes and strive to stay ahead of the curve in our field. Founded in 1981 in Washington, Iowa, our firm has since expanded to include multiple offices throughout the Midwest. Our team is dedicated to providing personalized and comprehensive services to closely held businesses and individual clients. Stay tuned for updates on pending federal legislation that may impact tax relief. We are excited to welcome new principals to our team and are committed to making your successes our successes. Let LattaHarris, LLP help you in ways other firms can't.
3037 Center Point Rd NE Ste A, Cedar Rapids, IA 52402, United States -
RSM US LLP
● OpenRSM US LLP, located in Cedar Rapids, Iowa, is a leading accounting and finance institution offering assurance, tax, and consulting services for middle market leaders. Our team of dedicated professionals provides insight into business issues, with a focus on driving solutions to propel your business forward. We embrace digital tools to enhance your experience and offer global technical resources to support your needs. As a member of RSM International, we collaborate with a global network of independent firms to provide services to clients worldwide. At RSM, we celebrate diversity, empower our team members, and strive to make a meaningful impact in our community. Learn more about our services and values by visiting our website.
201 1st St SE STE 800, Cedar Rapids, IA 52401, United States -
John Freeman CPA
● OpenJohn 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.
222 Edgewood Rd NW, Cedar Rapids, IA 52405, United States -
Robison & Rhea, PLC
● OpenRobison & Rhea, PLC is a reputable accounting and finance institution located in Cedar Rapids, Iowa. With a prime location at 4144 Golf Street Northeast, this firm offers a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, their team of experienced professionals is dedicated to providing top-notch service and expertise to help clients achieve their financial goals. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Robison & Rhea, PLC is committed to delivering personalized solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, this institution is the go-to destination for all your accounting and finance needs in Cedar Rapids.
4144 Golf St NE, Cedar Rapids, IA 52402, United States -
Accounting Solutions
● OpenAccounting 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.
2525 16th Ave SW, Cedar Rapids, IA 52404, United States -
Gary J. Streit, Shuttleworth & Ingersoll
● OpenGary J. Streit, Shuttleworth & Ingersoll, located at 115 3rd Street Southeast in Cedar Rapids, Iowa, is a reputable institution specializing in accounting, finance, and legal services. Led by attorney and senior vice president Gary J. Streit, the firm's practice areas include estate and business succession planning, qualified plans and employee benefits, taxation, and general business matters. With a rich history dating back to 1854, Shuttleworth & Ingersoll is a trusted name in the legal and financial community.Gary J. Streit served as president of the firm from 2002 to 2016 and chair of the board in 2017 and 2018, demonstrating his leadership and commitment to excellence. Trust Shuttleworth & Ingersoll for all your legal and financial needs.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
SPARK Consulting
● OpenSPARK Consulting is a leading consulting firm located in Cedar Rapids, Iowa, United States. Our team of experienced professionals provides expert guidance and support to businesses and organizations looking to spark growth and success. We offer a wide range of services including strategic planning, marketing, financial analysis, and project management. Our goal is to ignite innovation and drive results for our clients. Visit us at 1630 Park Avenue Southeast to see how SPARK Consulting can help your business thrive.
1630 Park Ave SE, Cedar Rapids, IA 52403, United States
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