Financial services in Cedar Rapids, Iowa

Edward Jones - Financial Advisor: Mark H Hoffman, AAMS™ is a trusted financial institution located at 1520 Midland Court Northeast in Cedar Rapids, Iowa. Mark H Hoffman, a knowledgeable and experienced financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Mark provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, save for the future, or protect your assets, Edward Jones - Financial Advisor: Mark H Hoffman, AAMS™ is dedicated to helping you secure a stable financial future.

Thrivent Financial - Mississippi Valley Associates is a finance institution located at 3343 Southgate Court Southwest, Cedar Rapids, Iowa, United States. We offer financial expertise with purpose, heart, and clarity. Our team is available Monday-Friday from 9:00 a.m. to 5:00 p.m. and by appointment. Licensing is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for assistance in those areas. We offer a Financial Planning Framework to review and analyze your financial situation, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products and investment services through Thrivent Investment Management Inc. Our licensed agents and financial advisors are here to provide you with the guidance you need. Visit our website or FINRA’s Broker Check for more information on our services and professional designations.

Raymond James Financial Services is a reputable finance institution located at 1945 51st Street Northeast in Cedar Rapids, Iowa, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is dedicated to providing top-notch financial advice and guidance.

Jerry Ask Investment Services is a finance institution located at 4800 North River Boulevard Northeast, Cedar Rapids, Iowa, United States. Specializing in Retirement Income Planning designed to span your lifetime, our team at Jerry K. Ask Investment Services is dedicated to helping individuals like you enjoy the retirement they've envisioned. With personalized plans crafted to endure challenging economic conditions and protect your assets, we offer investment services and candid guidance that make the most sense for you and your family. Our skilled team of professionals proactively manages your investments to help make your financial dreams a reality. Recognized as one of Forbes Best-In-State Wealth Advisors for 2023, Jerry Ask has also been ranked by Barron's Top Advisor Rankings by State and Financial Times 400 Top Financial Advisers in the U.S. Our expertise in retirement income planning is available to individuals at all stages of their careers, whether early on, nearing retirement, or already retired. We offer tools like the 401k Savings Calculator to help you plan for a secure retirement and provide resources to stay informed about our latest news and events.

Edmund Abodeely - Ameriprise Financial Services, LLC is a finance institution located at 1570 42nd Street Northeast, Cedar Rapids, Iowa, United States. They offer personalized financial advice to help individuals prepare for their goals, whether it's saving for college, retirement, or making smart investments. Clients can feel more confident and in control of their financial life with the help of their services. Background and qualification information of the institution can be found on FINRA's BrokerCheck website. They offer a Client Relationship Summary Disclosure to ensure transparency with their clients. Edmund Abodeely can only conduct securities business with residents of states in which he is properly registered, as indicated on FINRA's BrokerCheck website.

SB Capital Management - Ameriprise Financial Services, LLC is a reputable financial institution located in Cedar Rapids, Iowa. With a focus on providing personalized financial planning and investment management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth through strategic investments, we are here to guide you every step of the way. Visit us at 4101 Glass Road Northeast to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Jason Davis is a reputable finance institution located at 1310 Tower Lane Northeast in Cedar Rapids, Iowa. With a focus on providing personalized financial advice and services, Jason Davis is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Jason Davis is here to provide expert guidance and support. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Jason Davis is a trusted partner in helping you secure your financial future.

Edward Jones - Financial Advisor: David Benevento, CFP® is a reputable financial institution located at 588 Boyson Road Northeast in Cedar Rapids, Iowa, United States. Specializing in finance, David Benevento, a Certified Financial Planner (CFP®), provides personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: David Benevento, CFP® offers tailored financial solutions to individuals and businesses, ensuring a secure and prosperous financial future.

Rita Rawson is a financial advisor at Ameriprise Financial Services, LLC located at 383 Collins Road Northeast in Cedar Rapids, Iowa, United States. With a focus on providing personalized financial solutions, Rita Rawson offers expertise in various areas to help clients achieve their financial goals. Clients can review Rita Rawson's background, credentials, and experience to determine if their approach aligns with their needs. By filling out the "Request consultation" form, clients can connect with Rita Rawson for a complimentary initial consultation to discuss their financial objectives and create a customized plan for success.

Angie Axeen - RBC Wealth Management Financial Advisor is a trusted financial institution located at 201 1st Street Southeast in Cedar Rapids, Iowa, United States. Specializing in wealth management, Angie Axeen provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to customer satisfaction, Angie Axeen is dedicated to helping individuals and families secure their financial future. Contact Angie Axeen - RBC Wealth Management Financial Advisor today to learn more about their comprehensive financial planning services.

William Happel - RBC Wealth Management Financial Advisor is a reputable financial institution located at 201 1st Street Southeast in Cedar Rapids, Iowa. As a trusted advisor, William Happel provides personalized financial planning and investment services to individuals and businesses. With a focus on building long-term relationships based on trust and integrity, William Happel helps clients navigate the complexities of the financial world to achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, William Happel is dedicated to providing expert guidance and tailored solutions to help you secure your financial future. Contact William Happel - RBC Wealth Management Financial Advisor today to schedule a consultation.

Edward Jones - Financial Advisor: Tom Neff, AAMS™ is a reputable financial institution located at 3301 Mount Vernon Road Southeast in Cedar Rapids, Iowa, United States. As a trusted advisor, Tom Neff offers personalized financial planning services to help clients achieve their long-term goals. With a focus on building lasting relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, Tom Neff and his team are dedicated to guiding you every step of the way.

Compass Financial Partners is a leading finance institution located at 151 5th Avenue Southeast in Cedar Rapids, Iowa. We specialize in providing comprehensive financial planning and investment management services to help individuals and businesses achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or managing your investments, Compass Financial Partners is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

James Vandenberg - RBC Wealth Management Financial Advisor is a reputable financial institution located in Cedar Rapids, Iowa. As a trusted advisor, James Vandenberg provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment strategies, James Vandenberg is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Located at 201 1st Street Southeast, Cedar Rapids, Iowa, James Vandenberg - RBC Wealth Management Financial Advisor is committed to helping clients build and preserve their wealth for the long term.

Edward Jones - Financial Advisor: Jeremy R Clark, AAMS™ is a trusted financial institution located at 3136 Mount Vernon Road Southeast in Cedar Rapids, Iowa. With a focus on personalized service and tailored financial solutions, Jeremy R Clark, AAMS™ helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Jeremy R Clark, AAMS™ provides expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a strong financial foundation.

Veridian Investment Services, led by Lary Feldkamp, is a finance institution located at 2810 Edgewood Road Southwest, Cedar Rapids, Iowa, United States. As a Veridian member, you can expect better rates and lower fees, as we are a financial cooperative owned by our members. We offer personal and business accounts, along with investment services, retirement planning, 401(k) transition assistance, and estate planning. Our professionals can help you analyze your financial situation and focus on your long-term goals. Securities and advisory services are offered through LPL Financial, with products and services available digitally in all 50 states. Join us at Veridian to experience the credit union difference and benefit from our cooperative structure that prioritizes the financial well-being of our members.

Edward Jones - Financial Advisor: Dennis P Mulherin is a reputable financial institution located at 588 Boyson Road Northeast in Cedar Rapids, Iowa. As a trusted advisor, Dennis P Mulherin provides personalized financial services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Dennis P Mulherin offers tailored solutions to meet your individual needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Dennis P Mulherin is dedicated to helping clients secure their financial future.

Merrill Lynch Financial Advisor Lisa Olinger, located at 1065 Sierra Court, Cedar Rapids, Iowa, United States, is dedicated to understanding your financial goals and priorities. With a focus on personalized planning and investment risk management, Lisa Olinger helps clients design and implement tailored financial strategies to pursue their goals. By utilizing tools such as the Investment Personality Assessment, the institution aims to provide customized solutions that align with each client's unique needs and preferences. With a team of experienced professionals, including Vice President Wealth Management Advisor Issa Karadsheh, Merrill Lynch offers a breadth of potential solutions and premier customer service. Recognized for excellence in client service, Merrill Lynch advisors like Lisa Olinger are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, managing investments, or seeking estate planning services, Merrill Lynch Financial Advisor Lisa Olinger can help you navigate the complexities of your financial journey and work towards achieving your goals.

Cedar Point Capital Partners is a finance institution located at 329 12th Avenue Southeast in Cedar Rapids, Iowa, United States. Specializing in financial services, Cedar Point Capital Partners offers a range of investment and advisory services to clients. With a team of experienced professionals, the institution is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, manage assets, or seek strategic advice, Cedar Point Capital Partners is committed to delivering exceptional service and results.

William Kirkpatrick - Prudential Financial is a reputable finance and insurance agency located at 5250 North Park Place Northeast in Cedar Rapids, Iowa, United States. With a focus on providing top-notch financial planning and insurance services, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team at William Kirkpatrick - Prudential Financial is known for their expertise, professionalism, and commitment to client satisfaction. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can trust William Kirkpatrick - Prudential Financial to provide personalized solutions tailored to your specific needs.

Vicko's Tax & Bookkeeping Services is a professional accounting and finance institution located at 1101 Center Point Road Northeast in Cedar Rapids, Iowa, United States. With a team of experienced professionals, Vicko's offers a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Whether you are an individual, small business owner, or corporation, Vicko's Tax & Bookkeeping Services is dedicated to providing accurate and reliable financial solutions to help you achieve your goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Novey Tax & Accounting Services is a reputable institution located at 220 Northland Court Northeast in Cedar Rapids, Iowa. Specializing in accounting and finance services, their team of experts provides top-notch tax preparation, bookkeeping, and financial consulting for individuals and businesses alike. With a focus on accuracy and efficiency, Novey Tax & Accounting Services is dedicated to helping clients navigate the complex world of taxes and finances with ease. Whether you need help with tax planning, payroll services, or financial reporting, you can trust Novey Tax & Accounting Services to provide professional and reliable assistance.

Selk Dawson Tax Services, LLC is a reputable accounting and finance institution located at 975 5th Avenue Southwest in Cedar Rapids, Iowa, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial management. Whether you need assistance with tax preparation, planning, or consulting, Selk Dawson Tax Services, LLC is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals.

The Financial Counseling Center in Cedar Rapids, Iowa is a trusted institution offering expert accounting and finance services to individuals and businesses. Located at 4403 1st Avenue Southeast, our experienced team provides personalized financial guidance and support to help clients achieve their financial goals. Whether you need assistance with budgeting, debt management, investment planning, or tax preparation, our professionals are here to help. Trust the Financial Counseling Center to provide comprehensive and confidential financial services tailored to your specific needs.

B & M Tax Services is a reputable accounting and finance institution located at 1202 10th Street Southeast in Cedar Rapids, Iowa. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses in the area. Whether you need help with tax preparation, filing, planning, or other financial services, B & M Tax Services is dedicated to providing top-notch expertise and personalized attention to meet your needs. Trust them to handle your financial matters with precision and care.

Freedom Tax Service is a reputable accounting and finance institution located at 3005 Wiley Boulevard Southwest in Cedar Rapids, Iowa. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or IRS representation, we are here to assist you every step of the way. Trust Freedom Tax Service for all your tax and financial needs.

A Plus Accounting Services is a reputable accounting and finance institution located at 3726 Queen Court Southwest in Cedar Rapids, Iowa, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Whether you are a small business owner or an individual looking for financial guidance, A Plus Accounting Services is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and financial needs.

Cube Bookkeeping Service is a reputable accounting and finance institution located at 3500 F Avenue Northwest in Cedar Rapids, Iowa. Our team of experienced professionals provides top-notch bookkeeping services to help businesses manage their finances effectively. Whether you need assistance with payroll, tax preparation, or financial reporting, we are here to help. Trust Cube Bookkeeping Service for all your financial needs and rest assured that your business is in good hands.

Allen Accounting Services PLC is a leading accounting and finance institution located at 4144 Golf Street Northeast in Cedar Rapids, Iowa, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing high-quality and personalized services to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.

Neighborhood Transportation Service (NTS) is a vital institution located at 819 5th Street Southeast, Cedar Rapids, Iowa, United States. NTS aims to break down barriers to employment by providing a curb-to-curb van service that offers affordable transportation to work, school, or life skill classes during times when fixed route city buses are not in operation. This service is especially beneficial for individuals working 2nd and 3rd shift jobs, allowing them to achieve self-sufficiency and earn overtime pay. NTS connects residents of Cedar Rapids, Marion, and Hiawatha to jobs, helping them develop work history and skills that can lead to better-paying jobs with benefits. To schedule a ride with NTS, riders must book at least 24 hours in advance for transportation to work, education, or job training. The institution offers various booking options, including an app, online platform, or phone call. It is important to schedule rides as early as possible due to high demand. Additionally, riders must cancel rides promptly if no longer needed and have payment ready in the form of a ticket, check, or money order upon pick-up.