TOP 30 Financial wellness in Iowa City, Iowa
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Principal
● ClosedPrincipal is a finance institution located at 108 North Franklin Street in Manchester, Iowa, United States. We specialize in helping individuals protect what matters most through insurance, tax assistance, and retirement planning. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. With our dedicated team, you can feel confident about investing for your future and achieving your financial goals. Our services include retirement planning, investment options, and insurance products to help you secure your financial future. Partner with us to navigate life's changes and challenges, and ensure that your loved ones are taken care of. Contact us today to learn more about how we can help you achieve financial wellness.
108 N Franklin St, Manchester, IA 52057, United States -
Collins Community Credit Union
● OpenCollins Community Credit Union is a trusted financial institution located at 255 John F Kennedy Road in Dubuque, Iowa, United States. As a credit union, we prioritize the financial well-being of our members and strive to provide them with personalized banking solutions. Our services include savings accounts, loans, credit cards, and more. Visit us today to experience the friendly and professional service that sets us apart from traditional banks.
255 John F Kennedy Rd, Dubuque, IA 52002, United States -
Mark Beckman - Thrivent
● ClosedMark Beckman - Thrivent is a financial institution located at 1007 North Gales Avenue in Manchester, Iowa, United States. They offer financial expertise to help individuals build their financial future with purpose and clarity. Whether you are looking to pursue lifelong dreams or support causes you care about, Mark Beckman can provide guidance to help you achieve your goals. They offer services at their Hiawatha and Manchester office locations, as well as by phone or virtually. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.
1007 N Gales Ave, Manchester, IA 52057, United States -
Roger Klosterman & Company
● OpenRoger Klosterman & Company is a well-established financial institution located at 138 1st Avenue East in Dyersville, Iowa, United States. With a reputation for providing top-notch financial services, the company offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, tax preparation, or estate planning, the experienced team at Roger Klosterman & Company is here to assist you every step of the way. Visit their office today and let them help you secure your financial future.
138 1st Ave E, Dyersville, IA 52040, United States -
Veterans Freedom Center
● ClosedThe Veterans Freedom Center, located at 2245 Kerper Boulevard in Dubuque, Iowa, is a non-profit organization dedicated to serving the needs of active duty, reserve, and Honorably Discharged Tri-State military veterans. Our center provides a space for veterans to come together, network, and enjoy the camaraderie that comes from serving their country. We offer resources for veterans in need of financial, physical, or mental assistance, as well as a woodworking shop, arts and crafts activities, and daily social interactions. Our center is run entirely by unpaid volunteers, ensuring that all services provided are focused on the well-being of our veterans. If you wish to support our mission, you can make a donation through Paypal on our website. Join us in honoring and supporting our veterans at the Veterans Freedom Center.
2245 Kerper Blvd #1, Dubuque, IA 52001, United States -
Lori's Tax & Accounting
● OpenLori's Tax & Accounting is a reputable institution located at 124 West Main Street in Manchester, Iowa, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning solutions to individuals and businesses alike. With a commitment to accuracy and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of the tax system with ease. Visit us today to experience the difference that Lori's Tax & Accounting can make for your financial well-being.
124 W Main St, Manchester, IA 52057, United States -
ATM (Bedford Country Store)
● OpenThe ATM at Bedford Country Store is conveniently located at 603 Pollock Boulevard in Bedford, Iowa, United States. This multi-functional institution offers financial services through its ATM, as well as a variety of food, grocery items, and other goods available for purchase at the store. Whether you need to withdraw cash, pick up some snacks, or stock up on household essentials, the ATM at Bedford Country Store has you covered.
603 Pollock Blvd, Bedford, IA 50833, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 2822 Northridge Drive in Sidney, Iowa, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or investment advice, H&R Block is committed to delivering personalized solutions tailored to your specific needs. Visit their office in Sidney today to experience their top-notch services firsthand.
2822 Northridge Dr, Sidney, IA 51652, United States -
United Group Insurance
● ClosedUnited Group Insurance is a health and insurance agency located at 1206 West Sheridan Avenue in Shenandoah, Iowa, United States. They specialize in providing insurance coverage for various needs such as car wrecks, accident lawsuits, vehicle theft, fires, and other unexpected vehicle damage. Whether you are renting an apartment or are a homeowner, they offer options from a network of trusted policies to ensure your property is adequately insured. They understand that every industry has specific needs when it comes to insurance, which is why they offer industry-specific plans tailored to each business. They also provide support for customers looking to purchase life insurance, helping them make informed decisions based on their objectives and available options.
1206 W Sheridan Ave, Shenandoah, IA 51601, United States -
New York Life
● OpenNew York Life, located at 112 North Elm Street, Shenandoah, Iowa, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash values in the market. The institution provides financial protection in case of sickness or injury preventing work, as well as assistance for everyday tasks. With professionally managed investments and low-fee bundled options, New York Life helps clients plan for college expenses, retirement income, and estate protection. The institution boasts a diverse and welcoming workplace, with a workforce that reflects the communities they serve. New York Life is committed to giving back through charitable initiatives and community engagement, with a focus on supporting education, bereavement, workplace initiatives, and local programs. With their strong financial ratings and history of fulfilling promises, New York Life is dedicated to helping individuals, families, and communities thrive.
112 N Elm St #1, Shenandoah, IA 51601, United States -
GLI Insurance Agency-Clarinda Ia
● ClosedGLI Insurance Agency in Clarinda, Iowa is a trusted insurance provider located at 1326 South 15th Street. Our agency offers a wide range of insurance products and services to meet the needs of individuals and businesses in the Clarinda area. With a team of experienced agents, we strive to provide personalized and comprehensive insurance solutions to protect our clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, GLI Insurance Agency is here to help you find the right coverage at the right price. Contact us today to learn more about how we can assist you with your insurance needs.
1326 S 15th St, Clarinda, IA 51632, United States -
United States Postal Service
● ClosedThe United States Postal Service (USPS) located at 610 Iowa Avenue in Essex, Iowa is a reliable and efficient institution that provides a range of postal and financial services to the local community. As a post office, USPS offers various mailing and shipping options, as well as selling postage stamps and packaging supplies. Additionally, as a financial institution, USPS provides services such as money orders and postal banking for customers' convenience. With its convenient location and friendly staff, the USPS in Essex is a trusted resource for all postal and financial needs.
610 Iowa Ave, Essex, IA 51638, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 112 Main Street in Coin, Iowa, is a vital institution that provides essential postal services to the local community. As a branch of the national postal service, it offers a wide range of mailing and shipping options, as well as financial services such as money orders and postage stamps. With a commitment to efficiency and reliability, the United States Postal Service plays a crucial role in connecting individuals and businesses across the country.
112 Main St, Coin, IA 51636, United States -
Western Union
● OpenWestern Union is a well-known financial institution located at 723 West Sheridan Avenue in Shenandoah, Iowa, United States. As a global leader in money transfer services, Western Union offers a convenient and reliable way for individuals to send and receive money around the world. With a strong network of agents and locations, customers can easily access their services to meet their financial needs. Whether you need to send money to a loved one overseas or receive funds quickly, Western Union provides a secure and efficient solution for all your financial transactions.
Dollar General, 723 W Sheridan Ave Suite B, Shenandoah, IA 51601, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 106 Main Street in Blanchard, Iowa is a vital institution that provides essential postal and financial services to the community. As a post office, it offers a range of mailing and shipping options, as well as P.O. box rentals and money order services. In addition, it serves as a hub for sending and receiving mail and packages both domestically and internationally. Whether you need to send a letter, package, or pay a bill, the United States Postal Service is there to help you with all your postal and financial needs.
106 Main St, Blanchard, IA 51630, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 303 Adams Street in Yorktown, Iowa is a vital institution that provides essential postal services to the community. As a trusted government agency, the USPS offers a wide range of mailing and shipping options, as well as financial services such as money orders and postage stamps. With a commitment to efficiency and reliability, the USPS plays a crucial role in connecting individuals and businesses across the country.
303 Adams St, Yorktown, IA 51656, United States -
United States Postal Service
● ClosedThe United States Postal Service at 700 Mulberry Street in Braddyville, Iowa, is a trusted institution that provides essential postal services to the community. As a vital part of the nation's communication network, this post office offers a wide range of mailing and shipping options, as well as financial services such as money orders and stamps. With a commitment to efficiency and reliability, the United States Postal Service helps connect people and businesses across the country.
700 Mulberry St, Braddyville, IA 51631, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 105 Main Street in Ellston, Iowa is a vital institution that provides essential postal and financial services to the community. As a post office, it offers mailing and shipping services, as well as selling stamps and other postal products. Additionally, it serves as a location where individuals and businesses can access basic financial services such as money orders and postal banking. The United States Postal Service plays a crucial role in connecting people and businesses through reliable mail delivery and financial services.
105 Main St, Ellston, IA 50074, United States -
Theophile Barley
● OpenTheophile Barley is a reputable health institution located at 220 Essie Davison Drive in Clarinda, Iowa, United States. Specializing in providing top-quality medical care, Theophile Barley is known for its dedicated team of doctors and staff who are committed to improving the health and well-being of their patients. With a focus on personalized care and innovative treatment options, this institution is a trusted choice for individuals seeking medical attention in the Clarinda area.
220 Essie Davison Dr, Clarinda, IA 51632, United States -
Faust Institute of Cosmetology
● ClosedFaust Institute of Cosmetology, located at 1543 18th Street in Spirit Lake, Iowa, is dedicated to producing confident and well-trained cosmetologists through professional principles and quality education. Established in 1980 by Ann Smith in Storm Lake, IA, the institute offers programs in Cosmetology, Esthetics, and Nail Technology. With a smaller school size and a student to instructor ratio of 4:1, Faust Institute provides individual attention and high-quality education to students. The institute is known for its affordability and offers the opportunity to earn a Cosmetology degree in approximately 14 months and a Nail Technology degree in approximately 12 weeks. Students appreciate the supportive environment, experienced instructors, and hands-on training that Faust Institute provides.
1543 18th St, Spirit Lake, IA 51360, United States -
Shell
● OpenShell is a well-known institution located at 209 South Union Street in Rock Rapids, Iowa, United States. This establishment offers a wide range of services including ATM access, a convenience store, financial services, food options, a gas station, and a variety of products available for purchase in-store. Whether you're looking to fill up your gas tank, grab a quick snack, or handle your banking needs, Shell has you covered with its convenient location and diverse offerings.
209 S Union St, Rock Rapids, IA 51246, United States -
Peoples Insurance
● ClosedPeoples Insurance is a reputable health insurance agency located at 2272 Iowa 9 in Lester, Iowa. With a strong commitment to providing quality coverage and personalized service, Peoples Insurance helps individuals and families navigate the complex world of health insurance. Whether you are looking for individual coverage or group plans, their experienced agents are dedicated to finding the right policy to meet your needs. Trust Peoples Insurance to protect your health and financial well-being.
2272 IA-9, Lester, IA 51242, United States -
Michael J. Chozen & Associates
● ClosedMichael J. Chozen & Associates is a well-established institution located at 704 18th Street in Spirit Lake, Iowa, United States. Our team of experienced professionals is dedicated to providing high-quality services in various areas such as legal consultation, financial planning, and business development. With a commitment to excellence and personalized attention to each client, we strive to help individuals and businesses achieve their goals and overcome challenges. Whether you need assistance with legal matters, financial strategies, or growth opportunities, Michael J. Chozen & Associates is here to support you every step of the way. Contact us today to learn more about how we can help you succeed.
704 18th St, Spirit Lake, IA 51360, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 311 Main Street in Lester, Iowa is a trusted institution that provides essential postal services to the community. As a finance and post office facility, they offer a wide range of mailing and shipping options, as well as money orders, stamp sales, and other financial services. With a commitment to delivering mail efficiently and securely, the United States Postal Service plays a vital role in connecting people and businesses across the country.
311 Main St, Lester, IA 51242, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 935 Broadway Street in Larchwood, Iowa, is a reliable and efficient institution that provides essential postal services to the community. As a post office, they offer a wide range of mailing and shipping options, as well as money orders and other financial services. With friendly staff and convenient hours of operation, the United States Postal Service is committed to meeting the needs of residents and businesses in Larchwood and beyond.
935 Broadway St, Larchwood, IA 51241, United States -
United States Postal Service
● ClosedThe United States Postal Service, located at 110 7th Street in Superior, Iowa, is a vital institution that provides essential postal services to residents and businesses in the United States. As a finance and post office institution, it offers a wide range of mailing and shipping options, as well as money order and other financial services. With a commitment to efficiency and reliability, the United States Postal Service plays a crucial role in connecting people and businesses across the country.
110 7th St, Superior, IA 51363, United States -
Northwest Wealth Management
● ClosedNorthwest Wealth Management, located at 1008 18th Street in Spirit Lake, Iowa, is a trusted institution specializing in financial planning and wealth management. As a fiduciary, they always prioritize the best interests of their clients. Their team is dedicated to providing not just advice, but also education on financial planning to ensure their clients make informed decisions. Northwest Wealth Management takes pride in caring for their clients and their families, adapting to their evolving financial needs over time. With a holistic approach to wealth management, they offer services ranging from estate planning to retirement planning, all tailored to minimize fears and achieve financial dreams. Through their partnership with Northwest Bank, they are able to provide a comprehensive financial leadership team to guide clients every step of the way. Whether you are a current client or considering their services, Northwest Wealth Management offers a complimentary assessment to help you determine if you are on the right path to meet your financial goals. Trust in their expertise and commitment to your financial well-being.
1008 18th St, Spirit Lake, IA 51360, United States -
H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 12 North 7th Street in Estherville, Iowa, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to learn more about our services and how we can help you manage your finances effectively.
12 N 7th St, Estherville, IA 51334, United States -
Employees Credit Union
● ClosedEmployees Credit Union is a trusted financial institution located at 2714 East Central Avenue in Estherville, Iowa. As a member-owned cooperative, we are dedicated to providing personalized financial services to our members. We offer a wide range of products and services, including savings accounts, checking accounts, loans, and more. Our goal is to help our members achieve their financial goals and improve their financial well-being. Visit us today to learn more about how we can help you reach your financial goals.
2714 E Central Ave, Estherville, IA 51334, United States -
Amy Vance Tax Service LLC
● OpenAmy Vance Tax Service LLC is a tax preparation institution located at 1115 South 35th Street in Council Bluffs, Iowa, United States. Specializing in accounting and finance services, we offer DROP OFF tax preparation to efficiently serve our growing clientele during peak season. Our experienced team provides income tax preparation for businesses and individuals, including Multi-State preparation and services for traveling workers. As an IRS Enrolled Agent and Authorized E-file provider, we can handle current, past due, and amended returns, as well as provide advice on tax notices. Additionally, we offer accounting, payroll, and bookkeeping support, customized to fit your business needs. We specialize in new business startups, assisting with tax entity selection, LLC & Corporation formation, and other business requirements. Our services are available both in-office and through mobile appointments. Contact us to schedule an appointment or check the status of your Federal, Nebraska, or Iowa refund. Please note that we operate on a drop off only basis and work in a numbered line, with no face-to-face appointments. Visit our website for detailed drop off instructions for both new and existing clients. Welcome to Amy Vance Tax Service LLC – your trusted tax and financial partner.
1115 S 35th St, Council Bluffs, IA 51501, United States
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