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TOP 30 Insurance advisor in Cedar Rapids, IA
43 results found
Search for local businesses, places and services near you
Kelli Kerton - State Farm Insurance Agent
Kelli Kerton - State Farm Insurance Agent is an insurance agency located at 8818 Swanson Boulevard in Clive, Iowa. Situated near Bruegger's Bagels and just a mile south of Jethro's BBQ, the office is licensed in Iowa, Illinois, Minnesota, Missouri, and Nebraska. Kelli Kerton, originally from Cedar Rapids, is passionate about making a positive impact on people's lives. She offers simple money saving tips and budgeting methods to help clients organize their finances. The office aims to positively impact as many people as possible and ensure that their current insurance coverage meets their needs. The team, including Alyssa and therapy dog Moana, is dedicated to helping clients with their insurance needs. State Farm offers life insurance, annuities, and other financial products. The office also provides pet insurance options through American Pet Insurance Company and ZPIC Insurance Company. State Farm does not endorse third party sites and recommends consulting a tax or legal advisor for personalized advice.
Doug Valentine - State Farm Insurance Agent
Welcome to Doug Valentine - State Farm Insurance Agent, located at 240 Wiley Boulevard Southwest in Cedar Rapids, Iowa. Our agency has been serving customers in Linn County and surrounding areas since 1992. We are dedicated to providing personalized insurance plans for auto, home, life, and more, ensuring that our customers are properly protected and taking advantage of all available discounts. Our team is committed to serving our customers with integrity and professionalism, and we take pride in building strong relationships with each individual we work with. Whether you are a first-time homebuyer or a seasoned homeowner, we are here to help you avoid common mistakes and make informed decisions about your insurance needs. Our office is a one-stop shop for all your insurance needs, including auto, motorcycle, boat, small business, and life insurance. If you are in need of insurance or financial services in Cedar Rapids or the surrounding areas, give us a call today. Our team is passionate about helping others and providing excellent customer service. Come join us and experience the difference at Doug Valentine - State Farm Insurance Agent.
Chad Johnson - State Farm Insurance Agent
Chad Johnson - State Farm Insurance Agent is a reputable insurance agency located at 3726 Queen Court Southwest in Cedar Rapids, Iowa. Situated at the corner of Hwy 30 & Edgewood Rd SW in the lower level of Edgewood Crossing below Iowa DOT, the agency offers a wide range of insurance services including business policies, auto insurance, home policies, and life insurance. With a focus on building strong relationships with customers, the agency's dedicated team is committed to providing prompt, accurate, friendly, and cost-effective service. As a State Farm Agent since 2002 and a longtime resident of the Cedar Rapids & Iowa City area, Chad Johnson and his team are experts in relocation to Iowa and offer personalized insurance solutions tailored to each individual's needs. Whether you are looking for a free auto quote, discussing discounts on auto, renters, or homeowners insurance, or seeking advice on life, health, or business insurance, the agency is here to help.
Edward Jones - Financial Advisor: Ian S Robinson
Edward Jones - Financial Advisor: Ian S Robinson is a reputable financial institution located at 343 Edgewood Road Northwest in Cedar Rapids, Iowa. As a trusted financial advisor, Ian S Robinson provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Ian S Robinson offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Ian S Robinson is dedicated to helping you make informed decisions and navigate the complex world of finance.
Edward Jones - Financial Advisor: Mark H Hoffman, AAMS™
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.
Jordan M Montgomery Northwestern Mutual Life Insurance Company
Jordan M Montgomery Northwestern Mutual Life Insurance Company is a reputable finance institution located in Cedar Rapids, Iowa. With a focus on providing life insurance services, this company offers a range of financial products to help individuals and families secure their financial future. Their team of experienced professionals are dedicated to helping clients make informed decisions about their insurance needs. Visit their office at 401 1st Street Southeast to learn more about their services and how they can help you protect what matters most.
Jeff Barnes Agency, Inc American Family Insurance
Jeff Barnes Agency, Inc American Family Insurance is a reputable insurance agency located at 260 33rd Avenue Southwest in Cedar Rapids, Iowa. Specializing in a wide range of insurance products, including auto, home, life, and business insurance, the agency is committed to providing personalized service and comprehensive coverage options to meet the unique needs of each client. With a team of experienced agents who are dedicated to helping customers protect what matters most, Jeff Barnes Agency, Inc American Family Insurance is a trusted choice for insurance in the Cedar Rapids area.
Deborah Webster Insurance Advisor
Deborah Webster Insurance Advisor, located at 465 Northland Avenue Northeast in Cedar Rapids, Iowa, is a health insurance agency dedicated to providing top-notch service to Medicare members. Deb, who joined the team in August 2018, is passionate about helping seniors and their families navigate the complex world of Medicare insurance. In her personal life, she enjoys boating, kickboxing, and volunteering at St. Vincent’s, as well as spending time with her daughter and two big dogs. Ensuring a healthy smile is an important part of overall health and wellness. Medico Insurance Company Dental plans offer flexible options to fit your needs, from simple dental only plans to comprehensive dental protection with added vision and hearing benefits. Dental and vision insurance can play a crucial role in detecting early health risks and diseases, as well as preventing other health issues.
Toyota Financial Services
Toyota Financial Services is a leading financial institution located at 5005 North River Boulevard Northeast in Cedar Rapids, Iowa, United States. As a finance institution, Toyota Financial Services offers a wide range of financial products and services to help customers purchase or lease Toyota vehicles. With a focus on providing competitive rates and exceptional customer service, Toyota Financial Services is dedicated to helping customers achieve their automotive financing needs.
Gaylon Heetland - Thrivent
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.
Law Office of Daniel J. Anderson
The Law Office of Daniel J. Anderson, located at 425 2nd Street Southeast in Cedar Rapids, Iowa, has been providing quality legal services to clients for over a decade. Specializing in Probate Matters, Drafting Wills, and Estate Planning, Daniel J. Anderson is dedicated to helping clients navigate the legal system in a prompt and cost-effective manner. If you have a legal issue outside of his expertise, Daniel can refer you to a knowledgeable attorney in that practice area. By working closely with clients to create a personalized plan, the Law Office of Daniel J. Anderson aims to achieve successful outcomes. Please note that using this website or contacting the office through this site does not establish an attorney/client relationship. This site is for informational purposes only and serves as legal advertising.
Strellner Financial Group
Strellner Financial Group is a leading finance institution located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa, United States. With a strong reputation for providing expert financial services and personalized guidance, Strellner Financial Group is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is here to assist you every step of the way. Trust Strellner Financial Group to help you secure your financial future.
Arnold & Mote Wealth Management
Arnold & Mote Wealth Management is a finance institution located at 1202 Dina Court, Hiawatha, Iowa, United States. We are flat fee financial advisors in Cedar Rapids, Iowa, serving individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas. Our services extend virtually to clients across the country, with expertise in comprehensive financial planning beyond just investments and retirement. Specializing in areas such as Early Severance or Separation offers, Retirement, Roth conversions, College funding, and Health Insurance changes, we provide holistic wealth management services. Our founders Quinn, Jean, and Eric are passionate about the fiduciary fee-only standard, ensuring that clients receive the best possible financial advice. We offer concierge services for various financial issues and events, such as auto purchases, mortgage payments, and optimizing employee benefits. Visit us to learn more about how we can help you achieve your unique financial goals and ensure a secure financial future.
Bosch Financial Inc.
Bosch Financial Inc. is a finance institution located at 4027 Glass Road Northeast, Cedar Rapids, Iowa, United States. With over 100 years of combined experience, our team specializes in providing financial education to individuals, families, small businesses, medical professionals, and IPERS members. Founded by Gregg Bosch, a former teacher and coach, our team uses a holistic planning method to create strategies for wealth protection, accumulation, and distribution to help you achieve your life's greatest goals. Our team members, including Chad Bosch, Ryan Bosch, Joby Frey, Spencer Reed, Janice Milligan, Erika Smalley, and Lexi Poundstone, are dedicated to providing excellent customer service and financial education. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.
Eric Kaestner & the Strellner Agency Group
Eric Kaestner & the Strellner Agency Group is a leading finance institution located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa, United States. With a strong reputation for providing expert financial advice and services, the agency offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Eric Kaestner & the Strellner Agency Group is committed to providing personalized and comprehensive financial services to meet your needs.
John T. Mack, CFP
John 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.
The Fox Group at Strellner Financial Group
The Fox Group at Strellner Financial Group is a reputable finance and insurance agency located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa. With a team of experienced professionals, they specialize in providing personalized financial planning and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, The Fox Group at Strellner Financial Group is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to schedule a consultation and start securing your financial future.
Hennings Financial Inc
Hennings Financial Inc is a reputable finance institution located at 3720 Queen Court Southwest in Cedar Rapids, Iowa, United States. We specialize in providing a wide range of financial services including investment management, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Ingold Group, LLC
Ingold Group, LLC is a finance and insurance agency located at 305 2nd Avenue Southeast in Cedar Rapids, Iowa, United States. At Ingold Group, we believe that everyone deserves to receive the highest possible Social Security Income benefit they are entitled to. That's why we offer a free and specialized service to help individuals maximize their Social Security benefits, tailored to their unique circumstances. Specializing in working with the Baby Boomer Generation, our team of Independent Advisors and Licensed Fiduciaries takes a holistic approach to retirement planning. With over 25 years of experience, we focus on your needs and goals to help you navigate the complexities of retirement. Whether you are nearing retirement or exploring life after retirement, we are dedicated to helping you on this important journey.
Thrivent Financial
Thrivent Financial, located at 101 3rd Avenue Southwest in Cedar Rapids, Iowa, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer a range of services to help match individuals with resources based on their top financial concerns. Thrivent Financial starts by understanding each client's unique situation and goals, then identifies strategies and solutions to help them achieve their financial objectives. One of the services offered by Thrivent Financial is Money Canvas™, a free virtual coaching service that empowers individuals to build healthier money habits at their own pace. Their financial advisors work to create a financial plan that prioritizes what matters most to each client, whether they are just starting out, building a foundation, or nearing retirement.
Michele Traver - Thrivent
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.
Beth Moores Financial, LLC
Beth Moores Financial, LLC is a trusted finance and insurance agency located at 3720 Queen Court Southwest in Cedar Rapids, Iowa. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Beth Moores Financial, LLC is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial security and success.
Safe Money Solutions
Safe Money Solutions is a trusted finance and insurance agency located at 5250 North Park Place Northeast in Cedar Rapids, Iowa. Our team is dedicated to helping individuals and families protect and grow their assets through a variety of financial products and services. Whether you're looking for retirement planning, life insurance, or investment opportunities, we are here to provide you with personalized solutions to meet your financial goals. Trust Safe Money Solutions to safeguard your future and secure your financial well-being.
Compass Financial Strategies, INC
Compass Financial Strategies, INC is a comprehensive finance, health, and insurance agency located at 1615 32nd Street Northeast in Cedar Rapids, Iowa, United States. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of financial planning, health insurance, and risk management. Whether you are looking to secure your financial future, protect your health, or safeguard your assets, Compass Financial Strategies, INC is here to provide personalized solutions tailored to your unique needs and goals. Contact us today to schedule a consultation and take the first step towards a more secure and prosperous future.
Northwestern Mutual
Northwestern Mutual is a leading finance and insurance agency located at 2720 A Avenue Northeast in Cedar Rapids, Iowa. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. The institution is known for its commitment to providing personalized financial planning and exceptional customer service. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is dedicated to helping you secure a stable financial future.
Nations Financial Group
Nations Financial Group is a reputable finance institution located at 3925 Fountains Drive Northeast in Cedar Rapids, Iowa, United States. With a team of experienced professionals, Nations Financial Group offers a wide range of financial services to individuals and businesses, including wealth management, investment planning, retirement planning, and more. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Contact Nations Financial Group today to learn how they can help you achieve your financial goals.
Tomash Financial
Tomash Financial is a premier financial institution located at 3500 F Avenue Northwest in Cedar Rapids, Iowa. With a team of experienced professionals, we offer a wide range of financial services including wealth management, investment planning, retirement planning, and insurance solutions. Our mission is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
Thrivent Financial
Thrivent Financial is a reputable finance and insurance agency located at 3349 Southgate Court Southwest in Cedar Rapids, Iowa, United States. With a strong commitment to helping individuals and families achieve financial security and peace of mind, Thrivent Financial offers a wide range of financial products and services tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Thrivent Financial's team of experienced professionals is dedicated to providing personalized solutions to help you reach your financial goals. Visit Thrivent Financial today to learn more about how they can help you secure your future.
Alex Carr - Thrivent
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.
Northwestern Mutual
Northwestern Mutual is a finance and insurance agency located at 401 1st Street Southeast in Cedar Rapids, Iowa, United States. With a strong reputation for financial planning and insurance services, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual offers personalized solutions to meet your needs. Visit their office today to learn more about their services and how they can help secure your financial future.
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