Insurance for professionals in Iowa City, IA
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Lane Family Wealth Management
● ClosedLane Family Wealth Management is a premier financial institution located at 595 Ashley Court in North Liberty, Iowa, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your family's wealth, we are here to help you every step of the way. Contact us today to learn more about how Lane Family Wealth Management can help you secure your financial future.
595 Ashley Ct, North Liberty, IA 52317, United States -
Northwestern Mutual
● OpenNorthwestern 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.
2720 A Ave NE #102, Cedar Rapids, IA 52402, United States -
MidAmerica Securities Management Co
● ClosedMidAmerica Securities Management Co is a reputable finance institution located at 404 East College Street in Iowa City, Iowa, United States. With a focus on providing top-notch financial services, they offer investment management, financial planning, and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or simply secure your financial future, MidAmerica Securities Management Co is here to assist you every step of the way.
404 E College St Suite 406, Iowa City, IA 52240, United States -
James Investment Group Inc.
● OpenJames Investment Group Inc. is a renowned finance institution located at 673 Westbury Drive in Iowa City, Iowa, United States. With a track record of excellence in the financial industry, James Investment Group Inc. provides a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment solutions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, James Investment Group Inc. is committed to providing personalized and comprehensive financial advice. Visit their office today to learn more about their services and how they can help you secure a stable financial future.
673 Westbury Dr STE 101, Iowa City, IA 52245, United States -
MILLCREEK Financial Services
● ClosedMILLCREEK Financial Services is a reputable finance and insurance agency located at 121 West Main Street in Solon, Iowa, United States. With a focus on providing personalized financial solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, MILLCREEK Financial Services is committed to delivering top-notch service and expertise. Contact us today to schedule a consultation and take the first step towards securing your financial future.
121 W Main St Suite 100, Solon, IA 52333, United States -
Forensic Accounting Corp
● ClosedForensic Accounting Corp, located at 2214 Muscatine Avenue in Iowa City, Iowa, offers a comprehensive range of forensic accounting services to the legal and insurance industries. Our team of specialists is equipped to identify, preserve, and report on all types of digital evidence and electronically stored information (ESI). In addition to forensic accounting solutions, our Iowa City office provides litigation support for business disputes, shareholder and partner conflicts, and business income loss cases. With over 15 years of experience in both business and legal fields, our professionals bring a wealth of financial and investigative expertise to the litigation process.
2214 Muscatine Ave, Iowa City, IA 52240, United States -
Michelle Lessmann - Thrivent
● ClosedMichelle Lessmann - Thrivent is a finance institution located at 1551 Indian Hills Drive in Sioux City, Iowa, United States. Licensing for this institution is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1551 Indian Hills Dr Suite 2, Sioux City, IA 51104, United States -
RDA Financial Network
● ClosedRDA Financial Network is a reputable finance and insurance agency located at 321 Reed Street in Akron, Iowa, United States. Our experienced team of professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, RDA Financial Network is here to help. Contact us today to schedule a consultation and take the first step towards financial security.
321 Reed St Suite 2, Akron, IA 51001, United States -
Money Concepts - The Planning Firm
● ClosedMoney Concepts - The Planning Firm is a finance and insurance agency located at 103 South Main Avenue in Sioux Center, Iowa, United States. We specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Our team of experienced professionals offers personalized advice and guidance on investments, retirement planning, insurance, and more. With a focus on long-term financial success, Money Concepts is committed to helping our clients secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
103 S Main Ave, Sioux Center, IA 51250, United States -
Edward Jones - Financial Advisor: Eric D Rankin, AAMS™
● ClosedEdward Jones - Financial Advisor: Eric D Rankin, AAMS™ is a reputable finance institution located at 32 3rd Street Northwest in Sioux Center, Iowa, United States. Eric D Rankin, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Eric provides expert guidance on investments, retirement planning, insurance, and more. Trust Edward Jones and Eric D Rankin to provide reliable and professional financial solutions for your needs.
32 3rd St NW, Sioux Center, IA 51250, United States -
Scott Lyftogt - Thrivent
● ClosedScott Lyftogt - Thrivent is a finance institution located at 340 14th Street Southeast in Sioux Center, Iowa, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. They provide advice and guidance through their Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also choose to engage further with Thrivent through their Dedicated Planning Services, which provide written recommendations for a fee.
340 14th St SE, Sioux Center, IA 51250, United States -
Christopher Saras, Founder & Principal - The Pathway Financial Group
● OpenChristopher Saras, Founder & Principal of The Pathway Financial Group, located at 112 Central Avenue Northwest, Orange City, Iowa, United States, is dedicated to helping professional advisors and individuals plan for a financially secure future. As an agent licensed to sell insurance through New York Life Insurance Company, Chris Saras offers life insurance and investment advisory services through Eagle Strategies LLC. At The Pathway Financial Group, we believe in helping our clients create a comprehensive financial strategy that suits their unique needs. We understand the challenges of balancing finances and life responsibilities, which is why we work with our clients to create a plan that starts where they are at. By maximizing the resources they already have, we help them achieve a financially-balanced lifestyle and prepare for the future.
112 Central Ave NW, Orange City, IA 51041, United States -
Nick Baker
● ClosedNick Baker is an insurance agency located at 1005 Lincoln Circle in Orange City, Iowa, United States. As a trusted advisor for various financial concerns and objectives in life, Nick Baker, licensed with New York Life Insurance Company, offers highly-effective strategies and solutions to help clients reach their financial goals. Specializing in insurance and investment advisory services, Nick J. Baker is licensed in multiple states including Iowa, Minnesota, and South Dakota. With a focus on outstanding service and performance, Baker Financial Solutions aims to develop long-term relationships with clients. Please note that neither Baker Financial Solutions nor its affiliates provide tax, legal, or accounting advice. Consult your own professionals for advice tailored to your specific situation.
1005 Lincoln Cir, Orange City, IA 51041, United States -
New York Life: Chris Saras, LUTCF
● ClosedNew York Life: Chris Saras, LUTCF is an insurance agency located at 112 Central Avenue Northwest in Orange City, Iowa, United States. The institution is dedicated to serving professional advisors and helping individuals plan for a financially-balanced lifestyle. With a focus on life insurance and financial security, Chris Saras and his team at Pathway Financial Group aim to help clients maximize their resources and create a plan to ease financial worries. Through education and personal experience, they assist clients in managing their finances effectively and preparing for the future. Chris Saras is a licensed agent with New York Life Insurance Company, offering investment advisory services through Eagle Strategies LLC. He is also a Registered Representative of NYLIFE Securities LLC, providing securities products and services. The Pathway Financial Group, while not owned by New York Life, collaborates with the company to offer comprehensive financial solutions to clients. With a commitment to helping individuals achieve their financial goals, Chris Saras and his team strive to empower clients to take control of their finances and make the most of their resources.
112 Central Ave NW, Orange City, IA 51041, United States -
Renae Vande Brake - Thrivent
● ClosedRenae Vande Brake - Thrivent is a finance institution located at 3079 Log Avenue, Sheldon, Iowa, United States. Licensing for their services is available through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee.
3079 Log Ave, Sheldon, IA 51201, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a renowned finance and insurance agency located at 789 North 2nd Street in Cherokee, Iowa, United States. With a strong reputation for providing top-notch financial services and insurance products, Mass Mutual is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, the experienced professionals at Mass Mutual are committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you build a secure financial future.
789 N 2nd St, Cherokee, IA 51012, United States -
Deke Kempfert - Thrivent
● ClosedDeke Kempfert - Thrivent is a finance institution located at 513 East 4th Street in Aurelia, Iowa, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
513 E 4th St, Aurelia, IA 51005, United States -
McNaughton financial group
● ClosedMcNaughton Financial Group is a reputable finance and insurance agency located at 727 Lake Avenue North in Storm Lake, Iowa, United States. With a dedicated team of professionals, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, insurance coverage, or estate planning, McNaughton Financial Group has the expertise and resources to assist you every step of the way. Visit their office today to learn more about how they can help you secure your financial future.
727 Lake Ave N, Storm Lake, IA 50588, United States -
Thrivent Financial
● ClosedThrivent Financial is a finance and insurance agency located at 4300 South Lakeport Street in Sioux City, Iowa, United States. They offer a range of financial services including investment planning, retirement planning, insurance products, and more. With a focus on helping individuals and families achieve financial security and peace of mind, Thrivent Financial is committed to providing personalized solutions tailored to each client's unique needs and goals. Their team of experienced professionals is dedicated to helping clients make informed decisions and navigate the complexities of the financial world. Visit Thrivent Financial today to start planning for a secure financial future.
4300 S Lakeport St #104, Sioux City, IA 51106, United States -
Phillip Elder - Prudential Financial
● OpenPhillip Elder - Prudential Financial is a reputable finance and insurance agency located at 4300 South Lakeport Street in Sioux City, Iowa, United States. With a strong commitment to providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Phillip Elder - Prudential Financial are here to help. Trustworthy, reliable, and client-focused, this institution is a trusted partner in securing your financial future.
4300 S Lakeport, Suite 105, 4300 S Lakeport St #105, Sioux City, IA 51106, United States -
Mass Mutual Financial Group
● ClosedMass Mutual Financial Group is a reputable finance and insurance agency located at 505 5th Street in Sioux City, Iowa, United States. With a strong presence in the financial industry, Mass Mutual offers a wide range of services including financial planning, retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to protect your assets, plan for retirement, or grow your wealth, Mass Mutual Financial Group is committed to providing personalized solutions to meet your individual needs.
505 5th St #405, Sioux City, IA 51101, United States -
Alyssa Henneman - Thrivent
● ClosedAlyssa Henneman - Thrivent is a finance institution located at 4300 South Lakeport Street, Sioux City, Iowa, United States. Our team is dedicated to helping individuals reach their unique lifelong aspirations while also making a positive impact on the people and causes that matter most to them. We understand that each person's financial journey is different, shaped by their individual goals and values. As part of our team of expert advisors, we provide personalized financial planning and advice to help you secure a more stable financial future that aligns with your objectives and principles. Licensing information is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for these services.
4300 S Lakeport St #104, Sioux City, IA 51106, United States -
Bankers Life
● ClosedBankers Life, located at 401 Douglas Street in Sioux City, Iowa, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, and UnitedHealthcare®. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life also offers opportunities for individuals interested in becoming agents, managers, or investment professionals. Our award-winning training programs are designed to set you up for success and provide a fulfilling career path. Join us at Bankers Life and help your community achieve a financially secure retirement.
401 Douglas St #215, Sioux City, IA 51101, United States -
Craig Dozark - Thrivent
● ClosedCraig Dozark - Thrivent is a finance institution located at 20 North Main Street in Denison, Iowa, United States. Licensing for the services provided by this institution can be obtained through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about the financial advisors at Thrivent, visit their website or FINRA's Broker Check. Professional designations and the requirements to earn them can be found at https://www.thrivent.com/designations. Please consult your attorney or tax professional for legal, accounting, or tax advice.
20 N Main St, Denison, IA 51442, United States -
Janet Smith - Thrivent
● ClosedJanet Smith - Thrivent is a finance institution located at 309 Main Street, Manning, Iowa, United States. They offer licensing through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
309 Main St, Manning, IA 51455, United States -
Cardinal Financial
● ClosedCardinal Financial is a leading accounting and finance institution located at 302 East 7th Street in Carroll, Iowa, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and personalized service, Cardinal Financial is dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.
302 E 7th St #2, Carroll, IA 51401, United States -
Val J Smith II - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVal J Smith II - Financial Advisor, Ameriprise Financial Services, LLC, located at 1089 Jordan Creek Parkway in West Des Moines, Iowa, United States, offers a wide range of financial services. The institution's team includes professionals with various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution also provides specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. The team at Val J Smith II is committed to helping clients make informed financial decisions and achieve their long-term financial goals.
1089 Jordan Creek Pkwy Ste 110, West Des Moines, IA 50266, United States -
Five Talents Advisory
● ClosedFive Talents Advisory is a leading finance and insurance agency located in West Des Moines, Iowa. Our team of experienced professionals is dedicated to providing top-notch financial and insurance solutions to help our clients achieve their goals and secure their future. With a focus on personalized service and expertise, we strive to empower our clients with the knowledge and tools they need to make informed decisions about their finances. Whether you are looking for investment advice, retirement planning, insurance coverage, or any other financial service, Five Talents Advisory is here to help you every step of the way. Visit us at 1441 29th Street to learn more about how we can assist you in reaching your financial objectives.
1441 29th St Ste 310, West Des Moines, IA 50266, United States -
Derouin Timothy
● ClosedDerouin Timothy is a reputable finance and insurance agency located at 1840 Northwest 118th Street in Clive, Iowa, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Derouin Timothy is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized assistance and expert advice to ensure that clients receive the best possible coverage and financial guidance. Whether you are looking for insurance options or seeking financial planning assistance, Derouin Timothy is the go-to institution for all your finance and insurance needs.
1840 NW 118th St #220, Clive, IA 50325, United States -
Lon Friesth - Thrivent
● ClosedLon Friesth - Thrivent is a finance institution located at 8797 Northwest 54th Avenue in Johnston, Iowa, United States. With a commitment to helping individuals achieve financial security and make wise investment decisions, Lon Friesth - Thrivent offers a range of financial services including retirement planning, investment management, insurance, and more. Their team of experienced professionals are dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Lon Friesth - Thrivent is here to help you navigate the complexities of the financial world and achieve your goals.
8797 NW 54th Ave Suite 100, Johnston, IA 50131, United States
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