TOP 30 Investment management services in DeWitt, Iowa

12 results found

David Linder - State Farm Insurance Agent is an insurance agency located at 1133 11th Street, DeWitt, Iowa, United States. The team at David Linder State Farm is dedicated to helping you protect all aspects of your financial life and making a positive impact on the community. Whether you need assistance with planning for college, retirement, or preparing for the unexpected, they are there to help with your Personal Price plan. In addition to insurance services, the institution also offers workplace fire safety and prevention tips, job search advice, and rural road driving safety tips. They prioritize the protection of your personal information and urge you not to include sensitive data when contacting them.

LPL Financial is a leading financial institution located at 914 6th Avenue in DeWitt, Iowa, United States. Specializing in finance, they provide a wide range of services including investment planning, retirement planning, and wealth management. With a team of experienced professionals, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

Edward Jones - Financial Advisor: Jim O'Melia, CFP®|AAMS™ is a trusted financial institution located at 615 10th Street in DeWitt, Iowa, United States. Specializing in personalized financial planning and investment strategies, Jim O'Melia is a Certified Financial Planner and an Accredited Asset Management Specialist. With a commitment to helping clients achieve their financial goals, Edward Jones offers a range of services including retirement planning, wealth management, and investment advice. Whether you are planning for the future or looking to grow your wealth, Jim O'Melia and his team at Edward Jones are dedicated to providing expert guidance and support every step of the way.

Casey Walker - Thrivent is a finance institution located at 132 6th Avenue South in Clinton, Iowa, United States. Specializing in financial services, Casey Walker - Thrivent offers a range of products and solutions to help individuals and families achieve their financial goals. With a focus on financial planning, investment management, and insurance services, the institution is dedicated to helping clients secure their financial future. The experienced team at Casey Walker - Thrivent is committed to providing personalized and comprehensive financial guidance to each client, ensuring they receive the support and resources needed to make informed decisions about their finances.

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.

Welcome to the Clinton County Treasurer Satellite Office, conveniently located at 226 11th Street, DeWitt, Iowa, 52742. As a vital local government office, we are dedicated to serving the financial needs of Clinton County residents. Our responsibilities include the receipt, management, disbursement, financial reporting, bonds, and investment of all county funds. Additionally, we act as an agent for the State of Iowa Department of Transportation and the Iowa Department of Revenue and Finance. In light of the upcoming construction at the Clinton administration building, we are committed to providing stability and continuity to our community by fully staffing our DeWitt office. We will be operational Monday through Friday, from 8:00 a.m. to 4:00 p.m., including over the lunch hour. This arrangement is expected to remain in place until March 2025.

Welcome to Buy Bitcoin - Your Local Gateway to Cryptocurrency Located at 1515 11th Street, DeWitt, Iowa, Buy Bitcoin is your trusted local finance partner, making cryptocurrency accessible, simple, and secure. Whether you're a seasoned crypto enthusiast or just starting your journey, our services are designed to cater to your needs with ease and convenience.

Welcome to Joshua Theisen - Thrivent, your trusted partner in financial planning and investment advisory services, located at 908 6th Avenue, DeWitt, Iowa 52742. As a proud affiliate of Thrivent, we are dedicated to helping individuals and families achieve financial clarity and confidence through personalized financial strategies. At Joshua Theisen - Thrivent, we understand that your financial journey is unique, which is why we offer a comprehensive Financial Planning Framework. This service involves a thorough review and analysis of your financial situation. For those seeking a more in-depth planning experience, our Dedicated Planning Services provide detailed written recommendations for a fee, tailored to your specific needs and goals.

Welcome to BPS Electric: Your Trusted Local Electricians in Davenport, Iowa Located at 2926 Scott Street, Davenport, Iowa 52803, BPS Electric is your go-to provider for all your electrical needs. As a licensed, bonded, and insured business, we pride ourselves on delivering reliable and cost-effective services 24/7, ensuring you receive the highest quality assistance whenever you need it.

Welcome to Mel Foster Co. Davenport I-74 & Elmore, your trusted real estate agency located at 3211 East 35th Street Court, Davenport, Iowa 52807. As a cornerstone of the community since 1921, Mel Foster Co. proudly serves Eastern Iowa and Western Illinois, including vibrant cities and charming small towns like Bettendorf, Clinton, Eldridge, Davenport, Galesburg, Geneseo, Kewanee, Moline, Rock Island, and the surrounding Quad Cities. Our locally owned and operated company specializes in a comprehensive range of services, including residential and commercial real estate sales, insurance, farm and land sales, land development and management, relocation, career development, new construction, and senior services. We are dedicated to setting the standard for excellence and leadership in both real estate and insurance.

Welcome to Mel Foster Co., your trusted real estate partner in Eastern Iowa and Western Illinois. Conveniently located at 2300 Spruce Hills Drive, Bettendorf, Iowa, we have been proudly serving the communities of Bettendorf, Clinton, Eldridge, Davenport, Galesburg, Geneseo, Kewanee, Moline, Rock Island, and the surrounding Quad Cities since 1921. As a locally owned and operated agency, Mel Foster Co. is dedicated to delivering unparalleled service in residential and commercial real estate sales. Our comprehensive offerings also include insurance, farm and land sales, land development and management, relocation, career development, new construction, and senior services.