Investor education resources in Iowa City, Iowa

Rachel FitzPatrick - State Farm Insurance Agent is located at 3030 Asbury Road in Dubuque, Iowa, United States. As an insurance agency, we are dedicated to helping our clients protect themselves and their loved ones from unexpected events. Our team is committed to putting as many people as possible into a better financial position. We offer a range of insurance products, including auto, home, life, and special needs trust plans. We also provide tips and resources to help our clients stay safe on the road, especially when driving in rural areas shared with farm vehicles.

Accel Wealth Management in Cedar Rapids is a leading finance institution located at 5500 Fountains Drive Northeast. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Accel Wealth Management to help you build a secure financial future in Cedar Rapids, Iowa.

Welcome to Ascentra Credit Union, your trusted partner in finance and homeownership, conveniently located at 2339 53rd Avenue, Bettendorf, Iowa. As a local credit union, we are committed to providing our members with exceptional financial services, including ATMs, loans, and home mortgage solutions. At Ascentra, we believe in making the dream of homeownership accessible and achievable. Whether you're a first-time homebuyer or looking to refinance, our expert team is here to guide you every step of the way. We offer competitive fixed-rate home loans with a minimum 5% down payment, and adjustable-rate mortgage loans for first-time buyers with just a 3% down payment. To help you avoid private mortgage insurance (PMI), a 20% down payment is recommended.

Merrill Lynch Wealth Management, located at 4550 East 53rd Street in Davenport, Iowa, is a leading finance institution that provides comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch offer personalized financial strategies tailored to each client's unique goals and needs. They can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The dedicated advisors at Merrill Lynch Wealth Management are committed to client satisfaction and strive to understand each client's financial situation in order to create long-term financial strategies. They work closely with clients to identify personal and professional goals, offering advice and guidance to help them pursue their financial and life objectives.

Morgan Stanley Financial Advisors is a leading finance institution located at 4300 East 53rd Street in Davenport, Iowa, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Morgan Stanley Financial Advisors is committed to providing top-notch financial guidance and support to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.

Mid America Securities Management Co is a reputable finance institution located at 2535 Tech Drive in Bettendorf, Iowa, United States. With a strong focus on providing top-notch financial services, the company offers expert investment management and financial planning solutions to individuals and businesses alike. Their team of experienced professionals strive to help clients achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mid America Securities Management Co is dedicated to providing you with the guidance and support you need.

At Edward Jones - Financial Advisor: Dan Laubenthal, AAMS™, located at 126 Kirkwood Boulevard in Davenport, Iowa, United States, we offer expert financial advising services to help individuals and families achieve their financial goals. Our experienced advisor, Dan Laubenthal, AAMS™, is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, we are here to help you navigate the complexities of the financial world with confidence. Trust Edward Jones - Financial Advisor: Dan Laubenthal, AAMS™ to guide you towards a secure financial future.

Reimer Financial Group is a comprehensive financial, health, and insurance agency located at 306 South 1st Street in Guttenberg, Iowa, United States. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment management, health insurance, or risk management, we are here to provide personalized solutions tailored to your unique needs. Visit us today to learn more about how Reimer Financial Group can help secure your financial future.

Financial Decisions Group is a reputable finance institution located at 1089 Jordan Creek Parkway in West Des Moines, Iowa, United States. As a leading provider of financial services, our experienced team of professionals is dedicated to helping clients make informed decisions regarding their finances. Whether you are seeking advice on investments, retirement planning, or wealth management, we are here to assist you every step of the way. Trust Financial Decisions Group to provide personalized solutions tailored to your specific needs and goals. Contact us today to schedule a consultation and take control of your financial future.

AGAPE Servicios is a finance institution located at 3834 1/2 Douglas Avenue in Des Moines, Iowa, United States. We offer a range of financial services to help individuals and businesses manage their money effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique financial needs. Whether you need assistance with budgeting, investing, or planning for the future, AGAPE Servicios is here to help. Visit us today to learn more about how we can support your financial goals.

FSB Wealth Management, Investments Center is a leading finance institution located at 880 13th Street in Marion, Iowa, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management and investment strategies. With a focus on building long-term relationships and providing expert guidance, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, FSB Wealth Management, Investments Center is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Dupaco Community Credit Union is a financial institution located at 110 35th Street Drive Southeast in Cedar Rapids, Iowa, United States. Offering a range of services including ATMs, banking, and finance, Dupaco is dedicated to providing top-notch, signature service at every location. With branches, ATMs, and live video teller outlets throughout Iowa, Illinois, and Wisconsin, Dupaco ensures that great service is never far away. Customers can access surcharge-free ATMs, drive-thru services, and live video teller machines for convenient and efficient banking. Additionally, Dupaco is part of the Co-op Shared Branching network, allowing members to access face-to-face service at thousands of locations nationwide. Believing in the importance of personal service, Dupaco works with other credit unions to ensure that members receive assistance wherever they may be. Whether you are near a Dupaco branch or not, you can still access branch services through shared branching services at other credit unions. Join Dupaco Community Credit Union for a better banking experience and access to exceptional service wherever life takes you.

The Center for Real Estate Excellence is a premier institution dedicated to providing top-notch education and training in the field of real estate. Located at 4001 Westown Parkway in West Des Moines, Iowa, the center offers a wide range of programs and resources for aspiring real estate professionals looking to excel in their careers. With experienced instructors and cutting-edge curriculum, the Center for Real Estate Excellence is committed to helping students achieve their goals and become leaders in the real estate industry. Whether you are just starting out or looking to advance your career, this institution is the perfect place to gain the knowledge and skills needed for success in the competitive world of real estate.

Capital Financial Planning is a leading finance and insurance agency located at 545 5th Street in West Des Moines, Iowa, United States. Our team of experts is dedicated to providing personalized financial planning services to help our clients achieve their short and long-term financial goals. Whether you are looking to invest, save for retirement, or protect your assets with insurance, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Financial Specialists Inc is a leading finance institution located at 425 2nd Street Southeast in Cedar Rapids, Iowa, United States. Our team of expert financial specialists are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. With years of experience and a commitment to excellence, we offer a wide range of financial services including investment planning, retirement planning, tax preparation, and more. Trust Financial Specialists Inc to provide you with the expertise and guidance you need to secure your financial future.

Edward Jones - Financial Advisor: Jacob A Rochleau, CFP®|AAMS™ is a reputable finance institution located at 400 West Main Street in Cherokee, Iowa, United States. Jacob A Rochleau is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Jacob A Rochleau, CFP®|AAMS™ is committed to helping individuals and families secure their financial future.

Hough & Zaccone Investments is a reputable finance institution located at 803 Durant Street in Harlan, Iowa, United States. Specializing in investment management and financial planning services, our experienced team is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and expert advice, we strive to provide top-notch financial solutions for individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.

Balance Investment Services is a premier financial institution located at 12035 University Avenue in Clive, Iowa, United States. As a leading provider of finance services, our team of experts is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our experienced advisors are here to guide you every step of the way. Trust Balance Investment Services to provide you with the knowledge, expertise, and resources needed to make informed financial decisions.

Veridian Investment Services: Todd Reinhardt is a financial institution located at 1201 South Ankeny Boulevard in Ankeny, Iowa, United States. Specializing in investment services, this institution offers a range of financial solutions to help clients achieve their financial goals. With a focus on personalized service and expert guidance, Veridian Investment Services: Todd Reinhardt is dedicated to helping individuals make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or simply manage your money more effectively, this institution is committed to providing you with the support and resources you need. Visit their location to access their ATM services and speak to a financial advisor today.

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.

Financial Harmony Designs is a finance and insurance agency located at 136 40th Street Northeast in Cedar Rapids, Iowa. Our team of experienced professionals is dedicated to helping our clients achieve financial stability and peace of mind. Whether you are looking for assistance with retirement planning, investment management, or insurance coverage, we are here to provide personalized solutions tailored to your individual needs. At Financial Harmony Designs, we prioritize building long-term relationships with our clients and working together to create a solid financial foundation for the future.

Welcome to Justin Weber - COUNTRY Financial Agent, your trusted partner for all your insurance needs in Dubuque, Iowa. Located at 2115 John F Kennedy Road, we specialize in providing comprehensive insurance solutions to protect your car, home, business, and more. Since 1925, COUNTRY Financial has been a reliable name in the insurance industry, offering personalized service and expert advice to help you secure what matters most. Whether you're planning for your child's education, an early retirement, or purchasing your forever home, we offer a wealth of educational tools and resources to guide you on your journey. Our commitment to our clients goes beyond just selling insurance; we ensure you are well-prepared and informed to make the best decisions for your future.

Edward Jones - Financial Advisor: Greg Fleming is a reputable financial institution located at 608 Main Street in Keokuk, Iowa, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. Greg Fleming, the experienced financial advisor at this institution, is dedicated to providing personalized and professional guidance to his clients. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Greg Fleming is committed to helping you make sound financial decisions. Visit their office today to learn more about how they can assist you in reaching your financial objectives.

LPL Financial LLC is a finance institution located at 2700 Westown Parkway in West Des Moines, Iowa, United States. As a leading provider of investment and wealth management services, LPL Financial LLC offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, LPL Financial LLC is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money.

Charles Schwab is a renowned financial institution located at 5901 Mills Civic Parkway in West Des Moines, Iowa, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals manage their wealth and achieve their financial goals. With a strong reputation for reliability and customer service, Charles Schwab is a trusted partner for those looking to grow and protect their assets. Whether you are a seasoned investor or just starting out, Charles Schwab has the expertise and resources to help you navigate the complexities of the financial market.

TD Ameritrade is a leading financial institution located in West Des Moines, Iowa. With a focus on investment and wealth management, TD Ameritrade offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking to trade stocks, invest in mutual funds, or plan for retirement, TD Ameritrade has the expertise and resources to assist you every step of the way. Visit us at 5901 Mills Civic Parkway to learn more about how we can help you secure your financial future.

Wells Fargo Advisors is a financial institution located at 418 6th Avenue in Des Moines, Iowa, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a strong reputation for excellence, Wells Fargo Advisors is dedicated to providing personalized service and expert guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Wells Fargo Advisors is committed to helping you succeed.

The Financial Architects, INC. is a finance institution located at 201 West 2nd Street in Davenport, Iowa, United States. Our team of experts are dedicated to helping our clients build and secure their financial futures through personalized financial planning and investment strategies. With a focus on long-term financial success, we work closely with each individual to create a tailored plan that meets their unique goals and needs. Whether you are looking to save for retirement, invest for the future, or plan for major life events, The Financial Architects, INC. is here to guide you every step of the way. Contact us today to schedule a consultation and start building your financial foundation.

Bridgewater Advisors - Ameriprise Financial Services, LLC is a finance institution located at 414 East Platt Street, Maquoketa, Iowa, United States. They offer personalized financial planning services by appointment only, with after hours appointments available upon request. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can visit their personal website or FINRA’s BrokerCheck website for more information. The institution cannot guarantee future financial results, but they are dedicated to helping clients achieve their financial goals. Users of the site are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with measures in place to protect clients' information. Overall, Bridgewater Advisors - Ameriprise Financial Services, LLC is committed to providing quality financial services to help clients plan for a secure financial future.

Main Street Lansing is a prominent institution located at 274 Main Street in Lansing, Iowa, United States. As a finance and travel agency, Main Street Lansing offers a wide range of services to cater to the financial and travel needs of the local community and beyond. With a team of experienced professionals, Main Street Lansing is dedicated to providing top-notch financial advice and assistance, as well as expert travel planning and booking services. Whether you're looking to manage your finances more effectively or plan your next adventure, Main Street Lansing is here to help you every step of the way.