Personalized insurance advisory services in Iowa City, Iowa

Gallagher Insurance, Risk Management & Consulting is a leading insurance agency located at 14868 West Ridge Lane in Dubuque, Iowa, United States. With a strong focus on providing personalized insurance solutions and expert risk management services, our team of professionals is dedicated to helping clients protect their assets and achieve their financial goals. Whether you are looking for coverage for your home, auto, business, or other assets, Gallagher Insurance is here to provide you with the peace of mind you deserve. Contact us today to learn more about our comprehensive insurance options and tailored consulting services.

John Pavelka - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4840 Utica Ridge Road, Davenport, Iowa, United States. John Pavelka holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. John Pavelka is dedicated to providing comprehensive financial planning services to clients, including individuals, retirees, small business owners, high net worth clients, and military personnel. With a commitment to ethical practices and ongoing education, John Pavelka helps clients navigate complex financial decisions and achieve their long-term financial goals.

Densmore Insurance Strategies, Inc. is a reputable insurance agency located at 85 Paine Street Southeast in Bondurant, Iowa, United States. With a commitment to providing personalized insurance solutions to meet the unique needs of each client, Densmore Insurance Strategies, Inc. offers a wide range of insurance products and services. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible price. Trust Densmore Insurance Strategies, Inc. for all your insurance needs in Bondurant and beyond.

Dexter Financial Services Inc is a reputable financial institution located at 775 Kacena Road in Hiawatha, Iowa, United States. With a commitment to providing top-notch financial solutions, Dexter Financial Services Inc offers a wide range of services including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn how Dexter Financial Services Inc can help you manage and grow your finances effectively.

J & K Insurance & Real Estate, located at 127 West 2nd Street in Sutherland, Iowa, is a trusted institution offering a range of financial, insurance, and real estate services. The team at J & K takes pride in providing reliable protection that you can count on, ensuring that you receive the service you deserve. Whether you need insurance for your home, car, business, or farm, J & K is dedicated to helping you live a protected life every day. Mark Fuhrman, a committed financial professional, offers tailored products and services to help you pursue your long-term financial goals. J & K Insurance is an Independent Insurance Agency that works with trusted providers to find the best coverage for your needs. J & K Real Estate offers unmatched service for buying or selling properties in the surrounding area.

Van Holland Insurance Wealth Management is a leading insurance agency located in Le Mars, Iowa. Our dedicated team of professionals is committed to providing top-notch insurance solutions and wealth management services to our clients. With years of experience in the industry, we strive to offer personalized and comprehensive insurance plans tailored to meet the unique needs of each individual. Whether you are looking for auto, home, life, or business insurance, we have you covered. Visit us at 131 1st Street Northwest to learn more about how we can help you protect and grow your assets.

Five 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.

Located at 325 Frontage Road in Moville, Iowa, J & K Insurance & Real Estate is a trusted insurance agency that offers a wide range of services to protect what matters most to you. Whether you need coverage for your home, car, business, or crops, J & K Insurance & Real Estate is dedicated to providing dependable protection that you can count on. With a commitment to helping you live the protected life every day, J & K Insurance & Real Estate goes above and beyond to ensure that you have the coverage you need when the unexpected happens. Their team of professionals, led by Mark Fuhrman, is dedicated to helping you pursue your long-term financial goals and find the best insurance products tailored to your individual needs.

Grimes Financial Advisory is a reputable insurance agency located at 101 Southeast 2nd Street in Grimes, Iowa, United States. With a team of experienced financial advisors, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for life insurance, health insurance, or retirement planning services, our knowledgeable staff is dedicated to helping you secure your financial future. Contact us today to schedule a consultation and learn more about how Grimes Financial Advisory can assist you in achieving your financial goals.

Phillips Stafford Insurance Group is an insurance agency located at 809 8th Street Southwest in Altoona, Iowa, United States. With additional locations in Urbandale, Tipton, Corning, Clarinda, Ackley, and Reinbeck, they offer a wide range of insurance products to meet the needs of their clients. Specializing in crop insurance, they provide coverage options to protect against price fluctuations and weather-related risks. In 2023, they helped farmers lock in profits using crop insurance with sensitivity to price changes. In 2024, they continue to assist farmers in navigating tight margins and declining prices. Their PRF (Pasture, Rangeland, Forage) product is designed to protect against less than average rainfall, providing valuable coverage for agricultural operations. With a focus on personalized service and comprehensive insurance solutions, Phillips Stafford Insurance Group is a trusted partner for farmers and businesses in the Iowa area."

Rumelhart Financial Services LLC is a reputable finance and insurance agency located at 317 State Street in Guthrie Center, Iowa, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rumelhart Financial Services LLC is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Brokers International, LLC is an insurance agency located at 4135 Northwest Urbandale Drive in Urbandale, Iowa, United States. As a leading provider of insurance services, Brokers International, LLC offers a wide range of products and solutions to meet the needs of individuals and businesses. With a team of experienced brokers and agents, they strive to provide personalized and comprehensive insurance options to protect their clients' assets and provide peace of mind. Whether you are looking for home, auto, life, or business insurance, Brokers International, LLC is dedicated to helping you find the right coverage at the best possible rates. Contact them today to learn more about their services and how they can help you secure your future.

Healthfirm Benefits is an insurance agency located at 1734 North Roosevelt Avenue in Burlington, Iowa. We specialize in providing affordable health plans both on and off the Marketplace, as well as other smart health insurance options designed for a variety of needs and budgets. Our services include assistance with Medicare, health plans for traveling abroad, preventative care, and coverage for daily living assistance. We work with businesses across Iowa to provide group health benefits and HR services tailored to their needs. Our goal is to protect your employees and bottom line with affordable solutions. We are honored to have received the Elite Circle of Champions award multiple times for our expertise in the health insurance industry.

The Life Group LLC, located at 1545 Associates Drive in Dubuque, Iowa, is a finance institution dedicated to helping individuals reach their financial and retirement goals. With a focus on achieving proper tax balance and maximizing efficiency in asset positioning, The Life Group LLC offers personalized Power-Positioned Financial Plans that include thorough analysis and holistic planning. Their experts work to ensure that all financial pieces are working together seamlessly, providing clients with a clear road map for their financial future. Additionally, they offer services such as Social Security Analysis and credit education to help clients make informed financial decisions. Advisory services are offered through Guncheon Financial, LLC, d/b/a The Life Group Financial Services, in multiple states across the United States. With a commitment to personalized and strategic financial planning, The Life Group LLC is dedicated to helping clients secure their financial well-being.

Creative Planning is a finance institution located at 2728 Asbury Road in Dubuque, Iowa, United States. As the No. 1 Independent Advisory Firm, Creative Planning offers comprehensive and customized wealth management services to provide financial peace of mind globally and in your local area. Our wealth managers in the Dubuque Area are dedicated to helping clients achieve their financial goals and enjoy a richer way to wealth. By providing personal information to Creative Planning, you can rest assured that it will not be shared with a third party. Contact us today to set up a free, no-obligation consultation within one business day.

Core Investments Group, Inc. is a leading finance institution located at 40 Main Street in Dubuque, Iowa, United States. Specializing in investment management and financial planning, Core Investments Group offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Core Investments Group is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Core Investments Group is here to help you every step of the way.

Principal Financial Group, located at 5103 Utica Ridge Road in Davenport, Iowa, is a finance and insurance agency that is part of the nationwide affiliated group of financial professionals. They specialize in helping individuals, businesses, and employees build, protect, and advance their financial well-being. The team at Principal Financial Network of the Quad Cities offers a range of services and can connect clients with a financial professional in their area. They are dedicated to solving problems and making a difference in the community. The financial professionals at Principal Financial Network of Quad Cities are licensed to offer insurance products, life insurance, annuities, securities, and investment advisory services. If you are looking for an opportunity to make a positive impact on people's financial well-being, Principal Financial Group may be the right fit for you.

Ameriprise Financial is a leading financial institution located at 152 John F Kennedy Road in Dubuque, Iowa. As a trusted name in the finance industry, Ameriprise offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. With a team of experienced professionals, Ameriprise Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.

Cetera Advisor Networks LLC: Marty Murrell is a finance institution located at 815 6th Avenue in DeWitt, Iowa, United States. Specializing in investment and retirement services, they are dedicated to helping clients choose the right accounts to save for retirement and develop successful investment strategies. Through in-depth consultations, they work with each customer to understand their goals and create personalized plans. As a registered representative of Securities and Investment Advisory Services offered through Cetera Advisor Networks LLC, they provide top-notch financial guidance. Please note that all investing involves risk, and there is no guarantee of success. Be sure to check the background of this investment professional on FINRA's BrokerCheck. Cetera Advisor Networks LLC is not affiliated with DeWitt Bank & Trust Co. Remember, investments are not FDIC/NCUSIF insured, may lose value, are not guaranteed by financial institutions, are not deposits, and are not insured by any federal government agency. Trust Cetera Advisor Networks LLC: Marty Murrell for expert financial advice and services.

Todd Rosendahl - Thrivent is a financial institution located at 2005 18th Street, Spirit Lake, Iowa, United States. The institution offers personalized financial guidance to help individuals with their finances, whether they are just starting out or planning for retirement. Licensing information is available through the State Insurance Department's 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 for these matters. Thrivent offers financial planning services through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. 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 Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.

Brokers Clearing House Ltd is an insurance agency located at 4546 Corporate Drive in West Des Moines, Iowa, United States. With a strong reputation for providing top-notch insurance services, Brokers Clearing House Ltd offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their experienced team of brokers is dedicated to helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Brokers Clearing House Ltd is committed to delivering exceptional service and personalized solutions to protect what matters most to you. Contact them today to learn more about their insurance offerings and how they can assist you in securing the coverage you need.

Principal Financial Group, located at 1059 Longfellow Drive, Hiawatha, Iowa, United States, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure and enhance their financial well-being. As part of the nationwide affiliated group of financial professionals, Principal Financial Network of Cedar Valley offers a team approach to provide a range of services for their clients. Their licensed professionals can offer insurance products, life insurance, annuities, securities, and investment advisory services to residents in various states. The institution is committed to building a team of passionate and talented individuals who are dedicated to improving the financial health of their community. If you are looking for an opportunity to make a difference in people's lives while maintaining your own freedom and flexibility, Principal Financial Group may be the place for you. Contact them today to learn more about how they can help you protect what matters most and achieve your financial goals.

AssuredPartners is a leading insurance agency located at 315 Grand Avenue in Spencer, Iowa, United States. We specialize in providing a wide range of insurance solutions to meet the needs of individuals, families, and businesses. Our team of experienced professionals is dedicated to helping our clients find the right coverage at the best possible price. Whether you are looking for auto, home, life, or business insurance, AssuredPartners has you covered. Contact us today to learn more about how we can help protect what matters most to you.

Nick Brundell - Thrivent is a financial institution located at 107 3rd Avenue Northeast, Sioux Center, Iowa, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states including FL, GA, IA, MN, ND, NM, WA, and WI, they provide a range of services through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, but can assist with financial planning and investment advisory services through their Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed professionals who can provide personalized financial advice. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

Vlock Financial Group, located at 102 Front Street in Neola, Iowa, is a finance institution dedicated to providing professional advisors with the tools and resources they need to help clients plan for their financial future. Led by licensed agents Joseph Vlock and Sarina Vlock Tannehill, the institution specializes in life insurance, offering individuals the opportunity to secure their loved ones' financial well-being in the event of the unexpected. Joseph Vlock and Sarina Vlock Tannehill are licensed to sell insurance through New York Life and various other independent unaffiliated insurance companies in multiple states across the United States. Additionally, they are Registered Representatives of NYLIFE Securities LLC, offering securities products and services to clients in select states.

SilverStone Group, located at 300 West Broadway in Council Bluffs, Iowa, is a finance institution that is part of HUB Great Plains, a HUB International company. With over 75 years of experience, SilverStone Group offers customized benefits, risk management, retirement, and personal insurance services to meet the specific needs of both business and private clients. Their technically-oriented Associates work tirelessly to understand every facet of a client's world before bringing their expertise to bear, helping clients make the most of every resource. The institution conducts business one client at a time and holds their relationships with various insurance markets to the highest standards. Their client base includes privately held businesses, public entities, individuals, and families of all sizes and complexity. The leadership team at Great Plains includes President and CEO John H. Nelson, Chairman John P. Nelson, and other key leaders in the organization.

LPL Financial - Ryan DeZwarte is a finance and insurance agency located at 8515 Douglas Avenue in Urbandale, Iowa, United States. As an independent consultant, Ryan DeZwarte treats his clients' investments as his own and works tirelessly to assess markets and options daily. Clients can expect regular communications with updates and recommendations directly from Ryan. As a personal financial situation changes, Ryan is available to reevaluate financial plans and make necessary adjustments. Clients work directly with Ryan, ensuring personalized and objective recommendations to enhance their financial future. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Residents of other states may not be eligible for services. Contact Ryan DeZwarte at (515) 251-2648 to start securing your financial future.

Heartland Investment Associates Inc. is a finance institution located at 2202 Heritage Green Drive in Hiawatha, Iowa, United States. With a strong focus on providing personalized investment solutions for individuals and businesses, Heartland Investment Associates Inc. offers a wide range of financial services including wealth management, retirement planning, and investment advisory services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Trustworthy, reliable, and committed to excellence, Heartland Investment Associates Inc. is a go-to destination for all your financial needs.

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.

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.