Portfolio management in Iowa
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Edward Jones - Financial Advisor: Mike Alexander, AAMS™
● ClosedEdward Jones - Financial Advisor: Mike Alexander, AAMS™ is a reputable finance institution located at 1324 Rossville Road in Waukon, Iowa, United States. With a focus on providing personalized financial advice and investment solutions, Mike Alexander, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth for the future, the experienced team at Edward Jones is committed to offering tailored strategies to meet your individual needs. Trustworthy and professional, Edward Jones - Financial Advisor: Mike Alexander, AAMS™ is a reliable partner in your financial journey.
1324 Rossville Rd, Waukon, IA 52172, United States -
Financial Strategies
● ClosedFinancial Strategies is a leading finance institution located at 239 1st Avenue East in Dyersville, Iowa. Our 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 invest, plan for retirement, or manage your assets, our services are designed to meet your unique needs. Trust Financial Strategies to provide you with the guidance and support you need to secure a prosperous financial future.
239 1st Ave E, Dyersville, IA 52040, United States -
Edward Jones - Financial Advisor: Matthew M Ungs
● ClosedEdward Jones - Financial Advisor: Matthew M Ungs is a reputable finance institution located at 980 Field of Dreams Way in Dyersville, Iowa, United States. With a focus on providing personalized financial advice and guidance, Matthew M Ungs helps clients navigate their financial goals and investments. Whether you are planning for retirement, saving for college, or looking to build wealth, Edward Jones - Financial Advisor: Matthew M Ungs offers tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.
980 Field of Dreams Way Ste 1, Dyersville, IA 52040, United States -
Edward Jones - Financial Advisor: Christopher T Fuhrman
● ClosedEdward Jones - Financial Advisor: Christopher T Fuhrman is a trusted financial institution located at 1724 Hill Avenue in Spirit Lake, Iowa, United States. As a dedicated finance professional, Christopher T Fuhrman provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, clients can feel confident in their financial decisions when working with this institution. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: Christopher T Fuhrman is committed to helping you navigate the complexities of the financial world with expertise and care.
1724 Hill Ave, Spirit Lake, IA 51360, United States -
Jay Theis - Ameriprise Financial Services, Inc.
● OpenJay Theis - Ameriprise Financial Services, Inc. is a finance institution located at 3516 U. S. Highway 71, Spirit Lake, Iowa, United States. The institution offers a variety of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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 designations cover a range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Jay Theis - Ameriprise Financial Services, Inc. is committed to providing comprehensive and expert financial advice to individuals and businesses.
3516 U. S. Hwy 71, Spirit Lake, IA 51360, United States -
Narmi J Joseph
● OpenNarmi J Joseph is a reputable law firm located at 535 West Broadway in Council Bluffs, Iowa, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal services and guidance to clients in need. With a commitment to professionalism and client satisfaction, Narmi J Joseph is dedicated to delivering top-notch legal representation and advice. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Narmi J Joseph is here to help. Contact them today to schedule a consultation and discuss your legal needs.
535 W Broadway #202, Council Bluffs, IA 51503, United States -
Stifel
● ClosedStifel is a reputable finance institution located at 304 East 5th Street in Storm Lake, Iowa, United States. Known for its dedication to providing top-notch financial services, Stifel offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Stifel is committed to delivering personalized and comprehensive financial advice to its clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Stifel is here to help you every step of the way.
304 E 5th St, Storm Lake, IA 50588, United States -
Jason R. Sytsma, Shuttleworth & Ingersoll
● ClosedJason R. Sytsma, Shuttleworth & Ingersoll is a prestigious law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa. Led by registered patent attorney Jason Sytsma, the firm specializes in intellectual property and information technology law. With a background in electrical engineering and experience in the automotive industry, Jason provides expert advice to clients on complex legal issues related to technology commercialization. Jason is known for his work in patent law, having drafted and prosecuted over 100 patents in various technologies such as radio frequency circuits, computer software, medical devices, and more. He also assists clients with patent portfolio management, including searches, opinions, licensing, and enforcement. In addition, Jason's practice includes software law, representing Internet and eCommerce companies in drafting contracts and agreements.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Kenton Charles Gleichman
● OpenKenton Charles Gleichman is a reputable dental practice located at 3700 Westown Parkway in West Des Moines, Iowa. Our team of skilled dentists and healthcare professionals are dedicated to providing top-quality dental care to patients of all ages. From routine cleanings and fillings to more complex procedures such as root canals and dental implants, we offer a wide range of services to meet your oral health needs. Our state-of-the-art facility is equipped with the latest technology to ensure that you receive the best possible care in a comfortable and welcoming environment. Schedule an appointment with Kenton Charles Gleichman today and take the first step towards a healthier smile.
3700 Westown Pkwy, West Des Moines, IA 50266, United States -
Emporium Insurance Agency, LLC
● ClosedEmporium Insurance Agency, LLC is a reputable health insurance agency located in Iowa City, Iowa. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial protection for our clients. Visit us at 332 South Linn Street to learn more about our comprehensive insurance options and how we can assist you in securing the right coverage for your health and well-being.
332 S Linn St suite 8, Iowa City, IA 52240, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 501 D Avenue, Atkins, Iowa, United States. At Principal Financial Group, you can discover how insurance can help you protect what matters most to you. With the ability to download tax forms and get your top questions answered quickly, we make managing your finances easy. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We offer services to protect your life and wages, ensuring that your loved ones can continue moving forward no matter what happens. By dedicating a portion of each paycheck to big goals, such as retirement or education, you can feel confident about investing in accounts tailored for the long term. Our workplace plans can help you save for the future and live comfortably in retirement.
501 D Ave, Atkins, IA 52206, United States -
Wynn O Jones Associates Inc
● OpenWynn O. Jones Associates Inc, located at 9140 Deer Valley Drive in Cedar Rapids, Iowa, is a full-service supplier of industry-leading products. They offer preliminary budgeting, design, construction, project management, and installation services. Their goal is to provide high-quality products and services to become a valuable part of your project. No project is too big or too small for Wynn O. Jones Associates Inc. They can handle everything from a single laboratory cabinet to multimillion-dollar state-of-the-art laboratory facilities. With a wide project portfolio and numerous resources, they can provide you with a complete product offering.
9140 Deer Valley Dr, Cedar Rapids, IA 52411, United States -
Wheeler Consolidated
● ClosedWheeler Consolidated is a reputable general contractor and store located at 3620 Southwest 61st Street in Des Moines, Iowa, United States. With a strong focus on quality craftsmanship and customer satisfaction, Wheeler Consolidated offers a wide range of construction services and products for residential and commercial projects. From remodeling and renovations to new construction and building materials, our experienced team is dedicated to delivering exceptional results. Visit us today to see how Wheeler Consolidated can help bring your vision to life.
3620 SW 61st St #330, Des Moines, IA 50321, United States -
Contech Engineered Solutions
● ClosedContech Engineered Solutions is a store located at 1114 Southeast Lorenz Drive in Ankeny, Iowa, United States. They offer innovative and cost-effective site solutions to engineers, contractors, and developers throughout North America. Their portfolio includes a variety of products such as bridges, drainage systems, erosion control solutions, retaining walls, sanitary sewer materials, and stormwater management products. The institution provides a wide range of services to support every aspect of a project, including agency and regulatory guidance, engineering calculations, site-specific drawings, solution development, cost estimates, and installation support. They specialize in pipe materials for drainage systems, culverts, and sanitary sewer applications, as well as biofiltration, treatment, and detention solutions for various sites.
1114 SE Lorenz Dr, Ankeny, IA 50021, United States -
Teresa M Bear
● OpenTeresa M Bear is a health institution located at 6165 Northwest 86th Street in Johnston, Iowa, United States. Our dedicated team of healthcare professionals is committed to providing high-quality and compassionate care to our patients. We offer a wide range of medical services, including preventive care, treatment for acute and chronic conditions, and specialized care for women's health. Our goal is to promote the well-being and overall health of our patients, helping them lead healthier and happier lives. Visit Teresa M Bear for personalized and comprehensive healthcare services.
6165 NW 86th St Suite 228, Johnston, IA 501312345, United States -
Diana Franklin
● OpenDiana Franklin is a reputable health institution located at 1330 1st Avenue Northeast in Cedar Rapids, Iowa. Specializing in physiotherapy, Diana Franklin offers top-notch care and personalized treatment plans to help patients recover from injuries, manage chronic conditions, and improve their overall physical well-being. With a team of experienced and dedicated physiotherapists, Diana Franklin is committed to providing high-quality care in a welcoming and supportive environment. Whether you are recovering from surgery, dealing with a sports injury, or seeking relief from chronic pain, Diana Franklin is here to help you reach your health goals.
1330 1st Ave NE, Cedar Rapids, IA 524025010, United States -
Edible Classroom
● ClosedThe Edible Classroom is a unique institution located at 400-450 East Burlington Street in Iowa City, Iowa, United States. Specializing in food and grocery services, this institution offers a variety of classes and services to help individuals create beautiful and sustainable outdoor spaces. Their hands-on classes teach participants about the design, management, and establishment of landscapes that not only look stunning but also benefit the environment. From ecological landscape design services for residences, businesses, schools, and more, to free food and inspiration at their gardens, The Edible Classroom is dedicated to promoting abundance and community.
400-450 E Burlington St, Iowa City, IA 52240, United States -
Cornerstone Financial Group
● ClosedCornerstone Financial Group is a leading finance institution located at 604 West Adams Street in Creston, Iowa, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Cornerstone Financial Group is here to guide you every step of the way. Trust us to be your cornerstone for financial success.
604 W Adams St # 1, Creston, IA 50801, United States -
Graystone West Des Moines - Morgan Stanley
● OpenGraystone West Des Moines - Morgan Stanley is a prestigious finance institution located at 1080 Jordan Creek Parkway in West Des Moines, Iowa, United States. As a part of the renowned Morgan Stanley brand, Graystone West Des Moines offers a wide range of financial services to clients, including wealth management, investment banking, and advisory services. With a team of experienced professionals and a commitment to excellence, Graystone West Des Moines is dedicated to helping clients achieve their financial goals and secure their financial futures.
1080 Jordan Creek Pkwy Suite 400N, West Des Moines, IA 50266, United States -
Carson Wealth
● ClosedCarson Wealth is a finance institution located at 1080 Jordan Creek Parkway in West Des Moines, Iowa, United States. Our mission is to help turn your dreams into goals and your goals into a plan. Whether you are building a portfolio or planning for future generations, we are here to support you every step of the way. Our team of financial advisors in West Des Moines is dedicated to providing personalized investment planning that aligns with your financial and life goals. Led by our Managing Director, Joel Worsfold, who has been recognized as one of Barron's top advisors, we specialize in financial planning, retirement planning, executive benefits, and general wealth management. We believe in connecting wealth with purpose and are committed to helping you achieve your goals and beyond.
1080 Jordan Creek Pkwy Suite 300 North, West Des Moines, IA 50266, United States -
Primary Financial Matters
● ClosedPrimary Financial Matters is a trusted finance and insurance agency located at 1525 Northwest 122nd Street in Clive, Iowa, United States. Our experienced team is dedicated to providing personalized financial solutions to help clients achieve their goals and secure their future. Whether you are looking for insurance coverage or investment advice, we are here to assist you every step of the way. Visit us today to learn more about how we can help you with your primary financial matters.
1525 NW 122nd St, Clive, IA 50325, United States -
Avantax Planning Partners
● ClosedAvantax Planning Partners is a leading finance institution located at 6200 Northwest Aurora Avenue in Urbandale, Iowa, United States. With a strong focus on financial planning and wealth management, Avantax Planning Partners offers a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Avantax Planning Partners is dedicated to helping you secure a successful financial future.
6200 NW Aurora Ave. # 600W, Urbandale, IA 50322, United States -
Axion Financial Group
● OpenAxion Financial Group is a leading financial institution located at 4140 Grand Avenue in Des Moines, Iowa, United States. Specializing in finance, our team of experts provide a wide range of services including investment management, financial planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Axion Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complex world of finance.
4140 Grand Ave, Des Moines, IA 50312, United States -
The Finway Group
● ClosedThe Finway Group is a leading finance institution located at 5625 Mills Civic Parkway in West Des Moines, Iowa, United States. As a local government office, we specialize in providing financial services and solutions to individuals, businesses, and organizations in the community. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with budgeting, investments, or financial planning, The Finway Group is here to help. Visit us today to learn more about how we can assist you with your financial needs.
5625 Mills Civic Pkwy Suite 101, West Des Moines, IA 50266, United States -
Diversified Financial Group
● ClosedDiversified Financial Group is a leading finance institution located at 3737 Woodland Avenue in West Des Moines, Iowa, United States. With a strong focus on providing a wide range of financial services to individuals and businesses, Diversified Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, our experienced team of professionals is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about how Diversified Financial Group can help you secure your financial future.
3737 Woodland Ave # 500, West Des Moines, IA 50266, United States -
Cedar Rapids Investment Consulting
● ClosedCedar Rapids Investment Consulting is a leading financial institution located in the heart of Cedar Rapids, Iowa. Our team of experienced professionals provides expert investment consulting services to help our clients achieve their financial goals. From retirement planning to portfolio management, we offer a wide range of services tailored to meet the unique needs of each individual client. Visit us at 500 1st Avenue Northeast to learn more about how we can help you secure your financial future.
500 1st Ave NE #100, Cedar Rapids, IA 52401, United States -
Creative Planning
● ClosedCreative Planning is a leading institution in Cedar Rapids, Iowa, specializing in accounting and finance services. Located at 417 1st Avenue Southeast, our team of fiduciary wealth managers, CPAs, and attorneys work together to optimize every aspect of your financial plan. We believe in a comprehensive approach that considers your investments, taxes, and estate plan to ensure your money is working its hardest for you. Unlike other firms, we don't offer standard portfolios or set-it-and-forget-it allocations; instead, we tailor our services to meet your unique needs and goals. With combined assets under management or advisement by Creative Planning and its affiliates, we are committed to providing you with a richer financial journey, not just focusing on the destination of wealth. As fiduciaries, we always act in your best interests, offering guidance that is personalized and strategic. Discover what sets Creative Planning apart from the rest by hearing from our President & CEO, Peter Mallouk.
417 1st Ave SE STE 300, Cedar Rapids, IA 52401, United States -
True Wealth Stewardship
● ClosedTrue Wealth Stewardship is a reputable finance and insurance agency located at 250 12th Avenue in Coralville, Iowa, United States. Our team of experienced professionals is dedicated to helping clients manage their wealth and protect their assets through comprehensive financial planning and insurance solutions. At True Wealth Stewardship, we prioritize our clients' financial well-being and strive to provide personalized guidance to help them achieve their long-term financial goals. Contact us today to learn more about how we can help you secure your financial future.
250 12th Ave #155, Coralville, IA 52241, United States -
Creative Planning
● ClosedCreative Planning is an accounting and finance institution located at 2451 Oakdale Boulevard in Coralville, Iowa, United States. Our fiduciary wealth managers work closely with in-house CPAs and attorneys to analyze every aspect of your financial situation. We ensure that your money is working hard for you every day, year after year. Unlike other firms that offer standard portfolios and set-it-and-forget-it allocations, we customize your investments, taxes, and estate plan to work together seamlessly. Our goal is to optimize your financial resources for maximum growth and security.
2451 Oakdale Blvd #204, Coralville, IA 52241, United States -
Hamilton Juffer + Associates llp
● ClosedLocated at 666 Grand Avenue in Des Moines, Iowa, Hamilton Juffer Associates llp is a trusted accounting and finance institution with over 40 years of experience in tax accounting. Our team, with more than 60 combined years of Big Four background, provides personalized tax solutions, financial strategies, and business counsel tailored to the unique needs of each client. We pride ourselves on pairing major league experience with small-firm customer service to ensure the success of entrepreneurs, businesses, individuals, families, and executives. Our services include tax services, financial planning, business consultation, wealth management, family governance, risk management, asset and portfolio management, and planning. As a partner in your financial life, we are dedicated to making your financial future better. We are excited to announce that the partners and employees of Hamilton Juffer Associates have joined Andersen Tax LLC.
666 Grand Ave Suite 2400, Des Moines, IA 50309, United States
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List of local businesses, places and services in Iowa
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