Private wealth services in Iowa City, IA
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Core Investments Group, Inc.
● OpenCore 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.
40 Main St #103, Dubuque, IA 52001, United States -
Bankers Trust
● OpenBankers Trust is a trusted institution located at 400 Blairs Ferry Road Northeast in Cedar Rapids, Iowa, United States. As a bank, ATM, and finance provider, we have been a beacon of stability for families, businesses, and communities for over 100 years. Our dedicated workforce, long-term focus, and private ownership set us apart from the rest, allowing us to weather economic uncertainties with confidence. We offer a wide range of financial products, services, and tools to meet your needs, combining the benefits of a national bank with the convenience of local decision-making. Whether you are looking to grow, manage, or preserve your wealth, we have comprehensive solutions for businesses and individuals alike.
400 Blairs Ferry Rd NE, Cedar Rapids, IA 52402, United States -
Abou-Assaly Nicolas
● OpenAbou-Assaly Nicolas is a law firm located in Cedar Rapids, Iowa, United States, specializing in real estate law and corporate transactions. Lead attorney Nicolas AbouAssaly has extensive experience in representing clients in complex real estate transactions, tax protests, and business dealings. With a background in both private practice and in-house counsel for a major corporation, Mr. AbouAssaly brings a wealth of knowledge and expertise to his practice. He is also actively involved in the community as the current Mayor of Marion, Iowa. The firm's real estate practice includes assisting clients with commercial property purchases, sales, leasing, and development. Mr. AbouAssaly is skilled in negotiating agreements, handling title issues, navigating zoning and land use regulations, and challenging real estate valuations for tax purposes. His work has resulted in significant savings for clients in real estate tax liabilities.
115 3rd St SE #1200, Cedar Rapids, IA 52401, United States -
Brian D. Bergstrom, Shuttleworth & Ingersoll
● OpenBrian D. Bergstrom, Shuttleworth & Ingersoll is a prestigious law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Brian D. Bergstrom is a highly experienced corporate attorney and serves as the president of the firm. He specializes in equity finance, securities, mergers and acquisitions, business contracts, and more. Brian has represented a wide range of clients, including private companies, public companies, venture capital firms, and investment banks. With a background in law and a strong academic record, Brian brings a wealth of knowledge and expertise to his practice. He is a member of the firm's board of directors and has been recognized for his achievements both in the legal field and in athletics. Brian was inducted into the Iowa High School Athletic Association Football Hall of Fame in 2006 and was a standout student-athlete during his time at Harvard College.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Linda M. Kirsch, Shuttleworth & Ingersoll
● OpenLinda M. Kirsch, Shuttleworth & Ingersoll is a prestigious law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Led by attorney and senior vice president Linda M. Kirsch, the firm specializes in commercial real estate, general corporate law, and commercial and securities law. Linda is recognized in The Best Lawyers in America® for her expertise in real estate law and has a strong track record in reviewing and drafting loan documents, assisting clients with commercial lending transactions, and providing counsel on conduit bond financing for nonprofits. With a wealth of experience in Iowa foreclosure law, commercial collection, and workout matters, Linda also helps clients prepare private placement disclosure documentation for fundraising and navigate the purchase and sale of businesses. Established in 1854, Shuttleworth & Ingersoll is committed to providing exceptional legal services to clients in Cedar Rapids and beyond.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Bankers Trust Skywalk
● OpenBankers Trust Skywalk is a financial institution located at 453 7th Street in Des Moines, Iowa, United States. As a trusted bank with over 100 years of history, we have remained a stable and reliable source of financial services for families, businesses, and communities. Our dedicated workforce, long-term focus, and private ownership have allowed us to navigate through economic challenges with resilience and confidence. At Bankers Trust Skywalk, we offer a wide range of products, services, and tools to meet your financial needs. From ATM services to comprehensive wealth management solutions, we provide the benefits of a national bank with the convenience of local decision-making. Our commitment to security and community involvement sets us apart, as we give back through donations to nonprofits and volunteer hours.
453 7th St, Des Moines, IA 50309, United States -
American National Bank
● OpenAmerican National Bank, located at 333 West Broadway in Council Bluffs, Iowa, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. Our mortgage experts are available to help you plan your down payment and find the right loan option for your needs. With special offers on money markets and CDs, we can help you grow your money faster and reach your financial goals. As a privately held institution with over 165 years of experience, we have a proven track record of stability and reliability. Our dedicated team of professionals is here to guide you through the process of securing your finances and achieving your goals. We believe in supporting our communities through charitable giving and employee involvement.
333 W Broadway, Council Bluffs, IA 51503, United States -
TBB Advisors, LLP
● OpenTBB Advisors, LLP is a leading accounting and finance institution located at 5745 Raccoon River Drive in West Des Moines, Iowa, United States. We pride ourselves on being more than just a CPA firm, offering a range of services including accounting, tax preparation, and assurance services. Our team of experienced CPAs and advisors have a wealth of knowledge in both private industry and public accounting, providing high-level planning and advice to guide our clients' decision making. Specializing in various aspects of tax, assurance, consulting, and accounting, we offer proactive planning and strategic advice to help our clients succeed in their business endeavors. Visit us at 5745 Raccoon River Dr. #190, West Des Moines, IA 50266 to learn more about how we can partner in your success.
5745 Raccoon River Dr suite 190, West Des Moines, IA 50266, United States -
Chris Casey
● OpenChris Casey is a finance institution located at 411 6th Avenue Southeast in Cedar Rapids, Iowa, United States. With a team of professionals who recently joined Private Wealth with a $1.9B Omaha private bank team, Chris Casey is dedicated to providing counsel to families and institutions. They prioritize protecting and growing wealth, offering services such as managing and preserving wealth, multi-generational wealth planning, and outsourced institutional investment management. Their client-centric model ensures that clients have access to a dedicated team at all times. By customizing strategies and maintaining transparency, Chris Casey aims to drive investments and create a better future for their clients. They also keep clients informed through regular updates and newsletters. With multiple locations across the United States, including in West Des Moines, Omaha, St. Louis, San Antonio, and Midland, Chris Casey is committed to delivering personalized financial solutions.
411 6th Ave SE Suite 360, Cedar Rapids, IA 52401, United States -
Heather Vestweber
● OpenHeather Vestweber is a finance institution located at 411 6th Avenue Southeast, Cedar Rapids, Iowa, United States. They recently welcomed a $1.9B Omaha private bank team to join Private Wealth. The institution is a multi-family office dedicated to providing counsel to families and institutions, offering services such as managing and preserving wealth, multi-generational wealth planning, and outsourced institutional investment management. Their client-centric model prioritizes the clients above all else, with a dedicated team accessible at all times. They customize strategies to drive investments and future success, with full transparency and hands-on team planning. Heather Vestweber keeps clients informed with regular updates and newsletters. Contact them at various locations in Iowa, Nebraska, Missouri, Texas, and more. Please note, this website does not offer personal investment advice and it is recommended to consult with a tax professional for specific situations.
411 6th Ave SE Suite 360, Cedar Rapids, IA 52401, United States -
Edward Jones - Financial Advisor: Larry S Laughlin, CFP®|CPWA®
● OpenEdward Jones - Financial Advisor: Larry S Laughlin, CFP®|CPWA® is a reputable finance institution located at 1370 Northwest 114th Street, Clive, Iowa, United States. With a focus on providing expert financial advice and services, Larry S Laughlin, a Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®), offers personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Edward Jones is dedicated to helping you make informed decisions and navigate the complex world of finance with confidence. Trust in the expertise and professionalism of Edward Jones - Financial Advisor: Larry S Laughlin, CFP®|CPWA® for all your financial needs.
1370 NW 114th St Suite 200, Clive, IA 50325, United States -
Shearer's Foods Burlington
● OpenWelcome to Shearer's Foods Burlington, a leading name in the food manufacturing industry, located at 3000 East Mount Pleasant Street, Burlington, Iowa. As part of the renowned Shearer's Foods family, we are committed to delivering quality and innovative snack products that cater to diverse tastes and preferences. Our Burlington facility is an integral part of Shearer's Foods' extensive network, where we combine cutting-edge technology with a passion for excellence to produce snacks that delight our customers. Under the dynamic leadership of our experienced management team, including our CEO Mark McNeil and other distinguished executives, we strive for operational excellence, innovation, and customer satisfaction.
3000 East Mount Pleasant Street, Burlington, Iowa 52601, United States -
Abundant Health Physical Medicine
● OpenWelcome to Abundant Health Physical Medicine, where your journey to optimal health and wellness begins! Located at 2227 Jersey Ridge Road, Davenport, Iowa, our practice is dedicated to providing a patient-centered approach to neuropathy treatment and chiropractic care. Under the expert guidance of Dr. Sinan Gocmen, a Davenport IA chiropractor, our mission is to not only relieve your pain but to restore your quality of life, enabling you to enjoy all the activities you love. At Abundant Health, we pride ourselves on offering cutting-edge technologies and state-of-the-art services through our innovative Renew Healing Framework. Our commitment to your comfort and well-being begins the moment you walk into our spacious reception area, where you can enjoy fresh coffee, tea, and bottled water. Our facility features dedicated rooms for various modalities, private consultation spaces for new patients, and advanced diagnostic tools like digital X-rays, Ultrasound, and Fit3D Scans. Additionally, our on-site nurse practitioner is available for IV therapies and natural regenerative injections.
2227 Jersey Ridge Road, Davenport, Iowa 52803, United States -
Cottingham & Butler
● OpenWelcome to Cottingham & Butler, your trusted partner in insurance and risk management solutions, located at 212 North Brady Street, Davenport, Iowa. As a premier national insurance broker, we are committed to delivering exceptional service and innovative strategies to meet your unique needs. Our promise is to stand by you during life's toughest moments, providing support and solutions that are unrivaled in the industry. At Cottingham & Butler, we specialize in risk management and employee benefits insurance and consulting services, offering a wealth of expertise across essential industries. This allows us to provide a specialized perspective to address your most critical business challenges effectively.
212 North Brady Street, Davenport, Iowa 52801, United States -
Merrill Lynch Financial Advisor Cindy C Arter
● ClosedWelcome to Merrill Lynch Financial Advisor Cindy C Arter, located at 4550 East 53rd Street in Davenport, Iowa. We specialize in providing comprehensive financial guidance tailored to your unique needs. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer the tools and insights necessary to help you navigate today's complex financial landscape. Our mission is to understand what matters most to you and to craft a personalized strategy that aligns with your goals. We believe that managing your wealth begins with a deep understanding of your financial picture, allowing us to offer strategies that are as flexible as the market conditions themselves. By connecting your life and finances, we aim to provide fresh perspectives that help you make informed decisions for your future.
4550 East 53rd Street, Davenport, Iowa 52807, United States -
Merrill Lynch Financial Advisor Aleeza M Singh
● ClosedWelcome to Merrill Lynch Financial Advisor Aleeza M Singh, located at 4550 East 53rd Street, Davenport, Iowa. As part of the esteemed Singh Group, our mission is to provide unparalleled, planning-centric wealth management services tailored to the unique needs of high net worth and ultra-high net worth families. With roots deeply embedded in Midwest sensibilities, we prioritize a solid work ethic, trust, and integrity, blending traditional values with innovative financial strategies and state-of-the-art technology. Our clients benefit from access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring a comprehensive approach to wealth management. We offer timely insights into market trends and the global economy to help you stay on track with your financial goals.
4550 East 53rd Street, Davenport, Iowa 52807, United States -
Merrill Lynch Financial Advisor Laura Genis
● ClosedWelcome to Merrill Lynch Financial Advisor Laura Genis, located at 4550 East 53rd Street, Davenport, Iowa. As a dedicated CERTIFIED FINANCIAL PLANNER™ professional, Laura Genis brings over fifteen years of experience in the financial services industry to help individuals, families, and businesses achieve their financial goals. Since joining Merrill Lynch Wealth Management in 2022, Laura has been committed to providing personalized financial planning and investment guidance. Laura offers clients access to a diverse range of investment solutions through Merrill and banking products from Bank of America. With a focus on understanding what matters most to you, Laura takes a thoughtful, personalized approach to help design and implement plans tailored to your unique financial aspirations while managing investment risk. She is dedicated to helping you make informed decisions by connecting your life and finances, backed by timely market insights and global economic perspectives.
4550 East 53rd Street, Davenport, Iowa 52807, United States
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