Risk management services in Cedar Rapids, Iowa
21 results found
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The Accel Group - Cedar Rapids
● ClosedThe Accel Group in Cedar Rapids, located at 5500 Fountains Drive Northeast, is a health and insurance agency that provides personalized service tailored to help protect what matters most. Clients value the trust they have in the team at The Accel Group, led by Chris Andrews, who make the insurance buying process less stressful. The agency offers insurance coverage for individuals, businesses, agriculture, wealth management, and employee benefits all under one roof. With over 60 years of experience, The Accel Group stands out for their risk management audit service, proactive approach to mitigating risk, and commitment to providing platinum customer service. They offer a broad range of individual, business, and agribusiness insurance solutions, as well as strategic counsel, financial services, and risk management services. The team at The Accel Group goes above and beyond for their clients, providing training, data sharing, and personalized service to ensure peace of mind for their clients' bottom line.
5500 Fountains Dr NE #201, Cedar Rapids, IA 52411, United States -
UnityPoint Clinic - Maternal Fetal Medicine - Cedar Rapids
● ClosedUnityPoint Clinic - Maternal Fetal Medicine in Cedar Rapids is a specialized healthcare facility dedicated to providing comprehensive care for pregnant women and their unborn babies. Located at 855 A Avenue Northeast, Cedar Rapids, Iowa, United States, our team of experienced maternal fetal medicine specialists offers a range of services including prenatal screenings, diagnostic testing, high-risk pregnancy management, and fetal monitoring. We are committed to ensuring the health and well-being of both mother and baby throughout pregnancy, delivery, and beyond. Trust UnityPoint Clinic - Maternal Fetal Medicine in Cedar Rapids for expert care and support during this important time in your life.
855 A Ave NE #120, Cedar Rapids, IA 52402, United States -
Bridgeway Wealth Management, LLC
● ClosedBridgeway Wealth Management, LLC is a finance institution located at 1909 51st Street Northeast, Cedar Rapids, Iowa, United States. With a focus on helping individuals manage their life savings, the institution understands that financial planning is more than just about money. They strive to help clients uncover their unique financial values and create a plan for their future. At Bridgeway Wealth Management, LLC, they believe that a true understanding of the meaning of money to each individual is essential in the planning process. With their guidance, clients can feel confident that their money is working for them both now and in the future.
1909 51st St NE, Cedar Rapids, IA 52402, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1065 Sierra Court in Cedar Rapids, Iowa, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist with retirement income planning, guidance on investments, estate planning services, and more. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. As a Merrill client, you will have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm. Whether you are just starting your career or looking to transition into financial advising, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a focus on customized investment approaches and wealth management advice, Merrill Lynch has been training financial advisors since 1946, providing the critical skills needed to help clients achieve their financial goals. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer, investment advisor, and member of SIPC, offering a broad range of services to meet your financial needs.
1065 Sierra Ct Suite C, Cedar Rapids, IA 52402, United States -
Basepoint Wealth
● ClosedBasepoint Wealth is a finance institution located at 300 Main Street in Dubuque, Iowa, United States. Our team of advisors work with you to create a personalized plan that sets you on a path to success, allowing you to focus on the important things in your life. We believe in the importance of knowing what you own and why you own it, designing and managing a portfolio tailored to your needs. As fee-only advisors, we always act as fiduciaries, putting your success at the forefront of everything we do. Headquartered in Cedar Rapids, Iowa, our advisors provide independent and transparent wealth management advice to clients throughout the state and virtually across the country.
300 Main St Suite 325, Dubuque, IA 52001, United States -
Basepoint Wealth
● ClosedBasepoint Wealth is a finance institution located at 4620 East 53rd Street, Davenport, Iowa, United States. Our team of advisors works with you to create a personalized plan that aligns with your unique goals and priorities, allowing you to focus on what truly matters in your life. We believe in the importance of understanding your individual needs and designing a portfolio that is tailored to meet those needs. As fee-only advisors, we always act as fiduciaries, putting your interests first in every decision we make. Headquartered in Cedar Rapids, Iowa, Basepoint Wealth provides independent and transparent wealth management advice to clients in Iowa and across the country. We strive to simplify the complexities of financial services and provide our clients with a reliable and confidence-inspiring process to help them achieve their financial goals.
4620 E 53rd St Suite 217, Davenport, IA 52807, United States -
Tricia L. Hoffman-Simanek
● ClosedTricia L. Hoffman-Simanek is a lawyer and senior vice president at Shuttleworth & Ingersoll, P.L.C. located at 115 3rd Street Southeast in Cedar Rapids, Iowa. With over 20 years of experience, Tricia specializes in long-term care/senior living and medical malpractice litigation, as well as providing health law advice to various healthcare entities. She holds an “AV” rating with Martindale-Hubbell, Inc. and is known for her tailored training sessions on topics such as HIPAA, peer review, and vicarious liability for healthcare clinics and entities. Tricia, along with her husband Brad, a consulting actuary, have three children and three rescue beagles. She is actively involved in the community, serving as the first woman President of the board of directors for Elmcrest Country Club in 2016. Tricia is a proud alumna of Mount Mercy College and the University of Notre Dame, where she studied law. She continues to stay connected to her alma maters and has served on the Mount Mercy University Alumni Board for 15 years.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Ben Wiemerslage - State Farm Insurance Agent
● ClosedBen Wiemerslage - State Farm Insurance Agent is an insurance agency located at 1450 Boyson Road, Hiawatha, Iowa, United States. Born and raised in Iowa, Ben began his insurance career in 2006 and takes pride in providing guidance and support to those planning for their future. The agency offers a range of insurance services including auto, homeowners, life, and business insurance. Ben and his team prioritize great customer service and building lasting relationships with their policyholders. They serve residents in Hiawatha and surrounding areas such as Cedar Rapids, Marion, North Liberty, Coralville, and Iowa City. Ben holds a Bachelor's degree in Marketing from Iowa State University and is dedicated to helping people manage risks and realize their dreams. Whether you're looking for insurance coverage or advice, Ben Wiemerslage - State Farm Insurance Agent is ready to assist you. Contact the office or request a quote online to get started on securing your future.
1450 Boyson Rd # B-2, Hiawatha, IA 52233, United States -
MercyCare Diabetes Center
● ClosedMercyCare Diabetes Center is a leading healthcare institution located at 5264 Council Street Northeast in Cedar Rapids, Iowa. Our center specializes in providing comprehensive care and support for individuals living with diabetes. Our team of experienced healthcare professionals is dedicated to helping patients manage their condition, improve their quality of life, and reduce the risk of complications. We offer a range of services including diabetes education, medication management, nutritional counseling, and lifestyle support. At MercyCare Diabetes Center, we are committed to providing personalized and compassionate care to all of our patients.
5264 Council St NE #800, Cedar Rapids, IA 52402, United States -
WealthStone Financial
● ClosedWealthStone Financial is a finance institution located at 4217 1st Avenue Southeast in Cedar Rapids, Iowa, United States. At WealthStone Financial, we prioritize caring for our clients and helping them plan for a lifetime of wealth fulfillment. Whether you are looking to take early retirement or build a legacy for future generations, we tailor our services to meet your unique needs and strive for excellence. Our dedicated team, led by firm president Monte S. Marti and Director of Operations Mollie Marti, is committed to putting clients first and providing sound financial advice that fits your goals and long-term wishes. With a focus on building strong relationships and conducting business with integrity, diligence, and innovation, we aim to earn and maintain your trust.
4217 1st Ave SE, Cedar Rapids, IA 52402, United States -
Merrill Lynch Financial Advisor Issa S Karadsheh
● ClosedMerrill Lynch Financial Advisor Issa S Karadsheh, located at 1065 Sierra Court, Cedar Rapids, Iowa, United States, is dedicated to understanding each client's individual needs and financial goals. With a personalized approach, Issa Karadsheh and his team strive to help clients pursue their financial objectives while managing investment risk. By taking the time to listen and understand each client's unique situation, they provide tailored solutions to help turn financial goals into reality. With access to the global resources of Merrill and Bank of America, clients can benefit from a wide range of financial tools and services. Issa Karadsheh, Vice President Wealth Management Advisor, brings over 15 years of experience in the financial services industry. Holding certifications such as CPWA® and CPFA®, Issa is committed to providing excellent client service and personalized financial advice. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Issa offers customized recommendations designed to help clients achieve their targeted goals.
1065 Sierra Ct Suite C, Cedar Rapids, IA 52402, United States -
Strategy Solutions, Inc.
● ClosedStrategy Solutions, Inc. is a leading accounting and finance institution located at 1601 Fox Trail Drive Northeast in Cedar Rapids, Iowa. With a commitment to providing top-notch financial services, our team of experts specializes in strategic planning, financial analysis, and risk management. Whether you are a small business owner or a large corporation, we are dedicated to helping you achieve your financial goals and maximize your profits. Trust Strategy Solutions, Inc. to provide you with the financial solutions you need to succeed.
1601 Fox Trail Dr NE, Cedar Rapids, IA 52402, United States -
Merrill Lynch Financial Advisor Kristen K Trovas
● ClosedMerrill Lynch Financial Advisor Kristen K Trovas, located at 1065 Sierra Court, Cedar Rapids, Iowa, United States, is dedicated to providing exemplary client service and personalized wealth management strategies. Kristen has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State" in 2022 and 2023, as well as one of the "Best-in-State Wealth Advisors" from 2018 to 2023. Kristen and her team at Merrill Lynch Wealth Management are committed to understanding your financial goals and priorities, and creating a flexible strategy tailored to your needs. They have access to the investment insights of Merrill and the banking solutions of Bank of America to help you pursue your financial goals.
1065 Sierra Ct Suite C, Cedar Rapids, IA 52402, United States -
Nations Financial Group
● ClosedNations Financial Group is a reputable finance institution located at 3925 Fountains Drive Northeast in Cedar Rapids, Iowa, United States. With a team of experienced professionals, Nations Financial Group offers a wide range of financial services to individuals and businesses, including wealth management, investment planning, retirement planning, and more. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Contact Nations Financial Group today to learn how they can help you achieve your financial goals.
3925 Fountains Dr NE Suite 200, Cedar Rapids, IA 52411, United States -
Greentree Partners LLC
● OpenGreentree Partners LLC is a financial institution located at 425 2nd Street Southeast in Cedar Rapids, Iowa. Specializing in investment and financial management services, Greentree Partners LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert advice and guidance to individuals and businesses looking to grow their wealth and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Greentree Partners LLC is dedicated to helping you make informed decisions and achieve financial success.
425 2nd St SE STE 960, Cedar Rapids, IA 52401, United States -
Merrill Lynch Financial Advisor Lisa Olinger
● ClosedMerrill Lynch Financial Advisor Lisa Olinger, located at 1065 Sierra Court, Cedar Rapids, Iowa, United States, is dedicated to understanding your financial goals and priorities. With a focus on personalized planning and investment risk management, Lisa Olinger helps clients design and implement tailored financial strategies to pursue their goals. By utilizing tools such as the Investment Personality Assessment, the institution aims to provide customized solutions that align with each client's unique needs and preferences. With a team of experienced professionals, including Vice President Wealth Management Advisor Issa Karadsheh, Merrill Lynch offers a breadth of potential solutions and premier customer service. Recognized for excellence in client service, Merrill Lynch advisors like Lisa Olinger are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, managing investments, or seeking estate planning services, Merrill Lynch Financial Advisor Lisa Olinger can help you navigate the complexities of your financial journey and work towards achieving your goals.
1065 Sierra Ct Suite C, Cedar Rapids, IA 52402, United States -
Basepoint Tax & Accounting
● ClosedBasepoint Tax & Accounting is a trusted institution located at 3717 Center Point Road Northeast, Cedar Rapids, Iowa. Our team has recently moved from Golf Street to a new location near Ace Hardware. We specialize in accounting and finance services, helping individuals, businesses, and non-profits with tax preparation, payroll, and financial planning. With over 20 years of experience, we provide efficient, affordable, and discreet services to ensure you minimize your taxes and plan for a secure future. Our one-on-one guidance helps manage risk and improve performance, giving you peace of mind knowing your finances are in good hands. As part of the Basepoint Wealth family, we offer integrated financial solutions to help you focus on what matters most in your life. Contact us for a free consultation and let us help you navigate the complexities of tax preparation and financial planning. Serving clients in Des Moines, Cedar Rapids, Davenport, and Dubuque.
3717 Center Point Rd NE # 300, Cedar Rapids, IA 52402, United States -
Ryan, LLC
● ClosedRyan, LLC is a leading institution in the field of accounting and finance, located at 200 1st Street Southeast, Cedar Rapids, Iowa, United States. Our strategic advisory services are designed to enhance tax performance, ultimately improving profitability, cash flow, and shareholder value for our clients. Unlike traditional accounting firms, we are not bound by the restrictions of the Sarbanes-Oxley Act of 2002, allowing us to serve as your advocate without regulatory limitations. We work closely with our clients to streamline operations, manage resources, reduce manual processes, minimize overpayments, and mitigate risk. Our tax technology and software solutions are tailored to transform the tax function and drive profitability. With a team of experienced professionals, we are dedicated to delivering exceptional value to some of the world's most respected companies.
200 1st St SE Suite 1512, Cedar Rapids, IA 52401, United States -
EvenFlip LLC
● OpenEvenFlip LLC is a trendy clothing store located at 2350 Brookland Drive Northeast in Cedar Rapids, Iowa. Our store offers a wide range of stylish clothing and accessories for men and women. Whether you're looking for the latest fashion trends or classic wardrobe staples, our store has something for everyone. Come visit us and experience our friendly customer service and curated selection of high-quality merchandise.
2350 Brookland Dr NE, Cedar Rapids, IA 52402, United States -
Basepoint Tax & Accounting
● ClosedBasepoint Tax & Accounting is a trusted institution located at 4515 Fleur Drive in Des Moines, Iowa, United States. We specialize in accounting and finance services to help you minimize your taxes and plan for a more efficient future. Our team is dedicated to providing efficient, affordable, and discreet services to individuals, non-profits, businesses, and independent professionals. With over 20 years of experience, we offer high-quality accounting, tax preparation, and payroll services to meet your needs. Our goal is to take care of your financial needs so you can focus on running your business. We provide one-on-one guidance to help manage risk and improve performance.
4515 Fleur Dr Ste 301, Des Moines, IA 50321, United States -
Health Solutions, LLC
● ClosedHealth Solutions, LLC is a leading health institution located at 550 2nd Street Southeast in Cedar Rapids, Iowa. Our institution specializes in providing comprehensive health and well-being programs to employers across the country. We have recently joined forces with Corporate Health Partners to form Engagement Health Group (EHG), a program provider dedicated to promoting optimal health and well-being in the workplace. EHG offers a range of resources and services to help employers effectively manage health risks and engage their workforce in healthy behaviors. Our unique approach has led to higher-than-industry engagement and satisfaction rates, ultimately resulting in reduced healthcare spending and an average ROI of 3 to 1 over the past 3 years.
550 2nd St SE STE 402, Cedar Rapids, IA 52401, United States
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