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TOP 30 Senior financial services in Iowa
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Sullivan Senior Services
S. Sullivan Senior Services is an insurance agency located in Dubuque, Iowa, United States. We specialize in providing insurance services tailored to the needs of senior citizens. Our experienced team is dedicated to helping seniors find the right coverage to protect their health and financial well-being. Visit us at 858 Kelly Heights to learn more about how we can assist you with your insurance needs.
Schwenker Senior Insurance
Schwenker Senior Insurance is a leading health insurance agency located at 101 Westgate Drive in Maquoketa, Iowa. Our dedicated team specializes in providing insurance solutions for seniors, ensuring they have access to the coverage they need to protect their health and financial well-being. With personalized service and a commitment to excellence, Schwenker Senior Insurance is your trusted partner in navigating the complex world of health insurance for seniors. Contact us today to learn more about our comprehensive insurance options and how we can help you secure the coverage you deserve.
Financial Benefit Services Ltd
Financial Benefit Services Ltd is an insurance agency located at 816 Ramsey Street in West Burlington, Iowa, United States. Jamie Hunerdosse, the owner, continues a legacy of helping people, especially seniors, get the insurance they need. With over 26 years of experience, Jamie is dedicated to finding the most affordable insurance plans for his clients. As an Independent Broker, he has access to dozens of companies to ensure that you receive the plan that best fits your needs at the most affordable price. Specializing in helping those turning 65 navigate the Medicare enrollment process, Jamie offers a variety of insurance plans including Medicare Supplements, Medicare Advantage, Medicare Prescription Drug Plans, Short-Term Medical, Long-Term Care, Life Insurance, and Annuities. He also provides private insurance policies to cover health costs that Medicare doesn't, as well as temporary health insurance for gaps in coverage and long-term care plans for assisted living or nursing home expenses.
Bret Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Bret Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 340 West 5th Street, Dubuque, Iowa, United States. He holds various certifications including 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®, 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®. Bret Johnson specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. He is dedicated to helping clients make informed decisions to achieve their financial goals and secure their financial future.
Matthew Mack - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Mack is a Financial Advisor at Ameriprise Financial Services, LLC located at 5405 Utica Ridge Road in Davenport, Iowa, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Matthew Mack specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With a strong commitment to ethics and ongoing education, he is dedicated to helping clients achieve their financial goals and secure their financial future.
John Pavelka - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
American Senior Benefits
American Senior Benefits is a leading institution located at 260 33rd Avenue Southwest in Cedar Rapids, Iowa. Our mission is to provide comprehensive and personalized financial solutions to seniors to help them navigate the complexities of retirement planning. With a team of experienced professionals, we offer a wide range of services including retirement income planning, long-term care insurance, Medicare supplement plans, and more. At American Senior Benefits, we are dedicated to helping seniors achieve financial security and peace of mind in their golden years.
Senior Advisors Inc.
Senior Advisors Inc. is a trusted financial institution located at 1805 218th Street in Red Oak, Iowa. Our team of experienced advisors specializes in providing personalized financial planning services for seniors, helping them navigate retirement, investments, and estate planning with confidence. With a focus on individualized attention and tailored solutions, Senior Advisors Inc. is committed to helping our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and start planning for a secure financial future.
Val J Smith II - Financial Advisor, Ameriprise Financial Services, LLC
Val J Smith II - Financial Advisor, Ameriprise Financial Services, LLC, located at 1089 Jordan Creek Parkway in West Des Moines, Iowa, United States, offers a wide range of financial services. The institution's team includes professionals with various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution also provides specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. The team at Val J Smith II is committed to helping clients make informed financial decisions and achieve their long-term financial goals.
S.O.S Senior Offerings and Services
S.O.S Senior Offerings and Services is an insurance agency located at 1200 Valley West Drive in West Des Moines, Iowa. Our institution specializes in providing comprehensive insurance options tailored specifically for seniors. With a team of experienced professionals, we offer personalized service and support to help seniors navigate their insurance needs with ease and confidence. Whether you are looking for Medicare coverage, long-term care insurance, or other senior-focused insurance products, S.O.S Senior Offerings and Services is here to help you find the right coverage for your unique needs. Visit us today to learn more about how we can assist you in securing your financial future.
Senior Insurance Solutions - Angela Mahoney
Senior Insurance Solutions - Angela Mahoney is a reputable insurance agency located at 3260 Southgate Place Southwest in Cedar Rapids, Iowa. Specializing in providing insurance solutions for seniors, this institution is dedicated to helping older adults find the right coverage to meet their unique needs. With a focus on personalized service and expert advice, Angela Mahoney and her team strive to ensure that every client receives the best possible insurance options to protect their health and financial well-being. Whether it's Medicare, long-term care, or other insurance products, Senior Insurance Solutions is committed to helping seniors navigate the complex world of insurance with ease and confidence.
Malcolm Seline - RBC Wealth Management Financial Advisor
Welcome to Malcolm Seline - RBC Wealth Management Financial Advisor, your trusted partner in achieving and maintaining financial success. Conveniently located at 4301 East 53rd Street, Davenport, Iowa, our team is dedicated to understanding your unique financial goals and priorities. We offer comprehensive wealth planning services and customized investment strategies to help you create and preserve your wealth. At Malcolm Seline, we pride ourselves on providing the highest standard of professionalism and integrity. Our commitment to serving as the ultimate resource for your personal, family, and business financial needs is unwavering. In today's dynamic economic environment, marked by increased recession risks and market volatility, we emphasize a defensive approach in equity portfolios, focusing on high-quality investments to better withstand economic challenges.
Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC, located at 407 Blondeau Street, Keokuk, Iowa 52632. Our mission is to provide comprehensive financial services tailored to meet the unique needs of our clients. As a trusted partner, Jonathan Baety holds multiple prestigious certifications that underscore his expertise and commitment to excellence in financial advising. Jonathan is an Accredited Asset Management Specialist (AAMS™), ensuring he abides by a strict code of ethics and has mastered the art of applying investment concepts to real-world asset management situations. He is also an Accredited Domestic Partnership Advisor (ADPA™), skilled in wealth transfers, federal taxation, and planning for the financial and medical needs of domestic partners.
Bronson Helt - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Bronson Helt - Associate Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in achieving financial success. Conveniently located at 701 Avenue G, Fort Madison, Iowa 52627, we are committed to providing personalized financial advice to help you reach your unique financial goals. At Bronson Helt, we bring a wealth of knowledge and expertise to our clients, backed by an array of prestigious certifications and designations. Our team upholds the highest standards of ethics and professionalism, ensuring that our clients receive advice rooted in integrity and deep industry expertise.
Eagle Life Insurance Company
Eagle Life Insurance Company is a reputable insurance agency located at 6000 Westown Parkway in West Des Moines, Iowa, United States. We specialize in providing a wide range of insurance products and services to meet the individual needs of our clients. With a strong focus on customer satisfaction and personalized service, our experienced team of professionals is dedicated to helping you protect what matters most. Contact us today to learn more about our insurance offerings and how we can assist you in safeguarding your future.
The Salvation Army of Muscatine County
The Salvation Army of Muscatine County is a welcoming church and place of worship located at 1000 Oregon Street in Muscatine, Iowa. Our institution is dedicated to serving the community through various programs and services, including food assistance, shelter, and spiritual guidance. We strive to provide a safe and supportive environment for all who seek our help, regardless of background or belief. Join us in our mission to spread love, hope, and compassion to those in need in Muscatine County and beyond.
Medical Associates Health Plans
Medical Associates Health Plans is a leading health insurance agency located at 1605 Associates Drive in Dubuque, Iowa, United States. With a focus on providing comprehensive and affordable healthcare coverage, Medical Associates Health Plans offers a wide range of insurance options to meet the diverse needs of individuals and families. Their team of experienced professionals is dedicated to helping members navigate the complex healthcare system and find the right plan for their unique needs. Whether you are looking for coverage for routine check-ups, emergency care, or specialized treatments, Medical Associates Health Plans is committed to ensuring that you have access to high-quality healthcare services when you need them most.
State Farm Insurance
State Farm Insurance is a trusted insurance agency located at 917 State Street in Bettendorf, Iowa. With a strong presence in the United States, State Farm offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for auto, home, life, or health insurance, State Farm has you covered. Their knowledgeable agents are dedicated to providing personalized guidance and support to help you find the right coverage for your specific needs. Visit State Farm Insurance today to learn more about their comprehensive insurance solutions.
Terri C. Davis, Shuttleworth & Ingersoll
Terri C. Davis, Shuttleworth & Ingersoll is a prestigious law firm located at 327 2nd Street in Coralville, Iowa. Terri Davis, a seasoned attorney and senior vice president at the firm, has over 25 years of experience in representing businesses and individuals in employment law, litigation, and workers compensation matters. Specializing in representing employers in various industries such as healthcare, manufacturing, financial services, insurance, and transportation, Terri is dedicated to helping clients navigate through employee-related issues and providing guidance on policies, investigations, and termination procedures. She also offers training and policy development services to help prevent disputes and litigation.
Wesley B. Huisinga, Shuttleworth & Ingersoll
Wesley B. Huisinga, Shuttleworth & Ingersoll is a reputable law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Wesley B. Huisinga, an experienced attorney and senior vice president at the firm, specializes in bankruptcy and creditor/debtor relations, commercial law, commercial litigation, and distressed loan workouts. With a background as a bankruptcy trustee and former United States Trustee for multiple states, Wesley brings a wealth of knowledge and expertise to his practice. The firm, established in 1854, has a long history of providing legal services to clients in a variety of industries, with a focus on financial institutions, business creditors, and bankruptcy trustees. Shuttleworth & Ingersoll's team of skilled attorneys is dedicated to providing top-notch legal representation and guidance to clients facing complex legal challenges.
Laurie L. Dawley, Shuttleworth & Ingersoll
Laurie L. Dawley, Shuttleworth & Ingersoll is a prestigious law firm located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Laurie L. Dawley, a senior vice president at the firm, specializes in business law, banking and finance law, real estate law, and mergers and acquisitions. She is also a member of the firm's board of directors and has a wealth of experience representing various clients including individuals, banks, financial institutions, real estate owners and developers, nonprofit corporations, and closely-held businesses. Laurie has a strong passion for agriculture, having grown up on a farm in Northeast Iowa and being married to a grain and cattle farmer. She has successfully represented clients in farmland auctions and foreclosure actions involving residential and commercial properties. Laurie is also dedicated to supporting Iowa's women business owners and has helped a local nonprofit organization obtain tax-exempt status to further their mission.
Dean R. Einck, Shuttleworth & Ingersoll
Dean R. Einck, Shuttleworth & Ingersoll is a prestigious institution located at 115 3rd Street Southeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and law, Dean Einck is an Attorney and Senior Vice President at the firm. With years of experience serving on the board of directors, Dean is a Certified Public Accountant and a skilled business attorney representing corporations, limited liability companies, and their owners. The services provided by Dean and his team at Shuttleworth & Ingersoll include entity formation, contract negotiation, business acquisitions and sales, tax planning, estate planning, probate, real estate transactions, information technology law, and employee benefits such as ESOPs and executive compensation. Established in 1854, Shuttleworth & Ingersoll is a trusted institution with a long history of providing expert legal and financial services to clients in the Cedar Rapids area.
Michael Crank - State Farm Insurance Agent
Michael Crank - State Farm Insurance Agent is a reputable insurance agency located at 943 Holton Drive in Le Mars, Iowa, United States. Affiliated with State Farm since 2005, the agency offers a wide range of insurance services including auto, home, renters, life, business, and farm insurance. The experienced staff at Michael Crank's State Farm Agency is dedicated to helping clients prepare for and recover from unexpected losses, while also assisting them in realizing their dreams through strategic risk analysis. With a focus on providing personalized advice and managing costs, the agency aims to be the primary choice for insurance and financial services in Plymouth County and beyond. The agency has received numerous accolades including being an annual Legion of Honor Agency, a 10-time Ambassador Club Qualifier, and a Senior Vice President's Club Qualifier. Michael Crank, the State Farm Agent in Le Mars since 2011, has a background as a former State Farm Claim Handler and Agency Career Path Recruiter.
Teresa M Bear
Teresa M Bear is a health institution located at 5525 Merle Hay Road in Johnston, Iowa, United States. It is dedicated to providing high-quality healthcare services to the community. With a team of experienced and compassionate healthcare professionals, Teresa M Bear offers a wide range of medical services to meet the needs of patients of all ages. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Teresa M Bear is committed to helping you achieve optimal health and well-being.
Mutual of Omaha Reverse Mortgage Marvis Baehr
Mutual of Omaha Reverse Mortgage Marvis Baehr is a finance and real estate agency located at 6000 Grand Avenue in Des Moines, Iowa, United States. Marvis Baehr is a dedicated and compassionate Reverse Mortgage Loan Officer with years of experience in the industry. She is committed to helping retirees find financial solutions that enable them to live comfortably and securely in their retirement years. Specializing in reverse mortgages, Marvis understands the unique needs of the aging population and works tirelessly to help seniors utilize the equity in their homes for a better retirement life. In addition to her professional role, Marvis is actively involved in supporting the retirement community in her local area. She supports various organizations that align with her commitment to enhancing the lives of seniors. Marvis is also a member of key organizations that reflect her dedication to professional development and community service within her field.
Peritia Advisors
Peritia Advisors, located at 1695 Dows Street in Ely, Iowa, is a comprehensive finance, health, and insurance agency. Specializing in a wide array of insurance solutions, no insurance need is beyond their expertise. From healthcare coverage for seniors to employee benefits and dental insurance, Peritia Advisors is dedicated to providing personalized and reliable insurance options for individuals, families, and businesses. With a mission to keep clients healthy and happy, Peritia Advisors offers 1:1 consultations to tailor the right combination of plans and supplements to meet unique needs. Their team of experts is passionate about helping seniors and families navigate the complex Medicare landscape, providing education and training to ensure confidence in health care decisions.
John Freeman CPA
John Freeman CPA, located at 222 Edgewood Road Northwest in Cedar Rapids, Iowa, has been providing high-quality, personalized financial guidance and tax preparation services to individuals and businesses since 1987. Our full-service accounting firm offers a wide range of financial and business services, including tax preparation, financial planning, payroll administration, and business valuations. Our team of experts, including John Freeman, Tim, Deb, and Julie, are dedicated to helping clients reach their financial goals with years of valuable experience and expertise. Contact us at 319-396-5660 to schedule a free consultation and receive a 10% discount for Senior Citizens. Trust John Freeman CPA for all your income tax needs and business services.
Gary J. Streit, Shuttleworth & Ingersoll
Gary J. Streit, Shuttleworth & Ingersoll, located at 115 3rd Street Southeast in Cedar Rapids, Iowa, is a reputable institution specializing in accounting, finance, and legal services. Led by attorney and senior vice president Gary J. Streit, the firm's practice areas include estate and business succession planning, qualified plans and employee benefits, taxation, and general business matters. With a rich history dating back to 1854, Shuttleworth & Ingersoll is a trusted name in the legal and financial community.Gary J. Streit served as president of the firm from 2002 to 2016 and chair of the board in 2017 and 2018, demonstrating his leadership and commitment to excellence. Trust Shuttleworth & Ingersoll for all your legal and financial needs.
Health Insurance Solutions
Health Insurance Solutions is a trusted insurance agency located at 1102 Northwest Morningside Court in Grimes, Iowa. We specialize in providing comprehensive health insurance solutions to individuals and families in the United States. Our team of experienced agents is dedicated to helping clients find the right coverage that meets their needs and budget. Whether you are looking for individual health insurance, family coverage, or group plans, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
HealthMarkets Insurance - Zach Krohse
HealthMarkets Insurance - Zach Krohse is a reputable health insurance agency located at 480 North Mckenzie Lane in North Liberty, Iowa. With a commitment to providing personalized and comprehensive insurance solutions, Zach Krohse and his team are dedicated to helping individuals and families find the right health insurance coverage that suits their needs and budget. Whether you are looking for individual, family, or Medicare insurance plans, HealthMarkets Insurance - Zach Krohse is here to guide you through the process and ensure you have the coverage you need for peace of mind. Contact them today to schedule a consultation and start protecting your health and financial well-being.
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