Tax consulting services in Cedar Rapids, IA
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Allen Accounting Services PLC
● ClosedAllen Accounting Services PLC is a leading accounting and finance institution located at 4144 Golf Street Northeast in Cedar Rapids, Iowa, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing high-quality and personalized services to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.
4144 Golf St NE, Cedar Rapids, IA 52402, United States -
Scoreboard Group Consulting
● OpenScoreboard Group Consulting is a leading management consulting firm located in Cedar Rapids, Iowa. Our team of experienced consultants specializes in helping businesses improve their performance and achieve their goals. We offer a wide range of services including strategic planning, organizational development, and process improvement. Our personalized approach and proven methodologies have helped numerous clients across various industries succeed. Visit us at 302 3rd Avenue Southeast to learn more about how Scoreboard Group Consulting can help your business thrive.
302 3rd Ave SE, Cedar Rapids, IA 52401, 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 -
Pearson Bollman Law
● ClosedPearson Bollman Law is a reputable institution located at 1635 Associates Drive in Dubuque, Iowa, United States. Specializing in estate planning and elder law, our team of experienced lawyers is dedicated to helping clients protect their assets and loved ones' futures. With additional locations in Bettendorf, Cedar Rapids, and Okoboji, we offer legal assistance to individuals throughout the state of Iowa. Our firm believes that everyone has an estate, regardless of its size or value. Whether you need assistance with trust administration, probate, Medicaid planning, or creating a will, our team is here to guide you through the process. We understand that planning for the future can be overwhelming, which is why we provide personalized services to address your concerns and achieve your objectives.
1635 Associates Dr #103, Dubuque, IA 52002, 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 -
Gaylon Heetland - Thrivent
● ClosedGaylon Heetland - Thrivent is a financial institution located at 3349 Southgate Court Southwest, Cedar Rapids, Iowa, United States. The institution offers a wide range of financial services and is staffed by professionals with various certifications including CFP®, ChFC®, CLU®, CAP®, CASL®, LUTCF®, FIC, CKA®, and BFA™. They are dedicated to listening, understanding, and guiding clients through their financial journey at every stage of life. The institution is licensed in multiple states including AZ, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, NC, ND, NE, NM, OH, OK, TN, TX, VA, WA, and WI. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
908 6th Ave, DeWitt, IA 52742, 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 -
Financial Resources Group
● ClosedThe Financial Resources Group is a leading finance institution located at 3053 Center Point Road Northeast in Cedar Rapids, Iowa, United States. With a team of expert financial advisors and professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, our institution provides comprehensive financial solutions tailored to meet the unique needs of our clients. Trust the Financial Resources Group to help you secure your financial future.
3053 Center Point Rd NE # A, Cedar Rapids, IA 52402, United States -
Total Financial Solutions
● ClosedTotal Financial Solutions is a reputable accounting and finance institution located in Cedar Rapids, Iowa. Our team of experienced professionals is dedicated to providing comprehensive financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to guide you towards achieving your financial goals. Visit us at 1660 42nd Street Northeast to learn more about how Total Financial Solutions can help you secure your financial future.
1660 42nd St NE STE O, Cedar Rapids, IA 52402, United States -
Piersall Law Firm PC
● ClosedPiersall Law Firm PC is a reputable legal institution located at 3716 1st Avenue Northeast in Cedar Rapids, Iowa, United States. Specializing in various areas of law, the firm offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, Piersall Law Firm PC is dedicated to providing personalized and effective legal solutions to help clients navigate through complex legal matters. Whether you are facing a legal dispute, need assistance with a business transaction, or require estate planning services, Piersall Law Firm PC is committed to delivering high-quality legal representation tailored to meet your specific needs. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
3716 1st Ave NE, Cedar Rapids, IA 52402, United States -
Willey Law Firm, P.C.
● ClosedWilley Law Firm, P.C. is a trusted institution located at 3519 Center Point Road Northeast in Cedar Rapids, Iowa, United States. Specializing in accounting, finance, and legal services, our team is dedicated to helping businesses and individuals understand and comply with federal and state tax laws. Whether you are a new entrepreneur, a seasoned business owner, or an individual seeking assistance, Willey Law Firm, P.C. is here to provide personalized, customer-focused service. We prioritize building strong relationships with our clients and ensuring that each client receives individualized attention and support. Unlike impersonal corporate law firms, we are committed to ensuring that our clients never feel lost in a sea of paperwork. Trust Willey Law Firm, P.C. to guide you through your financial and legal needs with expertise and care.
3519 Center Point Rd NE, Cedar Rapids, IA 52402, United States -
Jared S. Adam, Shuttleworth & Ingersoll
● OpenJared S. Adam is an attorney and vice president at Shuttleworth & Ingersoll, P.L.C. located at 115 3rd Street Southeast in Cedar Rapids, Iowa. His practice primarily focuses on mergers, acquisitions, and divestitures, as well as business law including corporate governance matters, service agreements, business formation, equity finance, and regulatory compliance. Jared earned his J.D. with highest distinction from the University of Iowa College of Law in 2016 and has since worked with a variety of Midwestern companies in industries such as agriculture, manufacturing, and technology. He lives in Cedar Rapids with his wife and enjoys spending time with family and working on home improvement projects. Shuttleworth & Ingersoll is a prestigious law firm established in 1854, providing quality legal services to clients in Iowa and beyond.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
William P. Prowell, Shuttleworth & Ingersoll
● ClosedLocated at 115 3rd Street Southeast in Cedar Rapids, Iowa, William P. Prowell, Shuttleworth & Ingersoll is a full-service law firm specializing in accounting, finance, and legal services. With a collaborative and relationship-driven approach, our team of experienced attorneys is dedicated to delivering results for our clients. As one of Iowa's largest law firms, we have built lasting client relationships that span generations. We value innovation and strive for continuous improvement to provide the best possible outcomes for our clients. Our attorneys work across legal specialties to create a better experience and deliver better results for your organization.
115 3rd St SE STE 500, Cedar Rapids, IA 52401, United States -
Strellner Financial Group
● ClosedStrellner Financial Group is a leading finance institution located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa, United States. With a strong reputation for providing expert financial services and personalized guidance, Strellner Financial Group is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is here to assist you every step of the way. Trust Strellner Financial Group to help you secure your financial future.
4840 N River Blvd NE Suite 100, Cedar Rapids, IA 52411, United States -
Arnold & Mote Wealth Management
● ClosedArnold & Mote Wealth Management is a finance institution located at 1202 Dina Court, Hiawatha, Iowa, United States. We are flat fee financial advisors in Cedar Rapids, Iowa, serving individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas. Our services extend virtually to clients across the country, with expertise in comprehensive financial planning beyond just investments and retirement. Specializing in areas such as Early Severance or Separation offers, Retirement, Roth conversions, College funding, and Health Insurance changes, we provide holistic wealth management services. Our founders Quinn, Jean, and Eric are passionate about the fiduciary fee-only standard, ensuring that clients receive the best possible financial advice. We offer concierge services for various financial issues and events, such as auto purchases, mortgage payments, and optimizing employee benefits. Visit us to learn more about how we can help you achieve your unique financial goals and ensure a secure financial future.
1202 Dina Ct, Hiawatha, IA 52233, United States -
Eric Kaestner & the Strellner Agency Group
● OpenEric Kaestner & the Strellner Agency Group is a leading finance institution located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa, United States. With a strong reputation for providing expert financial advice and services, the agency offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Eric Kaestner & the Strellner Agency Group is committed to providing personalized and comprehensive financial services to meet your needs.
4840 N River Blvd NE Suite 100, Cedar Rapids, IA 52411, United States -
The Corridor Wealth Management Group - Morgan Stanley
● OpenThe Corridor Wealth Management Group at Morgan Stanley is a leading financial institution located in Cedar Rapids, Iowa. With a prime address at 600 3rd Avenue Southeast, the institution offers a wide range of financial services to help clients achieve their wealth management goals. From investment planning to retirement strategies, the team at The Corridor Wealth Management Group is dedicated to providing personalized and comprehensive financial solutions. Trust in their expertise and experience to guide you towards a secure financial future.
600 3rd Ave SE Suite 100, Cedar Rapids, IA 52401, United States -
Chris Casey
● ClosedChris 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 -
John T. Mack, CFP
● OpenJohn 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.
4027 Glass Rd NE, Cedar Rapids, IA 52402, United States -
Savant Wealth Management
● ClosedSavant Wealth Management is a leading financial institution located in Cedar Rapids, Iowa. Our team of expert advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing top-notch financial planning and investment services, we strive to empower our clients to make informed decisions about their finances. Visit us at 221 3rd Avenue Southeast to learn more about how we can help you secure your financial future.
221 3rd Ave SE Suite 215, Cedar Rapids, IA 52401, United States -
Basepoint Wealth
● ClosedBasepoint Wealth, located at 4144 Golf Street Northeast in Cedar Rapids, Iowa, is a finance institution that focuses on helping clients achieve their financial goals. Our advisors work closely with each individual to create a personalized plan that aligns with their unique needs and priorities. As fee-only advisors, we always act as fiduciaries, putting our clients' best interests first. Headquartered in Cedar Rapids, Iowa, Basepoint Wealth serves clients throughout the state and also partners with clients across the country virtually. Our wealth management approach goes beyond just financial planning and investment management, as we strive to understand our clients' goals and priorities to help them achieve success.
4144 Golf St NE, Cedar Rapids, IA 52402, United States -
Collective Financial Group
● ClosedCollective Financial Group is a reputable finance institution located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, retirement planning, or wealth management, we are here to help. At Collective Financial Group, we prioritize building long-lasting relationships with our clients and helping them achieve their financial goals. Visit us today to see how we can assist you in reaching your financial aspirations.
4840 N River Blvd NE Suite 100, Cedar Rapids, IA 52411, United States -
Private Wealth Asset Management
● ClosedPrivate Wealth Asset Management is a finance institution located at 411 6th Avenue Southeast, Cedar Rapids, Iowa, United States. With a team of experienced professionals who recently joined from a $1.9B Omaha private bank, we specialize in providing multi-family office services to families and institutions. Our goal is to protect and grow your wealth by considering every angle and customizing a strategy to drive your investments and future into motion. We prioritize our clients above all else, working closely with all stakeholders to create a lasting legacy. Our client-centric model ensures full transparency and hands-on team planning for success. With multiple locations across the United States, we are dedicated to delivering opportunities as they are researched and revealed. Contact us today to take control of your portfolio and leverage a better future with Private Wealth Asset Management.
411 6th Ave SE Suite 360, Cedar Rapids, IA 52401, United States -
The Fox Group at Strellner Financial Group
● ClosedThe Fox Group at Strellner Financial Group is a reputable finance and insurance agency located at 4840 North River Boulevard Northeast in Cedar Rapids, Iowa. With a team of experienced professionals, they specialize in providing personalized financial planning and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, The Fox Group at Strellner Financial Group is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to schedule a consultation and start securing your financial future.
4840 N River Blvd NE Suite 100, Cedar Rapids, IA 52411, United States -
Hennings Financial Inc
● OpenHennings Financial Inc is a reputable finance institution located at 3720 Queen Court Southwest in Cedar Rapids, Iowa, United States. We specialize in providing a wide range of financial services including investment management, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
3720 Queen Ct SW, Cedar Rapids, IA 52404, United States -
Ingold Group, LLC
● ClosedIngold Group, LLC is a finance and insurance agency located at 305 2nd Avenue Southeast in Cedar Rapids, Iowa, United States. At Ingold Group, we believe that everyone deserves to receive the highest possible Social Security Income benefit they are entitled to. That's why we offer a free and specialized service to help individuals maximize their Social Security benefits, tailored to their unique circumstances. Specializing in working with the Baby Boomer Generation, our team of Independent Advisors and Licensed Fiduciaries takes a holistic approach to retirement planning. With over 25 years of experience, we focus on your needs and goals to help you navigate the complexities of retirement. Whether you are nearing retirement or exploring life after retirement, we are dedicated to helping you on this important journey.
305 2nd Ave SE, Cedar Rapids, IA 52401, United States -
Heather Vestweber
● ClosedHeather 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 -
FX Cretzmeyer - RBC Wealth Management Financial Advisor
● ClosedFX Cretzmeyer - RBC Wealth Management Financial Advisor is a leading financial institution located in Cedar Rapids, Iowa. As a trusted advisor, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, FX Cretzmeyer offers a wide range of services including retirement planning, estate planning, and investment management. Their team of experienced professionals are dedicated to providing top-notch service and expert advice to help clients navigate the complexities of the financial world. Visit them at 201 1st Street Southeast to learn how they can help you secure your financial future.
201 1st St SE Suite 610, Cedar Rapids, IA 52401, United States -
Financial Specialists Inc
● ClosedFinancial Specialists Inc is a leading finance institution located at 425 2nd Street Southeast in Cedar Rapids, Iowa, United States. Our team of expert financial specialists are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. With years of experience and a commitment to excellence, we offer a wide range of financial services including investment planning, retirement planning, tax preparation, and more. Trust Financial Specialists Inc to provide you with the expertise and guidance you need to secure your financial future.
425 2nd St SE, Cedar Rapids, IA 52401, United States -
U.S. Bank - Private Wealth Advisor: Taimur Hasan
● ClosedU.S. Bank - Private Wealth Advisor: Taimur Hasan is a trusted financial institution located at 222 2nd Avenue Southeast in Cedar Rapids, Iowa. Specializing in private wealth management, Taimur Hasan and his team provide personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships, they offer expert advice and tailored strategies to help clients grow and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your assets, U.S. Bank - Private Wealth Advisor: Taimur Hasan is dedicated to helping you secure your financial future.
222 2nd Ave SE, Cedar Rapids, IA 52401, United States
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