TOP 30 Tax services in Iowa City, Iowa
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Jim Wegener - Thrivent
● ClosedWelcome to Jim Wegener - Thrivent, your trusted partner in financial guidance located at 2466 East Kimberly Road, Davenport, Iowa. Our mission is to provide personalized financial advice that aligns with your goals and values, ensuring a secure financial future for you and your loved ones. We specialize in a range of services including investment management, retirement income planning, and protecting your family from the impacts of extended care, death, and disability. Additionally, we offer expertise in charitable giving, college planning, and estate planning, helping you make informed decisions that reflect your priorities.
2466 East Kimberly Road, Davenport, Iowa 52807, United States -
Evan Lystiuk - Thrivent
● ClosedWelcome to Evan Lystiuk - Thrivent, your trusted partner in financial clarity and security, located at 2466 East Kimberly Road, Davenport, Iowa. Our mission is inspired by the words of Jesus in John 13:34, "Love one another, as I have loved you." This guiding principle drives us to serve our clients with dedication and compassion, helping you achieve your financial goals with confidence and peace of mind. With licenses across multiple states including Arkansas (Insurance Lic. #20715355), Iowa, Illinois, Kansas, Nebraska, Virginia, and Wisconsin, we are committed to providing personalized financial strategies tailored to your unique needs and values. Whether you're planning for retirement, managing investments, or seeking insurance solutions, we are here to help you navigate your financial journey.
2466 East Kimberly Road, Davenport, Iowa 52807, United States -
Joseph Miller - Thrivent
● ClosedWelcome to Joseph Miller - Thrivent, your trusted partner in comprehensive financial guidance located at 2466 East Kimberly Road, Davenport, Iowa. Born and raised in the Quad Cities, I have always had a passion for finance, which was nurtured during my time at the University of Iowa. My goal is to help you navigate your financial journey with clarity and confidence by crafting a personalized plan that aligns with your goals and values. I proudly serve the Quad City and surrounding areas, offering a relationship-based approach to financial planning. Whether you prefer to call, email, or schedule a meeting online, I'm here to assist you in developing a robust financial plan tailored to your unique needs.
2466 East Kimberly Road, Davenport, Iowa 52807, United States -
Brad Wuertz - Thrivent
● ClosedWelcome to Brad Wuertz - Thrivent, your trusted partner in financial planning and investment advisory services. Conveniently located at 2466 East Kimberly Road, Davenport, Iowa, we proudly serve clients across multiple states, including AZ, CO, FL, IA, IL, IN, MI, MN, TX, VA, and WI. At Brad Wuertz - Thrivent, we are committed to helping you achieve your financial goals through our comprehensive Financial Planning Framework. Our approach includes a detailed review and analysis of your financial situation, providing you with personalized advice and guidance. For those seeking more in-depth planning, our Dedicated Planning Services offer tailored written recommendations for a fee.
2466 East Kimberly Road, Davenport, Iowa 52807, United States -
Lawrence Young - Thrivent
● ClosedWelcome to Lawrence Young - Thrivent, your trusted financial partner located at 2466 East Kimberly Road, Davenport, Iowa 52807. We specialize in providing comprehensive financial services tailored to meet your unique needs. As part of Thrivent, a renowned name in financial services, we offer a wide range of solutions including insurance products, securities, and investment advisory services. Our team is dedicated to helping you navigate your financial journey through Thrivent's Financial Planning Framework. This includes a detailed review and analysis of your financial situation, ensuring you have a clear path toward achieving your goals. For those seeking a deeper engagement, our Dedicated Planning Services offer personalized, written recommendations for a fee, crafted by our licensed financial advisors.
2466 East Kimberly Road, Davenport, Iowa 52807, United States -
Dave Feist - State Farm Insurance Agent
● ClosedWelcome to Dave Feist - State Farm Insurance Agent, your trusted partner in Davenport, Iowa, for all your insurance needs. Conveniently located at 2322 East Kimberly Road, we specialize in providing customized insurance solutions to help protect what matters most to you—your family, assets, and financial well-being. At Dave Feist - State Farm, we understand that everyone loves saving money. That's why we offer a variety of coverage options with potential savings through safe driving rewards, bundling options, and discounts tailored to your unique needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or coverage for your recreational vehicles, we’ve got you covered. Our policies are designed to fit your lifestyle, offering you peace of mind while you enjoy the things you love.
2322 East Kimberly Road, Davenport, Iowa 52807, United States -
Joshua Theisen - Thrivent
● ClosedWelcome to Joshua Theisen - Thrivent, your trusted partner in financial planning and investment advisory services, located at 908 6th Avenue, DeWitt, Iowa 52742. As a proud affiliate of Thrivent, we are dedicated to helping individuals and families achieve financial clarity and confidence through personalized financial strategies. At Joshua Theisen - Thrivent, we understand that your financial journey is unique, which is why we offer a comprehensive Financial Planning Framework. This service involves a thorough review and analysis of your financial situation. For those seeking a more in-depth planning experience, our Dedicated Planning Services provide detailed written recommendations for a fee, tailored to your specific needs and goals.
908 6th Avenue, DeWitt, Iowa 52742, United States -
DeWitt Bank & Trust Co.
● ClosedWelcome to DeWitt Bank & Trust Co., your trusted financial partner located at 815 6th Avenue, DeWitt, Iowa 52742. As a cornerstone of the community, we offer comprehensive banking and financial services tailored to meet the needs of individuals and businesses alike. Whether you're looking to open a business deposit account or need lending solutions for a business of any size, our expert team is here to support your growth and success. Switching your direct deposits and automatic payments has never been easier with ClickSWITCH, streamlining your banking transitions effortlessly. For those seeking home financing, our home lending team provides a range of options, from traditional mortgage loans to construction and home equity loans, ensuring you find the perfect fit for your needs.
815 6th Avenue, DeWitt, Iowa 52742, United States -
Ascentra Credit Union
● ClosedWelcome to Ascentra Credit Union, your trusted partner in finance and homeownership, conveniently located at 2339 53rd Avenue, Bettendorf, Iowa. As a local credit union, we are committed to providing our members with exceptional financial services, including ATMs, loans, and home mortgage solutions. At Ascentra, we believe in making the dream of homeownership accessible and achievable. Whether you're a first-time homebuyer or looking to refinance, our expert team is here to guide you every step of the way. We offer competitive fixed-rate home loans with a minimum 5% down payment, and adjustable-rate mortgage loans for first-time buyers with just a 3% down payment. To help you avoid private mortgage insurance (PMI), a 20% down payment is recommended.
2339 53rd Avenue, Bettendorf, Iowa 52722, United States -
U.S. Bank ATM
● OpenWelcome to U.S. Bank ATM, conveniently located at 3120 Middle Road, Bettendorf, Iowa 52722. As a trusted financial institution, we are committed to providing simple and secure solutions for managing your money. Our Bank Smartly Checking® account offers a seamless online checkout experience, making shopping easier than ever. Whether you need assistance with borrowing, loans, or mortgages, our team of experienced loan officers and bankers is ready to help. We provide a range of resources, from calculators and rate charts to expert guidance, ensuring you have the information you need for your financial decisions.
3120 Middle Road, Bettendorf, Iowa 52722, 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 Amber O'Brien
● ClosedWelcome to Merrill Lynch Financial Advisor Amber O'Brien, located at 4550 East 53rd Street, Davenport, Iowa. Our mission is to empower you to achieve your financial goals by offering a comprehensive range of investment solutions from Merrill and banking products from Bank of America. We understand that the financial landscape is ever-changing, and we are here to provide timely insights into market trends and the global economy to keep you informed and on track. Our commitment to serving our clients stems from personal experiences and a passion for helping others navigate financial challenges. We believe in creating a personalized financial plan that reflects your unique life circumstances and aspirations. By understanding your priorities, we aim to guide you through life's inevitable changes with a strategy tailored to your needs.
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 Nathan Pozzi
● ClosedWelcome to Merrill Lynch Financial Advisor Nathan Pozzi, located at 4550 East 53rd Street, Davenport, Iowa. Our mission is to empower you with the financial insights and resources necessary to navigate the complexities of today's ever-changing world. With access to a wide array of investment solutions from Merrill and banking products from Bank of America, we are committed to helping you make informed decisions to achieve your financial goals. At our core, we believe in providing personalized financial guidance rooted in understanding your unique circumstances and aspirations. Our approach begins with a deep understanding of where you are today and where you want to be tomorrow. We aim to help you define your goals and establish a planning process that prioritizes your needs, guiding you through life's inevitable changes.
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 -
Merrill Lynch Financial Advisor Larry A Pozzi
● ClosedWelcome to Merrill Lynch Financial Advisor Larry A Pozzi, located at 4550 East 53rd Street, Davenport, Iowa. Our mission is to guide you through the complexities of the financial world, helping you define and achieve your financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we are committed to providing you with timely insights into the markets and global economy. At Merrill Lynch Financial Advisor Larry A Pozzi, we understand that life is full of changes and challenges. Our team is passionate about assisting you, drawing from our collective experiences to offer professional and caring financial services. We believe that understanding your unique situation is the best starting point for planning your financial future. Our personalized approach ensures that your financial plan is tailored to your specific needs and priorities, guiding you through life's inevitable changes.
4550 East 53rd Street, Davenport, Iowa 52807, United States -
AccounTraining SOLUTIONS LLC
● OpenWelcome to AccounTraining SOLUTIONS LLC, your trusted partner in accounting and finance located in the heart of Dubuque, Iowa. At AccounTraining SOLUTIONS, we specialize in providing comprehensive financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to delivering top-notch accounting solutions, from bookkeeping and tax preparation to financial consulting and strategic planning. We pride ourselves on our attention to detail, commitment to accuracy, and personalized approach to every client we serve. Whether you're a small business owner seeking guidance on financial management or an individual looking for expert tax advice, AccounTraining SOLUTIONS is here to help you navigate the complexities of finance with confidence and clarity. Visit us at our Dubuque office and discover how we can support your financial success.
Dubuque, Iowa 52001, United States -
Steining Michelle M
● OpenWelcome to Steining Michelle M, your trusted partner in accounting and finance located in the heart of Davenport, Iowa. Situated at 908 West 35th Street, we pride ourselves on offering personalized financial services to meet the unique needs of individuals and businesses in our community. At Steining Michelle M, we specialize in a wide range of accounting and financial services, including bookkeeping, tax preparation, financial planning, and consulting. Our dedicated team of professionals is committed to providing accurate, reliable, and timely solutions to help you achieve your financial goals.
908 West 35th Street, Davenport, Iowa 52806, United States -
Mary Miller Accounting
● OpenWelcome to Mary Miller Accounting, your trusted partner in financial excellence located at 1114 West 51st Street, Davenport, Iowa. With years of expertise in accounting and finance, we are dedicated to providing personalized and professional services to meet the unique needs of both individuals and businesses in the community. Our team is committed to delivering accurate financial solutions, whether you require assistance with bookkeeping, tax preparation, financial planning, or business consulting. At Mary Miller Accounting, we understand the complexities of financial management, and we strive to simplify the process for you with our detail-oriented approach and personalized attention. Our goal is to help you achieve financial clarity and success, ensuring compliance with regulations while maximizing your financial potential.
1114 West 51st Street, Davenport, Iowa 52806, United States -
Eric Engstrom PC
● OpenWelcome to Eric Engstrom PC, your trusted partner in accounting and finance, conveniently located at 2010 East 38th Street, Davenport, Iowa. With a commitment to delivering exceptional financial services, we cater to individuals and businesses in the Davenport community and beyond. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet your unique financial needs. Whether you require tax preparation, bookkeeping, financial planning, or business consulting, we are here to guide you every step of the way. At Eric Engstrom PC, we pride ourselves on our integrity, expertise, and customer-focused approach, ensuring that your financial future is in capable hands. Contact us today to discover how we can help you achieve your financial goals.
2010 East 38th Street, Davenport, Iowa 52807, United States -
Money Matters, Inc.
● ClosedWelcome to Money Matters, Inc., your trusted partner in financial services located in the heart of Bettendorf, Iowa. Situated at 943 State Street, our firm specializes in providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are seeking expert advice on investments, retirement planning, tax strategies, or wealth management, our team of seasoned professionals is here to guide you every step of the way. At Money Matters, Inc., we pride ourselves on building lasting relationships with our clients by delivering exceptional service and insightful financial guidance. Visit us today to discover how we can help you achieve your financial goals with confidence and clarity. Your financial well-being is our top priority, because at Money Matters, your money truly matters.
943 State Street, Bettendorf, Iowa 52722, United States
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