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Best Financial Advisors in Cedar Rapids

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Cedar Rapids, IACedar Rapids, IA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Cedar Rapids, IACedar Rapids, IA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4840 North River Boulevard Northeast, Cedar Rapids, IA 52411
Cedar Rapids, IA 52411
  • Certified Financial Planner (CFP)
  • Tax Planning

Anderson Financial Services is a Cedar Rapids wealth advisory company that provides financial planning services. The company has been serving individuals and corporations in the industry for over 25 years and has since been led by Scott Anderson, who is also an investment advisor representative for Royal Alliance Associates, Inc. Anderson Financial Services offers personal financial planning, business continuation planning, estate planning strategies, investment or asset allocation planning, and retirement and distribution planning. The company also provides fringe benefit planning and executive benefits planning.

4840 North River Boulevard Northeast, Cedar Rapids, IA 52411
Cedar Rapids, IA 52411

Website(800) 971-2374

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1202 Dina Court, Hiawatha, IA 52233
Hiawatha, IA 52233
  • Certified Financial Planner (CFP)

Established in 2000, Arnold & Mote Wealth Management is a financial planning firm that caters to clients in and around Cedar Rapids. It offers retirement, estate, and long-term health care planning services. Its team also customizes financial plans, which include savings strategies, investments, tax planning, workplace benefit maximization, and insurance optimization. The firm's owner Quinn Arnold and its founders, Jean and Eric Mote, are Certified Financial Planners. Arnold is also a member of the National Association of Personal Financial Advisors.

1202 Dina Court, Hiawatha, IA 52233
Hiawatha, IA 52233

Website(319) 393-4020

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

222 3rd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Estate Planning
  • Retirement Planning

Balanced Investment Company is a business located in Cedar Rapids offering personalized services in financial planning and wealth building. It helps clients plan their finances by incorporating variables such as income, healthcare, taxes, pension, and investments. The firm's services also cover investment, retirement and estate planning, and risk management. Balanced Investment Company was founded by Suresh Basnet. Basnet served in state and local non-profits and received the 2008 Governor’s Volunteer Award.

222 3rd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 242-6444

Show Number
4144 Golf Street Northeast, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

Basepoint Wealth is a financial advisory firm that serves the residents of Cedar Rapids and the surrounding areas. It helps clients transition into retirement, reduce their taxes, or work toward financial freedom. It offers services such as financial planning, estate planning, insurance planning, philanthropic planning, and retirement plan consulting. In addition, the firm provides investment management, tax and accounting management, business planning, and executive compensation services. The financial advisors of Basepoint Wealth operate exclusively as fiduciaries.

4144 Golf Street Northeast, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402

Website(319) 826-1898

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5020 Council Street Northeast, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402

Edge Investment Solutions provides assistance to clients in Cedar Rapids and the surrounding areas with their financial issues. The firm helps clients with financial and estate planning. It also extends its services to clients who have concerns regarding life, disability, and long-term care insurance. For clients who want to build their investment portfolio, the firm analyzes the best mutual funds to ensure sustainable income growth. Two of the firm's financial planners, Damon Walker and Russell Kizer, also serve as members of Dave Ramsey’s Smartvestor Council.

5020 Council Street Northeast, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402

Website(877) 299-6237

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136 40th Street Northeast, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402
  • Estate Planning
  • Insurance Products

Financial Harmony Designs helps clients in Cedar Rapids meet their financial goals. Its team caters to individuals who need assistance with their investments, such as mutual funds, common stock, simple IRA, government securities, and brokerage accounts. It also provides aid in matters relating to exchange-traded funds, bonds, fixed and variable annuities, and college savings account services. The primary financial consultant of the company, Bruce Western, is also a life and health insurance agent with more than 30 years of experience in the financial industry.

136 40th Street Northeast, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402

Website(319) 366-3818

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4800 North River Boulevard Northeast, Cedar Rapids, IA 52411
Cedar Rapids, IA 52411
  • Certified Financial Planner (CFP)
  • Retirement Planning

Jerry K. Ask Investment Services provides investment management services for clients in Cedar Rapids and the surrounding areas. This firm provides a wide array of financial planning services, including retirement income planning, portfolio management, tax reduction savings, business planning, and banking and lending solutions. Its financial advisors have over 125 years of combined experience in the industry. The firm is a recipient of numerous awards and was ranked among Forbes Best-in-State Wealth Advisors in 2021.

4800 North River Boulevard Northeast, Cedar Rapids, IA 52411
Cedar Rapids, IA 52411

Website(800) 535-1295

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

711 2nd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Estate Planning
  • Retirement Planning

Since 1985, Securian Financial has been serving individuals, families, and businesses throughout the Cedar Rapids area. The firm offers a wide range of services, including investment strategies, retirement planning, protection management, estate planning, and educational funding strategies. It also assists clients in charitable giving plans. For businesses, the firm provides business continuation strategies, exit and transition planning, and financial wellness programs. It strives to make positive changes in the community by supporting various organizations, including American Cancer Society, Iowa Donor Network, and Tanager Place.

711 2nd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(800) 820-4205

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

200 2nd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Certified Financial Planner (CFP)

Strategic Financial Solutions has been serving Cedar Rapids for more than 30 years. The firm is composed of financial advisors that offer financial planning and investment management services. It specializes in retirement planning and, depending on a client's needs, offers retirement plans that entail personalized investment and retirement strategies, education and estate planning, and risk management. The company's president, Larry Witzel, is a Certified Financial Planner, an Accredited Investment Fiduciary, and a Chartered Life Underwriter.

200 2nd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 362-2509

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

425 2nd Street Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Estate Planning
  • Insurance Products

The Financial Specialists is a Cedar Rapids-based wealth planning firm. It offers a wide range of services, including insurance planning, retirement planning, college planning, and short- and long-term investment planning. The firm also provides services for businesses, assisting clients with 401(k) plans, group life and disability insurance, group health insurance, IRA, and profit-sharing plans. David J. Funke, president and managing partner, has been in the financial services sector since 1986. The Financial Specialists team has over 100 years of collective industry experience.

425 2nd Street Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 393-6149

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

329 12th Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Certified Financial Planner (CFP)

United Iowa Financial is a Cedar Rapids financial advisory firm that focuses on women empowerment and financial education among its clientele. The firm helps individuals and families in investment and cash flow management, retirement planning, trust and estate planning, charitable gift planning, and long-term care planning. United Iowa Financial is led by Mark Law, who has more than two decades of experience in the industry, and four other partners who are all invested in their clients' future.

329 12th Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 449-1145

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

221 3rd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Certified Financial Planner (CFP)
  • Retirement Planning

For more than 25 years, World Trend Financial has been serving individuals, families, and businesses throughout the Greater Cedar Rapids metro area. It helps clients protect their wealth and achieve their financial goals by assisting them with college fund planning, investment management, estate planning, debt management, and retirement planning. Tory Meiborg, the president of the firm, is a member of the Financial Industry Regulatory Authority and was recognized as a Corridor Business Journal 40 Under 40 Award winner.

221 3rd Avenue Southeast, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 364-3041

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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