Laurels

Best Financial Advisors in Cedar Rapids
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Cedar Rapids Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 41 29 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Balanced Investment Company

  • 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

Website

Edge Investment Solutions

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

Website

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