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Best Financial Advisors in Council Bluffs

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2023
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Dickinson Investment Advisors logo
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License Verified:

License: 115108

Investment Adviser Public Disclosure Database, SEC

Dickinson Investment Advisors

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535 W. Broadway, Suite 301, Council Bluffs, IA 51503
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Business Description

Dickinson Investment Advisors caters to the needs of individuals in the Council Bluffs metro and the neighboring areas. It provides financial planning, tax planning, and investment management services. It also helps retirees manage their assets by discussing the available retirement options, including a lump sum or monthly pension payment. Founder Ron Dickinson has published a book titled “18 Common Sense Rules for Enjoying a Successful Retirement.” He earned the Certified Financial Planner designation in 1999.

License Verified:

License: 115108

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.3
Facebook
4.0 / 5 (5)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Homan Wealth Advisors logo
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Homan Wealth Advisors

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12829 West Dodge Road, Suite 202, Omaha, NE 68154
  • Certified Financial Planner (CFP)

Business Description

Homan Wealth Advisors has been catering to individuals in Council Bluffs since 2003. The firm helps clients manage their finances by implementing efficient tax strategies, choosing appropriate insurance policies, and setting up estates. Clients can also get assistance in setting up their company retirement plans so that their needs are covered even after leaving the workforce. The firm's founder and president, Richard Homan, is a Certified Financial Planner and a certified public accountant.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Keystone Financial Services logo
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License Verified:

License: 308397

Investment Adviser Public Disclosure Database, SEC

Keystone Financial Services

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9802 Nicholas st Suite 315, Omaha, NE 68114
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Keystone Financial Services caters to customers in Council Bluffs. Its team guides young professionals and women on the path to financial success. Its wealth management services combine personal investment, financial advising, and education, estate, and philanthropic planning to address their individual needs. It also advises them on strategic investing to help grow their wealth for generations to come and offers life insurance strategies to protect families from financial troubles. Keystone Financial Services carries over 33 years of industry experience.

License Verified:

License: 308397

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.