Best Financial Advisors in Council Bluffs

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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

535 W. Broadway, Suite 301, Council Bluffs, IA 51503
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  • 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
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Dickinson Investment Advisors

Homan Wealth Advisors logo
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Homan Wealth Advisors

12829 West Dodge Road, Suite 202, Omaha, NE 68154
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  • 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
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Homan Wealth Advisors

Keystone Financial Services logo
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License Verified:

License: 308397

Investment Adviser Public Disclosure Database, SEC

Keystone Financial Services

9802 Nicholas st Suite 315, Omaha, NE 68114
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  • 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
Visit Website

Keystone Financial Services

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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