- Certified Financial Planner (CFP)
Why choose this provider?
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.