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Laurels

Best Financial Advisors in Davenport
2022

We scored 28 Financial Advisors in Davenport, IA and Picked the Top 6

Here are the Picks:

Five Cities Financial

Nikulski Financial, Inc.

Noble Birch Wealth Management

Plan 2 Thrive Financial Services

Quad Cities Investment Group

VisionPoint

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Davenport 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 28 19 6

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

Five Cities Financial

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Retirement Planning

Five Cities Financial helps Davenport clients in managing and preserving their wealth. It guides in planning for retirement by addressing individuals' concerns such as when to retire, what kind of lifestyle to maintain, and what legacy they wish to leave. Its advisors create financial plans and support their implementation. In addition, they recommend tools for improving investment portfolios and strategies for launching a new business. Partner James E Houghton has CLU, ChFC, CASL, and RICP certifications.

Click to Call

1704 E 54th St
Davenport, IA 52807

Website

(563) 549-7824 Website

Professionalism: A+

More Info

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+

Nikulski Financial, Inc.

  • Estate Planning
  • Financial Planning

Nikulski Financial Inc. offers money advice and planning services to residents of Davenport. The firm assesses every client's risk capacity and tolerance then builds for them an investment portfolio based on both factors. The team emphasizes the use of equity and fixed income exchange-traded funds, individual stocks, and individual bonds. This is due to these being tax-efficient and low-cost. The office also offers software tools to allow for easy access to a customer's investments online.

Click to Call

3289 Utica Ridge Rd
Bettendorf, IA 52722

Website

(563) 344-0118 Website

Reputation:A

More Info

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:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Noble Birch Wealth Management

  • Certified Financial Planner (CFP)

Noble Birch Wealth Management is a financial advisory firm in Davenport. It provides its clients with objective consultations on their tax reduction opportunities, investment portfolio, and retirement income distribution plan. The firm also offers a guided wealth portfolio, which includes benefits such as a personalized roadmap, consistent monitoring, and holistic advice from a dedicated financial advisor. Noble Birch Wealth Management has developed its own process known as Wealthscan 360, a three-step process that consists of discovery, planning, and recommendations.

Click to Call

5153 Utica Ridge Road
Davenport, IA 52807

Website

(563) 359-3475 Website

Reputation:A+

More Info

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:

39 (Best)

Score Consistency:

Consistent (Best)

Plan 2 Thrive Financial Services

  • Certified Financial Planner (CFP)

Plan 2 Thrive Financial Services is a financial advisory firm that serves individuals, families, and businesses in Davenport and neighboring areas. With more than 30 years of collective experience, its team develops financial plans that entail cash flow analysis, debt management, educational funding, and estate planning. It also provides advice on financial matters related to retirement, investment, insurance, and life events. Patrick Reid, one of the firm's partner financial advisors, has earned the Retirement Income Certified Professional designation.

Click to Call

201 West 2nd Street Suite 700
Davenport, IA 52801

Website

(563) 323-5790 Website

Professionalism: A+

More Info

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+

Quad Cities Investment Group

  • Estate Planning
  • Investment Advisor
  • Financial Planning

Quad Cities Investment Group is a team of financial advisors serving families and individuals in Davenport. The firm specializes in life and business planning, risk management, investment solutions, estate planning, and charitable giving. The company also gives back to the community by supporting charities and non-profit organizations. Scott Stoltenberg, an advisor and founding partner of Quad Cities Investment Group, is a certified public accountant who developed his work ethic while growing up on their family farm.

Click to Call

5177 Utica Ridge Rd.
Davenport, IA 52807

Website

(563) 484-5000 Website

Reputation:A

More Info

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:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

VisionPoint

  • Wealth Management
  • Financial Planning
  • Certified Financial Planner (CFP)

VisionPoint is an investment advisory and financial management firm that serves individuals and corporate clients in Davenport and its neighboring areas. The company offers a broad range of personalized financial solutions that include comprehensive financial planning, risk management, and investment strategies, helping clients get closer to their long-term financial goals and objectives. Private Wealth Manager Brian Smith is a Certified Financial Planner and Chartered Retirement Planning Counselor who holds membership with the National Association of Insurance and Financial Advisors.

Click to Call

3544 Crow Creek Road
Davenport, IA 52807

Website

(563) 345-6880 Website

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