Laurels

Best Financial Advisors in Davenport
2022

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

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.

3544 Crow Creek Road
Davenport, IA 52807

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