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Best Financial Advisors in Davenport

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Davenport, IADavenport, IA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Davenport, IADavenport, IA

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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: --

1704 E 54th St, Davenport, IA 52807
Davenport, IA 52807
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management

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. Their team has over 140 years of financial planning experience.

1704 E 54th St, Davenport, IA 52807
Davenport, IA 52807

Website(563) 549-7824

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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+

3289 Utica Ridge Rd, Bettendorf, IA 52722
Bettendorf, IA 52722
  • 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.

3289 Utica Ridge Rd, Bettendorf, IA 52722
Bettendorf, IA 52722

Website(563) 344-0118

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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)

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+

5153 Utica Ridge Road, Davenport, IA 52807
Davenport, IA 52807
  • 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.

5153 Utica Ridge Road, Davenport, IA 52807
Davenport, IA 52807

Website(563) 359-3475

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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)

201 West 2nd Street Suite 700, Davenport, IA 52801
Davenport, IA 52801
  • 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.

201 West 2nd Street Suite 700, Davenport, IA 52801
Davenport, IA 52801

Website(563) 323-5790

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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+

5177 Utica Ridge Rd., Davenport, IA 52807
Davenport, IA 52807
  • Estate Planning
  • Financial Planning
  • Investment Advisor

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.

5177 Utica Ridge Rd., Davenport, IA 52807
Davenport, IA 52807

Website(563) 484-5000

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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)

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+

3544 Crow Creek Road, Davenport, IA 52807
Davenport, IA 52807
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

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
Davenport, IA 52807

Website(563) 345-6880

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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