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Best Financial Advisors in Iowa City

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Iowa City, IAIowa City, 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.

Iowa City, IAIowa City, IA

Website

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: --

1202 Dina Court, Hiawatha, IA 52233
Hiawatha, IA 52233
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Tax Planning

Since 2000, Arnold & Mote Wealth Management has been providing financial services to clients in Iowa City. Its advisors help individuals manage their cash flow for current and future needs. They assist in reviewing insurance policies, setting up an estate, and planning for a stable and sustainable retirement. They also help set up investment portfolios based on clients' risk tolerance and goals. Quinn Arnold is a Certified Financial Planner with nearly two decades of experience in human resources and corporate finance.

1202 Dina Court, Hiawatha, IA 52233
Hiawatha, IA 52233

Website(319) 393-4020

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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:

2 (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+

4144 Golf Street NE, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402
  • Certified Financial Planner (CFP)

Basepoint Wealth is a fiduciary firm that offers financial planning, investment management, and independent advice for individual and business clients in Iowa City. It works closely with individual clients to analyze their goals, develop personalized plans and recommendations, and assist in their implementation. For businesses, the company often provides strategies that include tax reduction. Kate Wallace is the founding partner, president, and senior wealth advisor. She holds four designations, including Certified Financial Planner and Chartered Financial Consultant.

4144 Golf Street NE, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402

Website(319) 826-1898

Show Number

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:

8 (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+

1303 5th Street, Suite 207, Coralville, IA 52241
Coralville, IA 52241
  • Financial Planning

Carrie Houchins-Witt Tax & Financial Services LLC caters to individuals, families, and businesses throughout Iowa City. It provides comprehensive financial planning services, including debt management, retirement planning, investing, and income tax planning. The firm also assists clients with tax preparation and planning, IRS representation, and divorce financial services. Owner Carrie Houchins-Witt worked as the city director of revenue management for the Kimpton Group Seattle and has earned the CFP and the CDFA designations. She is a member of the National Association of Personal Financial Advisors.

1303 5th Street, Suite 207, Coralville, IA 52241
Coralville, IA 52241

Website(319) 358-2854

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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:

4.8 / 5 ( Best)

Total Reviews:

20 (Better)

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: --

3349 Southgate Ct. SW Suite 101, Cedar Rapids, IA 52404
Cedar Rapids, IA 52404
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

Gaylon Heetland is a financial consultant in Iowa City. He specializes in estate, income tax, retirement income planning, and investments. Heetland has been one of the financial advisors of Thrivent since 1995, which offers life, health, and disability income insurance. Heetland is a CFP and ChFC. He also has a life and health insurance license in Florida, Oklahoma, and Texas. Heetland also supports charities, including Special Olympics, Eastern Iowa Liberian Association, Inc., and Cleveland Area Neighborhood Association.

3349 Southgate Ct. SW Suite 101, Cedar Rapids, IA 52404
Cedar Rapids, IA 52404

Website(319) 366-2991

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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:

2 (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+

4800 N River Blvd NE Ste 100, Cedar Rapids, IA 52411
Cedar Rapids, IA 52411
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Jerry K. Ask Investment Services is a team of financial advisors serving Iowa City. It offers a variety of investment strategies, such as retirement income planning, tax reduction, and banking and lending solutions. It also offers a wide range of business planning services, such as banking and cash management, investment banking, and asset management. Jerry Ask, the company's founder, spent a decade working in the financial services industry before opening his own investment company in 1993.

4800 N River Blvd NE Ste 100, Cedar Rapids, IA 52411
Cedar Rapids, IA 52411

Website(319) 395-9230

Show Number

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:

2 (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+

103 E. College Street, Suite 210, Iowa City, IA 52240
Iowa City, IA 52240
  • Financial Planning

Midwestern Financial Group serves clients in Iowa City. Its team offers financial planning and asset management services to help individuals and families meet short-term and long-term goals. The firm also helps plan for retirement with stable and sufficient income, even after leaving the workforce. In addition, business owners can get help with minimizing taxes, succession planning, and setting up corporate retirement plans. Co-founder and managing partner Joseph Jay is a Chartered Financial Analyst who worked in an Iowa-based investment firm.

103 E. College Street, Suite 210, Iowa City, IA 52240
Iowa City, IA 52240

Website(319) 499-1620

Show Number

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:

12 (Better)

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+

3600 1st Avenue NE, Suite 100, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402
  • Private Wealth Advisor
  • Retirement Planning

Premier Investments of Iowa, Inc., is a financial services organization that serves clients in Iowa City. It helps individuals reach their financial goals through risk management, retirement planning, and pension analysis. Its financial planning program includes examining the background and financial concerns of clients, offering financial plans, and modifying such plans. It provides advisory and securities services through LPL Financial. Premier Investments of Iowa was established in 1989. Its owners, Jeffrey A. Johnston and Brock W. Renner, have more than 50 years of combined industry experience.

3600 1st Avenue NE, Suite 100, Cedar Rapids, IA 52402
Cedar Rapids, IA 52402

Website(319) 363-3811

Show Number

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:

4.6 / 5 ( Best)

Total Reviews:

5 (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+

711 2nd Ave SE Suite 200, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Securian Advisors Midamerica provides financial advice services to people in Iowa City. It offers professional advice to business owners like retirement plans, business continuation strategies, executive benefits, and employee education. It also offers services like financial planning, investment strategies, and retirement plan to individuals and family. Thomas Bowen, a financial advisor in the company, has over 30 years of experience in the industry and specializes in retirement plans, succession planning, group benefits, asset management, and estate planning for company owners.

711 2nd Ave SE Suite 200, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 378-1074

Show Number

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: --

425 2nd Street SE 3rd Floor, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401
  • Retirement Planning

For over three decades, The Financial Specialists has been offering financial, retirement, and insurance planning and wealth management services to individuals and families in Iowa City. Focused on achieving the financial goals of clients, the firm guides them through various effective investment strategies. It also provides assistance in matters surrounding bonds, mutual funds, and stocks. Managing partner David Funke has ChFC, CLU, and LUTCF designations. He is also a member of the Cedar Rapids Association of Insurance and Financial Advisors.

425 2nd Street SE 3rd Floor, Cedar Rapids, IA 52401
Cedar Rapids, IA 52401

Website(319) 393-6149

Show Number

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:

2 (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+

745 Community Drive, Ste E, North Liberty, IA 52317
North Liberty, IA 52317
  • Certified Financial Planner (CFP)

Tryon Investments, LLC, provides individuals and families with strategies, solutions, and planning for financial clarity and security. Serving Iowa City and the nearby metros, the firm offers services such as comprehensive and personalized financial planning, portfolio management, charitable giving strategies, and retirement planning. Its advisors also provide assistance with probate and estate planning, long-term care protection, and private placements. Tryon Investments was established in 2009 and mainly caters to the investment needs of high net worth and ultra-high net worth investors.

745 Community Drive, Ste E, North Liberty, IA 52317
North Liberty, IA 52317

Website(319) 665-5050

Show Number

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:

4.5 / 5 ( Best)

Total Reviews:

15 (Better)

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+

2346 Mormon Trek Blvd, Suite 1000, Iowa City, IA 52246
Iowa City, IA 52246
  • Certified Financial Planner (CFP)

The United Iowa Financial provides wealth management, financial planning, and retirement planning services to individuals, families, education employees, and healthcare professionals in Iowa City. Its team of advisors works directly with clients in developing investment strategies and comprehensive financial plans with a focus on securing their financial goals. In 2018, the firm was listed by Forbes as one of its Best-in-State Wealth Advisors. Its wealth advisors have CFP, AIFA, CRPF, CPWA, and AIF designations.

2346 Mormon Trek Blvd, Suite 1000, Iowa City, IA 52246
Iowa City, IA 52246

Website(319) 449-1145

Show Number

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:

1 (Good)

Score Consistency:

Consistent (Best)

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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