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Best Financial Advisors in Waterloo

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Waterloo, IA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Waterloo, IA

Why choose this provider?

Need help contacting a Financial Advisor in Waterloo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
131 Tower Park Drive, Suite 115, Waterloo, IA 50701
  • Certified Financial Planner (CFP)

Why choose this provider?

FSB Premier Wealth Management helps clients in the Waterloo area achieve their life goals through its financial planning services. It works with clients in understanding their objectives and developing plans that meet their specific needs. The company provides retirement, protection, education, estate, and tax planning services. It also offers clients financial managing solutions, which include saving money for the future, managing debt, and investment management. The firm has more than two decades of industry experience.

License Verified:

License: 15898

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3013 Greyhound Drive, Waterloo, IA 50701
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Established in 1960, Financial Decisions Group is a locally owned company that serves Waterloo and the neighboring communities. The company helps clients manage their finances and reach their financial goals, increase their net worth, and maintain their desired standard of living. It offers individuals stocks and bonds, fixed and variable annuities, mutual funds, long-term care and disability insurance, and supplemental products. It also assists with simple and traditional IRAs. President Jesse Meehan has been in the financial industry since 2004.

License Verified:

License: 4770455

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1202 Dina Court, Hiawatha, IA 52233
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Arnold & Mote Wealth Management caters to individuals and families in Waterloo and the surrounding areas. The company consists of Certified Financial Planners who are well-versed in planning retirement, college, early severance, and health insurance changes. These solutions aim to maximize the client's investment returns and minimize the market's ups and downs. They also offer investment analysis and management, tax planning, charitable gifting, and concierge services. The firm is a member of the National Association of Personal Financial Advisors.

License Verified:

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
209 Franklin St., Suite A1, Cedar Falls, IA 50613
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Business Tax Preparation

Why choose this provider?

Financial Designs serves clients in Waterloo and nearby areas. It offers a wide range of services, from financial planning and investment strategies to health, life, and long-term care insurance. It assists businesses that need assistance with retirement plans by providing them with the tools and information they need, such as benefits management software that is beneficial for this process. It also educates business owners on the fiduciary responsibilities that come with offering a group retirement plan.

License Verified:

License: 27913

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
816 Tower Park Drive, Waterloo, IA 50701
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Established in 1978, Financial Resource Advisors caters to individuals and business owners in Waterloo and the neighboring communities. The company offers strategic investment models, disciplined rebalancing, and strategies for estate planning, wealth transfer, and legacy plans. It also helps with alternative investments, college savings for children and grandchildren, and risk management. Financial Resource Advisors gives back to the community through its involvement with Boys & Girls Clubs of the Cedar Valley, Heartland Habitat for Humanity, and The Job Foundation.

License Verified:

License: 2283551

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4027 Glass Road NE, Cedar Rapids, IA 52402
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

John T. Mack is a Certified Financial Planner who caters to clients in Waterloo and nearby metros. Mack works with Equitable Advisors, representing individuals and businesses looking to manage their wealth. He offers financial and retirement planning and investment management services, helping clients in achieving their investment goals, leaving a legacy to their heirs, and saving enough for retirement. His additional options include life and disability insurance coverage. Mack also holds designations as a CLU and ChFC.

License Verified:

License: 1055377

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
721 West 1st Street Suite B, Cedar Falls, IA 50613
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Gleason Financial Group is an independent advisory firm that has been serving clients in the Waterloo area since 1990. It offers financial planning solutions, which involve determining the client's situation and values, setting ideas of long-term income needs, and establishing timelines for investment maturity. Its advisor, Cindy Gleason, holds various designations, including CFP, CDFA, and ChFC. She is a mediator, handling financial issues in family law claims. Gleason is also a member of the Ed Slott Elite IRA Advisor Group.

License Verified:

License: 165127

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4144 Golf Street NE, Cedar Rapids, IA 52402
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Basepoint Wealth serves Waterloo residents and businesses. It offers personalized wealth management services to help individuals and businesses achieve financial success. Through financial planning, it works closely with clients to learn about their goals and develop customized schemes that help maximize income and minimize tax liabilities. It designs and manages investment portfolios, creates estate plans, and develops tax-efficient savings strategies. The firm also offers retirement plan solutions for small and mid-sized companies. Basepoint Wealth was founded in 2017.

License Verified:

License: 289538

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
960 6th Street, Suite 1, Jesup, IA 50648
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Innovative Wealth Management, LLC, serves clients throughout Waterloo and its neighboring cities. This company offers a variety of financial services, including wealth management and tax preparation. In addition, it offers financial planning, investment and 401k review, and business planning. Its team also advises clients on tax-efficient savings and assists them in planning their retirement and education savings. The firm's founder, Zak Knutson, is a Certified Financial Planner. The firm comprises a team of investment advisors and a certified public accountant.

License Verified:

License: 298656

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Where will your retirement money in Waterloo come from?

    Your retirement funds in Waterloo may come from a variety of sources, including your own savings and investments. Other sources include your individual retirement funds, Social Security income, and defined contribution and benefit plans. Additionally, it's becoming more common for workers in the area to declare that they intend to continue working when they retire.

  • How much is enough for an emergency fund in Waterloo?

    There is no universal response to this question because everyone in Waterloo has specific needs and goals. Your particular financial circumstances and way of life may determine the appropriate amount you should set aside for emergencies. The first thing you can do is create a conventional savings account to hold your money as you begin to build your emergency fund.

  • What is involved in the Waterloo financial planning process?

    The first step in the Waterloo financial planning process is to set up a consultation with your financial advisor. You can do this by simply choosing a time that works for you or by contacting the planner directly to find out more about their offerings. In order to provide you with the knowledge and confidence to reach a safe financial future, they will take the time to learn your goals and interests during this discussion.

  • What fiduciary obligations and risks must be taken into account in Waterloo when managing financial plans?

    When managing financial plans in Waterloo, fiduciary risks and obligations should be carefully evaluated, which includes examining your plan objectives and design, as well as accomplishing service provider benchmarking, screening, and selection. To further help you, your financial advisors have the freedom to collaborate with different third-party administrators (TPA) and plan record-keepers in the region.

  • What factors should residents of Waterloo take into account when choosing and dividing their assets across various asset classes?

    When selecting and allocating assets among different asset classes in Waterloo, consider your risk tolerance, investment goals, and time horizon. Some asset classes can be better suited for time horizons that are smaller than three years. Meanwhile, a wider variety of asset classes can be taken into account for time horizons that are longer, or that are beyond 20 years.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.