Best Financial Advisors in Waterloo

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Arnold & Mote Wealth Management logo

Arnold & Mote Wealth Management

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

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.

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Basepoint Wealth logo

Basepoint Wealth

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

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.

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Financial Decisions Group logo

Financial Decisions Group

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

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.

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Financial Designs logo

Financial Designs

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

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.

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Financial Resource Advisors logo

Financial Resource Advisors

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

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.

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FSB Premier Wealth Management logo

FSB Premier Wealth Management

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

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.

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Gleason Financial Group logo

Gleason Financial Group

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

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.

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Innovative Wealth Management, LLC logo

Innovative Wealth Management, LLC

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

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.

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John T. Mack logo

John T. Mack

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

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.

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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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