Laurels

Best Financial Advisors in Waterloo
2022

Arnold & Mote Wealth Management

Arnold & Mote Wealth Management

  • 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.

1202 Dina Court
Hiawatha, IA 52233

Website

Website

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+

Basepoint Wealth

Basepoint Wealth

  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning
  • Estate 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.

4144 Golf Street NE
Cedar Rapids, IA 52402

Website

Website

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+

Financial Decisions Group

Financial Decisions Group

  • 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.

3013 Greyhound Drive
Waterloo, IA 50701

Website

Website

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)

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+

Financial Designs

Financial Designs

  • 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.

209 Franklin St., Suite A1
Cedar Falls, IA 50613

Website

Website

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)

Financial Resource Advisors

Financial Resource Advisors

  • 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.

816 Tower Park Drive
Waterloo, IA 50701

Website

Website

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)

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+

FSB Premier Wealth Management

FSB Premier Wealth Management

  • 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.

131 Tower Park Drive, Suite 115
Waterloo, IA 50701

Website

Website

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+

Gleason Financial Group

Gleason Financial Group

  • Retirement Planning
  • Estate 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.

721 West 1st Street Suite B
Cedar Falls, IA 50613

Website

Website

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)

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+

Innovative Wealth Management, LLC

Innovative Wealth Management, LLC

  • 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.

960 6th Street, Suite 1
Jesup, IA 50648

WebsiteInstagram

Website

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+

John T. Mack

John T. Mack

  • 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.

4027 Glass Road NE
Cedar Rapids, IA 52402

Website

Website

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+

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