Best Financial Advisors in Clive, IA

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Clive, IA Fiduciary Financial Advisors

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McGill Junge Wealth Management
Location 12289 Stratford Dr, Clive, IA 50325, USA
Phone (515) 777-3835
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Peoples Financial Center
Location 12701 University Ave, Clive, IA 50325, USA
Phone (515) 327-7742
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Tipping Ken
Location 12289 Stratford Dr, Clive, IA 50325, USA
Phone (515) 223-1242
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Monetary Strategies
SEC File# 801-69651
CRD# 147309
Location 7600 University Ave suite b, Clive, IA 50325, USA
Phone (515) 224-1322
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Educators Financial Group
SEC File# 801-71764
CRD# 154136
Location 7400 University Ave, Clive, IA 50325, USA
Phone (515) 255-8500
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Edward Jones - Financial Advisor: Derek A Justice, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 13435 University Ave Ste 700, Clive, IA 50325, USA
Phone (515) 440-2626
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Wells Fargo Advisors
1 out of 5
Location 13621 University Ave, Clive, IA 50325, USA
Phone (515) 245-3420
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Edward Jones - Financial Advisor: Larry S Laughlin, CFP®|CEPA®
SEC File# 801-3297
CRD# 250
Location 1370 NW 114th St Ste 200, Clive, IA 50325, USA
Phone (515) 462-1091
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Raymond James Financial Services
SEC File# 801-123482
CRD# 217517
Location 16400 Sheridan Ave, Clive, IA 50325, USA
Phone (515) 978-2082
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Roxane Simon - RBC Wealth Management Financial Advisor
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4515
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Mari Bunney - RBC Wealth Management Financial Advisor
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4517
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Edward Jones - Financial Advisor: Mike Timmons
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10888 Hickman Rd Ste 2A, Clive, IA 50325, USA
Phone (515) 277-0719
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Dennis Donnelly - Financial Advisor
Location 2199 NW 159th St, Clive, IA 50325, USA
Phone (515) 229-8123
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Geoff Lamb - RBC Wealth Management Financial Advisor
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4549
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Atwell Investments Lc
Location 1637 Northwest 128th Street, Clive, IA 50325, USA
Phone (515) 224-1637
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Rob Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 12247 Stratford Dr, Clive, IA 50325, USA
Phone (515) 207-3400
Directions
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Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 12247 Stratford Dr, Clive, IA 50325, USA
Phone (515) 207-3400
Directions
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Weissenburger Investments & Financial Planning
SEC File# 801-123482
CRD# 217517
5 out of 5
Location 16400 Sheridan Ave, Clive, IA 50325, USA
Phone (515) 978-2082
Directions
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Lewis Wealth Management Group
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4538
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Hensen Webb Group
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4547
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Michael Greth - RBC Wealth Management Financial Advisor
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4526
Directions
Financial Advisors in Clive, IA

Where Certified Financial Advisors in Clive, IA Serve

Clive, IA is a vibrant city located in the heart of Iowa's metropolitan area. It boasts a plethora of landmarks, including the Clive Aquatic Center, Clive Greenbelt Trail, and the Clive Historical Society Museum. The top employers in the area include Wells Fargo, Hy-Vee, and Microsoft, providing ample job opportunities for residents. Major highways such as Interstate 80 and Interstate 35 run through Clive, making it easily accessible from all directions. The city is also home to several bustling streets, including University Avenue and Hickman Road, which offer a variety of shopping, dining, and entertainment options. Clive is divided into several distinct neighborhoods, each with its own unique character and charm, including Country Club, Woodlands, and Shadow Creek. With its rich history, thriving economy, and diverse neighborhoods, Clive is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clive, IA can benefit greatly from the assistance of a financial advisor. One of the most common ways a financial advisor can help Clive residents is by providing guidance on retirement planning. With a median age of 39, many Clive residents are likely thinking about their future retirement and may need help determining the best way to save and invest their money for long-term financial security. A financial advisor can provide personalized advice on retirement accounts, investment strategies, and other financial planning tools to help Clive residents achieve their retirement goals. Additionally, with a thriving business community in Clive, many residents may also need guidance on managing their finances as entrepreneurs or small business owners. A financial advisor can provide valuable insights on business finances, tax planning, and other financial considerations unique to Clive's local economy.

Insurance Broker

Residents of Clive, IA can benefit from the services of an insurance broker in many ways. For example, an insurance broker can help residents find the best coverage for their specific needs, whether that be home, auto, or health insurance. Additionally, because Clive is a growing community with a diverse population, an insurance broker can help residents navigate the complexities of insurance policies and find the most affordable rates. For example, if a resident of Clive owns a small business, an insurance broker can help them find the right coverage to protect their business and employees. Overall, an insurance broker can provide valuable expertise and guidance to help residents of Clive, IA make informed decisions about their insurance needs.

Retirement Planning

Residents of Clive, IA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan for each individual's retirement goals. With Clive being a suburb of Des Moines, many residents work in the city and may have access to employer-sponsored retirement plans. A retirement planner can help navigate these plans and ensure that individuals are maximizing their contributions and taking advantage of any employer matching programs. Additionally, Clive has a growing population of retirees, and a retirement planner can help these individuals manage their assets and create a sustainable income stream for their golden years. Overall, a retirement planner can help Clive residents achieve financial security and peace of mind in their retirement.

Wealth Management

Residents of Clive, IA can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways that a wealth manager can help is by providing personalized financial planning services. This can include developing a comprehensive investment strategy, creating a retirement plan, and managing a portfolio of assets. Additionally, a wealth manager can help Clive residents navigate complex financial situations, such as estate planning or tax planning. With its proximity to Des Moines and its growing population, Clive is a vibrant community with many opportunities for wealth creation. A skilled wealth manager can help residents take advantage of these opportunities and achieve their financial goals.

Mortgage Loan Officer

Residents of Clive, IA can benefit greatly from the services of a mortgage loan officer. With the median home value in Clive being $296,000, a mortgage loan officer can assist residents in finding the best loan options and interest rates to fit their financial situation. Additionally, Clive is a growing city with a population of over 17,000 people, and a mortgage loan officer can help first-time homebuyers navigate the complex process of purchasing a home. They can also assist current homeowners in refinancing their mortgages or obtaining a home equity loan to make necessary repairs or renovations. With the guidance of a mortgage loan officer, residents of Clive can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Clive, IA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for Clive residents as Iowa has a unique tax code that can be difficult to navigate without professional assistance. Additionally, a tax advisor can help residents plan for their financial future by creating personalized tax strategies that align with their goals and priorities. Whether it's saving for retirement or planning for college expenses, a tax advisor can provide valuable insights and support to help Clive residents make informed financial decisions.

Estate Planning Lawyer

Residents of Clive, IA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Clive residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important for Clive residents, as the city has a rapidly growing population and a thriving business community, which means that many residents have significant assets and investments that need to be protected. Additionally, an estate planning lawyer can help Clive residents with other important legal matters, such as setting up trusts, drafting wills, and ensuring that their healthcare wishes are honored in the event of incapacity. Overall, an estate planning lawyer can provide Clive residents with the peace of mind that comes with knowing their affairs are in order and their loved ones will be taken care of.

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