Best Financial Advisors in Davenport, IA

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Davenport, IA Fiduciary Financial Advisors

Noble Birch Wealth Management

5 out of 5

Location 5153 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 359-3475
Evanovich, Blessing & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5001 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 344-9535
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Robin R. Scott
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 388-2389
Brian S. Smith, VisionPoint Advisory Group
SEC File# 801-78506
CRD# 168733
Location 3544 Crow Creek Rd, Davenport, IA 52807, USA
Phone (563) 345-6880
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 – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2422 E Kimberly Rd, Davenport, IA 52807, USA
Phone (563) 355-4297
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Cody Williams - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3924
Patrick Reid - Financial Advisor
Location 201 W 2nd St #700, Davenport, IA 52801, USA
Phone (563) 210-1318
Keith V Judickas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (877) 743-4040
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
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5515 Jersey Ridge Rd Suite C, Davenport, IA 52807, USA
Phone (563) 441-5655
Morgan Stanley Financial Advisors
Location 4300 E 53rd St Ste 300, Davenport, IA 52807, USA
Phone (563) 344-4300
Wanda G Jansen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5405 Utica Ridge Rd STE 210, Davenport, IA 52807, USA
Phone (563) 344-6070
The Cities Private Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd Ste A, Davenport, IA 52807, USA
Phone (877) 743-4040
Quad Cities Investment Group
SEC File# 801-71612
CRD# 154113
Location 5177 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 484-5000
Baird Private Wealth Management
Location 3626 Bridge Ave, Davenport, IA 52807, USA
Phone (800) 366-3978
Plan2Thrive Financial Services
Location 201 W 2nd St #700, Davenport, IA 52801, USA
Phone (563) 323-5790
Palen Financial LLC
Location 4620 E 53rd St STE 200, Davenport, IA 52807, USA
Phone (563) 344-5888
Mack, Jansen, Keeney & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5405 Utica Ridge Rd STE 210, Davenport, IA 52807, USA
Phone (563) 344-6070
John Pavelka - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd Ste A, Davenport, IA 52807, USA
Phone (877) 743-4040
Investment Counsel Inc

5 out of 5

Location 5117 Jersey Ridge Rd #2, Davenport, IA 52807, USA
Phone (563) 322-8810
Merrill Lynch Wealth Management Advisor Nicholas M Jacobs
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 388-2308
Holly A. Kennedy - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3940
Steve Gragg - RBC Wealth Management Financial Advisor
Location 4301 E 53rd St Suite 301, Davenport, IA 52807, USA
Phone (563) 441-3911
Joe Evanovich IV - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5001 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 344-9535
Five Cities Financial
Location 1704 E 54th St, Davenport, IA 52807, USA
Phone (563) 549-7824
David Poole - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4840 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (877) 743-4040
Basepoint Wealth
SEC File# 801-111782
CRD# 289538
Location 4620 E 53rd St Suite 203, Davenport, IA 52807, USA
Phone (319) 826-1898
Edward Jones

5 out of 5

Location 126 Kirkwood Blvd, Davenport, IA 52803, USA
Phone (563) 322-9700
Merrill Lynch Wealth Management Advisor Heidi A Parkhurst
Location 4550 E 53rd St Suite 200, Davenport, IA 52807, USA
Phone (563) 441-3513
Michael S Blessing - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5001 Utica Ridge Rd, Davenport, IA 52807, USA
Phone (563) 344-9535
Image of Davenport, IA

About Davenport, IA

Davenport, IA is a city located in Scott County, Iowa. The city is situated on the Mississippi River and is home to a population of 102,731 people. Some of the city's landmarks include the Figge Art Museum, the Putnam Museum, and the Village of East Davenport. Top employers in Davenport include UnityPoint Health - Trinity, Genesis Medical Center - Davenport, and John Deere Ottumwa Works. Major highways and streets in Davenport include Interstate 74, U.S. Route 61, and Iowa Highway 22. Neighborhoods in Davenport include Bettendorf, Rock Island, and Moline.

Where Certified Financial Advisors in Davenport, IA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Davenport residents have a variety of banking services to choose from, depending on their needs. Some banks offer checking and savings accounts, as well as certificates of deposit (CDs) and money market accounts. They may also provide debit cards, ATM access, and overdraft protection. In addition, many banks offer loans, including personal loans, home mortgages, and car loans. Some even offer investment services, such as mutual funds and individual stocks and bonds.

Insurance Broker

Davenport, IA residents can find help and support when it comes to their insurance needs from local insurance brokers. These professionals are knowledgeable about the different types of insurance policies available and can assist clients in finding the right coverage for their specific needs. In addition, insurance brokers can help individuals file claims and navigate the complex process of resolving a problem with an insurer.

Retirement Planning

Davenport residents preparing for retirement can benefit from the help of a financial advisor. When it comes to retirement planning, there are a lot of things to consider. A financial advisor can help you make sure you have everything taken into account, including your income, expenses, and assets. They can also help you plan for any potential challenges that may come up during retirement.

Wealth Management

Davenport, IA residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their financial resources effectively. It includes strategies for saving, investing, and spending money in a way that will help you reach your financial goals.A wealth manager can help you create a plan that fits your specific needs and circumstances. He or she will work with you to develop a budget, invest your money wisely, and recommend ways to reduce your taxes. If you have questions or concerns about your finances, a wealth manager can provide answers and advice.

Estate Planning Lawyer

Estate planning lawyers can help Davenport, IA residents protect their assets and plan for the future. Davenport, IA residents who want to protect their estate and ensure that their loved ones are taken care of after they die should consult with an estate planning lawyer. An estate planning lawyer can help you create a will or trust, which will detail how your assets should be distributed after your death. Estate planning lawyers can also help you set up power of attorney or healthcare directives, which will allow someone else to make decisions on your behalf if you become incapacitated. If you live in Davenport, IA and want to make sure your estate is taken care of, consult with an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Davenport, IA can help residents get the best mortgage rates and terms. By shopping around and comparing rates, residents can save money on their mortgage payments. Loan officers can also help residents secure a lower interest rate by refinancing their mortgage.

Tax Services

Davenport, IA residents can benefit from the help of a tax accountant to ensure they are getting the most out of their tax returns. Tax accountants are knowledgeable in the latest changes to the tax code and can help residents claim all applicable deductions and credits. In addition, tax accountants can help residents plan for future taxes, ensuring that they are taking steps to reduce their taxable income. For residents who want to make sure they are getting the most out of their taxes, hiring a tax accountant is a wise decision.

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