Best Financial Advisors in Johnson County, IA

We did the hard work of finding trustworthy partners in Johnson County, IA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Johnson County, IA Fiduciary Financial Advisors

Luke Prottsman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1580 Mall Dr A, Iowa City, IA 52240, USA
Phone (319) 337-2263
Directions
HJR Financial Group
5 out of 5
Location 2771 Oakdale Blvd # A-1, Coralville, IA 52241, USA
Phone (319) 626-3575
Directions
United Iowa Financial
Location 2346 Mormon Trek Blvd Suite 1000, Iowa City, IA 52246, USA
Phone (319) 449-1145
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1303 5th St, Coralville, IA 52241, USA
Phone (319) 337-2333
Directions
Principal - Financial Advisors - Alec Sindelar & JD Klopfenstein
Location 1140 Tall Grass Ave, Tiffin, IA 52340, USA
Phone (319) 339-4191
Directions
Financial Advisors in Johnson County, IA

Where Certified Financial Advisors in Johnson County, IA Serve

Johnson County, IA, located in eastern Iowa, is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods, making it a vibrant and diverse community. From the historic Old Capitol Building to the stunning Coralville Lake, Johnson County boasts a rich history and natural beauty that is sure to captivate any visitor. The University of Iowa, one of the top employers in the area, is located in Iowa City, the county seat and largest city in Johnson County. Other notable employers include the Iowa City Community School District and Mercy Iowa City. Major highways and streets such as Interstate 80, Highway 218, and Dubuque Street provide easy access to neighboring cities and states. The county is home to a variety of neighborhoods, each with its own unique character and charm, including the eclectic Northside District and the upscale Peninsula Neighborhood. Overall, Johnson County offers something for everyone, with its blend of history, natural beauty, and modern amenities.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Johnson County, IA could greatly benefit from the guidance of a financial advisor in a number of ways. One specific example is the high cost of living in the area, which can make it difficult for individuals and families to save for the future. A financial advisor can help residents create a budget and develop a savings plan that takes into account the unique challenges and opportunities of living in Johnson County. Additionally, with the University of Iowa located in the county, many residents may have student loan debt or be planning for their children's college education. A financial advisor can provide valuable advice on managing debt and saving for education expenses. Overall, a financial advisor can help residents of Johnson County, IA navigate the complex financial landscape and achieve their long-term goals.

Insurance Broker

Residents of Johnson County, IA can benefit greatly from the services of an insurance broker. One specific way they can be helped is by finding the right insurance plan for their unique needs. With a population of over 150,000 people, Johnson County is home to a diverse group of individuals and families with varying lifestyles and healthcare needs. An insurance broker can help navigate the complex world of insurance policies and find a plan that fits the specific needs of each individual or family. Whether it's finding affordable health insurance, protecting their home and property, or securing their future with life insurance, an insurance broker can provide valuable guidance and support to residents of Johnson County, IA.

Retirement Planning

Residents of Johnson County, IA could benefit from the services of a retirement planner in a number of ways. One of the most common ways is by developing a personalized retirement plan that takes into account their unique financial situation and goals. This could include creating a budget, assessing their retirement savings, and identifying potential sources of income. Additionally, a retirement planner can help residents navigate the complex world of retirement benefits, such as Social Security and Medicare. For those living in Johnson County, IA, a retirement planner can also provide guidance on local resources and services that may be available to them, such as senior centers and healthcare providers. Overall, working with a retirement planner can help residents of Johnson County, IA feel more confident and prepared as they approach retirement.

Wealth Management

Residents of Johnson County, IA could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Many residents in Johnson County work for the University of Iowa or other large employers, and a wealth manager can help them navigate the complexities of their retirement plans and make sure they are on track to reach their goals. Additionally, with the cost of living in Johnson County being higher than the state average, a wealth manager can help residents manage their expenses and investments to ensure they are making the most of their money. Whether it's creating a budget, investing in the stock market, or planning for the future, a wealth manager can provide valuable guidance and support to help residents of Johnson County, IA achieve financial success.

Mortgage Loan Officer

Residents of Johnson County, IA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a loan officer can help residents navigate the complex mortgage process, which can be particularly daunting for first-time homebuyers. Additionally, a mortgage loan officer can help residents secure favorable interest rates and loan terms, which can save them significant amounts of money over the life of their mortgage. Specifically for Johnson County, IA, a loan officer can provide insight into local market trends and property values, which can be especially helpful for those looking to purchase or refinance in this area. By working with a mortgage loan officer, residents of Johnson County, IA can feel confident in their financial decisions and achieve their homeownership goals.

Tax Services

Residents of Johnson County, IA can benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economy, navigating the complex tax laws and regulations can be overwhelming for many individuals and businesses. A tax advisor can provide valuable guidance on tax planning, preparation, and compliance, ensuring that residents are maximizing their deductions and minimizing their liabilities. Additionally, with the recent changes to tax laws and regulations, a tax advisor can help residents stay up-to-date and informed on any changes that may impact their financial situation. Whether it's navigating the tax implications of starting a new business or preparing for retirement, a tax advisor can provide valuable insights and support to help residents of Johnson County, IA achieve their financial goals.

Estate Planning Lawyer

Residents of Johnson County, IA can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is especially important in Johnson County, IA, where the population is rapidly growing and many residents own significant assets, such as farmland or businesses. An estate planning lawyer can also help residents with other important legal documents, such as wills, trusts, and powers of attorney, which can provide peace of mind and ensure their wishes are carried out in the event of incapacity or death. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize taxes on their estates, which can ultimately save their heirs a significant amount of money.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Johnson County, IA