Best Financial Advisors in Linn County, IA

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List of Firms

Linn County, IA Fiduciary Financial Advisors

SmartPro Financial (Iowa)
SEC File# 801-111055
CRD# 158043

1 out of 5

Location 5020 Council St NE, Cedar Rapids, IA 52402, USA
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 – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1310 Tower Ln NE Ste B, Cedar Rapids, IA 52402, USA
Phone (319) 373-6855
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
Financial Resources Group
SEC File# 801-57407
CRD# 44181

5 out of 5

Location 3053 Center Point Rd NE # A, Cedar Rapids, IA 52402, USA
Phone (319) 298-1260
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Stonefield Investment Advisory: Jon Werner
Location 425 2nd St SE #1200, Cedar Rapids, IA 52401, USA
Phone (319) 377-7811
Your Vision Financial Group
Location 3720 Queen Ct SW Suite #4, Cedar Rapids, IA 52404, USA
Phone (319) 393-1643
Retirement Planning Associates
Location 1660 42nd St NE, Cedar Rapids, IA 52402, USA
Phone (319) 366-8866
Hennings Financial Inc
Location 3720 Queen Ct SW, Cedar Rapids, IA 52404, USA
Phone (319) 390-2903
Eastern Iowa Financial Group

5 out of 5

Location 309 7th Ave, Marion, IA 52302, USA
Phone (319) 377-2001
Jeremy Burk - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1055 Longfellow Dr Ste A, Hiawatha, IA 52233, USA
Phone (319) 200-2523
Tyler Kruse - Thrivent
Location 1625 Boyson Rd Suite 100, Hiawatha, IA 52233, USA
Phone (319) 899-7272
Rita Rawson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 383 Collins Rd NE # 102, Cedar Rapids, IA 52402, USA
Phone (563) 650-5475
Financial Advisors | U.S. Bancorp Investments
Location 5321 Council St NE, Cedar Rapids, IA 52402, USA
Phone (319) 378-3081
Thrivent Financial
Location 101 3rd Ave SW, Cedar Rapids, IA 52404, USA
Phone (319) 626-4554
Arnold & Mote Wealth Management
SEC File# 801-123293
CRD# 283698

5 out of 5

Location 1202 Dina Ct, Hiawatha, IA 52233, USA
Phone (319) 393-4020
James Vandenberg - RBC Wealth Management Financial Advisor
Location 201 1st St SE Suite 610, Cedar Rapids, IA 52401, USA
Phone (319) 368-7027
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4005 Glass Rd NE, Cedar Rapids, IA 52402, USA
Phone (319) 393-2540
Mike Dombroski - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1570 42nd St NE Ste 6, Cedar Rapids, IA 52402, USA
Phone (319) 337-8295
Tesar Group Investment & Financial Planning Powered by LPL Financial
SEC File# 801-10970
CRD# 6413
Location 3525 Center Point Rd NE # D, Cedar Rapids, IA 52402, USA
Phone (319) 540-8858
Eric Sandberg - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 6105 Rockwell Dr NE a1, Cedar Rapids, IA 52402, USA
Phone (319) 378-7405
Compass Financial Strategies, INC
Location 1615 32nd St NE #2, Cedar Rapids, IA 52402, USA
Phone (319) 261-1444
The Fox Group at Strellner Financial
Location 4840 N River Blvd NE #100, Cedar Rapids, IA 52411, USA
Phone (319) 200-8190
Covenant Benefits Inc
Location 136 36th St Dr SE # A2, Cedar Rapids, IA 52403, USA
Phone (319) 366-0608
Chad Sarsfield - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 427 1st St SE Ste 200, Cedar Rapids, IA 52401, USA
Phone (319) 206-9250
Lisa Vanderlind - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 383 Collins Rd NE Ste 102, Cedar Rapids, IA 52402, USA
Phone (319) 393-3322
Steven Blum - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 383 Collins Rd NE Ste 102, Cedar Rapids, IA 52402, USA
Phone (319) 393-3322
Image of Linn County, IA

About Linn County, IA

Linn County is located in the state of Iowa. The county seat is Cedar Rapids, which is also the largest city in Linn County. Other major cities in Linn County include Marion, Hiawatha, and Mount Vernon. Linn County is home to a number of notable landmarks, including the Cedar Rapids Museum of Art, the National Czech & Slovak Museum & Library, and the Brucemore Mansion. The county is also home to a number of major employers, including Mercy Medical Center - Cedar Rapids, John Deere Waterloo Works, and Rockwell Collins. Linn County is served by a number of major highways and streets, including Interstate 380 and Highway 30. The county is also home to a number of neighborhoods, including Kingston Village, Prospect Park, and Linden Hills.

Where Certified Financial Advisors in Linn County, IA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are essential to the well-being of any economy. They provide a safe place for people to store their money, make loans, and keep track of currency. In Linn County, IA, there are many banks that offer a variety of services to residents. Some banks offer traditional checking and savings accounts, while others offer more specialized services such as mortgages, car loans, and credit cards. All banks offer ATMs where customers can withdraw cash and check their account balances. Some banks also have online banking platforms that allow customers to conduct transactions from home. The best bank for you depends on your needs and what services are available in your area. Do some research online or talk to friends and family members who bank in Linn County to find the best option for you.

Insurance Broker

In Linn County, IA, residents can find help with their insurance needs by working with a local insurance broker.An insurance broker is an independent agent who represents multiple insurance companies. This allows the broker to compare rates and coverage from various providers and find the best policy for each individual or business.Brokers can also assist clients in filing claims and helping them to understand their policies. They are knowledgeable about both personal and commercial insurance, and can provide advice on risk management and loss prevention.Residents of Linn County should consider working with a local broker to get the best possible rates and coverage for their needs.

Retirement Planning

Linn County, IA residents can benefit from working with a financial advisor to plan their retirement. Financial advisors can help residents understand the various options available to them and make sound financial decisions that will ensure a comfortable retirement. Advisors can also help residents stay on track with their retirement planning goals and avoid common mistakes.

Wealth Management

Linn County, IA is a great place to live, with friendly people and plenty of opportunity. But like all places, it has its share of challenges. One such challenge is financial security in retirement. That's where wealth management comes in. Wealth management can help Linn County residents make the most of their money and save for a secure future.

Estate Planning Lawyer

If you live in Linn County, IA, you may be interested in learning about the services of estate planning lawyers. These legal professionals can help residents with a variety of tasks related to estate planning, including creating wills and trusts, handling probate proceedings, and more. If you're nearing retirement age, or have young children who will one day inherit your estate, it's important to consult with an estate planning lawyer to make sure your assets are protected.

Mortgage Loan Officer

Mortgage loan officers in Linn County, IA can help residents by providing them with information on mortgages and home buying. By providing this information, mortgage loan officers can help residents understand the process of buying a home and what is required of them. This can help residents avoid any surprises during the home buying process. Additionally, mortgage loan officers can work with residents to find the best mortgage for their needs. This can help ensure that homeowners get the best deal possible on their mortgage.

Tax Services

Tax accountants can help Linn County, IA residents by preparing their tax returns. They can also help residents claim deductions and credits that they may be eligible for. Tax accountants can also help residents plan their finances and save money on their taxes.

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FAQs About Personal Financial Advisors in Linn County, IA