Best Financial Advisors in Spencer, IA

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List of Firms

Spencer, IA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Mark S Wilkinson, CRPC®
SEC File# 801-3297
CRD# 250
Location 734 S Grand Ave, Spencer, IA 51301, USA
Phone (712) 262-5333
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 - Financial Advisor: William Murphy
SEC File# 801-3297
CRD# 250
Location 302 Grand Ave, Spencer, IA 51301, USA
Phone (712) 262-5333
Brad Bernardy - Thrivent
Location 1948 350th St, Spencer, IA 51301, USA
Phone (712) 262-9554
Quest Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 116 W 8th St, Spencer, IA 51301, USA
Phone (712) 262-1777
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 – 3:00 PM Saturday: Closed Sunday: Closed
Troy Rosendahl - Thrivent
Location 308 Grand Ave, Spencer, IA 51301, USA
Phone (712) 262-5841
Prairie Plans
Location 509 Grand Ave, Spencer, IA 51301, USA
Phone (712) 262-2600
Northwest Wealth Management
SEC File# 801-72545
CRD# 152816
Location 705 Grand Ave, Spencer, IA 51301, USA
Phone (712) 262-2202
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Jeremy W Eller, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 112 W 6th St, Spencer, IA 51301, USA
Phone (712) 262-0142
Winther Stave & Co LLP

4 out of 5

Location 1316 W 18th St, Spencer, IA 51301, USA
Phone (712) 262-3117
Corcoran Theresa J
Location Spencer, IA 51301, USA
Phone (712) 332-2368
Blake Rosendahl - Thrivent
Location 308 Grand Ave, Spencer, IA 51301, USA
Phone (712) 269-6955
Campbell Higgins & Mummert PC: Rehnstrom Kyle S CPA

5 out of 5

Location 515 1st Ave E, Spencer, IA 51301, USA
Phone (712) 262-5476
Williams & Company P.C.

4 out of 5

Location 203 North S Grand Ave, Spencer, IA 51301, USA
Phone (712) 262-1500
Farm Bureau Financial Services
Location 12 E 5th St, Spencer, IA 51301, USA
Phone (712) 580-4063
Legacy Financial Services
Location 1200 W 18th St #1, Spencer, IA 51301, USA
Phone (712) 580-5432
Heying Tax & Financial Services

4 out of 5

Location 112 W 8th St, Spencer, IA 51301, USA
Phone (712) 580-3202
Andrew Spielman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 116 W 8th St, Spencer, IA 51301, USA
Phone (712) 262-1777
Premier Financial Consultants
Location 1900 Grand Ave, Spencer, IA 51301, USA
Phone (712) 332-2343
Edward Jones - Financial Advisor: Jen Irvine
SEC File# 801-3297
CRD# 250
Location 112 W 6th St, Spencer, IA 51301, USA
Phone (712) 262-0142
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About Spencer, IA

Spencer, IA is a small town located in the northwest corner of the state. The town is home to a few landmarks, including the Clay County Courthouse and the Spencer Municipal Airport. The top employers in Spencer are Walmart, Casey's General Store, and Kum & Go. The major highways and streets in Spencer are Highway 18 and Iowa Avenue. The neighborhoods in Spencer include Lakeside Estates, Westridge Hills, and Woodland Park.

Where Certified Financial Advisors in Spencer, IA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks offer a wide range of services to their customers, and Spencer, IA residents are no exception. Some of the most popular services banks provide include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. This allows customers to access their account information and conduct transactions from anywhere at any time. Banks also offer a wide variety of products to their customers, which allows them to choose the products that best meet their needs.

Insurance Broker

Spencer, IA residents can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can assist residents in filing claims and resolving any issues that may arise.

Retirement Planning

Spencer, IA residents who are looking for help with their retirement planning can benefit from working with a financial advisor. Financial advisors can provide guidance on how to save for retirement, invest for retirement, and plan for retirement income. They can also help individuals and families develop a budget and track expenses so that they can save more money each month.

Wealth Management

Spencer, IA residents who are looking for a way to manage their wealth can benefit from working with a wealth management firm. Wealth management firms offer a wide range of services, including investment advice, estate planning, and tax planning. They can help you make the most of your money and ensure that your finances are in order.

Estate Planning Lawyer

Spencer, IA residents who have not yet created an estate plan can benefit greatly from working with an estate planning lawyer. Estate planning lawyers can help residents of Spencer, IA create a will, power of attorney, and other important legal documents that will ensure their loved ones are taken care of after they die. Residents of Spencer, IA who are interested in creating an estate plan should contact an estate planning lawyer today to get started.

Mortgage Loan Officer

Mortgage loan officers in Spencer, IA can help residents by providing them with the best possible home loan. They can also provide advice on what types of loans are available, and they can help residents understand the terms of their mortgage. In addition, mortgage loan officers can answer any questions that residents may have about their mortgage.

Tax Services

If you're looking for help with your taxes, you should consider reaching out to a tax accountant. Tax accountants can help Spencer, IA residents understand their tax obligations and file their taxes correctly. They can also provide advice on how to reduce your tax bill and maximize your tax refund. If you're interested in hiring a tax accountant, be sure to ask for references and do your research before choosing one.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Spencer, IA