Coralville, IA Financial Advisors and Resources



Financial Advisor Firms in Coralville, IA


WEALTH ADVISORS GROUP, LLC

Website

(319) 626-3587

2771 Oakdale Boulevard,
Suite 4
Coralville, IA 52241

SEC#: 801-112281
Years in Business: 3 years

VOYA FINANCIAL ADVISORS, INC.

Website

(319) 358-7700

2771 Oakdale Blvd
Suite 3
Coralville, IA 52241

SEC#: 801-46585
Years in Business: 27 years

BERGANKDV WEALTH MANAGEMENT, LLC

Website

(888) 812-3533

2451 Oakdale Blvd.
Suite 204
Coralville, IA 52241

SEC#: 801-67536
Years in Business: 14 years

NATIONS FINANCIAL GROUP, INC.

Website

(391) 354-7477

250 12th Ave
Suite 160
Coralville, IA 52241

SEC#: 801-57407
Years in Business: 21 years

NATIONS FINANCIAL GROUP, INC.

Website

(391) 354-7477

250 12th Ave
Suite 160
Coralville, IA 52241

SEC#: 801-57407
Years in Business: 21 years

BERGANKDV WEALTH MANAGEMENT, LLC

Website

(888) 812-3533

2451 Oakdale Blvd.
Suite 204
Coralville, IA 52241

SEC#: 801-67536
Years in Business: 14 years


How Retirement-Friendly is Coralville, IA?

  • Population: 21,103
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $232,600
  • Average Monthly Housing Cost: $1,051
  • Average Household Income: $101,792
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)


Coralville, IA Financial Advisor FAQs

If you're considering finding a financial advisor, here are some steps to take. First, identify your needs and what specifically you want help with. For example, if you need help with retirement or investments or mortgage refinancing, then choose someone who specializes in that area. You can also check out the credentials on their website before meeting them face-to-face to make sure they are qualified for your needs. Also consider how often you will meet with them and what is the best time for this meeting - perhaps once per year would be sufficient if all of your financial circumstances are stable - but twice per month might be necessary if there is greater instability in any part of your finances.
Financial advisors specialize in financial advice, typically for mid- to high-income individuals and their families. They are usually required to have a minimum of two years' experience in the industry. Advisors help investors create effective portfolios that include stocks, bonds, mutual funds, exchange-traded funds (ETFs), or other investment products based on an assessment of risk tolerance, timing horizon, and income needs. They also recommend strategies for asset allocation.
Financial advisory services work by establishing a fiduciary duty that obligates the advisor to act in your best interest for all things related to investing - from selecting securities that have been screened for safety and prudentness, trading stocks or bonds within certain guidelines set by federal government regulations to providing education about the markets.
Before choosing a financial advisor, you'll need to understand what kind of service they're providing and how much the service will cost you. Some people charge by the hour or on a per-transaction basis. Others charge one flat fee for all work done that year. No matter what kind of advisor you choose though, it's important to make sure they have been licensed or registered with their state before hiring them.