Council Bluffs, IA Financial Advisors and Resources



Financial Advisor Firms in Council Bluffs, IA


DICKINSON INVESTMENT ADVISORS

Website

(712) 256-4856

535 W Broadway
Suite 301
Council Bluffs, IA 51503

SEC#: 801-98342
Years in Business: 6 years

CORECAP ADVISORS, LLC

Website

(402) 590-2020

20 Gould Avenue

Council Bluffs, IA 51503

SEC#: 801-72687
Years in Business: 10 years

SILVERSTONE ASSET MANAGEMENT INC

Website

(712) 325-1717

300 West Broadway
Suite 200
Council Bluffs, IA 51503

SEC#: 801-76898
Years in Business: 9 years

SILVERSTONE ASSET MANAGEMENT INC

Website

(712) 325-1717

300 West Broadway
Suite 200
Council Bluffs, IA 51503

SEC#: 801-76898
Years in Business: 9 years

SILVERSTONE ASSET MANAGEMENT INC

Website

(712) 325-1717

300 West Broadway
Suite 200
Council Bluffs, IA 51503

SEC#: 801-76898
Years in Business: 9 years


How Retirement-Friendly is Council Bluffs, IA?

  • Population: 62,355
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $123,000
  • Average Monthly Housing Cost: $900
  • Average Household Income: $65,941
  • 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.)


Council Bluffs, IA Financial Advisor FAQs

There are a lot of factors that must be considered in answering this question, but if you have any complex or complicated finances it would be wise to consult with a financial advisor. They will help you determine investment plans and provide guidance about what course of action is best for your situation.
A good place to start would be with referrals from family, friends, colleagues and trusted advisers.
A financial advisor should cost at least 1% of the portfolio they are managing.
A financial advisor manages investments for clients. They assess risk levels and recommend an investment strategy according to each client's needs and goals. Financial advisors also ensure clients are making the best investments based on their tax bracket, age, and other factors that may affect them later on in life.