Dubuque, IA Financial Advisors and Resources



Financial Advisor Firms in Dubuque, IA


WEITZEL FINANCIAL SERVICES, INC.

Website

(563) 583-6020

2200 John F. Kennedy Road
Suite 103
Dubuque, IA 52002

SEC#: 801-118164
Years in Business: 1 years

HEACOCK & JONES FINANCIAL SERVICES, INC.

Website

(563) 585-1400

1545 Associates Drive, Suite 102

Dubuque, IA 52002

SEC#: 801-58064
Years in Business: 20 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(563) 582-2855

3390 Asbury Road

Dubuque, IA 52002

SEC#: 801-50939
Years in Business: 25 years

STEELE CAPITAL MANAGEMENT, INC.

Website

(563) 588-2097

788 Main St

Dubuque, IA 52001

SEC#: 801-50636
Years in Business: 25 years

RETIRERIGHT, LLC

Website

(563) 231-8011

1797 Creek Wood Drive

Dubuque, IA 52003

SEC#: 801-116809
Years in Business: 2 years

RETIRERIGHT, LLC

Website

(563) 585-3080

1975 Jfk Road
Suite 420
Dubuque, IA 52004

SEC#: 801-116809
Years in Business: 2 years

RETIRERIGHT, LLC

Website

(563) 231-8011

1797 Creek Wood Drive

Dubuque, IA 52003

SEC#: 801-116809
Years in Business: 2 years

RETIRERIGHT, LLC

Website

(563) 585-3080

1975 Jfk Road
Suite 420
Dubuque, IA 52004

SEC#: 801-116809
Years in Business: 2 years

BASEPOINT WEALTH, LLC

Website

(563) 582-1606

300 Main Street
Ste. 325
Dubuque, IA 52001

SEC#: 801-111782
Years in Business: 4 years


How Retirement-Friendly is Dubuque, IA?

  • Population: 58,196
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $146,600
  • Average Monthly Housing Cost: $838
  • Average Household Income: $69,215
  • 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.)


Dubuque, IA Financial Advisor FAQs

The first thing you need to do is either connect with a financial advisor or find a resource that can help with this task. You fully want to research the advisors in your area and see what their credentials are as well as who they work for. You should also read any profile that they may have online, sift through any testimonials, and gauge responses.
It would be in your best interest to get one if you feel like you don't know enough about the stock market. A professional can help decrease the risk of loss on retirement savings, improve investment decisions, and keep track of finances.
The key questions to ask a financial advisor are the following: What is your asset allocation and will I need to adjust my investments to stay within it? What is the best time horizon for my goals? How would you define success in investing – what rate of return should we be looking for and how do we know when we reach it? What expenses am I expected to pay as part of this relationship, such as sales or maintenance fees, annual fees, expense ratios.
A financial advisor is an expert on personal finance. They analyze different investment strategies; answer your questions; make recommendations, put together a portfolio that's right for you, keep track of accounts so they can prudently manage any changes in the markets. They also develop strategies that meet specific financial objectives such as college savings or retirement income streams.