Best Financial Advisors in Grimes, IA

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List of Firms

Grimes, IA Fiduciary Financial Advisors

Jeff Hatlevig - Thrivent
5 out of 5
Location 8797 NW 54th Ave Ste 100, Johnston, IA 50131, USA
Phone (515) 650-4294
Directions
CG Financial Group
5 out of 5
Location 7629 Silverstone Ct, Johnston, IA 50131, USA
Phone (515) 986-3065
Directions
Edward Jones - Financial Advisor: Tim Short
SEC File# 801-3297
CRD# 250
Location 270 W 1st St Suite J, Grimes, IA 50111, USA
Phone (515) 986-9720
Directions
Richard Rademacher - Thrivent
Location 8797 NW 54th Ave Suite 100, Johnston, IA 50131, USA
Phone (515) 650-4294
Directions
Triangle Financial Services Inc
5 out of 5
Location 2600 Westown Pkwy Ste. 102, West Des Moines, IA 50266, USA
Phone (515) 282-8962
Directions
Chris Korte - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1200 Valley W Dr Ste 608, West Des Moines, IA 50266, USA
Phone (515) 223-1790
Directions
Edward Jones - Financial Advisor: Mike Timmons
5 out of 5
Location 10888 Hickman Rd Ste 2A, Clive, IA 50325, USA
Phone (515) 277-0719
Directions
David S Jesse - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1045 76th St #2000, West Des Moines, IA 50266, USA
Phone (515) 453-9424
Directions
Lon Friesth - Thrivent
Location 5404 NW 88th St, Johnston, IA 50131, USA
Phone (515) 777-7108
Directions
Financial Advisors in Grimes, IA

Where Certified Financial Advisors in Grimes, IA Serve

Grimes, IA is an idyllic city situated in Polk County, Iowa, with a population of approximately 14,000 residents. The city boasts several landmarks, including the Grimes Public Library, the Grimes Sports Complex, and the Beaverbrooke Park. Top employers in the city include Fareway Stores, Hy-Vee, and the City of Grimes. Grimes is conveniently located near major highways, including Interstate 35, Iowa Highway 141, and U.S. Highway 169, making it easily accessible for commuters. The city is divided into several neighborhoods, including the Autumn Park, Chevalia Valley, and Beaverbrooke subdivisions, each with its unique charm and character. With its small-town charm, excellent schools, and thriving business community, Grimes, IA is a great place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grimes, IA can benefit greatly from the services of a financial advisor. With a population of over 13,000 people, Grimes is a growing community that offers a unique blend of small-town charm and big-city amenities. A financial advisor can help residents navigate the complex financial landscape of the area, which includes a diverse range of industries such as healthcare, manufacturing, and agriculture. They can provide guidance on everything from saving for retirement to investing in the local real estate market. In addition, a financial advisor can help residents plan for unexpected events, such as job loss or medical emergencies, and develop a comprehensive strategy for achieving their long-term financial goals. With the help of a skilled financial advisor, residents of Grimes can feel confident about their financial future and enjoy all that this vibrant community has to offer.

Insurance Broker

Residents of Grimes, IA can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by finding the best policies for the unique needs of Grimes residents. For example, Grimes is a growing community with many new homes being built. An insurance broker can help residents find policies that provide adequate coverage for their new homes and possessions, as well as protection against natural disasters like tornadoes, which are common in Iowa. Additionally, Grimes is a family-friendly community with many young families. An insurance broker can help families find policies that provide coverage for their children's health and education needs, as well as life insurance policies to protect their families in case of unexpected events. Overall, an insurance broker can provide invaluable guidance and support to residents of Grimes, IA, helping them find the best policies to protect their homes, families, and futures.

Retirement Planning

Residents of Grimes, IA can benefit greatly from the guidance of a retirement planner. Grimes is a growing community with a population of over 13,000 people, and many residents may not be aware of all the retirement options available to them. A retirement planner can help residents navigate the complexities of retirement planning, such as understanding Social Security benefits, creating a retirement budget, and developing a long-term investment strategy. Additionally, Grimes is located in Polk County, which has a higher cost of living than many other areas in Iowa. A retirement planner can help residents in Grimes make informed decisions about their retirement savings and investments, ensuring they are prepared for the future and able to maintain their desired standard of living.

Wealth Management

Residents of Grimes, IA could benefit from the expertise of a wealth manager in a variety of ways. For example, a wealth manager could assist with retirement planning, investment management, and tax planning. Grimes, IA is a growing community with a median household income of $88,000, and a wealth manager could help residents make the most of their income and investments. Additionally, Grimes is home to many small business owners who may need help with financial planning and investment strategies. A wealth manager could provide guidance and support to these entrepreneurs, helping them to achieve their financial goals and grow their businesses. Overall, a wealth manager can provide valuable insights and advice to residents of Grimes, IA, helping them to make informed decisions and secure their financial futures.

Mortgage Loan Officer

Residents of Grimes, IA can benefit greatly from the assistance of a mortgage loan officer when it comes to buying a home. They can help residents navigate the complex world of mortgages and find the best loan options available to them. In a town like Grimes, where the median home value is over $250,000, having a mortgage loan officer on your side can make all the difference in securing a loan that fits your budget and financial goals. Additionally, a mortgage loan officer can help residents understand the local housing market and provide valuable insights into the best neighborhoods and areas to buy a home in Grimes. With their expertise and guidance, residents can confidently make one of the biggest financial decisions of their lives and achieve their dream of homeownership in Grimes.

Tax Services

Residents of Grimes, IA could benefit greatly from the expertise of a tax advisor. With the city's growing population and thriving business community, tax laws and regulations are constantly changing, making it difficult for individuals and businesses to keep up. A tax advisor can help residents navigate these changes and ensure they are taking advantage of all available deductions and credits. Additionally, Grimes is home to many families with children, and a tax advisor can provide guidance on tax-saving strategies such as education savings plans. With the help of a tax advisor, residents of Grimes can feel confident that they are making informed decisions and maximizing their financial benefits.

Estate Planning Lawyer

Residents of Grimes, IA can benefit from the expertise of an estate planning lawyer in many ways. One of the most common ways is through the creation of a comprehensive estate plan that protects their assets and ensures their wishes are carried out after their passing. This is especially important for residents of Grimes, IA, as it is a growing community with a population of over 13,000 people. With this growth comes an increase in property values and assets, making it crucial for individuals to have a plan in place to protect their hard-earned wealth. An estate planning lawyer can also assist in setting up trusts, establishing guardianships for minor children, and creating healthcare directives. By working with an experienced attorney, residents of Grimes, IA can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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