Polk County, IA Financial Advisors and Resources



Financial Advisor Firms in Polk County, IA


RETIRERIGHT CONSULTING GROUP

Website

(515) 868-0309

1200 Valley West Drive
Suite 707
West Des Moines, IA 50266

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

MIDWEST HERITAGE FINANCIAL ADVISORS

Website

(515) 246-8378

3580 Ep True Parkway

West Des Moines, IA 50265

SEC#: 801-119038
Years in Business: 1 years

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

Website

(515) 223-7487

1441 29th Street Ste 310

West Des Moines, IA 50266

SEC#: 801-119235
Years in Business: 1 years

FBL INVESTMENT MANAGEMENT SERVICES, INC.

Website

(515) 225-5400

5400 University Ave

West Des Moines, IA 50266

SEC#: 801-7655
Years in Business: 50 years

WEALTH ADVISORS OF IOWA, LLC

Website

(515) 200-7812

1601 West Lakes Parkway
Suite 200
West Des Moines, IA 50266

SEC#: 801-118210
Years in Business: 1 years

BOYLE CAPITAL

Website

(515) 327-1870

1230 Office Plaza Drive

West Des Moines, IA 50266

SEC#: 801-67954
Years in Business: 14 years

VALIANT WEALTH, LLC

Website

(515) 223-6068

3408 Woodland Ave
Suite 204
West Des Moines, IA 50266

SEC#: 801-108491
Years in Business: 5 years

GILBERT & COOK, INC.

Website

(515) 270-6444

5058 Grand Ridge Drive

West Des Moines, IA 50265

SEC#: 801-107546
Years in Business: 5 years

SYVERSON STREGE

Website

(515) 225-6000

4125 Westown Parkway
Suite 104
West Des Moines, IA 50266

SEC#: 801-54959
Years in Business: 24 years


How Retirement-Friendly is Polk County, IA?

  • Population: 479,612
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $188,000
  • Average Monthly Housing Cost: $1,065
  • Average Household Income: $88,311
  • 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.)


Polk County, IA Financial Advisor FAQs

Financial advisors help their clients manage and grow their money through a range of different investment vehicles. They do this by assessing the client's current financial status, as well as their future goals.
A financial advisor gets paid by what kind of service they provide. Commission-based advisors get commissions when they sell financial products to clients. Fee-only advisors charge a fee up front -- usually an hourly rate plus other fees for additional services such as annual reviews or trust services.
What is it that you like and hate most about your job as financial advisor? This should help you see what the advisor finds as strengths or weaknesses in his/her job.
Yes. You need a financial advisor to help with your money management. Financial advisors are knowledgeable on many topics like investing, general finance, retirement planning, and taxes.