Find a Financial Planner in Waterloo, IA

 

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We did the hard work of finding trustworthy partners in Waterloo, IA.

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We Only Work With The Best Waterloo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Waterloo, IA


  • Financial Advisor Close to Waterloo, IA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Waterloo Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Waterloo area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Waterloo, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.9% of Waterloo's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Waterloo area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Waterloo area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Waterloo area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Waterloo area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Iowa has unique laws defining which actions trigger a taxable event and has the 13th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Waterloo area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Waterloo area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Waterloo, IA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Waterloo, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Waterloo financial advisors.
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How Retirement-Friendly is Waterloo, IA?

  • Population: 67,912
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $118,800
  • Average Monthly Housing Cost: $781
  • Average Household Income: $64,514
  • 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.)


The Top Financial Advisor Firms in Waterloo, IA


FSB PREMIER WEALTH MANAGEMENT, INC.

Website

(319) 235-6561

131 Tower Park Drive Suite 115

Waterloo, IA 50701

SEC#: 801-111084
Years in Business: 3 years

TUVE INVESTMENT MANAGEMENT, INC.

Website

(319) 235-0075

227 East San Marnan Drive

Waterloo, IA 50702

SEC#: 801-100395
Years in Business: 6 years