Wealth Management in Clive, IA

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List of Firms

Clive, IA Wealth Management Firms

Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 12247 Stratford Dr, Clive, IA 50325, USA
Phone (515) 207-3400
Language https://www.ameripriseadvisors.com/randy.m.herr/?cid=IP_local_google
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Stifel
SEC File# 801-10746
CRD# 793
Location 1370 NW 114th St Suite 309, Clive, IA 50325, USA
Phone (515) 410-8000
Language https://www.stifel.com/branch/ia/clive
Directions
Aquilo Financial Group - Ameriprise Financial Services, LLC
Location 12247 Stratford Dr, Clive, IA 50325, USA
Phone (515) 207-3400
Language https://www.ameripriseadvisors.com/team/aquilo-financial-group/?cid=IP_local_google
Directions
Hensen Webb Group
Location 1250 Northwest 128th Street Suite 200, Clive, IA 50325, USA
Phone (515) 225-4547
Language https://us.rbcwealthmanagement.com/hensenwebb?utm_source=GMB&utm_medium=Yext
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Wealth Management in Clive, IA

Where Wealth Management Advisors in Clive, IA Serve

Clive, IA is a vibrant city located in central Iowa, just west of Des Moines. The city is home to several landmarks, including the Clive Aquatic Center, the Greenbelt Park and Trail, and the Clive Historical Society. In terms of top employers, Clive is home to a diverse range of businesses, including Wells Fargo, Hy-Vee, and Mercy Medical Center. These companies provide ample job opportunities for residents and contribute to the city's thriving economy. Major highways and streets in Clive include Interstate 80, Hickman Road, and University Avenue. These thoroughfares provide easy access to neighboring cities and towns, as well as to the rest of the state. Clive is also known for its many neighborhoods, each with its own unique character and charm. From the upscale Woodlands neighborhood to the family-friendly Country Club West, there is a neighborhood to suit every taste and lifestyle.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Clive, IA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are looking to purchase a home in Clive, IA. With the city's population growing at a rapid rate, the demand for housing is high, and a bank can offer mortgage loans to help individuals secure a home. Additionally, Clive, IA is home to several small businesses, and a bank can offer business loans to help entrepreneurs start or expand their businesses. Furthermore, a bank can provide residents with various financial services, such as checking and savings accounts, credit cards, and investment opportunities. With the city's close proximity to Des Moines, a bank can also offer convenient access to ATMs and other financial resources. Overall, a bank can play a crucial role in helping residents of Clive, IA achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Clive, IA can benefit greatly from the services of an insurance broker. Specifically, Clive is a rapidly growing city with a diverse population, and an insurance broker can help navigate the complex world of insurance to ensure that residents have the coverage they need. Brokers can help residents find the best policies for their needs, whether it be health, auto, or home insurance. They can also help residents understand the intricacies of insurance policies and regulations, which can often be confusing and overwhelming. Additionally, insurance brokers can provide personalized advice and support, helping residents make informed decisions that will protect their financial well-being. With an insurance broker on their side, residents of Clive can rest assured that they are getting the best coverage possible at the most affordable rates.

Retirement Planning

Residents of Clive, IA can benefit from the services of a retirement planner in various ways. One of the most common ways is by helping them create a personalized retirement plan that aligns with their financial goals and objectives. The planner can assist in determining the amount of money needed to sustain their lifestyle throughout retirement, taking into account the cost of living in Clive, which is slightly higher than the national average. Additionally, the planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the maximum benefits they are entitled to. Furthermore, the planner can provide guidance on tax-efficient investment strategies, such as municipal bonds, which are exempt from federal and state taxes, making them an attractive option for Clive residents who face high state income taxes. Overall, a retirement planner can help Clive residents achieve financial security in retirement, allowing them to enjoy their golden years without worrying about money.

Financial Advisor

Residents of Clive, IA can benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in navigating the unique challenges and opportunities of the local real estate market. With a median home value of $291,000, Clive's real estate market can be complex and difficult to navigate for those without specialized knowledge. A financial advisor can provide valuable guidance on everything from mortgage options to property taxes, helping residents to make informed decisions and maximize their investments. Additionally, a financial advisor can assist with retirement planning, investment management, and other financial goals, helping residents to build a secure financial future for themselves and their families.

Mortgage Loan Officer

Residents of Clive, IA can benefit from the expertise of a mortgage loan officer in several ways. With the median home value in Clive being $320,000, a loan officer can help residents navigate the complex process of securing a mortgage loan. They can provide guidance on the different types of loans available, such as fixed-rate and adjustable-rate mortgages, and help residents find the best interest rates and terms for their financial situation. Additionally, Clive is a growing community with new developments and neighborhoods popping up regularly. A loan officer can assist residents in securing a loan for a new construction home or a home renovation project. With their knowledge of the local real estate market and lending regulations, a mortgage loan officer can help residents achieve their dreams of homeownership in Clive, IA.

Tax Services

Residents of Clive, IA can greatly benefit from the expertise of a tax advisor. With the city's growing population and expanding economy, tax laws and regulations are constantly changing. A tax advisor can provide valuable guidance on how to navigate these changes and ensure that residents are maximizing their tax savings. For example, Clive is home to many small businesses, and a tax advisor can assist these entrepreneurs in understanding the tax implications of their business decisions. Additionally, Clive has a high median household income compared to the rest of Iowa, which can lead to more complex tax situations. A tax advisor can help residents with high incomes navigate the intricacies of tax planning, including strategies for minimizing tax liability and maximizing deductions. Overall, a tax advisor can provide Clive residents with peace of mind and financial security by helping them make informed decisions about their taxes.

Estate Planning Lawyer

Residents of Clive, IA can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific example is that the lawyer can assist with creating a plan for passing down agricultural land, which is a common asset in Clive. This plan may involve setting up trusts or incorporating tax-saving strategies to ensure that the land stays within the family for generations to come. Additionally, an estate planning lawyer can help residents create a will, establish power of attorney, and develop a healthcare directive. These documents can provide peace of mind and ensure that the individual's wishes are carried out in the event of incapacitation or death. With the complexities of estate planning, it's important for residents of Clive to seek the advice and guidance of a knowledgeable lawyer to ensure that their assets are protected and their legacy is secured.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Clive, IA can offer a range of services to help clients achieve their financial goals. These services may include investment management, retirement planning, tax planning, estate planning, and more. One specific aspect of Clive, IA that a wealth manager may take into account is the city's growing population and economy. With a population of over 17,000 people and a median household income of over $100,000, Clive is a thriving community with many opportunities for wealth creation. However, with this growth comes the need for strategic financial planning to ensure long-term financial success. A wealth manager in Clive, IA can help clients navigate the complexities of the financial landscape and make informed decisions to achieve their financial goals.

Nestled in the heart of Iowa, Clive is a charming city that offers a multitude of benefits for those seeking a wealth manager. With its thriving economy and diverse community, Clive is the perfect place to find a financial advisor who can help you navigate the complex world of investments and money management. One specific advantage of Clive is its proximity to Des Moines, the capital city of Iowa. This means that residents of Clive have access to a wide range of financial services and resources, including top-notch wealth management firms. Furthermore, Clive's strong sense of community and commitment to education make it an ideal place to find a wealth manager who is both knowledgeable and trustworthy. Whether you're just starting out on your financial journey or looking to grow your portfolio, Clive is the perfect place to find the right wealth manager for your needs.