Wealth Management in Johnson County, IA

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List of Firms

Johnson County, IA Wealth Management Firms

Ridgeline Financial Strategies
Location 2346 Mormon Trek Blvd #2700, Iowa City, IA 52246, USA
Phone (319) 213-0767
Language https://www.ridgelinefs.com/
Directions
Pira Wealth Management
5 out of 5
Location 250 12th Ave Suite 150, Coralville, IA 52241, USA
Phone (319) 382-6486
Language http://pirawealth.com/
Directions
Stephen Genkinger - TIAA Wealth Management Advisor
Location 941 E 2nd Ave Suite 201, Coralville, IA 52241, USA
Phone (866) 842-2977
Language https://locations.tiaa.org/advisors/stephen-genkinger
Directions
Wealth Management in Johnson County, IA

Where Wealth Management Advisors in Johnson County, IA Serve

Johnson County, located in Eastern Iowa, is a bustling and vibrant community with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Old Capitol Building, a National Historic Landmark, to the picturesque Coralville Lake, there's no shortage of sights to see in Johnson County. As for top employers, the county is home to the University of Iowa, which employs over 30,000 people, making it the largest employer in the area. Other major employers include Rockwell Collins, ACT, and Pearson. The county is also well-connected with major highways and streets, including Interstate 80, Highway 1, and Highway 6. Residents can easily travel to nearby cities like Cedar Rapids and Iowa City. Neighborhoods in Johnson County are diverse and unique, ranging from the historic and charming downtown Iowa City to the family-friendly Coralville and North Liberty. Each neighborhood has its own character and charm, making Johnson County a great place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Johnson County, IA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to residents looking to purchase homes in the area, which is known for its diverse and thriving community. Additionally, banks can offer loans and credit to small businesses in the county, helping to stimulate economic growth and create job opportunities. Furthermore, banks can provide residents with access to investment opportunities, such as stocks and mutual funds, allowing them to grow their wealth and plan for their future. With the county being home to the University of Iowa, a bank can also offer specialized financial services to students and faculty members, such as student loans and retirement planning. Overall, a bank can serve as a valuable resource for the residents of Johnson County, IA, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Johnson County, IA can benefit from the expertise of an insurance broker in several ways. Firstly, given the county's high median income and the prevalence of professionals in the area, an insurance broker can help residents navigate complex insurance policies for their businesses and personal needs. Secondly, Johnson County is home to a large university, the University of Iowa, which attracts a significant number of international students and scholars. An insurance broker can assist these individuals in obtaining health insurance coverage that meets their unique needs and visa requirements. Additionally, with the county's growing population and aging demographic, an insurance broker can help residents plan for long-term care and retirement. Overall, an insurance broker can provide valuable guidance and support to residents of Johnson County as they navigate the complex world of insurance.

Retirement Planning

Residents of Johnson County, IA can benefit greatly from the expertise of a retirement planner. With a population of over 150,000 people, Johnson County is home to a diverse range of individuals with varying financial needs. A retirement planner can assist residents in creating a comprehensive financial plan that takes into account their unique circumstances and goals. This may include strategies for maximizing retirement savings, minimizing taxes, and managing investment portfolios. Additionally, a retirement planner can help Johnson County residents navigate the complex world of Social Security and Medicare. With the rising cost of healthcare and the uncertainty of government benefits, having a retirement planner on your side can provide peace of mind and financial security. Overall, the expertise of a retirement planner can be invaluable for residents of Johnson County, IA as they plan for their future.

Financial Advisor

Residents of Johnson County, IA could benefit greatly from the guidance of a financial advisor. With a population of over 150,000, Johnson County is home to a diverse range of individuals with unique financial needs. A financial advisor can assist residents in creating a comprehensive financial plan that takes into account their specific goals and circumstances. This could include advice on investing, retirement planning, tax planning, and debt management. Additionally, with the University of Iowa located in Iowa City, many residents may have student loan debt and could benefit from a financial advisor's expertise in navigating repayment options. Furthermore, with the county's growing economy and numerous small businesses, a financial advisor can provide valuable advice on business planning and financial management. Overall, a financial advisor can help residents of Johnson County, IA achieve financial stability and security in an ever-changing economic landscape.

Mortgage Loan Officer

Residents of Johnson County, IA could greatly benefit from the services of a mortgage loan officer. With a population of over 150,000 people, Johnson County is home to a diverse mix of individuals, families, and businesses. The county is known for its thriving economy, excellent schools, and vibrant community, making it an attractive place to live for many people. A mortgage loan officer can help residents in a variety of ways, from securing financing for a new home or investment property to refinancing an existing mortgage to take advantage of lower interest rates. Additionally, a loan officer can provide valuable guidance and support throughout the entire home buying process, helping residents navigate the complex and often confusing world of real estate transactions. Whether you are a first-time homebuyer or a seasoned investor, a mortgage loan officer can provide the expertise and support you need to make informed decisions and achieve your financial goals.

Tax Services

Residents of Johnson County, IA could greatly benefit from the expertise of a tax advisor in a number of ways. For instance, given that Johnson County has a relatively high median household income compared to other counties in Iowa, residents may require assistance in navigating the complex tax code to maximize their deductions and minimize their tax liabilities. Additionally, with the presence of several major employers in the area, such as the University of Iowa and the Iowa City VA Health Care System, residents may need guidance in properly reporting their income and any associated benefits or stock options. Furthermore, with the recent changes to the federal tax code, including the introduction of a cap on state and local tax deductions, residents may need help in understanding how these changes impact their individual tax situations. A tax advisor can provide invaluable assistance in these areas and more, helping residents of Johnson County, IA to make informed decisions and optimize their financial well-being.

Estate Planning Lawyer

Residents of Johnson County, Iowa could benefit from the services of an estate planning lawyer in a multitude of ways. Such a lawyer could assist with the creation of wills, trusts, and other legal documents that would ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer could help residents of Johnson County navigate the complex legal landscape surrounding estate taxes, which can be particularly onerous in Iowa due to the state's lack of an inheritance tax. Furthermore, an estate planning lawyer could provide guidance on long-term care planning, which is especially important in Johnson County given the area's aging population and the high cost of nursing home care. Overall, an estate planning lawyer could provide invaluable assistance to residents of Johnson County, helping them to safeguard their assets and ensure that their wishes are carried out after they're gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Johnson County, IA offer a range of specialized services to cater to the unique financial needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With the county's thriving economy and diverse population, wealth managers in Johnson County, IA are well-equipped to provide personalized financial advice to individuals, families, and businesses alike. They can help clients navigate complex tax laws and regulations, optimize their investment portfolios, and plan for future financial goals. Moreover, wealth managers in Johnson County, IA have a deep understanding of the local market and can provide valuable insights into regional economic trends and opportunities. Whether it's developing a comprehensive financial plan or managing a complex investment portfolio, wealth managers in Johnson County, IA have the expertise and experience to help their clients achieve their financial objectives.

Johnson County, IA is the ideal location to find a wealth manager due to its thriving economy and highly educated population. With a median household income of $74,000 and a low unemployment rate of 2.5%, Johnson County provides ample opportunities for individuals to grow their wealth. Additionally, the county is home to the University of Iowa, which is consistently ranked as one of the top public universities in the country. This means that the area is filled with highly educated professionals who can offer expert financial advice and guidance. Furthermore, the county's strong sense of community and commitment to supporting local businesses creates a supportive environment for wealth management firms to thrive. Overall, Johnson County's combination of economic prosperity, educated population, and supportive community make it an exceptional place to find a wealth manager.