Wealth Management in Grundy County, IA

We did the hard work of finding trustworthy partners in Grundy County, IA. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Grundy County, IA Wealth Management Firms

SEC File# 801-113740
CRD# 115511
Location 411 Viking Rd suite a, Cedar Falls, IA 50613, USA
Phone (319) 266-6507
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Gnb Investments
Location 510 F Ave, Grundy Center, IA 50638, USA
Phone (319) 825-4688
Accel Wealth Management - Cedar Falls
Location 100 E 2nd St #205, Cedar Falls, IA 50613, USA
Phone (319) 596-1101
Peeling Back Layers
Location 210 Oregon Rd, Cedar Falls, IA 50613, USA
Phone (563) 845-3139
Barr Asset Management
Location 207 E Church St, Marshalltown, IA 50158, USA
Phone (641) 752-3600
Wealth Management in Grundy County, IA

Where Wealth Management Advisors in Grundy County, IA Serve

Grundy County, IA is a charming and vibrant community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Grundy County Courthouse to the picturesque Cedar Valley Nature Trail, this county is rich in history and natural beauty. The top employers in the area include the Grundy County Memorial Hospital, the Grundy Center Community School District, and the Reinbeck Community School District. Major highways and streets such as Highway 20 and Highway 14 provide easy access to neighboring cities and towns. The neighborhoods in Grundy County are diverse and welcoming, each with its own unique character and charm. Whether you're looking for a peaceful rural retreat or a lively urban oasis, Grundy County has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Grundy County, IA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who need it, such as loans for starting a business or buying a home. Additionally, a bank can offer savings and investment options to help residents grow their wealth. In particular, Grundy County, IA is known for its rich agricultural heritage, and a bank can provide specialized services to farmers, such as crop loans and equipment financing. Furthermore, a bank can offer convenient and secure online banking services, which are especially important for rural residents who may not have easy access to physical bank branches. Overall, a bank can play a vital role in supporting the financial well-being of residents in Grundy County, IA.

Insurance Broker

Residents of Grundy County, IA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex and often confusing insurance market, ensuring that they are adequately covered and protected against unexpected risks. Moreover, given that Grundy County, IA is home to a large number of farmers and agricultural businesses, an insurance broker can help these individuals and companies find policies that are tailored to their unique needs and circumstances. This might include coverage for crop damage, livestock loss, and other risks that are specific to the agricultural industry. Additionally, an insurance broker can help residents of Grundy County, IA find affordable health insurance policies, which can be especially important for those who live in rural areas and may have limited access to healthcare services. Overall, an insurance broker can provide valuable support and guidance to residents of Grundy County, IA, helping them to make informed decisions about their insurance needs and ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Grundy County, IA could greatly benefit from the expertise of a retirement planner. With the county's aging population and high percentage of agricultural workers, a retirement planner could offer tailored advice on how to best prepare for retirement. For example, they could help farmers navigate the complexities of transitioning their farms to the next generation, while also ensuring they have sufficient savings for retirement. Additionally, a retirement planner could assist residents in maximizing their social security benefits and creating a comprehensive investment strategy. With so many factors to consider, including healthcare costs and potential inflation, it's crucial for Grundy County residents to seek out the guidance of a retirement planner to ensure a secure financial future.

Financial Advisor

Residents of Grundy County, IA could benefit from a financial advisor in a multitude of ways. For instance, the county's economy is heavily reliant on agriculture, which is subject to various market fluctuations and unpredictable weather patterns. A financial advisor could assist farmers and other agricultural workers in developing a diversified investment portfolio to mitigate the risks associated with their livelihood. Additionally, with a median household income of $61,000 and a poverty rate of 9.2%, many residents may struggle to save for retirement or unexpected expenses. A financial advisor could provide guidance on budgeting, debt management, and retirement planning to help residents achieve their financial goals. Furthermore, the county's aging population may require assistance with estate planning and long-term care planning. A financial advisor could help individuals navigate the complexities of Medicaid and Medicare, as well as provide advice on estate taxes and asset protection. Overall, a financial advisor could provide invaluable support to residents of Grundy County, IA in achieving financial stability and security.

Mortgage Loan Officer

Residents of Grundy County, IA can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by receiving guidance on the various mortgage options available to them, including fixed-rate and adjustable-rate mortgages. Additionally, residents can receive assistance in determining their eligibility for various loan programs, such as FHA and VA loans. A mortgage loan officer can also help residents navigate the complex process of applying for a mortgage, including gathering the necessary documentation and completing the application. With the median home value in Grundy County being $139,800, according to Zillow, a mortgage loan officer can provide invaluable support to residents looking to secure financing for their dream home.

Tax Services

Residents of Grundy County, IA can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can assist residents in maximizing their tax refunds by identifying all eligible deductions and credits. This is particularly important for residents of Grundy County, IA who own agricultural businesses as they may be eligible for specific tax breaks. Additionally, a tax advisor can help residents with tax planning, ensuring that they are aware of all tax deadlines and are taking advantage of tax-saving strategies. Furthermore, a tax advisor can provide guidance on complex tax issues such as estate planning and inheritance tax. As Grundy County, IA has a large elderly population, this is especially important for those who are planning their estates and want to ensure that their assets are passed down in the most tax-efficient manner. Overall, the expertise of a tax advisor can greatly benefit residents of Grundy County, IA in navigating the complex world of taxation.

Estate Planning Lawyer

Residents of Grundy County, IA can benefit greatly from the services of an estate planning lawyer. In this rural county, where agriculture is the primary industry, many families have significant assets tied up in land, equipment, and livestock. An estate planning lawyer can help these families create a plan to ensure that their assets are distributed in accordance with their wishes after their passing. This may include setting up trusts, drafting wills, and establishing powers of attorney. Additionally, an estate planning lawyer can help families navigate the complexities of tax law, which can be particularly important in Grundy County where property values and tax rates can vary widely between townships. By working with an estate planning lawyer, residents of Grundy County can gain peace of mind knowing that their assets will be protected and their families will be taken care of in the future.


Comprehensive Wealth Management FAQs