Here’s The Deal: Selk Dawson Financial Services, LLC is one of the leading financial planners in Cedar Rapids, Iowa. The firm is owned by Mike Dawson. He completed his education at Regis Catholic High School in 1977 and earned an A.A. degree in Pre-Business from Kirkwood Community College in 1979. Before entering the financial planning industry, Mike Dawson owned and operated a small group of restaurants in Cedar Rapids, Hiawatha, and Iowa City for 15 years. His extensive experience in running small businesses provides a unique perspective for their clients. At Selk Dawson Financial Services, the team offers a distinctive approach to financial planning by integrating investment strategies with tax planning. With over 15 years of experience providing financial services in Cedar Rapids, their financial planning and advice have helped ensure their clients enjoy a comfortable retirement. Contact them to benefit from their expertise and personalized financial strategies.
3 Best Financial Services in Cedar Rapids, IA
Expert recommended Top 3 Financial Services in Cedar Rapids, Iowa. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 SELK DAWSON FINANCIAL SERVICES, LLC REVIEWS
Jack has done my taxes for almost 20 years now! Everyone here is extremely friendly, knowledgeable, and they charge a fair price for their services. I wouldn’t go anywhere else. I’ve heard horror stories from people who have gone elsewhere. I’ve never once had an issue. Not only that, everyone is more than willing to give expert advice and answers to any questions you may have. Great job guys! Thanks for the many years of trustworthy services.
Mike and Jack were very helpful in assisting me as I moved jobs and rolled my 401k over to an IRA. They worked with work me to find companies in which I felt comfortable investing. And they are always helpful when it's time to file taxes.
We have been tax clients for over thirty years and financial clients for over fifteen years and wouldn't think of going anywhere else. Their financial planning and advice has helped ensure a comfortable retirement for my wife and me.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Accel Wealth Management is a well-known financial planner in Cedar Rapids, Iowa. The team is confident that their understanding of personal finance and training as financial professionals can help people better prepare for the future. After years in the business, they have developed a reputation for educating individuals in an easy-to-understand manner, enabling clients to grasp personal finance concepts and use them to pursue their financial objectives. Throughout their experience, Accel Wealth Management has found that a team approach can effectively assist clients with various needs as they navigate the complex financial services world. They proactively help you develop a strategy to address your financial goals and objectives using the most efficient methods. Contact them to benefit from their expertise and personalized financial strategies.
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Sat & Sun: By Appointment
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TOP 3 ACCEL WEALTH MANAGEMENT REVIEWS
Tony Gaiffe is my financial advisor. Through the years he has answered my sometimes, dumb questions. He keeps me informed of what I need to make decisions. I highly recommend Accel Wealth Management for your financial management.
Jason has been great to deal with. He is helping us manage our money to successfully meet our goals. We really appreciate the work and advice we receive from him.
Our experiences with Marty and Jason are always Pleasant and their advice has always been right on the money, literally and figuratively. We are so happy to have found them.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![IAN S ROBINSON - EDWARD JONES Cedar Rapids Financial Services IAN S ROBINSON - EDWARD JONES Cedar Rapids Financial Services](https://threebestrated.com/images/IANSROBINSONEDWARDJONES-CedarRapids-IA.jpeg)
Here’s The Deal: Ian S. Robinson has been a financial advisor with Edward Jones since 2003. He believes investing time in understanding what clients are working toward before investing their money is important. Ian S. Robinson and his team monitor your progress to help you stay on track and determine if any adjustments need to be made. They help clients develop comprehensive, tailored strategies to achieve their financial goals. Working together, they focus on quality investments and financial planning that bring you closer to your objectives. They build customized financial plans that align with your goals and comfort with risk, demonstrating a commitment to top-notch client service. Contact them to schedule an appointment and start working towards your financial future.
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Fri: 8am - 3:30pm
Sat & Sun: Closed
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TOP 3 IAN S ROBINSON - EDWARD JONES REVIEWS
Ian is always keeping an eye on the market and adjusting investments. Great people to work with and very knowledgeable.
Ian is always one phone call away and Is keeping his clients up to date on the market! Highly recommend him.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.