3 Best Financial Services in Cedar Rapids, IA

“Selk Dawson Financial Services, LLC offers a unique approach to your financial needs by combining investing with your tax planning strategies. They have over 15 years of experience in providing financial services. Mike Dawson is the owner of Selk Dawson Financial Services. He graduated from Regis High School in 1977. He then went on to Kirkwood Community College and received an A.A. degree in Pre-Business in 1979. Mike has volunteered for the Cedar Rapids Community Schools in many capacities, including serving as President, Vice President, and Treasurer of the PTA at Truman Elementary and Taft Middle School. He also served as President and Vice President of The Band of Blue Parents Association at Jefferson High School. He was the Chairperson for the Master Facilities Plan Oversight Committee, which has been charged with overseeing the intended use of the "SAVE" sales tax receipts.”

“Accel Wealth Management takes a proactive approach to help you develop a strategy to address your financial goals and objectives using the most efficient methods available. They aim to keep their clients on track toward a meaningful and purpose-driven financial future. Stacie L. Brass is a Partner, Managing Director, and Chief Compliance Officer for Accel Wealth Management. Stacie is an Accredited Investment Fiduciary (AIF) and Certified Pension Consultant (CPC) with over 25 years of industry experience. She is passionate about analyzing 401(k) plan designs, evaluating investment menus, and strategizing effective ways to communicate plan information with employees.”

“Ian S. Robinson completed his Bachelor's degree from Iowa State University. He can also monitor your progress to help ensure you stay on track or determine if any adjustments need to be made. In addition, he can help his clients develop a complete, tailored strategy to achieve their financial goals. Edward Jones can work together to develop methods to help you achieve your goals. They focus on quality investments that bring you closer to your financial goals. They build a customized financial plan that works for your purposes and comfort with risk. They are dedicated to providing their clients with top-notch client service. You can feel free to contact them to make an appointment.”