IAN S ROBINSON
343 Edgewood Road NorthWest, Cedar Rapids, IA 52405 DIRECTIONS
Since 1922
Here’s The Deal:
Ian S Robinson is a financial advisor at Edward Jones. They can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. They can help their clients develop a complete, tailored strategy to help them achieve their financial goals. They can work together to develop specific strategies to help you achieve your goals. They work with their clients to limit their risk and help them to achieve their goals. They focus on quality investments that bring you closer to where you want to be. Contact them to make an appointment.
SPECIALTY:
Investors Saving for Retirement, Pension, 401K and Retirement Planning, Social Security, Traditional and Roth IRA, College Savers, Insurance & Estate Needs
TBR® Inspection Report:
BOSCH FINANCIAL, INC.
4027 Glass Road NorthEast, Cedar Rapids, IA 52402 DIRECTIONS
Since 1859
Here’s The Deal:
Bosch Financial Inc. was founded by Gregg Bosch, a former teacher, and coach in the Cedar Rapids area. Gregg dedicated his career to helping others in education with their IPERS pension and retirement. His firm's reputation for professional excellence and reliability gives its clients a high level of confidence in the programs and products they recommend and help implement. Their team's combined experience, credentials, and knowledge of a wide range of products and services allow their firm to provide top-quality, cost-effective financial strategies that are designed to help their clients realize their financial goals. Their mission is to provide innovative and practical financial programs for its valued clients. They offer customized guidance and strategies to their clients.
SPECIALTY:
Traditional and Roth IRA, Coverdell Education Savings Account, Disability and Long-Term Care Insurance, Municipal and Government Bonds, Deferred Compensation Plans, Estate and Financial Planning, Equity, Indexed, Group and Variable Annuities, 529 Plans, Life Insurance, 401K Retirement Plans, Investment Accounts & Advisory Programs
TBR® Inspection Report:
TRUENORTH WEALTH MANAGEMENT
500 1st Street SouthEast, Cedar Rapids, IA 52401 DIRECTIONS
Since 2001
Here’s The Deal:
TrueNorth Wealth Management is one of the best financial services located in Cedar Rapids. They meet their clients' needs by providing innovative strategies and a personal connection to those they serve. TrueNorth has evolved to understand that to provide an exceptional experience and preserve their award-winning culture. TrueNorth consists of over 400 brilliant, caring, and driven individuals, each charged with finding solutions and delivering value. They must adopt a unified approach and a common focus.
SPECIALTY:
Business Succession, Income, Gift and Estate Tax Planning, Variable Annuity, Traditional and Educational Ira, Common Stock, Asset Allocation, Portfolio Strategies, Bonds, Retirement, Estate, College, Tax, 401K and 403B Planning, Money Purchasing and Profit Sharing Plans, Disability Income & Life Insurance