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BEST RATED CEDAR RAPIDS, IA FINANCIAL SERVICES

3 Best Financial Services in Cedar Rapids, IA

Expert-recommended Top 3 Financial Services in Cedar Rapids, Iowa. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Basepoint Wealth, LLC - Cedar Rapids, IA Financial Services - Portrait
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Best Financial Services in Cedar Rapids IA - Basepoint Wealth, LLC video
4+ YEARS IN TBR
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BASEPOINT WEALTH, LLC

(4.8 Score)
4144 Golf Street Northeast,
Cedar Rapids, IA 52402 Directions

Since 2017

Specialty:

✓Financial Planning ✓Investment Management ✓Tax Planning and Preparation ✓Estate Planning ✓Risk Management ✓Retirement Plan Solutions ✓Business Owner Planning

"Basepoint Wealth, LLC is a fee-only Registered Investment Advisory firm located in Cedar Rapids, Iowa. Securities and Exchange Commission (SEC) regulated Basepoint Wealth. Their mission is to build a more valuable wealth management experience that places the client at the center of the process and eliminates costly layers of obstruction between clients, their money, and their financial success. They evaluate all aspects of your economic life and help you discover your financial success. They focus on making suitable ideas that satisfy your needs. At Basepoint Wealth, their Certified Financial Planners and professional advisors work with you and help you to preserve as much of your hard-earned income and savings as possible.

2026 Highlights: Kate Wallace is the President, Senior Wealth Advisor, Founding and Managing Partner of Basepoint Wealth, LLC."

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License CRD #289538

Price:

Investment Advisory Fees
From 0.25%
Upto 1.50%

Contact:

(319) 826-1898

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Carson Wealth - Cedar Rapids, IA Financial Services - Professional Team Image
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CARSON WEALTH

(4.8 Score)
835 3rd Avenue Southeast,
Cedar Rapids, IA 52403 Directions

Since 1983

Specialty:

✓Financial Planning ✓Retirement Planning ✓Estate Planning ✓Education Savings ✓Investment Management ✓Private Client Services ✓Business Ownership ✓Tax Planning ✓Insurance

“2026 Highlights: Carson Wealth advisors take the time to understand your values, then help you create a plan that reflects them so you can move forward with purpose. Their advisors can help you achieve your financial goals in Cedar Rapids, Marion, Iowa City, Coralville, and nearby areas. Russ Nieland is the Managing Partner, Regional Growth Officer & Wealth Advisor of Carson Wealth. He has over 28 years of experience in the field. His experience and resources provide the tools needed to guide these clients throughout the exit planning process. Carson Wealth provide offices meetings and robust virtual access to their advisors.”

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License CRD #155344

Price:

Annual Investment Advisory Fee Upto 1.00%

Contact:

(319) 200-8700

Mon-Thu: 8am - 4:30pm
Fri: 8am - 3:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Selk Dawson Financial Services, LLC - Cedar Rapids, IA Financial Services - Portrait
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SELK DAWSON FINANCIAL SERVICES, LLC

(4.8 Score)
975 5th Avenue Southwest,
Cedar Rapids, IA 52404 Directions

Since 2007

Specialty:

✓Financial Planning ✓Retirement Planning ✓401(k)s ✓Traditional and Roth IRAs ✓Investment Management ✓College Savings Accounts ✓Insurance Planning ✓Life Insurance ✓Tax Planning Strategies

“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.”

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License CRD #6413

Price:

Financial Planning and Consulting Services per Hour $500

Contact:

(319) 286-9026 (319) 363-2387

Mon-Thu: 8am - 4pm
Fri: 8am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

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BASEPOINT WEALTH, LLC REVIEWS

We started working with Kate at Basepoint Wealth after inheriting accounts following the death of my parents. Instead of transferring these accounts and merging them with our longtime financial planners we elected to keep these specific accounts with Basepoint Wealth and will continue to do so. We have been very happy with their vision and transparency. From the beginning Kate has recognized the emotional/personal attachment these accounts bring. I have greatly appreciated this awareness and insight.

Professional, knowledgeable, courteous. Our financial planner listens to us and makes a plan based on our needs and risk tolerance. Highly recommend.

We can say that they are extremely good at what they do. We have high confidence in them and would highly recommend them.

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CARSON WEALTH REVIEWS

We've been working with Matt H. at Carson Wealth for a few years now, and he's been amazing to work with. He's even exceeded our personal financial growth expectations. The whole team at Carson Wealth has been easy to work with, responsive, and friendly. We've thoroughly enjoyed working with everyone and feel confident about our future financial planning from our partnership. Would highly recommend Carson Wealth to anyone looking for help with financial planning.

We have been working with Justin Schultes at Carson Wealth for over five years. Justin is doing a fantastic job managing our portfolio. He communicates regularly with us and explains complex financial topics clearly to us. He listens to our concerns and advises us on how to meet our investment goals while understanding our risk tolerances. We always feel his advice is tailored to our specific situation. He knows us, our lifestyle, our financial goals and understands our needs. We feel very confindent that Justin and his team at Carson Wealth will keep us on track with our financial plan throughout our retirement.

I have had a wonderful experience working with Matt at Carson. He has been a true asset in helping us set up retirement plans for our businesses and help us build wealth for our retirement.

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.

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.

Ryan is great! I get my business taxes and personal taxes done here every year. Highly recommended.

TBR® Inspection Score Report

BASEPOINT WEALTH, LLC Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

CARSON WEALTH Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 8
Current Evaluation: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SELK DAWSON FINANCIAL SERVICES, LLC Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 9
Experience: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10