3 Best Financial Services in Cedar Rapids, IA

“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.”

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“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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“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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