Financial Planners in Cedar Rapids, IA

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Terry Lockridge & Dunn. - Financial Planners

1. Terry Lockridge & Dunn.

Years in Business Icon
46 Years
in Business
Years with YellowPages Icon
3 Years with
Yellow Pages
BBB Rating Icon
Accredited
Business
Amenities:
Wheelchair accessible
(319) 364-2945
221 3rd Ave SE Ste 215
Cedar Rapids, IA 52401
CLOSED NOW

From Business: Established in 1978, Terry Lockridge & Dunn provides tax, accounting and consulting services. We maximize the wealth of our business and individual clients…

World Trend Financial - Financial Planners
(319) 364-3041
221 3rd Ave SE STE 215
Cedar Rapids, IA 52401
CLOSED NOW

From Business: At World Trend Financial we will maximize the wealth of our clients and help them achieve their financial goals. That is our real mission. We want to help you…

Equitable Advisors - Financial Planners
(319) 365-6983
4027 Glass Rd. NE
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Thank you for considering Equitable Advisors. Our financial consultants and professionals help clients develop customized financial plans. We have been providing…

Wells Fargo Advisors - Financial Planners
(319) 365-8651
303 3rd Ave SE
Cedar Rapids, IA 52401

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…

Financial Harmony Designs - Financial Planners
(319) 366-3818
136 40th St NE
Cedar Rapids, IA 52402

From Business: Financial Harmony Designs is a financial planning firm located in Cedar Rapids, Iowa. We specialize in creating personalized financial plans to help individuals…

Ameriprise Financial - Financial Planners
(319) 294-0511
1570 42nd St NE
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Merrill Lynch Wealth Management - Financial Planners
(319) 363-0010
1065 Sierra Ct NE Ste C
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Welcome to Merrill Lynch in Cedar Rapids, IA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…

FX Cretzmeyer - RBC Wealth Management Financial Advisor - Financial Planners
(319) 368-7012
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

William Happel - RBC Wealth Management Financial Advisor - Financial Planners
(319) 368-7014
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Melanie Baird - RBC Wealth Management Financial Advisor - Financial Planners
(319) 368-7019
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

James Vandenberg - RBC Wealth Management Financial Advisor - Financial Planners
(319) 368-7027
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Chad Sarsfield - Financial Advisor, Ameriprise Financial Services - Financial Planners
(319) 206-9250
4101 Glass Rd NE
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Edmund Abodeely - Financial Advisor, Ameriprise Financial Services - Financial Planners
(319) 294-0511
4101 Glass Rd NE
Cedar Rapids, IA 52402

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Austin Banks - Financial Advisor, Ameriprise Financial Services - Financial Planners
(319) 206-9250
4101 Glass Rd NE
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Alex Carr - Thrivent - Financial Planners
(319) 366-2991
3349 Southgate Ct SW Ste 101
Cedar Rapids, IA 52404
CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice,…

EDGE Investment Solutions - Financial Planners
(877) 299-6237
915 Bell Dr SW
Cedar Rapids, IA 52404
CLOSED NOW

From Business: National SmartVestor Pro's and serve on Dave Ramsey's Smartvestor Council

Citizens Finance - Financial Planners
(319) 743-4700
1950 Dodge Rd NE
Cedar Rapids, IA 52402
CLOSED NOW
Dominic Bensmiller, Washington National Agent - Financial Planners
(641) 224-2483
6660 Preston Terrace Ct SW
Cedar Rapids, IA 52404
Edward Jones - Financial Advisor: Matt Baumann - Investments
(319) 743-0701
4110 Center Point Rd NE
Cedar Rapids, IA 52402

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Matt Baumann - Investments
(319) 289-0735
375 Collins Rd NE Ste 100
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Lincoln White - Investments
(319) 393-0209
1221 Park Pl NE Ste B
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Mark A Clark - Investments
(319) 363-8111
3136 Mount Vernon Rd SE
Cedar Rapids, IA 52403

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Tom Neff - Investments
(319) 289-0740
3301 Mount Vernon Rd SE
Cedar Rapids, IA 52403

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Premier Investments-Iowa Inc - Investment Advisory Service
(319) 363-3811
3600 1st Ave NE
Cedar Rapids, IA 52402
CLOSED NOW

From Business: Cambridge Investment Research Advisors, Inc, ( Registered Investment Adviser ), Cambridge Investment Research, Inc ( Registered Broker/Dealer ), or an agent of…

Peter Alepra - RBC Wealth Management Branch Director - Financing Consultants
(319) 368-7023
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Corridor Investment Group - Investment Advisory Service
(319) 368-7023
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

RBC Wealth Management Branch - Cedar Rapids - Investment Management
(800) 728-3246
201 1st St SE Ste 610
Cedar Rapids, IA 52401
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

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