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Financial consulting in Cedar Rapids, IA

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Arnold Financial Planning

Arnold Financial Planning helps professionals from all walks of life who need an independent, fiduciary guide to help with their financial questions.

Hennings Lane Financial Partners

Protect your family's financial security! The financial advisors at Hennings Financial have vast experience in financial planning, including IRAs, mutual funds and investments, stocks and bonds, tax management, life insurance and annuities to give you solid strategies to help you plan for retirement. Call today and speak to one of our financial consultants about the best investment services for you. Our team will educate you about how to invest your money and why we are suggesting certain financial strategies, because we believe that the more you know about investment strategies, the more successful you will be in saving money for retirement, and college savings funds.

World Trend Financial

Real People; Real Financial Strategies; Real Results 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 achieve real results and we are committed to providing real financial solutions for you. We know successful financial planning requires more than luck or timing. It demands a disciplined approach with a vision for the uncertainties of the future. We understand that financial planning can often feel like it's for "other people." People with more money. People with successful businesses. People with fewer debts. We know that there are obstacles, but we also know you can do it and that we can help. Everyday, we work to make it happen for real people. People just like you. So what's our approach? We call it asset allocation. That's a fancy way of saying we won't put all of your eggs in one basket. Asset allocation works because it balances opportunity with risk. We combine this approach with decades of experience, unique expertise and access to timely and accurate market information. We've learned that patience and humility are a successful investor's best friends. For more than 20 years, we've been tested by market cycles and investment fads. Through it all our approach has delivered real results. Our clients receive real rewards. Real peace of mind.

Pulse Financial Services

At Pulse Financial Services we strive to help you preserve and grow your family's wealth. With a focus and knowledge in retirement planning for individuals, families and businesses we believe it's never too early or late to start preparing for the 2nd longest phase of your life. We take a holistic approach by employing both financial planning strategies and investment management which allows us to address all of your financial goals from buying a home, to building a business, to taking the vacation of your dreams in retirement.

Robert "Rob" Myers serves as a financial advisor in Savant's Cedar Rapids, IA, office, where he focuses on comprehensive financial planning for families and individuals. He guides clients through wealth transfer and philanthropy strategies, debt management, education funding, and insurance analysis. Rob worked with World Trend Financial from 2008 until it joined Savant in 2022. He earned a bachelor's degree in business management from the University of Iowa. Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk.

Financial Advisors | U.S. Bancorp Investments

Your financial advisor in Cedar Rapids will work with you to create tailored wealth management strategies. Find a financial advisor near you.

David Gruber works as a financial advisor in Savant's Cedar Rapids and Iowa City, IA, offices. He helps families and businesses navigate financial decisions to support their long-term goals. He began his career with World Trend Financial in 2015 and worked with clients there until the firm joined Savant in 2022. Prior to entering the financial services industry, David spent 11 years overseas, primarily in Australia, where he played professional basketball. Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk.

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