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Showing 1 - 10 of 10 results
BERTHEL FISHER & COMPANY, INC.
BERTHEL FISHER & COMPANY, INC.
Cedar Rapids, Iowa
50-99 employees
Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 35 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our financial professionals. Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever-changing industry, but our philosophy of providing financial professionals with the support and resources necessary for their business to succeed will never change. "Berthel Fisher Companies"​ is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
Retirement Benefits Rank
Below Market
MOOV FINANCIAL, INC.
MOOV FINANCIAL, INC.
Cedar Falls, Iowa
50-99 employees
Moov makes it easy for businesses to accept, store, send, and spend – all in one platform. Gone are the days of stitching together multiple vendors to move money. While most payment providers only handle part of the payment picture, Moov orchestrates the entire money movement story from start to finish, giving software companies visibility and control over the whole experience. As a modern money movement platform, Moov offers a simple, powerful, and scalable way to integrate payments into products. Moov is uniquely a payment Processor, issuer, registered PayFac, program manager, and technology provider, making it an all-in-one payment solution for businesses wanting to facilitate complex money movement as quickly and securely as possible.
Retirement Benefits Rank
Top Benefits
NFGI HOLDING CORP.
NFGI HOLDING CORP.
Cedar Rapids, Iowa
1-24 employees
Nations Financial Group, Inc. is an independent wealth management firm headquartered in Cedar Rapids, IA. We help top tier independent financial advisors grow, run, protect, and transition their practices by providing exceptional systems, service, guidance, and support. Securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd. NE, Suite 200 Cedar Rapids, IA 52411, member FINRA/SIPC and Registered Investment Adviser. Industry regulations prevent us from receiving endorsements and/or recommendations from others based on the service they have received and prevent us from posting any specific investment advice. For important additional social media disclosures please copy and paste the below link into your browser. https://www.nationsfg.com/wp/wp-content/uploads/2017/03/Social_Media_Disclosure.pdf
Retirement Benefits Rank
Below Market
FINANCIAL RESOURCE ADVISORS LLC
FINANCIAL RESOURCE ADVISORS LLC
Waterloo, Iowa
1-24 employees
Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses.
Retirement Benefits Rank
Market Competitive
FRONTIER FUTURES, INC.
FRONTIER FUTURES, INC.
Cedar Rapids, Iowa
1-24 employees
Commodity Brokerage Firm offering discount trading and full service trading.
Retirement Benefits Rank
Market Laggard
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC
Cedar Rapids, Iowa
1-24 employees
Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.
Retirement Benefits Rank
Market Laggard
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BOHANNON FINANCIAL, LLC
BOHANNON FINANCIAL, LLC
Hiawatha, Iowa
1-24 employees
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 135,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 46 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, mortgages, and senior health. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
Retirement Benefits Rank
Market Competitive
KEYSTONE WEALTH MANAGEMENT
KEYSTONE WEALTH MANAGEMENT
Waterloo, Iowa
1-24 employees
Keystone Wealth Management LLC, was established 2006 in Conshohocken, PA to provide Investment and Financial planning services for individuals and small business owners.
Retirement Benefits Rank
Market Laggard
MONAT WEALTH MANAGEMENT, INC.
MONAT WEALTH MANAGEMENT, INC.
Waterloo, Iowa
1-24 employees
At Monat Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent our clients' needs and interests, rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity, it allows us to provide our clients with the commitment that they deserve. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Retirement Benefits Rank
Below Market
GOLDSTONE FINANCIAL GROUP
GOLDSTONE FINANCIAL GROUP
Hiawatha, Iowa
1-24 employees
At Goldstone Financial Group, we believe that your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you realize them. Rather than approach your finances with an outdated, transactional approach focused on particular products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a plan that can be adjusted as needed to help you reach your unique personal goals. We are committed to remaining by your side as partners in achieving the results you desire. We provide financial plans targeted at earning consistent, reliable returns in all market environments, regardless of fluctuations and uncertainties. We are based in Oakbrook Terrace, IL, with offices in Ohio, Tennessee and Wisconsin. Contact us today at (630) 620-9300 to schedule a free introductory consultation! Don't forget to check out our pages on Facebook and Twitter, as well as our blog! Facebook: http://www.facebook.com/GoldstoneFinancialGroup Twitter: http://twitter.com/goldstonefg Goldstone Financial Group blog: http://goldstonefinancialgroup.com/breaking-news/ Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). GFG is located at One Lincoln Centre, 18W140 Butterfield Rd., 16th Floor, Oakbrook Terrace, IL 60181, Telephone number – 630-620-9300.
Retirement Benefits Rank
Market Laggard