Connect with Top-Rated Financial Planners in Cedar Rapids!

At Balanced Investment Company, LLC, we strive to bring clarity, strategic thinking, and simplicity to the planning process, so that you can stay focused on what is important to you in life, and enjoy the experiences along the way. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of experts, including Dr. Dave Knutson, Ph. D., ChFC, and Suresh Basnet, MBA, will work with you to create a customized financial plan tailored to your unique situation. We welcome the opportunity to learn more about you and your financial life goals and objectives.

Basepoint Wealth is a fee-only, independent wealth management firm located in Cedar Rapids, Iowa. We offer comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Our team of experienced advisors takes the time to understand your unique goals and priorities, developing personalized strategies to help you achieve financial success.

Jerry K. Ask Investment Services specializes in retirement income planning, providing customized solutions for individuals and families. Our team of experts works proactively to manage your investments, helping you achieve your financial goals and secure a comfortable retirement. With a focus on the future, we offer a range of services, including portfolio management, tax reduction, and banking and lending solutions. Our goal is to help you enjoy the retirement you've envisioned, and we're committed to helping you every step of the way.

Aegon Asset Management is a global investment company that offers a range of UCITS (Undertakings for Collective Investment in Transferable Securities) funds and other investment products to professional investors and their clients. Our funds are designed to provide investors with a diversified portfolio of assets, including equities, bonds, commodities, and real estate. With a presence in Europe, the Americas, and other regions, we offer investors access to a wide range of investment opportunities.

Strategic Financial Solutions is a comprehensive financial planning firm based in Cedar Rapids, IA, offering a range of services, including financial planning, preparing for retirement, estate planning, fiduciary retirement plan consulting, and investment management. Their experienced advisors use qualitative and quantitative data to help individuals, businesses, and executives achieve their financial goals. The firm's commitment to leadership, relationship, creativity, and independence sets them apart from other financial services providers. They work with individuals, executives, and business owners to develop a collaborative plan, providing ongoing service and monitoring as they approach their financial goals.