Custom Wealth Planners

Marshalltown, Iowa

Laurie Gowdy at Thrivent Financial provides insurance planning, estate planning, and insurance analysis services to clients in Marshalltown, Iowa. The practice also offers investment management. Contact the office directly for information on fees and service details.

Cedar Rapids, Iowa

Freedom Capital Strategies is located in Cedar Rapids, Iowa and offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of its broader financial advisory practice. Services are provided in English.

Dubuque, Iowa

Insurance-Based

Northwestern Mutual in Dubuque, Iowa provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Cedar Rapids, Iowa

Wirehouse

Merrill Lynch Wealth Management in Cedar Rapids, Iowa provides financial planning and investment management services. As a wirehouse firm, the office serves clients seeking wealth management support across a range of financial needs.