Financial Services - Top 5 Companies Davenport IA

Financial Services - Top 5 Companies in Davenport, IA. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Davenport.

Eric Kies
The Planning Center
(309) 797-4030
1701 River Drive
Moline, IL
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, MBA

Mr. Terrill B. Johnson, CFP®
(563) 326-6261
111 N Perry St
Davenport, IA
Firm
River Bend Financial Group

Data Provided by:
Mr. Robert J. Blazejewski Jr., CFP®
(309) 793-6200
2102 E Kimberly Rd Ste 200
Davenport, IA
Firm
IH Mississippi Valley Credit Union

Data Provided by:
Mr. John Richard Pavelka, CFP®
(309) 558-4069
6621 Lorton Ct
Davenport, IA
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Planning

Data Provided by:
Mr. Andrew J Trasowech, CFP®
(563) 386-4600
3626 Bridge Avenue
Davenport, IA
Firm
Robert W. Baird & Co.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Jeffrey D Newburn, CFP®
(563) 210-4040
201 W 2nd St. Suite 700
Davenport, IA
Firm
Plan2Thrive Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Chris Connolly, CFP®
(563) 386-3550
4640 North Brady Street
Davenport, IA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Jason M. Folsom, CFP®
(563) 383-0850
5103 Utica Ridge Rd.
Davenport, IA
Firm
Principal Financial Group

Data Provided by:
Mr. Mark D. Tholl, CFP®
(563) 344-6070
5405 Utica Ridge Rd
Davenport, IA
Firm
Ameriprise Financial
Areas of Specialization
Investment Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Shawn M. Agan, CFP®
(563) 359-3475
5153 Utica Ridge Rd
Davenport, IA
Firm
Unified Financial Strategies,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management

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