-Find top-rated Service Providers

Find Top-Rated Waterloo Financial Advisors

Angie's List helps you hire the best - and avoid the rest!

Financial Advisors to Avoid

75

Top Rated Financial Advisors

9

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 286 reviews for
Waterloo Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Waterloo

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Waterloo

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Waterloo Financial Advisors Provider Name Locked
on
Waterloo Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Waterloo Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Waterloo Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Waterloo Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Waterloo Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Waterloo Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Waterloo Financial Advisors Provider Name Locked
, is very warm and professional.

Waterloo Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Waterloo Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Waterloo Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Waterloo, IL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

220 BRADFORD LN
Waterloo

Abernathy Investigative Group LLC

1544 Northwinds Estates Drive # 421

Abigail Tuttle

7733 Forsyth Blvd Suite 1000

AFFORDABLE HEALTH INSURANCE

267 CLARKSON EXECUTIVE PARK

Allegiant Group Inc

189 W Clarkston Rd

ALLSTATE INSURANCE CO

976 University Dr # A
Edwardsville

Allsup Inc

300 Allsup Pl
Belleville

Ameriprise Financial Inc

825 Maryville Centre Dr

AMG Legacy Planning

10100 W Sample Rd

API Financial Solutions

4600 Executive Centre Pkwy Suite C

Appraisals by Brian Lucas

520 E Lake Dr
Edwardsville

ARNDT & ASSOC INSURANCE

8124 Big Bend Blvd.

BetaFrontier, LLC

156 W Superior St
Chicago

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Clarus Retirement Group

331 Salem Place
Fairview Heights

Country Financial

239 Chesterfield Ind Blvd

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

227 S MAIN ST
Waterloo

Edward Jones

14278 Ladue Rd

Freyman CPA, P.C.

40 Exchange Place

Greenpoint Insurance Advisors

16024 Manchester Rd Ste 200

Handy Joe

7130 Jamieson Ave / Suite 2F

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Hovis & Associates

120 N Main St

Hovis & Associates

998 E Gannon Dr

Hovis & Associates

12660 Lamplighter Square Shopping Center

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

JBL Financial Services Inc.

7710 Carondelet Ave. Ste 333

Money Concepts

5600 Mexico Rd Ste 1

MONTGOMERY BANK

3808 UNION RD

Open Mortgage, LLC

3701 N St Peters Pkwy

Patent Law Office

763 S New Ballas Rd

Pemberton Financial

100 Chesterfield Business Parkway

primerica

207 N MAIN ST STE214

Primerica Financial Services

11600 Adie Rd # 200

Renaud & Company LLC

793 W. Terra Lane

Reverse Mortgages By Diane

1401 Brentwood Boulevard

S P Johnson Group

2025 Delaware Ave

STIFEL NICOLAUS & CO

300 N MARKET ST
Waterloo

Terrel Financial Group

12977 North Forty Dr., Ste 110

The Entrust Group

555 12th Street

The Mutual Fund Store

124 Chesterfield Valley Drive

The Mutual Fund Store

3780 Green Mount Crossing Dr.
Shiloh

The Mutual Fund Store

4129 Elm Park Drive

Travis Hesser - State Farm Agent

13603 Barrett Office Dr Suite 102

United Gold Direct

2945 Townsgate Road

Join Angie's List to get the best local reviews in Waterloo.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Advisor
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money