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FINANCIAL PLANNING / SERVICES
Greater Cedar Valley 2021 Campaign Investor (Silver)
BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
100 E. Park Ave., Ste. 300
Waterloo, IA 50703
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- (319) 234-6885
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Matt Trueg is a Financial Advisor with Edward Jones located at 211 E San Marnan Dr.
I partner with individuals, families, and businesses to create a personalized financial plan by delivering a high level of personal service. Together we will monitor your progress to make sure that you are on track or determine whether adjustments have to be made to keep you on track to meet your goals. Edward Jones advisors and branch office administrator dedicate all of our time to maintaining and deepening existing relationships.
We offer help with retirement planning, life Insurance, disability Insurance, education savings, and long term care insurance.
I partner with individuals, families, and businesses to create a personalized financial plan by delivering a high level of personal service. Together we will monitor your progress to make sure that you are on track or determine whether adjustments have to be made to keep you on track to meet your goals. Edward Jones advisors and branch office administrator dedicate all of our time to maintaining and deepening existing relationships.
We offer help with retirement planning, life Insurance, disability Insurance, education savings, and long term care insurance.
211 E. San Marnan Dr.
Waterloo, Iowa 50702
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- (319) 236-8546
3315 W. 4th St.
Waterloo , IA 50701
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- (319) 234-2000
6912 University Ave., Ste. 1
Cedar Falls, IA 50613
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- (319) 266-9500
Greater Cedar Valley 2021 Campaign Investor (Silver)
FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
3013 Greyhound Dr.
Waterloo, IA 50701
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- (319) 233-8476
816 Tower Park Dr.
Waterloo, IA 50701
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- (319) 232-6122
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- (319) 277-1059
6003 University Ave., Ste. C
Cedar Falls, IA 50613
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- (319) 277-3553
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- (319) 266-2445
At Larry K. Fox & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc; we take the time to get to know you and your goals for the future. Then, using our dedicated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.
Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
3404 Midway Dr.
Waterloo, IA 50701
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- (319) 234-7000
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- (319) 233-1900
PLANNING WITH NORTHWESTERN MUTUAL
Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
3839 Ansborough Ave.
Waterloo, IA 50701
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- (319) 233-8441
Greater Cedar Valley 2021 Campaign (Gold)
For over a quarter-century, we have been putting together strategies to help meet our clients' financial objectives. We believe that you matter. As skilled professionals we can offer a wide range of financial products and services that will be tailored to your needs. We will help you define your goals and develop strategies that will help you achieve your goals and objectives. We are committed to maintaining the highest standards of integrity and professionalism.
4901 University Ave., Ste. E
Cedar Falls, IA 50613
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- (319) 277-3500
Shaw Financial Services offers both investment and insurance planning. Robert Shaw and Jason Luders are Registered Reps with a combined 30 years of industry experience. Shaw Financial is committed to actively serving the Cedar Valley through individual, community programs and partnerships with great local organizations.
2302 W. 1st St., Ste. 201H
Cedar Falls, IA 50613
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- (319) 266-6156
Greater Cedar Valley 2021 Campaign Investor (Bronze)
531 Commercial St., Ste. 608
Waterloo, IA 50701
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- (319) 291-2077
We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.
622 Progress Ave., Ste. A
Waterloo, IA 50701
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- (319) 232-2171
227 E. San Marnan Dr.
Waterloo, IA 50702
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- (319) 235-0075
