Cedar Rapids Investment Consulting

To pursue the right goals, you have to start with the right strategies. Our team of professionals have earned the trust of clients by providing personalized strategies and services.

Our recommendations are made locally by a highly-experienced team of professionals. We take the time to truly get to know you - your lifestyle, risk tolerance and your dreams. We then use our technical knowledge, experience and sophisticated tools to help you select the products and strategies that can help you build a better future.

Building your future

At Cedar Rapids Investment Consulting, you have access to a large selection of products, in addition to our 100+ years of combined industry experience. Together, we will develop an approach that addresses your unique financial goals.

Your future starts with a solid plan

Our disciplined approach is rooted in years of experience and can result in comprehensive strategies and long-term financial success. We will work with you to:

  • Develop a personalized, long-term approach designed to meet your unique goals, lifestyle and risk tolerance.
  • Recommend strategies and approaches to diversify holdings and maintain flexibility.
  • Review your objectives and accounts with you to anticipate and adjust based on market trends and economic conditions.

Seamless coordination

At Cedar Rapids Investment Consulting, we strongly believe in partnering with your other financial resources - accountants, tax advisors and lawyers. This approach ensures that your investment, tax and legal plans work closely together in today's complex financial environment. Our investment approach is based on four key beliefs:

  1. Solid, unbiased recommendations
  2. Meaningful, timely information, research and analysis
  3. Easy access to value-added investments and services
  4. One-on-one client service

Services

Our investment experience covers a wide range of options:

  • Mutual funds
  • Fixed and variable annuities
  • Insurance
  • Bonds and other fixed-income investments
  • Stocks
  • Cash management accounts
  • Retirement and education savings plans  

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not FDIC Insured. May Lose Value. No Bank Guarantee. Not a Deposit. Not Insured By Any Federal Government Agency.

Cedar Rapids Bank & Trust and Cedar Rapids Investment Consulting are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with the following states: IA.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.