Executive Benefit Service

Welcome to Merrill Lynch in Cedar Rapids, IA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Basepoint Wealth, headquartered in Cedar Rapids, Iowa, offers independent and transparent wealth management services through fee-only fiduciary advisors dedicated to putting their clients' best interests at the forefront. Their team works closely with individuals, families, and businesses to simplify complex financial planning while developing tailored investment management strategies to achieve personal financial goals. Recognizing the importance of solid financial foundations, Basepoint Wealth emphasizes the value of knowing their clients personally to create targeted approaches that support their unique paths to success. By providing ongoing support and guidance, they aim to foster confidence and clarity in the wealth management process and help clients focus on what truly matters in their lives. Generated from the website

Collum Klein Associates, located in Cedar Rapids, IA, specializes in a comprehensive range of insurance services, including auto, home, life, business, and farm insurance solutions, tailored to meet the diverse needs of their clients. They also provide financial planning and investment services, ensuring customers are well-informed and prepared for their financial futures. Recognized by Forbes as one of America's Best Insurance Companies for 2025, Collum Klein Associates prioritizes building personalized relationships with clients to deliver optimal results. Their focus on understanding individual needs is evident in their wide array of resources and articles designed to empower clients to make informed financial decisions. Generated from the website