Iowa Financial Partners CLU ChFC

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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.