Cedar Rapids Investment Consulting - Cedar Rapids, Iowa
Address: 500 1st Ave NE #100, Cedar Rapids, IA 52401.
Phone: 98621278.
Specialties: Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Cedar Rapids Investment Consulting
⏰ Open Hours of Cedar Rapids Investment Consulting
- Monday: 10 AM–6 PM
- Tuesday: 10:45 AM–6:45 PM
- Wednesday: 1:15–7:30 PM
- Thursday: 12:45–8:15 PM
- Friday: 1–8:30 PM
- Saturday: 1:30–9 PM
- Sunday: 9:30 AM–5:30 PM
Cedar Rapids Investment Consulting: A Focused Investment Service
For individuals and families seeking expert guidance in navigating the complexities of investment management, Cedar Rapids Investment Consulting presents a specialized service offering. Located in the heart of Cedar Rapids, Iowa, at 500 1st Ave NE #100, this firm is dedicated to providing tailored financial strategies and support. With a straightforward approach and a commitment to client satisfaction, Cedar Rapids Investment Consulting aims to build long-term relationships based on trust and mutual understanding. Currently, the company maintains a minimal online presence, focusing primarily on direct client interaction and personalized service.
Company Overview and Specialties
Cedar Rapids Investment Consulting operates as a dedicated investment service firm. Their core competency lies in assisting clients with various aspects of their financial portfolio, including retirement planning, wealth preservation, and strategic asset allocation. While they don't offer a broad spectrum of financial products like insurance or estate planning, they concentrate on delivering sound investment advice and ongoing portfolio management. They pride themselves on a client-centric philosophy, prioritizing thorough needs assessments and customized solutions. The firm's team consists of experienced professionals with a deep understanding of market trends and investment strategies.
Location and Accessibility
The firm’s physical address is 500 1st Ave NE #100, Cedar Rapids, IA 52401. This location offers convenient access within the Cedar Rapids metropolitan area. Importantly, the building features a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity and accessibility for all clients. This is a significant consideration for individuals with mobility challenges, ensuring they can readily engage with the firm’s services.
Contact Information
Clients can readily reach Cedar Rapids Investment Consulting via phone at 98621278. Currently, the company does not maintain a dedicated website, but they are responsive to inquiries and readily available to schedule consultations. Direct communication is a key element of their service model.
Client Feedback and Reputation
Currently, Cedar Rapids Investment Consulting has 0 reviews on Google My Business, reflecting a nascent stage of online visibility and client feedback. The average opinion is 0/5, indicating a lack of established reviews. This doesn’t necessarily reflect the quality of the service provided, but rather the limited opportunity for clients to share their experiences publicly. The firm is actively working to encourage client testimonials and build a stronger online reputation.
Key Features and Benefits
- Personalized Investment Strategies: Each client receives a customized plan designed to align with their specific goals and risk tolerance.
- Experienced Professionals: The team comprises seasoned investment advisors with a proven track record.
- Client-Focused Approach: Prioritizing open communication and understanding client needs.
- Accessibility: The firm’s physical location is fully accessible to individuals with disabilities.
- Dedicated Service: Focus on providing attentive and responsive service to each client.
Recommendations for Potential Clients
For individuals seeking a focused and personalized investment approach, Cedar Rapids Investment Consulting may be a suitable option. However, prospective clients should be aware of the limited online presence and lack of established reviews. It is recommended to schedule a consultation to discuss your financial goals and assess whether their services align with your needs. Given the current feedback, gathering further information beyond the firm’s direct communication is crucial. Due diligence, including researching the advisors’ qualifications and experience, is strongly advised. The firm's commitment to accessibility is a definite advantage, particularly for clients who value inclusive service.
Additional Points of Interest
Beyond accessibility, the firm’s location in Cedar Rapids provides access to a range of local amenities and services. The office environment is designed to be professional and conducive to productive client discussions. The firm’s dedication to providing individual attention and tailored solutions sets it apart in a competitive market. While a website is currently absent, the willingness to connect directly with clients underscores a commitment to building strong relationships.