Financial Advising near North Liberty, IA
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3 locations found near North Liberty
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550 Pond View Dr Suite 3, North Liberty IA 52317
“I can't say enough about Travis Whitmore and what he has meant to my wife and I. Since the first day I met Travis I could tell he had nothing but our best interest in mind. He has guided us through many obstacles in the market and has taken the time to explain things so that we could fully understand all the different nuances of the business. Both my wife and I have been able to retire and at a much earlier age than I ever would have thought possible and I truly believe that Travis was the driving force behind that. You can tell that he really does care about you not only financially but also personally. I can honestly say that throughout the years I not only think of Travis as my financial advisor but also as a friend.”
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1303 5th St Ste 207, Coralville IA 52241
“Carrie Houchins-Witt and team have prepared my taxes since 2012 and I couldn't be happier with their services. I highly recommend them to anyone who is looking for competent tax and financial professionals.”
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941 E 2nd Ave Suite 201, Coralville IA 52241
“Thanks to James Scully for helping plan and establish my RMD. This was done over the phone, a big help these days, while we both viewed forms via computer. He made the whole process exceptionally easy. He has excellent communication and interpersonal skills, the result being that all my questions were answered and I felt very comfortable with my decisions. My experience with TIAA over many years and several states has been very positive, but James certainly ranks as one of the best consultants I have spoken with.”
