Greater Cedar Valley 2021 Campaign Investor (Platinum)
Since our founding in 1935 by credit union pioneers, CUNA Mutual Group has been committed to improving the quality of life in the communities where our employees live and work and dedicated to helping customers achieve financial success.
We support the trust you place in us through:
Insurance and protection for your credit union and members;
Lending solutions and marketing programs for bottom-line impact;
A new consumer brand – TruStage™ – to help credit union members protect what matters most;
Retirement planning services for credit unions and small businesses
Crop insurance for America’s farmers
For more information, check out www.cunamutual.com
At Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc; we take the time to get to know you and your goals for the future. Then, using our integrated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.
Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
The Accel Group offers Business Insurance, Employee Benefits, Qualified Retirement Plans, Wealth Management, Personal and Agricultural Insurance. We include Human Resource and Risk Management/Loss Control Services to all our custom insurance programs for our clients.
We are a team of specialists capable of accelerating our clients’ success by offering custom solutions, capitalizing on opportunities and offering customer service and resources that will exceed expectations.
Offices in Cedar Rapids, Cedar Falls, Waverly & Denver, serving the Greater Cedar Valley and beyond.
Greater Cedar Valley 2021 Campaign Investor (Silver)
BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
Matt Trueg is a Financial Advisor with Edward Jones located at 211 E San Marnan Dr.
I partner with individuals, families, and businesses to create a personalized financial plan by delivering a high level of personal service. Together we will monitor your progress to make sure that you are on track or determine whether adjustments have to be made to keep you on track to meet your goals. Edward Jones advisors and branch office administrator dedicate all of our time to maintaining and deepening existing relationships.
We offer help with retirement planning, life Insurance, disability Insurance, education savings, and long term care insurance.
Greater Cedar Valley 2021 Campaign Investor (Silver)
FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
FRA has provided financial services since 1978 and is focused on providing the best independent, professional asset management and financial advice to individuals and businesses. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.
HealthPartners UnityPoint Health is driven to improve the health and well-being of those we serve. Launched in 2015, the company combines the award-winning health plan financing and administration of HealthPartners with UnityPoint Health’s extensive provider network and care system.
Together, HealthPartners UnityPoint Health offers high-quality, affordable care plus coverage in Iowa and western Illinois.
To learn more, visit HealthPartnersUnityPointHealth.com
Shaw Financial Services offers both investment and insurance planning. Robert Shaw and Jason Luders are Registered Reps with a combined 30 years of industry experience. Shaw Financial is committed to actively serving the Cedar Valley through individual, community programs and partnerships with great local organizations.
Steve Hubbard State Farm, providing insurance and financial services to the Cedar Valley. Our mission is to provide our customers with the comfort of knowing they are protected from the unexpected and can realize their dreams with State Farm.
The Accel Group is an independent insurance agency serving Iowa and beyond. Whether you are looking for individual solutions, business solutions, agribusiness solutions or employee benefits, each agent will provide you with a personalized experience in assessing your risks and finding the most appropriate protection for your needs. Currently we have five convenient office locations in Cedar Falls, Cedar Rapids, Coralville, Waverly, and West Des Moines. Within our office locations, you will find a team of knowledgeable associates, ready and willing to guide you through protecting what matters most
We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.
Started in 1953 by Stanley A. Tuve, Tuve Investments, Inc. has been helping clients achieve financial security through our cutting edge, individualized financial strategies specifically designed to meet our client’s goals. From complex wealth management to your retirement needs, we can help you with your financial planning.