Selk Dawson Financial Services, LLC
“Ryan is great! I get my business taxes and personal taxes done here every year. Highly recommended.”
Financial Planners in Cedar Rapids
Financial Planners in Cedar Rapids picked by BestProsInTown
3 businesses
Premier Investments & Wealth Management
“I couldn't tell if this was a real place with so few reviews but I called. I had just gotten an inheritance and didn't know how to move forward. Casey gave me great advice over the phone before we even met. I had already tried making a will with online providers and they didn't even come close to the amount of fine details I actually needed! I am so impressed with the expertise of Casey. He even made a flow chart to explain my trust. I was going to go with a will for a flat rate but due to my wishes we went up to get a trust made. The price was overall very good for the amount of work he and his team did. I am super grateful and will recommend to all my friends. I have learned so much from this whole experience. thank you!”
