About Fee-Only, Fiduciary Financial Advisor - Cedar Rapids and Surrounding Area
Arnold and Mote Wealth Management serves Cedar Rapids, Marion, Iowa City, and surrounding areas. We are a fee-only (no commissions), fiduciary, and independent financial planner with an office in Hiawatha.
We do holistic financial planning that covers:
- Retirement Planning
- Investment Management and Analysis
- Social Security Strategies
- Medicare Enrollment
- Tax Planning (Roth conversions, tax efficiency)
- Estate Planning
- Insurance Analysis
- Charitable Giving Strategy
and much more.