Financial planner · Cedar Rapids IA
Clear Guidance for Taxes and Retirement
Tax preparation and financial planning for individuals and families in Cedar Rapids, with practical advice for major financial decisions.
Tax preparation and financial planning for individuals and families in Cedar Rapids, with practical advice for major financial decisions.
Clients describe the tax consultants as thorough, experienced, helpful, and easy to work with.
Reviews mention financial planning and advice that helped clients work toward a secure retirement.
The team has helped clients roll over 401k accounts to IRAs and evaluate investment companies they felt comfortable using.
Selk Dawson Financial Services, LLC provides tax preparation and financial planning at 975 5th Ave SW in Cedar Rapids, Iowa. Clients describe the team as courteous, knowledgeable, thorough, and respectful.
The firm helps clients with tax filing, retirement planning, and investment decisions, including moving from a 401k to an IRA. Reviews also mention guidance that helped clients prepare for retirement and continued support during job changes.
Assistance with filing taxes and questions that come up during tax season.
Practical financial guidance for individuals and families working toward their long-term goals.
Planning support for clients preparing for retirement and evaluating their financial future.
Guidance for moving a 401k to an IRA when changing jobs or reviewing retirement accounts.
“Very thorough experienced tax consultants. Always treat me with respect. I trust Mike and the other employees to provide me with the best service.”
“We have been tax clients for over thirty years and financial clients for over fifteen years and wouldn't think of going anywhere else. Their financial planning and advice has helped ensure a secure retirement for my wife and me.”
“Mike and Jack were very helpful in assisting me as I moved jobs and rolled my 401k over to an IRA. They worked with work me to find companies in which I felt comfortable investing. And they are always helpful when it's time to file taxes.”
Selk Dawson Financial Services, LLC · Cedar Rapids IA