Overview

We’re based in the Iowa City / Coralville area, one of the nation’s most livable and best-educated cities. Many of our clients participate in TIAA-CREF through the University of Iowa, Kirkwood Community College, ACT and other institutions. Others are affiliated with companies that include Procter & Gamble and Rockwell Collins. We serve physicians, farmers and small-business owners, young professionals and executives at the top of their careers.

Our customers are diverse, but they have one thing in common: they have better things to do with their time than worry about money. They want personalized investment services during their working years and a reliable, confident income stream in retirement. We respect the work ethic of our clients and take pride in helping them plan for their financial futures.

We feel fortunate to be based in a dynamic, forward-looking city and are committed to giving back to our community. While we offer the personalized service of a locally owned, independent company, we also benefit greatly from our affiliation with Raymond James, one of the nation’s leading financial services firms.

Any investment firm can help people make money in good times. At Raymond James Financial Services, we help our clients be financially confident even when the economic weather turns stormy.

Last Activity
6 months or more

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