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Financial Advising in Cedar Rapids
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Financial Advising in Cedar Rapids

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Financial Advising Cedar Rapids
5.0 (13 reviews)
Closed · Sunday $ - $$
The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have... see more
  • Client Satisfaction 100%
  • As described 100%
  • Value for Money 100%
More Info
Financial Advising Noelridge Park
5.0 (12 reviews)
Closed · Sunday $ - $$
I'm happy to recommend Basepoint Wealth. They've always been honest, credible and trustworthy. Their knowledge of sto... see more
  • Client Satisfaction 100%
  • As described 100%
  • Value for Money 100%
More Info

EDGE Investment Solutions

Verified
915 Bell Dr SW, Cedar Rapids, IA 52404 Closed · Sunday
A+ Grade
100%

Satisfaction

100%

Response Rate

100%

As Described

$ - $$

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Financial Services Financial Advising
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Closed · Sunday
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J

Erica Chavez is the best! We have had great annual returns working with Erica for many years regardless of economic conditions. Would highly recommend working with Erica and EDGE Investment Solutions. Erica Chavez is the best! We have had great annual returns working with Erica for many years regardless of economic conditions. Would highly recommend working with Erica and EDGE Investment Solutions. Read More

Joseph Snyder 5
J

Joel, is the best financial advisor I have ever had. He is kind, thoughtful and knowledgeable. He has been very helpful to me in making financial decisions and I highly recommend Joel Hanson Joel, is the best financial advisor I have ever had. He is kind, thoughtful and knowledgeable. He has been very helpful to me in making financial decisions and I highly recommend Joel Hanson Read More

Jean Purdy 5
W

I transferred my investments to Edge under Jackson. I have been very happy with the way they have invested my money. My portfolio has grown considerably. Even though I am a small investor, the attention and service I receive has been outstanding! I transferred my investments to Edge under Jackson. I have been very happy with the way they have invested my money. My portfolio has grown considerably. Even though I am a small investor, the attention and service I receive has been outstanding! Read More

Willa Goodman 5
K

Joel Hanson is proactive in keeping us informed and makes it a priority to be accessible whenever we have concerns. His dedication to helping us achieve our financial goals is apparent in every conversation. He is personal, professional and passionate and we would highly recommend him to anyone looking to make their financial goals a reality. Joel Hanson is proactive in keeping us informed and makes it a priority to be accessible whenever we have concerns. His dedication to helping us achieve our financial goals is apparent in every conversation. He is personal, professional and passionate and we would highly recommend him to anyone looking to make their financial goals a reality. Read More

Karen Delfino 5
B

We have been with Joel at Edge 3 years, leaving a string of other investment companies that just never felt right. Either not preforming or not bringing me the investments I wanted. Joel and Edge has served me well in both. With great communication, forward thinking and an added bonus of ongoing string of short webinars and news letters that keep me engaged in my own financial situation. Thank you Joel, Ben, and the rest of the team at Edge. We have been with Joel at Edge 3 years, leaving a string of other investment companies that just never felt right. Either not preforming or not bringing me the investments I wanted. Joel and Edge has served me well in both. With great communication, forward thinking and an added bonus of ongoing string of short webinars and news letters that keep me engaged in my own financial situation. Thank you Joel, Ben, and the rest of the team at Edge. Read More

Bill Mezera 5
M

My husband and I have been working with EDGE Investment Solutions for the last couple of years and have had such a positive experience. They are knowledgeable, reliable and friendly. We feel genuinely cared for and confident knowing we have a trustworthy partner to help us achieve our financial goals! My husband and I have been working with EDGE Investment Solutions for the last couple of years and have had such a positive experience. They are knowledgeable, reliable and friendly. We feel genuinely cared for and confident knowing we have a trustworthy partner to help us achieve our financial goals! Read More

Megan Green 5
P

Many years ago Damon Walker came to our house and worked with my husband and I in our financial journey. Along with other items such as life insurance, etc. I would recommend Edge Investments to any one. The entire team is eager to help you in any way they can. We even set up accounts for our grandchildren through them. Be smart and connect with them. You wont regret it. Many years ago Damon Walker came to our house and worked with my husband and I in our financial journey. Along with other items such as life insurance, etc. I would recommend Edge Investments to any one. The entire team is eager to help you in any way they can. We even set up accounts for our grandchildren through them. Be smart and connect with them. You wont regret it. Read More

Paula Martens 5
R

I have been working with Edge for several years and they have done a great job with my investments. Allikan even looked at my 403B and 401A offerings at work and helped me choose funds since she oversaw my IRA accounts, even though it would not benefit her to do that. They really want to help with every aspect of their clients' financial success! I have been working with Edge for several years and they have done a great job with my investments. Allikan even looked at my 403B and 401A offerings at work and helped me choose funds since she oversaw my IRA accounts, even though it would not benefit her to do that. They really want to help with every aspect of their clients' financial success! Read More

Rachel Graber 5
E

We have been using Edge Investment Solutions for the past 3 years. Their assessments and financial guidance is personalized and regularly updated to best reflect the current market conditions. They demonstrate a genuine interest in promoting the best possible outcome for their clients. We have been using Edge Investment Solutions for the past 3 years. Their assessments and financial guidance is personalized and regularly updated to best reflect the current market conditions. They demonstrate a genuine interest in promoting the best possible outcome for their clients. Read More

Eric May 5
N

Our partnership with Edge has been a wonderful personal and financial experience. Our Chief Financial Officer, Allikan Martens, is always available to advise and assist with our account management. The Edge website and daily online account information are excellent. We also appreciate the expert financial information webinars. Our partnership with Edge has been a wonderful personal and financial experience. Our Chief Financial Officer, Allikan Martens, is always available to advise and assist with our account management. The Edge website and daily online account information are excellent. We also appreciate the expert financial information webinars. Read More

Nan Garrett 5
N

Our family gets outstanding customer service, clear thinking, and helpful recommendations from Joel and the team at EDGE Investment Solutions. We have a high degree of confidence in our future thanks to their insights. Joel truly has the heart of a teacher. Highly recommended for your financial planning and investment goals! Our family gets outstanding customer service, clear thinking, and helpful recommendations from Joel and the team at EDGE Investment Solutions. We have a high degree of confidence in our future thanks to their insights. Joel truly has the heart of a teacher. Highly recommended for your financial planning and investment goals! Read More

Nate Birt 5
K

Our decision to trust Joel Hanson and the team at Edge Investment Solution with our retirement planning has been the smartest move we’ve ever made. Prior to meeting Joel we had accounts scattered with multiple companies, making it difficult to stay up to date with the performance of those accounts. Having everything under one roof has brought us peace of mind. Our relationship with our financial advisor gives us confidence that we understand the current financial landscape and have a grasp on how it affects our investments and retirement plans. Knowing that we can reach out with questions or concerns at anytime and that they will be promptly addressed is a game changer. We highly recommend a sit down with Joel and the nice folks at Edge Investment Solutions. Our decision to trust Joel Hanson and the team at Edge Investment Solution with our retirement planning has been the smartest move we’ve ever made. Prior to meeting Joel we had accounts scattered with multiple companies, making it difficult to stay up to date with the performance of those accounts. Having everything under one roof has brought us peace of mind. Our relationship with our financial advisor gives us confidence that we understand the current financial landscape and have a grasp on how it affects our investments and retirement plans. Knowing that we can reach out with questions or concerns at anytime and that they will be promptly addressed is a game changer. We highly recommend a sit down with Joel and the nice folks at Edge Investment Solutions. Read More

Kathy McCauley 5
C

The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have found them all to be superb at explaining investing matters in simple, understandable ways. They offer many learning opportunities for their clients at no charge. I cannot overstate how much I love this company. I've recommended them to my family members in Iowa and beyond. The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have found them all to be superb at explaining investing matters in simple, understandable ways. They offer many learning opportunities for their clients at no charge. I cannot overstate how much I love this company. I've recommended them to my family members in Iowa and beyond. Read More

CF mom 5

About EDGE Investment Solutions

EDGE Investment Solutions specializes in providing tailored investment management and financial planning services for individuals and small businesses in Cedar Rapids, IA. With a focus on innovative strategies and personalized guidance, they empower clients to achieve their financial goals through informed decision-making and proactive portfolio management.

Reviews

(13) Reviews for this company

1 Star
0%
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2 Stars
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3 Stars
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5 Stars
100%
(13)
J
Joseph Snyder
5

Erica Chavez is the best! We have had great annual returns working with Erica for many years regardless of economic conditions. Would highly recommend working with Erica and EDGE I... Erica Chavez is the best! We have had great annual returns working with Erica for many years regardless of economic conditions. Would highly recommend working with Erica and EDGE Investment Solutions. Read More

J
Jean Purdy
5

Joel, is the best financial advisor I have ever had. He is kind, thoughtful and knowledgeable. He has been very helpful to me in making financial decisions and I highly recommend... Joel, is the best financial advisor I have ever had. He is kind, thoughtful and knowledgeable. He has been very helpful to me in making financial decisions and I highly recommend Joel Hanson Read More

W
Willa Goodman
5

I transferred my investments to Edge under Jackson. I have been very happy with the way they have invested my money. My portfolio has grown considerably. Even though I am a small... I transferred my investments to Edge under Jackson. I have been very happy with the way they have invested my money. My portfolio has grown considerably. Even though I am a small investor, the attention and service I receive has been outstanding! Read More

K
Karen Delfino
5

Joel Hanson is proactive in keeping us informed and makes it a priority to be accessible whenever we have concerns. His dedication to helping us achieve our financial goals is appa... Joel Hanson is proactive in keeping us informed and makes it a priority to be accessible whenever we have concerns. His dedication to helping us achieve our financial goals is apparent in every conversation. He is personal, professional and passionate and we would highly recommend him to anyone looking to make their financial goals a reality. Read More

B
Bill Mezera
5

We have been with Joel at Edge 3 years, leaving a string of other investment companies that just never felt right. Either not preforming or not bringing me the investments I wanted... We have been with Joel at Edge 3 years, leaving a string of other investment companies that just never felt right. Either not preforming or not bringing me the investments I wanted. Joel and Edge has served me well in both. With great communication, forward thinking and an added bonus of ongoing string of short webinars and news letters that keep me engaged in my own financial situation. Thank you Joel, Ben, and the rest of the team at Edge. Read More

M
Megan Green
5

My husband and I have been working with EDGE Investment Solutions for the last couple of years and have had such a positive experience. They are knowledgeable, reliable and friendl... My husband and I have been working with EDGE Investment Solutions for the last couple of years and have had such a positive experience. They are knowledgeable, reliable and friendly. We feel genuinely cared for and confident knowing we have a trustworthy partner to help us achieve our financial goals! Read More

P
Paula Martens
5

Many years ago Damon Walker came to our house and worked with my husband and I in our financial journey. Along with other items such as life insurance, etc. I would recommend Edge... Many years ago Damon Walker came to our house and worked with my husband and I in our financial journey. Along with other items such as life insurance, etc. I would recommend Edge Investments to any one. The entire team is eager to help you in any way they can. We even set up accounts for our grandchildren through them. Be smart and connect with them. You wont regret it. Read More

R
Rachel Graber
5

I have been working with Edge for several years and they have done a great job with my investments. Allikan even looked at my 403B and 401A offerings at work and helped me choose f... I have been working with Edge for several years and they have done a great job with my investments. Allikan even looked at my 403B and 401A offerings at work and helped me choose funds since she oversaw my IRA accounts, even though it would not benefit her to do that. They really want to help with every aspect of their clients' financial success! Read More

E
Eric May
5

We have been using Edge Investment Solutions for the past 3 years. Their assessments and financial guidance is personalized and regularly updated to best reflect the current market... We have been using Edge Investment Solutions for the past 3 years. Their assessments and financial guidance is personalized and regularly updated to best reflect the current market conditions. They demonstrate a genuine interest in promoting the best possible outcome for their clients. Read More

N
Nan Garrett
5

Our partnership with Edge has been a wonderful personal and financial experience. Our Chief Financial Officer, Allikan Martens, is always available to advise and assist with our a... Our partnership with Edge has been a wonderful personal and financial experience. Our Chief Financial Officer, Allikan Martens, is always available to advise and assist with our account management. The Edge website and daily online account information are excellent. We also appreciate the expert financial information webinars. Read More

N
Nate Birt
5

Our family gets outstanding customer service, clear thinking, and helpful recommendations from Joel and the team at EDGE Investment Solutions. We have a high degree of confidence i... Our family gets outstanding customer service, clear thinking, and helpful recommendations from Joel and the team at EDGE Investment Solutions. We have a high degree of confidence in our future thanks to their insights. Joel truly has the heart of a teacher. Highly recommended for your financial planning and investment goals! Read More

K
Kathy McCauley
5

Our decision to trust Joel Hanson and the team at Edge Investment Solution with our retirement planning has been the smartest move we’ve ever made. Prior to meeting Joel we had acc... Our decision to trust Joel Hanson and the team at Edge Investment Solution with our retirement planning has been the smartest move we’ve ever made. Prior to meeting Joel we had accounts scattered with multiple companies, making it difficult to stay up to date with the performance of those accounts. Having everything under one roof has brought us peace of mind. Our relationship with our financial advisor gives us confidence that we understand the current financial landscape and have a grasp on how it affects our investments and retirement plans. Knowing that we can reach out with questions or concerns at anytime and that they will be promptly addressed is a game changer. We highly recommend a sit down with Joel and the nice folks at Edge Investment Solutions. Read More

C
CF mom
5

The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have found them all to be superb at explaining investing matters in... The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have found them all to be superb at explaining investing matters in simple, understandable ways. They offer many learning opportunities for their clients at no charge. I cannot overstate how much I love this company. I've recommended them to my family members in Iowa and beyond. Read More

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