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Financial Services


Cedar Valley Wealth Management

2349 Jamestown Avenue
Suite 2
Independence, Iowa 50644

Juan Rodriguez
Phone: 319-332-0176
Fax: 319-3312-0213
Email: juan@cedarvalleywealthmanagment.com
Website: www.cedarvalleywealthmanagement.com/

 

Northwestern Mutual

3839 Ansborough Avenue
Waterloo, Iowa 50701

Zachary Fischels
Phone: 319-235-3376
Fax: 319-235-3376
Email: zachary.d.fischels@nm.com

 

Farmers State Bank

2002 Enterprise Court
Independence, Iowa 50644

Phone: 319-287-3961
Fax: 319-287-3966
Website: www.fsb1879.com

Mailing Address:
131 Tower Park Drive
Suite 100
Waterloo, Iowa 50701



 

Farm Bureau Financial Services – The William Thomas Agency

Hi, I’m Bill Thomas, a Farm Bureau Financial Services agent in Independence, Iowa. I’m here to make insurance simple for you. I’m committed to helping you prepare for the future and protect what matters most. Let me help you through all stages of your life.

I MAKE INSURANCE SIMPLE…..Helping you protect what’s most important is what I do. Like most people, you work hard to earn a living and protect your family. A long list of priorities likely demands your time and attention – and that’s where I can help. I can help you meet your changing needs by tailoring coverage to ensure that it is right for you today – and into the future. And when your life twists and turns, you can depend on me to be there to help when you need it most. Give me a call today to see how I make insurance simple.

Website:   www.agentbillthomas.com

Bill Thomas
ChFC,CLU
1400 First St West
Independence, IA 50644

Email: bill.thomas@fbfs.com
PH: (563) 920-1630
Fax: (319) 334-6592

 

BankIowa

BankIowa is “Iowa’s Hometown Bank.”  We have nine convenient locations to better serve you and all of your financial needs.  We are here for you at the following locations: Cedar Rapids NE, Cedar Rapids SW, Cedar Falls, Independence, Jesup, Lamont, Norway and Waterloo.  Stop in today and visit with a Personal Banker.

Phone: 319-334-7181
Website: www.bankiowa.com

South Branch located at 305 Enterprise Drive

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Financial Decisions Group

131 Third Avenue SE
PO Box 216
Independence, Iowa 50644

William J. Lake
Phone: 319-334-2800
Email: wlake@royalallianceadvisors.com

 

Investment Center Inc.

The Investment Center provides full-service financial, retirement, tax, investment, and estate planning. We specialize in obtaining financial goals through personalized investment strategies.

The Insurance Center provides small town service with big name providers. Assisting in your entire home, auto, commercial, or farm insurance needs, but also understanding your long-term goals to provide the best on going protection and guidance.

Website: www.investmentcenter-inc.com

Jeffry J Fruchtenicht, CFP 231 1st Street East Independence, IA 50644 Tel: 319-334-7091

 

WCF Financial Bank

WCF Financial Bank is a locally-committed community bank, combining the best of small town accessibility and friendliness along with high quality products and services delivered to you by the people you know with the experience you trust.

305 First Street West
Independence, Iowa 50644

Stephanie Christian
Phone: 319-334-2545
Website: www.wcfbank.com

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Northeast Security Bank

Post Office Box 511
Independence, Iowa 50644

Brian Meyer, Market President
Phone: 319-334-7035
Email: brian.meyer@banknsb.com
Website: www.banknsb.com

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Veridian Credit Union

1900 Third Avenue SE
Independence, Iowa 50644

Jaci Hamlett, Branch Manager
Toll-free: 800-235-312128
Email: JaciMH@veridiancu.org
Website: www.veridiancu.org

 

State Farm Insurance

110 Third Avenue SE
Independence, Iowa 50644

Tim Reed, CPCU
Phone: (319) 334-3877
Toll-free: (866) 426-0533
Website: www.statefarm.com