Savant Wealth Management
- Open ⋅ Closes 5 pm
- 8 am–5 pm
- Closed on Saturday, Sunday
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Accounting Services in Savant Wealth Management
- Financial planner
- Financial advisor
Accessibility at Savant Wealth Management
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
Business Hours for Savant Wealth Management
- Monday
- 8 am–5 pm
- Tuesday
- 8 am–5 pm
- Wednesday
- 8 am–5 pm
- Thursday
- 8 am–5 pm
- Friday
- 8 am–5 pm
- Saturday
- Closed
- Sunday
- Closed
Find Savant Wealth Management on Google Maps
2225 Mormon Trek Blvd UNIT 200, Iowa City, IA 52246, United States
Customer Reviews for Savant Wealth Management
Reviews
By far the worst transfer of Terry Lockwood & Dunn. They Sold this company to Savant wealth Management who do not share the same value. The new People are very rude, they did not finish my taxes. I had to call the Attorney General. I would advise anyone not to continue to work with this company or start. They do not have the Iowa hospitality, buyer beware!!!
Very knowledgeable people! Helped us from doing taxes to financial planning.
Shoutout to Sarah Nolte for delivering goodies for healthcare week. This was an instant mood booster and made our day! We appreciate your thoughtfulness and kindness! ☺️
I had to get on here and write a review for Brandon. You spend some coin to get your taxes done, but everything from this firm is beyond legit amazing. I highly recommend to look this place up, if you are trying to get help with your taxes, and need someone to consult with. They will NOT disappoint.
Paula is always able to answer any of money questions, very helpful and friendly.
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