Accel Wealth Management – Waverly

Accel Wealth Management - Waverly is a Financial Planner in Waverly, IA, located at 301 Oak Ridge Cir. The firm provides personalized financial services and wealth management to families, individuals, and businesses across Iowa. Its advisors assist with retirement planning, effective tax strategies, and insurance solutions including life, disability, and long-term care coverage. The team serves a variety of clients, from business owners and retirees to young adults and parents, aiming to simplify complex financial matters. It holds a 5.00 rating based on customer reviews.

The firm takes a proactive approach to help clients develop strategies to address financial goals using efficient methods. Every client receives undivided attention from planning to execution to follow-up, with a focus on anticipating challenges to keep clients on track toward a purpose-driven future. The process begins with an initial visit to understand the client’s situation, family, goals, and feelings. Core values guiding the team include acting with honor and integrity, maintaining consistency and professionalism, embracing change, empowering each other, and maintaining a positive spirit.

The team is composed of shareholders, investment adviser representatives, and specialists with credentials such as CFP, AIF, CRPS, RICP, ChFC, and CLU. Members include Jay Anderson, Stacie Brass, Josh Budke, Mitch Cook, Scott Durscher, Anthony Gaiffe, Fernando Garcia, Megan Goetz, Ryan D. Hervey, Chastity Hemer, Hanna Lenius, Todd Manternach, Emily J. Misener, and Stephanie Saunders. They offer services for both businesses and individuals, including 401(k) education and enrollment, and provide insights through a blog and podcast.

The firm is known for its positive rating from the customers who have reviewed it, reflecting the trust placed in its advisory services.

Accel Wealth Management - Waverly brings its team’s collective expertise and personalized guidance to help Waverly residents navigate their financial futures with clarity and confidence.

The office sits on Oak Ridge Cir, about a quarter mile from 4th Street Southwest and 4th Avenue Southwest. It is also near 10th Avenue Southwest and Cedar River Parkway.

BizScoreAI gives Accel Wealth Management - Waverly a Technical score of 85 out of 100, which ensures the website is secure and readable for search engines. The firm also holds a Discoverability score of 75 out of 100, allowing AI crawlers to access every page so the business can be recommended by AI assistants.