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Basepoint Wealth, LLC
- Financial Services
- Cedar Rapids, IA
About this business
Location details
6105 Rockwell Dr NE, Cedar Rapids, IA, 52402, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Team Basepoint is awesome to work with! Knowledgeable on many fronts - foremost with us were taxes and investment strategies/recommendations. Trustworthy and up front, we’re glad we have Ron, KC, Amber and team helping us navigate our journey!
Basepoint Wealth Management has been great to deal with over the years (Kate & Shayne.) They have really helped me with my financial/retirement goals along with doing my taxes every year. I feel very comfortable and confident with them.
Basepoint has been so helpful in transitioning into retirement especially Bryan Knutson and Katie Ortiges(my niece) advising me you couldn’t ask for more personal attention with my retirement financial account and keeping me financially stable and enjoying my retirement.
Absolutely a horrible company to do your accounting and tax work. After they bought out the local Leger Plus in CR they did 2 years worth for me. I recently switched and found out they didn't even prepare my taxes correctly for my personal/small business. Now it's time for a costly amendment AND a extension because of their poor work. Run like hell if they are doing anything other than investments. Apparently they can do that according to the current reviews....
Basepoint has been helping me meet my financial objectives for 7 years. They do a great job of understanding my goals, and I appreciate that I can trust my portfolio is being invested in ways that align with my goals. This year I moved my tax preparation and consultation services to Basepoint as well. I highly recommend them!
Frequently asked questions about Basepoint Wealth, LLC
How is Basepoint Wealth, LLC rated?
Basepoint Wealth, LLC has a 4.8 star rating with 21 reviews.
When is Basepoint Wealth, LLC open?
Basepoint Wealth, LLC is open now. It will close at 5:00 p.m.
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