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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 |
Shane Boyles is great at explaining what is happening with our money and offering suggestions. We would recommend him every time!
Wow. I generally don’t write reviews. This place deserves my effort to do so. We highly recommend Basepoint for service, “bedside manner,” kindness, and ingenuity. Bryan provides such incredible guidance and insight. I’ve told so many people about Basepoint and will continue to do so. Their customer service is some of the best I’ve experienced in why entire life anywhere.
I am a retired physician. As I neared retirement, I realized I needed some help with financial planning. I was currently with American Century, who offered free financial planning I took advantage of. When my planner moved to an independent service, I went with him. Then my father died and my financial issues became much more complex. I decided to try to find someone local. I interviewed three companies. Basepoint Wealth was the last I interviewed. I have some basic financial knowledge, but I really wanted someone who could ... read more
Basepoint has helped my family for a very long time. I trust and recommend their services.
Excellent wealth management group. Very client centered.
Frequently asked questions about Basepoint Wealth, LLC
How is Basepoint Wealth, LLC rated?
Basepoint Wealth, LLC has a 5 star rating with 108 reviews.
When is Basepoint Wealth, LLC open?
Basepoint Wealth, LLC is closed now. It will open tomorrow at 8:30 a.m.
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