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Financial Institutions & Services
ALLIANT CREDIT UNION 1200 Associates Drive, Suite 102 | Dubuque, IA 52002-4848 | 563.585.3737 ALLIED MORTGAGE 3343 Center Grove Drive, Suite E | Dubuque, IA 52003 | 563.583.5570 AMERIPRISE FINANCIAL SERVICES - MIKE FLEEGE, CFP, CRPC 2728 Asbury Rd. Suite 160 | Dubuque, IA 52001 | 563.690.0727 Registered Certified Financial Planner, Investments, Estate Planning and Protection Insurance. BARTON WEALTH MANAGEMENT, LLC 4991 Radford Court | Dubuque, IA 52002 | 563.556.1000 BELSTAR GROUP 375 Bluff Street | Dubuque, IA 52001 | 563.580.2688 A one stop shop for intelligent website development, programming and hosting as well as annuities, retirement planning, life and disability insurance and real estate investments. DUPACO COMMUNITY CREDIT UNION P.O.Box 179 3299 Hillcrest Road | Dubuque, IA 52004-0179 | 563.557.1700 x 2251 Dupaco is a full-service financial cooperative serving tri-state area residents. DUTRAC COMMUNITY CREDIT UNION P.O.Box 3250 3465 Asbury Road | Dubuque, IA 52004-3250 | 563.582.1331 DuTrac Community Credit Union, headquartered in Dubuque, Iowa is a full-service community credit union owned by and serving 39 thousand members. DuTrac has $465 million in assets, serving 14 counties in the Tri-State region with 10 office locations. EAST DUBUQUE SAVINGS BANK 3999 Pennsylvania Avenue | Dubuque, IA 52002 | 563.588.9820 Locally owned with two locations in Dubuque, Iowa and one in East Dubuque, Illinois. EDWARD JONES - CHERI BIERMANN 3430 Dodge Street, Suite 23 | Dubuque, IA 52003 | 563.587.0172 EDWARD JONES - JOHN GREENWOOD 555 JFK Rd. Ste 478 | Dubuque, IA 52002 | 563.557.3874 FARM BUREAU FINANCIAL SERVICES-GERY KREMER 2333 John F. Kennedy Road | Dubuque, IA 52002 | 563.583.7309 FIDELITY BANK & TRUST 4250 Asbury Road | Dubuque, IA 52002 | 563.875.7157 Whether it's checking, savings, home loans or business financial needs - when you're here - you're home. FIRST NATIONAL BANK OF PLATTEVILLE 10 Keystone Parkway | Platteville, WI 53818.3884 | 608.348.7777 An independent, community bank, providing financial solutions to the personal, business and agricultural customers of the Tri-States with one-on-one personal service and the latest in electronic banking. HONKAMP KRUEGER FINANCIAL SERVICES 2355 John F. Kennedy Road | Dubuque, IA 52002 | 563.582.2855 Investment management, portfolio review and design, brokerage and insurance services, individual and business retirement plans. JAMIE MCDONALD, CFP - BERNARDI INVESTMENT SERVICES 196 Bluff Street | Dubuque, IA 52001 | 563.587.0333 Jamie McDonald, CFP is a full service financial consultant offering retirement plans, college savings plans and other investment advice for individuals, families and small businesses. JET BUSINESS SOLUTIONS 99 South Booth Street | Dubuque, IA 52001 | 563.690.2444 KLOSTERMAN, ROGER P.C. CPA 3255 Foothill Court | Dubuque, IA 52001 | 563.556.3730 Not your ordinary accountants. Focus on relationships and service! Specialties include: public accounting/taxation, business bookkeeping and payroll services, clergy taxation, and college planning. Certified Quickbooks Pro-Advisor on-site. KNAPP AND PURDY, CPA'S 5025 Wolff Road, Suite 102 | Dubuque, IA 52002 | 563.583.9660 Monthly financial statement and payroll preparation, personal and corporate tax preparation and financial planning. LIBERTY BANK 2045 Holiday Drive | Dubuque, IA 52002 | 563.583.3495 Full service financial institution with three locations; 2201 Jackson, 2045 Holliday Dr., Dubuque, Iowa and 261 Sinsinawa Ave. East Dubuque, Illinois. MOUND CITY BANK 25 E. Pine Street | Platteville, WI 53818 | 608.348.2685 Proud to be here for you offering services and solutions to meet your business and personal fninacial needs. NEW YORK LIFE/EAGLE STRATEGIES 890 Main Street | Dubuque, IA 52001 | 563.580.4043 Specialize in business success planning, estate planning, life insurance, lifetime income, investment annuities, long term care and mutual funds. With our company's top industry ratings and team of professionals we will guide you through the process of creating an insurance and financial blueprint to help provide you with financial security. (Offering financial planning through Eagle Strategies LLC) NORTHWESTERN MUTUAL 989 Langworthy Street, Suite 102 | Dubuque, IA 52001 | 563.585.0536 Products and services for the personal, business, estate and pension markets include permanent and term life insurance, disibility income insurance, long term care, insurance, annities, trust services and mutual funds. PAYDAY PARTNERS 3305 Asbury Road | Dubuque, IA 52002 | 563.584.1721 PREMIER BANK 2625 Northwest Arterial Drive | Dubuque, IA 52004-0420 | 563.588.1000 Organized in 1998, Premier Bank is the first bank to be organized in Dubuque in the last 65 years. Owned by your friend and neighbors, Premier Bank is organized to service the financial needs of the tri-state area. SCOTT GOINS INSURANCE - STATE FARM 3100 Cedar Crest Ridge, Suite 2 | Dubuque, IA 52003 | 563.583.4313 Walk in, mail in, call in, or click in. Contact us for a free quote today. For personal service and competitive rates more drivers in Dubuque trust State Farm than anyone else. STATE CENTRAL BANK 1805 John F. Kennedy Road | Dubuque, IA 52002 | 563.583.3646 Full service bank serving the needs of business owners and residents of the Tri-State area. Stop by today to meet our friendly, experienced staff. Community Bank - Large enough to serve you, small enough to know you!!! STATE FARM INSURANCE - DENNIS BAUMHOVER 2615 Dodge Street | Dubuque, IA 52003 | 563.582.1856 Insurance and financial services. STATE FARM INSURANCE - JOE BUCHEIT 1900 John F Kennedy Road, Suite 3 | Dubuque, IA 52002 | 563.588.1491 Providing insurance and financial services for both individuals and businesses STATE FARM INSURANCE - NANCY WALLACE 4867 Asbury Road, Suite 4 | Dubuque, IA 52002-0410 | 563.582.6942 We provide insurance and financial services, including business, health and life insurance and annuities. Along with auto and homeowner's insurance and banking services such as mortgages, home equity, auto and boat loans, savings and checking accounts and credit cards. STATE FARM INSURANCE - RACHEL FITZPATRICK 3030 Asbury Road | Dubuque, IA 52001 | 563.583.8301 Our mission is to build a personal relationship with our clients and provide them with the best care and service possible. THRIVENT FINANCIAL FOR LUTHERANS 503 South 4th Street | Maquoketa, IA 52060 | 563.357.8023 TRANSFIRST LLC 880 Kelly Lane | Dubuque, IA 52003 | 563.580.8688 TransFirst is a large merchant processor that handles $38 billion dollars annually of major bank/credit cards transactions and payments for more than 200,000 merchants throughout the United States. We have partnered with Heartland Financial USA and include Dubuque Bank & Trust, Galena State Bank and Riverside Community Bank. TRICOR INSURANCE P.O. Box 1810 500 Iowa Street | Dubuque, IA 52004-1810 | 563.556.5441 Providing the following services: business insurance including group medical, financial services including retirement plans and safety consulting service. Home loans. U.S. BANK 270 West 7th Street | Dubuque, IA 52001 | 563.582.3655 U.S. Bank offers a wide array of financial products for both your personal and business needs, all backed by best-in-class customer service that you deserve. UNITED FIRST FINANCIAL 411 9th Avenue South East | Dyersville, IA 52040 | 319.310.8611
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