Accel Wealth Management – Waverly

Accel Wealth Management - Waverly is a financial planner in Waverly, Iowa. The firm provides personalized financial services and wealth management to families, individuals, and businesses across Iowa, with experience spanning retirement planning and tax strategies. Its advisors work with business owners, retirees, employees, young adults, and parents, and the Waverly office is part of a group that also maintains offices in Cedar Falls, Cedar Rapids, and West Des Moines. The firm holds a rating of 5.00.

The team's approach centers on the idea that no single strategy fits everyone, so each client receives individual attention from planning through execution and follow-up. Advisors take a proactive approach to building strategies that address financial goals using efficient methods, and they aim to anticipate challenges as they arise to keep clients on track toward a purpose-driven financial future. The firm's stated core values include acting with honor and integrity, consistency, embracing change, empowerment, and humor. The process begins with a first visit focused on getting to know the client, their family, their goals, and their dreams, along with their needs and concerns.

The team includes credentialed professionals such as Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, and Retirement Income Certified Professional designees, along with registered representatives, investment adviser representatives, account managers, and operations staff. Services include insurance guidance covering life insurance, disability insurance, and long-term care insurance, with life insurance options spanning term, whole, and universal policies. The firm also produces a blog and a podcast offering financial insights and conversations.

The Waverly office sits on Oak Ridge Circle, about 0.2 miles from 4th Street Southwest and 4th Avenue Southwest, roughly 0.4 miles from the KWAY-AM and KWAY-FM broadcast towers, and about 0.6 miles from Cedar River Parkway. Office hours are Monday through Friday, 8:00 AM to 4:30 PM, with weekend appointments available.

The firm's 5.00 rating reflects the positive feedback of the customers who have reviewed it, and its advisors bring a team-based approach to retirement planning, tax strategy, and insurance coverage for clients throughout the Waverly area.