Business Directory

Hundreds of area businesses are members of the Oskaloosa Area Chamber & Development Group. Find them by keyword, category, or browse by letter in our interactive directory.

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Financial Services

Subcategories

Ameriprise Financial - Ken Seemann
Ken Semann
310 North 1st St.
Oskaloosa, IA 52577 (Map)
(641) 673-3545
Fax: (641) 676-1030
kseem_54@hotmail.com
Ameriprise Financial Services offers financial planning, investments, retirement, tax management, estate planning, wealth presevation, charitable giving, cash flow management, education funding, family security, and small business.

Bank Iowa
James Feudner
1710 3rd Ave. East
P.O. Box 1130
Oskaloosa, IA 52577 (Map)
(641) 673-7400
Fax: (641) 673-5545
jfeudner@bankiowabanks.com
Bank Iowa offers finance, checking, savings, CD, Money Market, loans, ATM, mortgage, and other accounts.

Boyle & Henderson, P.C.
Kathy Boyle
133 NorthMarket,
Oskaloosa, IA 52577 (Map)
(641) 673-4571
Fax: (641) 673-0591
taxeskb@yahoo.com
Boyle & Henderson provides taxes, bookkeeping, and financial planning.

Community 1st Credit Union
Mary Kay Van Gorp
1311 A Ave. W
Oskaloosa, IA 52577-0327 (Map)
(641) 673-7243
marykayv2@c1stcreditunion.com

Credit Bureau Services of Iowa
Leonard Grimes
1036 S. 7th St.
Oskaloosa, IA 52577 (Map)
(641) 673-9427
The Credit Bureau offers counseling, consolodation services, and debt management.

Edward Jones - Amber Coffey
Amber Coffey
217 1st Ave East
Oskaloosa, IA 52577 (Map)
(888) 255-1915
amber.coffey@edwardjones.com
Financial Advisor Amber Coffey was born and raised in Oskaloosa. She graduated from William Penn University with a Business Management degree in 2010 and then began her career in the financial services industry at Wells Fargo. Amber made her way back to Edward Jones in Oskaloosa in 2014. Amber offers many services and investments that can help you plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses. She can provide personalized service and investment strategies that have proven themselves over the long-term. Her personal commitment is to build strong client relationships by consistently delivering an ideal client experience.

Edward Jones - Norris
Austin Norris
1205 A Avenue E
Oskaloosa, IA 52577 (Map)
(866) 445-1348

Edward Jones - Wilson
Dillon Wilson
209 Cornerstone Dr. Suite 209G
Oskaloosa, IA 52577 (Map)
(855) 436-5300
Dillon.Wilson@edwardjones.com
We help serious long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. - Retirement Planning (Preparing for and living in) - Estate considerations - Paying for education

Edward Jones -Main
Jen Main
111 High Ave.East
Oskaloosa, IA 52577 (Map)
(641) 673-7930

Edward Jones-Coffey
Amber Coffey
217 1st Ave. East
Oskaloosa, IA 52577 (Map)
(641) 673-8691
Fax: (641) 673-8692
Some services offered by Edward Jones: Annuities, Retirement Plans, Cash Management Services, College Saving Programs, Fixed-income Investments, Business Retirement Plans, Custodial Accounts, Dollar Cost Averaging, Mutual Funds, and Credit Cards.

H&R Block
James Bruxvoort
109 High Ave. E
Oskaloosa, IA 52577 (Map)
(641) 673-8588
Fax: (641) 673-4522
brux@iowatelecom.net
H & R Block offers tax services, payroll, and bookkeeping.

Hunt & Associates PC
DouglasHunt
1201 High AveW
Oskaloosa, IA 52577 (Map)
(641) 672-2541
Fax: (641) 672-2461
Hunt@pcsia.com
They offer accounting, taxes, bookkeeping, service, tax planning and preparation, financial consulting, business consulting, auditing financial statements, and payroll services.

Kelli Steil - State Farm Agent
Kelli Steil
309 High Ave. East
Oskaloosa, IA 52577 (Map)
(641) 673-0088
kelli.steil.rzxn@statefarm.com
They offer insurance and financial services.

Leighton State Bank
Adam Rohloff
P.O. Box 146
Leighton, IA 50143
(641) 626-3721
They offer financial services, checking, savings, and loans.

Mahaska County Farm Bureau Federation
Bob Denner
214 N G St.
Oskaloosa, IA 52577 (Map)
(641) 673-3478
Fax: (641) 673-4319
They offer insurance (life, health, auto), financial services, and a Wellmark Blue Cross & Blue Shield agent.

MidWestOne Bank
Steve Hicks, Sandy Bailey
124 South First St.
P.O. Box 90
Oskaloosa, IA 52577 (Map)
(641) 673-8303
Fax: (641) 673-7836
sbailey@midwestone.com
They offer financial services, loans, checking accounts, savings accounts, certifictes of deposits, IRA's, safe deposit boxes, financial planning, insurance, and investments.

Moore, Eugene R., CPA
Eugene R.Moore
1701 3RD Ave. East, Suite7
Oskaloosa, IA 52577 (Map)
(641) 673-6964
Fax: (641) 673-6551
They provide certified public accountant services.

Raymond James Financial Services, Inc / Fitzpatrick Financial Services, Inc.
Brian Fitzpatrick
1412 A Ave W Suite C
Oskaloosa, IA 52577 (Map)
(641) 676-4701
brian.fitzpatrick@raymondjames.com
With more than 34 years of experience in finance, Brian Fitzpatrick advises clients on a broad range of investment planning strategies for individuals, families and small businesses. Whether you need education on retirement, protection for your wealth with insurance solutions, , or assistance with transferring your brokerage account, he will put you - and your needs - first. Fitzpatrick Financial Services, Inc. is not a registered broker/dealer and is an independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial services Advisors, Inc.

Rielly Insurance/Financial
Tom Reilly
113 N. Market St.
Oskaloosa, IA 52577 (Map)
(641) 673-0359
They deal with insurance, insurance claims, finance, and money.

Robert Auld Investments
Bob Auld
124 A Ave. E
Oskaloosa, IA 52577 (Map)
(641) 673-9448
They provide financial advice and services.

State Bank of Bussey
Ed Sullivan
209 Cornerstone Dr.
P.O. Box 350
Oskaloosa, IA 52577 (Map)
(641) 672-9863
Fax: (641) 672-9867
esullivan@SBBussey.com
The State Bank of Bussey also has an office at 4th and Merrill St., Bussey, IA 50044; phone, (641) 944-5314.

TD&T CPA's and Advisors
Joshua K. Buckingham
317 High Ave.East
Oskaloosa, IA 52577 (Map)
(641) 672-2523
They offer tax, accounting, audit and financial services.

TruBank
Keith Welling
302 S. Market St.
P.O. Box 420
Oskaloosa, IA 52577 (Map)
(641) 673-8405
Fax: (641) 673-4143
They can help with all of your banking needs.

US Bank
Patricia Deur
102 S Main St
P.O. Box 500
New Sharon, IA 50207 (Map)
(641) 637-4196
Fax: (641) 637-4312
Full-service bank offering banking services, investments, commercial, agricultural and personal loans.

Wells Fargo Home Mortgage
Amanda Nelson
712 Washington
Pella, IA 52577 (Map)
(866) 526-3898
amanda.m.nelson@wellsfargo.com
Wells Fargo Home Mortgage offers very competitive products and programs to meet each customer's specific Home Financing needs. We offer special financing options for renovation, relocation and construction. Wells Fargo Home Mortgage is an approved lender with the Iowa Financing Authority (IFA), and also holds the Union Plus Mortgage Program contract offering benefits to union members and their families. In addition to Home Financing, the Wells Fargo Business Real Estate Financing Program also us to assist with the financing of commercial and multi-family properties.

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