Arnold and Mote Wealth Management

1.0 (1 review)

Financial Advising

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By appointment only

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Cindy E.

17 days ago

Very gracious and kind until I moved some of my account, then became angry and very unprofessional. I cannot recommend this business. Let's see how long this review stays visible. read more

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More info about Arnold and Mote Wealth Management

1202 Dina Ct
Hiawatha, IA 52233
Directions
(319) 393-4020
Call Now
Visit Website
https://arnoldmotewealthmanagement.com

Services

Is Arnold and Mote Wealth Management by appointment only?

Yes, Arnold and Mote Wealth Management is by appointment only.

From the Business

Specialties

Arnold & Mote Wealth Management is a flat fee, fiduciary financial planning firm serving individuals and families in Cedar Rapids and surrounding areas. We are financial advisors in Cedar Rapids, Iowa helping local individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas achieve their unique financial goals. We also work virtually with clients across the country, with clients in more than a dozen states. We provide holistic financial planning and wealth management services that cover much more than investments and retirement. From college funding and taxes, to insurance and employee benefits, we believe in comprehensive financial planning. See our services page for a list of all services, our fees, and examples of work.

History

Established in 2001.

We are a fee-only financial planning firm. Both advisors are CFP(R) professionals.

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Ben Struik

3.0

(2 reviews)

Very helpful with folks moving to his area! My carriers weren't available in Iowa, Ben helped to…read moremake the transition seamless!

My 80 y/o father has been a long time customer with this agent. We recently had to relocate him…read moreout of Cedar Rapids and I have been attempting to assist him with his insurance and financial needs. Two annoying issues. Whenever I call and ask to speak with the agent, I get transferred to someone else in the office with the same " how can I help you". I then have to repeat, I would like to speak with his agent. Why can't they just transfer me to the agent? 2nd issue, this agent has been taking my fathers money for many years. But now I rarely get a timely call back when I leave a message. There are so many options when it comes to insurance and financial services, you would think they would be more professional and timely with their customers/potential customers.

Flying Eagle Financial

2.0

(4 reviews)

I received an invitation to attend a presentation and a meal for the dates of 11/11/24 or 11/12/24…read morewith the noontime mail on the 12th! This left little or NO time to reply in order to realisticly consider the offer. I would not trust a company that feels that this is a reasonable way to attract customers with myretirement future. 'Nothing to see here, move along'. I would suggest looking elsewhere for your retirement planning needs. Retirement planning is too important to settle for a company that doesn't take potential customers seriously.

All I can do is comment on the office staff as we just made an appointment. They were nice and…read morefriendly to me. I called with the dates I could come and they worked with me. Even sent me a texted message with locator and date and time.

Heartland Credit Restoration

1.0

(1 review)

This was the worst experience you could possibly have, your pressured into signing up. They…read moreliterally made no change in my credit and then they tried to blame me cause I used my credit card one time. What a joke they did nothing but take my money. It's a complete scam, people who have been there locally, describe the office as a joke. Please read other reviews, save your money the owner Andrew is a con artist, I wish I would have read reviews first.

Metco Credit Union

3.8

(4 reviews)

I have been working with Metco Credit Union for over 20 years. I was referred to them by a family…read moremember because of their customer service. Every time I walk in the doors I am greeted by all the staff. They know my name and go out of their way to make me feel welcome. The service is so personalized whether you're getting a loan or just making deposits. Definitely check it out!

Better hours than of the other Credit Unions I've had experience with. Always remember me when I…read morewalk in, and I don't go there that often. Service with a smile. Granted I don't do much with them, just one simple account, that I don't use much, but I really like dealing with them.

Arnold and Mote Wealth Management - financialadvising - Updated August 2026

Jim Humphreys office has always been so helpful explaining the offers they have and answering…read morequestions I have as well as informing me of ways to get more out of my insurance. Very patience and friendly, not a pushy insurance office at all.

They have been very helpful with and questions I have had about my insurance. Annually, they meet…read morewith you to look over your policy.

Michelle Havener - State Farm Insurance Agent

5.0

(1 review)

If you're moving into the area or just looking for a new agency for any reason, this is a great…read moreplace to look. The people are very friendly, always treating me fairly, like we've been friend for ever. I can't imagine going anywhere else. Thank you Michelle and your team of professionals.

Heath Kilpatrick - State Farm Insurance Agent

5.0

(1 review)

Unfortunately, I had a merge sign hit me while on 380 Northbound. I just wanted to let you know how…read morekind and helpful the young lady at the front desk was. She did an excellent job assisting me and providing top notch services. She made a tough situation a lot easier. Please know that she is an excellent representation of your office and agency. I greatly appreciated the wonderful service. Thank you!

Arnold and Mote Wealth Management

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