WealthStone FinancialFinancial advisor in Cedar Rapids, IA

Also ranked: #8 of 15 wealth managers in Cedar Rapids

WealthStone Financial is a financial advisor at 4217 1st Ave SE, Cedar Rapids, IA 52402, ranked #26 of 66 financial advisors in Cedar Rapids and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cedar Rapids, IAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (319) 365-7637 Website ↗

Key facts

Key facts about WealthStone Financial
Address	4217 1st Ave SE, Cedar Rapids, IA 52402Get directions
Phone	(319) 365-7637
Website	wealthstonefinancial.com
Hours	Monday to Friday: 8:30 AM – 5 PM
Google rating	5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Cedar Rapids and 3 towns within 25 miles: Marion, North Liberty and Coralville.

Based in Cedar Rapids, IAView on map

Opening hours

Opening hours for WealthStone Financial
Day	Hours
Monday	8:30 AM – 5 PM
Tuesday	8:30 AM – 5 PM
Wednesday	8:30 AM – 5 PM
Thursday	8:30 AM – 5 PM
Friday	8:30 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about WealthStone Financial

How is WealthStone Financial ranked in Cedar Rapids?

WealthStone Financial is ranked #26 of 66 financial advisors in Cedar Rapids by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WealthStone Financial’s hours?

WealthStone Financial is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthStone Financial serve?

Serves Cedar Rapids and 3 towns within 25 miles: Marion, North Liberty and Coralville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WealthStone Financial?

WealthStone Financial has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WealthStone Financial?

Call WealthStone Financial on (319) 365-7637. The business is at 4217 1st Ave SE, Cedar Rapids, IA 52402. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WealthStone Financial compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
WealthStone Financial (this business)	—	68	5.0 (4)	No	No
Area Payee Services	#24	68	3.2 (38)	No	No	4.6 mi
Edward Jones - Financial Advisor: Tom Neff, AAMS®	#27	68	5.0 (4)	No	No	1.9 mi

See all 66 ranked financial advisors in Cedar Rapids