logo
logo
  • Our Story
    • Cedar Valley Wealth Advisors Story
    • Cedar Valley Tax & Accounting Story
  • Cedar Valley Wealth Advisors
    • Our Philosophy
    • Our Team
    • Financial Planning
    • Investment Strategy
    • Asset Management
    • Performance Review
    • 401K Rollover
    • Newsletter
  • Cedar Valley Tax & Accounting
    • Our Philosophy
    • Our Team
    • Our Services
    • News
  • Client Login
    • Dimensional
    • Fidelity
    • Money Guide
    • Morningstar
    • TD Ameritrade
    • Newport Group
    • MyPay Solutions
  • Cedar Valley Tax & Accounting
    • Our Philosophy
    • Our Team
    • Our Services
    • News
Contact Us

News

There are many scams that try to get your personal information which may be used for identity theft.  Please remember, the IRS will not contact you via email or telephone to request your personal information.  If the IRS needs to contact you, a letter will arrive in your mailbox.

 

When we have breaking news, tax updates or other information to share with our clients, we will immediately post that here.

  • CVWA
    319-266-6507
  • CVTA
    319-266-6406

411 Viking Road, Suite A | Cedar Falls, IA 50613 | Fax 319-266-6601 | invest@cedarvalleywealth.com

Fidelity Investments is an independent company, unaffiliated with The Heaton Hoppes Group, LLC dba Cedar Valley Wealth Advisors (Cedar Valley). Fidelity Investments is a service provider to Cedar Valley. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cedar Valley and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 683422.2.0

© 2023 Cedar Valley Wealth Advisors | Privacy Policy