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Davenport Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Davenport.


We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to municipalities, individuals, and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Julie Crouse, financial advisor and owner of Green Tree Retirement Planning, has been in the financial services industry since 1999 and has worked as an independent advisor for Waddell Reed and New England Financial. She also worked in the institutional municipal 457 market as a retirement plan specialist with ICMA-RC. Julie combines the lessons and opportunities from each of her prior employers to bring you strong customer service, intuitive listening, and compassionate guidance. In partnering with Ausdal Financial Partners, Green Tree Retirement Planning and Julie are able to bring a wealth of resources, products, services, and advisory direction to her clients and therefore sincerely helping them to traverse lifes challenges.

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