Top Professionals
Asset Strategies | 401K Management & Financial Advisors in Lincoln
Asset Strategies is a Nebraska-based financial advisory firm with offices in Omaha and Lincoln that helps clients “Start Thinking Possible” by offering personalized wealth-planning and investment services such as 401(k) rollovers, fee-based investing, Roth and traditional IRAs, mutual funds, educati...Read More
Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®
Bob Bennie Wealth Management is a Lincoln, NE–based financial planning and wealth management firm led by Bob Bennie, CFP®, MBA, that offers comprehensive services including retirement planning, investment management, estate planning, Social Security timing guidance, 401(k) resources and rollovers, c...Read More
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Callahan Financial Planning | Lincoln Nebraska Financial Advisors
Callahan Financial Planning is an independent, fee-only fiduciary financial advisory firm that serves individuals and institutions by helping clients define goals and create tailored plans for retirement, estate and legacy planning, concentrated stock management, business transitions, and other life...Read More
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Flagstone Financial Management
Flagstone Financial Management is a fee-only, SEC-registered investment advisory firm based in Lincoln, NE that provides comprehensive financial planning and investment management through its Pathway Planning approach, focusing on helping high-net-worth individuals, high-earning professionals, and c...Read More
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FP Wealth Management, Inc.
FP Wealth Management (Financial Perspectives) is a full-service wealth management firm that provides holistic financial planning and investment advisory services—including retirement planning, estate planning, tax and insurance guidance, and wealth reporting—designed to help clients achieve long-ter...Read More
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Grossman Financial Planning: Lee Grossman - CLU, CFP
Grossman Financial Planning is a relationship-oriented financial advisory firm led by Lee Grossman, CLU, CFP®, that focuses on helping pre-retirees and retirees preserve principal and build confident retirement plans through comprehensive, personalized financial planning and education; the company o...Read More
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JS Financial, Inc.
JS Financial is a Lincoln, NE wealth management firm focused on managing risk to grow and protect client assets by emphasizing asset protection, tax-advantaged strategies, guaranteed income solutions, and market-mitigation approaches; the company offers multidisciplinary financial planning services ...Read More
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R² Wealth Management Partners
R² Wealth Management Partners is a Lincoln, NE–based financial advisory firm that provides personalized financial planning and wealth management services focused on retirement planning, estate planning, insurance, investment strategies, and wealth preservation; R² Wealth Management Partners offers e...Read More
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Renaissance Financial
Renaissance Financial is a relationship-based fiduciary financial firm that helps clients renew financial confidence through creative personal and business planning. Renaissance Financial provides tailored advisory and wealth-management services for individuals and businesses—including financial pla...Read More
Shunkwiler Financial
Shunkwiler Financial is a Lincoln- and Omaha-based investment advisory practice focused on helping clients plan and secure retirement through comprehensive wealth-management strategies, retirement income planning, tax and investment guidance, annuity and insurance solutions, high-net-worth services,...Read More