Financial Planner X

Top Professionals

Found 3 professionals
Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®

Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®

No Reviews Yet

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

View Profile
Callahan Financial Planning | Lincoln Nebraska Financial Advisors

Callahan Financial Planning | Lincoln Nebraska Financial Advisors

No Reviews Yet

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

View Profile
R² Wealth Management Partners

R² Wealth Management Partners

No Reviews Yet

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

View Profile