Best Financial Advisors in Cass County, NE

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List of Firms

Cass County, NE Fiduciary Financial Advisors

Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 11507 S 42nd St Suite 108, Bellevue, NE 68123, USA
Edward Jones - Financial Advisor
Location 2012 Cornhusker Rd #700, Bellevue, NE 68123, USA
Phone (402) 292-8388
Miller Financial Group, Inc.
Location 2111 S 67th St Suite 300, Omaha, NE 68106, USA
Phone (402) 991-9020
Edward Jones - Financial Advisor: Michael A Schuldt, CFP®
SEC File# 801-3297
CRD# 250
Location 341 Main St, Plattsmouth, NE 68048, USA
Phone (402) 296-6025
Edward Jones - Financial Advisor: Jeffrey W Hitt
Location 3906 Raynor Pkwy Ste 103, Bellevue, NE 68123, USA
Phone (402) 359-1829
Edward Jones - Financial Advisor: Brian P Overton
SEC File# 801-3297
CRD# 250

5 out of 5

Location 11844 Standing Stone Dr Suite 300, Gretna, NE 68028, USA
Phone (402) 215-0200
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About Cass County, NE

Cass County is a county located in the state of Nebraska. It has a population of around 42,000 people and is the tenth-largest county in the state. Some of the major landmarks in Cass County include the Omaha Zoo, Mahoney State Park, and Platte River State Park. The top employers in Cass County are Mutual of Omaha, Berkshire Hathaway, and Union Pacific Railroad. The major highways and streets in Cass County are I-80 and US Highway 6. The neighborhoods in Cass County include Carter Lake, La Vista, Bellevue, Papillion, and Ralston.

Where Certified Financial Advisors in Cass County, NE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Cass County, NE residents have a variety of banking services to choose from. All the major banks have branches in the county, and most of them offer online and mobile banking services that let you do your banking anywhere, anytime. Plus, all the banks offer a full range of products and services, including checking and savings accounts, loans, mortgages, and investment advice.

Insurance Broker

Cass County, NE residents can benefit from the help of insurance brokers who can provide advice and assistance in choosing the right insurance policies. Insurance brokers are licensed professionals who are trained to help people find the best insurance coverage for their needs. They can also offer advice on how to reduce premiums and make sure that policyholders are getting the best possible value for their money.

Retirement Planning

Cass County, NE residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents assess their current financial situation and identify any areas of concern. Advisors can also provide guidance on how much money residents will need to save in order to retire comfortably. In addition, advisors can offer tips on how to reduce expenses and make the most of retirement savings accounts.

Wealth Management

Cass County, NE residents can benefit greatly from wealth management services. By working with a qualified wealth manager, residents can create a plan that will help them save money, make wise investments, and protect their assets. Wealth managers can also help residents pay off debt and taxes, and plan for retirement.

Estate Planning Lawyer

Estate planning lawyers can help Cass County, NE residents protect their assets and plan for the future. By creating wills, trusts, and other legal documents, estate planners can help ensure that your wishes are carried out after you die. They can also help you avoid probate and minimize estate taxes. If you live in or near Cass County, NE, it is important to find an estate planner who understands the local laws and customs.

Mortgage Loan Officer

Mortgage loan officers in Cass County, NE can help residents by providing them with the best mortgage options available. By working with a variety of lenders, mortgage loan officers can find the right loan for each individual and family. In addition, they can also provide advice on refinancing and home equity loans.

Tax Services

Residents of Cass County, NE, can benefit from the help of a tax accountant to ensure they are getting the best return on their taxes. Tax accountants can help residents understand the new tax code and how it will affect their individual situation. They can also offer advice on ways to reduce taxable income and maximize deductions. In addition, tax accountants can help residents file their returns accurately and on time.


FAQs About Personal Financial Advisors in Cass County, NE