Best Financial Advisors in Douglas County, NE

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Douglas County, NE Fiduciary Financial Advisors

Carlson Financial
SEC File# 801-113595
CRD# 295907
Location 1908 N 203rd St, Elkhorn, NE 68022, USA
Phone (402) 502-3430
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Parker Financial Associates
5 out of 5
Location 1315 N 205th St, Elkhorn, NE 68022, USA
Phone (531) 999-1732
Callahan Financial Planning | Omaha Financial Advisors
5 out of 5
Location 3157 Farnam St Ste 7111, Omaha, NE 68131, USA
Phone (402) 341-2000
Joseph Gasnick - Financial Advisor, Ameriprise Financial Services, LLC
Location 11819 Miracle Hills Dr STE 101, Omaha, NE 68154, USA
Phone (402) 491-3400
Larry Foxworthy - Financial Advisor, Ameriprise Financial Services, LLC
Location 11819 Miracle Hills Dr STE 101, Omaha, NE 68154, USA
Phone (402) 491-3400
Financial Advisors in Douglas County, NE

Where Certified Financial Advisors in Douglas County, NE Serve

Douglas County is a county located in the state of Nebraska. The county is home to the city of Omaha, which is the largest city in Nebraska. Douglas County also contains several other large cities, including Bellevue and La Vista. The top employers in Douglas County are Omaha Public Schools, the University of Nebraska Medical Center, and Berkshire Hathaway. Other major employers include Union Pacific Railroad, Creighton University, and Mutual of Omaha. Major highways in Douglas County include Interstate 80 and U.S. Route 6. Major streets in Omaha include Dodge Street and Farnam Street. Douglas County is divided into several neighborhoods, including the North End, Downtown Omaha, Midtown Omaha, South Omaha, and West Omaha.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Douglas County, NE residents have a variety of banking services to choose from. Each bank offers different products and services, so it is important for residents to research what each bank has to offer before making a decision. Some banks offer products such as checking accounts, savings accounts, certificates of deposit (CDs), and money market accounts. They may also offer loans, such as personal loans, home mortgages, and car loans. In addition, some banks provide online banking and bill pay services which allow customers to conduct their banking transactions online.

Insurance Broker

Residents of Douglas County, NE can rely on insurance brokers to help them find the best coverage for their needs. Brokers have access to a variety of policies from a number of different providers, and they can help residents compare rates and choose the right plan. They can also help residents file claims and get the most out of their coverage.

Retirement Planning

As people live longer, retirement planning has become increasingly important. Financial advisors can help Douglas County, NE residents create a plan that will allow them to retire with the income they need. Advisors can also help residents save for retirement and invest their money in a way that will provide growth potential without too much risk.

Wealth Management

Douglas County, NE residents have a new option for wealth management with the opening of the Wealth Management Center. The center offers a variety of services to help individuals and families grow their wealth. Services include investment planning, retirement planning, and estate planning. The Wealth Management Center is located in downtown Douglas County at 123 Main Street. It is open from 9:00am to 5:00pm Monday through Friday.

Estate Planning Lawyer

Estate planning lawyers in Douglas County, NE can help residents create wills and trusts that will ensure their assets are distributed according to their wishes after they die. They can also help residents set up guardianship arrangements for their children in the event that both parents die simultaneously. And if someone becomes incapacitated, an estate planning lawyer can help them get the medical care and support they need.

Mortgage Loan Officer

Mortgage loan officers in Douglas County, NE can help residents by providing them with the best possible home loans. By working with a variety of lenders, mortgage loan officers can find the perfect loan for each individual and family. In addition, mortgage loan officers can also provide advice on choosing the right home, preparing for a down payment, and other aspects of buying a home.

Tax Services

Douglas County, NE residents can benefit from the help of tax accountants in order to make sure they are getting the best return on their investment. Tax accountants can help residents understand what deductions they are eligible for and how to claim them. In addition, tax accountants can help residents plan for future years by estimating their taxes and helping them set aside money each year to cover those taxes.


FAQs About Personal Financial Advisors in Douglas County, NE