Best Financial Advisors in La Vista, NE

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List of Firms

La Vista, NE Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Jeff Bernadt
5 out of 5
Location 9809 Giles Rd, La Vista, NE 68128, USA
Phone (402) 331-9800
Directions
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Steve Casto - Educator, Author, Speaker, Tax & Income Specialist
5 out of 5
Location 4611 S 96th St Ste 140, Omaha, NE 68127, USA
Phone (402) 333-8751
Directions
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Edward Jones - Financial Advisor: Aaron Becker
Location 5310 S 84th St Suite 300, Omaha, NE 68127, USA
Phone (402) 502-4848
Directions
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TAG Financial Solutions
5 out of 5
Location 8108 S 68th Ave Ct, La Vista, NE 68128, USA
Phone (402) 672-3781
Directions
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Kathol P.C. CPAs & Advisors
Location 9826 Giles Rd Ste B, La Vista, NE 68128, USA
Phone (402) 390-0250
Directions
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Edward Jones - Financial Advisor: Kyle R Longenecker
Location 607 Pinnacle Dr Suite B, Papillion, NE 68046, USA
Phone (402) 331-0346
Directions
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Edward Jones - Financial Advisor: Ward Doering, AAMS™
5 out of 5
Location 4868 S 96th St, Omaha, NE 68127, USA
Phone (402) 331-8840
Directions
Financial Advisors in La Vista, NE

Where Certified Financial Advisors in La Vista, NE Serve

La Vista, NE is a bustling city in Sarpy County, Nebraska with a plethora of landmarks, top employers, major highways and streets, and distinctive neighborhoods. The city is home to the renowned La Vista Conference Center, a state-of-the-art facility that hosts a wide range of events and conferences. Additionally, the city boasts the beautiful La Vista Falls Golf Course, a popular destination for avid golfers. La Vista is also home to a number of top employers, including PayPal, Yahoo!, and Cabela's, which provide a diverse range of employment opportunities for residents. Major highways and streets, such as Interstate 80, Giles Road, and Harrison Street, run through the city, making it easily accessible for commuters. La Vista is divided into several neighborhoods, each with its own unique charm and character. The popular neighborhoods of La Vista include the quiet and family-friendly Park View Heights, the bustling and vibrant Southridge, and the upscale and luxurious Cimarron Woods.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of La Vista, NE can benefit greatly from the expertise of a financial advisor. With a population of over 17,000 people, many individuals and families in the area may face financial challenges such as debt, retirement planning, or saving for college. A financial advisor can provide personalized guidance and solutions to help residents navigate these challenges. Additionally, La Vista is located in Sarpy County, which has a higher median household income than the state average. This means that residents may have more complex financial situations, such as managing investments or planning for estate and inheritance taxes. A financial advisor can offer valuable insights and strategies to help residents achieve their financial goals and ensure their long-term financial security.

Insurance Broker

Residents of La Vista, NE can benefit greatly from the services of an insurance broker. With the city's growing population and diverse community, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs. For example, La Vista is known for its high number of small businesses, and an insurance broker can assist these entrepreneurs in finding the right insurance policies to protect their assets and employees. Additionally, with severe weather events such as tornadoes and hailstorms being common in the area, an insurance broker can help residents understand their options for home and auto insurance coverage. Overall, an insurance broker can provide invaluable guidance and support to residents of La Vista, NE in protecting themselves and their families from unexpected events.

Retirement Planning

Residents of La Vista, NE could benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized plan for each individual's retirement goals. This could include strategies for saving and investing, as well as identifying potential sources of income during retirement. Additionally, a retirement planner could assist with navigating the complexities of Social Security and Medicare. In La Vista, NE specifically, a retirement planner could also help residents take advantage of the state's tax-friendly retirement benefits, such as the Nebraska Homestead Exemption. With the help of a retirement planner, residents of La Vista, NE can feel confident and secure in their retirement plans.

Wealth Management

Residents of La Vista, NE can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice and portfolio management. La Vista, NE is a growing city with a diverse population, and a wealth manager can help residents navigate the complex financial landscape and make informed decisions about their investments. Additionally, a wealth manager can assist with retirement planning, tax strategies, and estate planning, all of which are important considerations for anyone looking to build and preserve wealth. With their expertise and guidance, a wealth manager can help residents of La Vista, NE achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of La Vista, NE can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or seasoned real estate investors. In a city like La Vista, where the median home value is $201,600, a mortgage loan officer can provide invaluable guidance on navigating the complex process of securing a mortgage. They can help residents understand their options, find the best rates and terms, and negotiate with lenders to ensure they get the best deal possible. With the help of a mortgage loan officer, residents of La Vista can achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Residents of La Vista, NE can benefit from the expertise of a tax advisor in various ways. One of the most common ways is to help them navigate the complex tax laws and regulations that often change each year. For instance, a tax advisor can assist residents of La Vista, NE in identifying tax deductions and credits that they may be eligible for, such as the Nebraska Homestead Exemption. Additionally, a tax advisor can provide guidance on tax planning strategies, such as how to minimize tax liabilities and maximize tax savings. With their knowledge and experience, a tax advisor can help residents of La Vista, NE make informed decisions that can positively impact their financial well-being.

Estate Planning Lawyer

Residents of La Vista, NE can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families plan for the future by creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. In a city like La Vista, where the median age is 34.5 years old and the majority of households are families with children, estate planning can be especially important. An estate planning lawyer can help parents protect their children's inheritance, plan for future medical care, and ensure that their wishes are carried out in the event of their passing. Additionally, with the rising cost of healthcare in Nebraska, an estate planning lawyer can help families plan for long-term care and protect their assets from being depleted by medical expenses.

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