Best Financial Advisors in Lincoln, NE

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List of Firms

Lincoln, NE Fiduciary Financial Advisors

MJB Financial Planning
Location 1520 S 70th St #104, Lincoln, NE 68506, USA
Phone (402) 413-1097
Edward Jones - Financial Advisor: Doug Pfeifer, CFP®

5 out of 5

Location 6030 Village Dr Ste 101, Lincoln, NE 68516, USA
Phone (402) 489-5514
Prairie Wealth Advisors, Inc.
SEC File# 801-77062
CRD# 165266
Location 8101 O St #200, Lincoln, NE 68510, USA
Phone (402) 488-4477
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Universal Financial Strategies
Location 7431 O St, Lincoln, NE 68510, USA
Phone (402) 323-8141
Edward Jones - Financial Advisor: David Muff, ABFP®|AAMS™

5 out of 5

Location 1401 Superior St Suite 3, Lincoln, NE 68521, USA
Phone (402) 477-2668
Edward Jones - Financial Advisor: Debra J Zimmer, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3520 Village Dr Suite 400, Lincoln, NE 68516, USA
Phone (402) 476-2266
Flagstone Financial Management
SEC File# 801-108722
CRD# 285484

5 out of 5

Location 5801 Hidcote Dr STE 100, Lincoln, NE 68516, USA
Phone (402) 413-0440
Plan A Wealth Management
Location 7221 Plaza Ct, Lincoln, NE 68516, USA
Phone (402) 975-8008
Cast Financial
Location 151 N 8th St STE 500, Lincoln, NE 68508, USA
Phone (402) 761-0767
R² Wealth Management

5 out of 5

Location 8101 O St Suite 301, Lincoln, NE 68510, USA
Phone (402) 489-9375
Shunkwiler Financial
SEC File# 801-69742
CRD# 139627

5 out of 5

Location 1500 S 70th St #201, Lincoln, NE 68506, USA
Phone (402) 466-3919
Capital Consulting-Asset Management
Location 140 N 8th St Unit 410, Lincoln, NE 68508, USA
Phone (402) 477-2500
Edward Jones - Financial Advisor: Tamara T Uribe
Location 8055 O St Suite S117, Lincoln, NE 68510, USA
Phone (402) 489-7752
Bob Bennie Wealth Management - Financial Advisor: Bob Bennie, CFP

5 out of 5

Location 1601 Old Cheney Rd, Lincoln, NE 68512, USA
Phone (402) 421-2626
Central Financial Services
SEC File# 801-55153
CRD# 317245

5 out of 5

Location 6355 S 56th St, Lincoln, NE 68516, USA
Phone (402) 423-4022
Callahan Financial Planning | Lincoln Nebraska Financial Advisors
SEC File# 801-121322
CRD# 314571
Location 233 S 13th St Ste 1100, Lincoln, NE 68508, USA
Phone (402) 474-1200
Edward Jones - Financial Advisor: Jack G Ehrke, AAMS™|CRPS®

5 out of 5

Location 5900 S 58th St Suite A, Lincoln, NE 68516, USA
Phone (402) 423-5362
Morgan Stanley Financial Advisors
Location 1248 O St Ste 1100, Lincoln, NE 68508, USA
Phone (402) 474-2400
FOCUS Financial - Raymond James

5 out of 5

Location 8555 Executive Woods Dr Ste 400, Lincoln, NE 68512, USA
Phone (402) 318-3291
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About Lincoln, NE

Lincoln is the capital of Nebraska and its largest city. The city is home to the University of Nebraska-Lincoln, as well as several other colleges and universities. Lincoln's top employers are the State of Nebraska, the University of Nebraska, and PassionHR. The city's major highways and streets are I-80 and US-6. Lincoln's neighborhoods include the Haymarket District, the University District, and K Street.

Where Certified Financial Advisors in Lincoln, NE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks offer a variety of services to their customers, and Lincoln, NE residents are no exception. Some of the services banks provide include: checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a wide variety of other services, such as online banking, bill pay, and mobile banking. In addition, banks often have special programs for their customers, such as rewards programs or student loan consolidation programs.

Insurance Broker

If you're a Lincoln, NE resident who's looking for the best possible insurance coverage, you should definitely consider working with an insurance broker. Insurance brokers have access to a wide variety of policies from a variety of different providers, so they can help you find the perfect policy for your needs and budget. Plus, insurance brokers are experts in the field, so they can help you navigate the complex world of insurance and make sure you get the best deal possible.

Retirement Planning

Financial advisors in Lincoln, NE can help residents with all aspects of retirement planning. This includes helping to create a budget, saving for retirement, and investing money wisely. Advisors can also help residents plan for unexpected expenses that may come up during retirement.

Wealth Management

Lincoln, NE residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their financial resources in an efficient and effective way. This includes organizing finances, budgeting, investing, and estate planning. Wealth management services can be especially helpful for those who have complex financial situations or who want to take a more proactive role in their finances. If you're a Lincoln, NE resident looking for help managing your money, please contact us today to learn more about our wealth management services.

Estate Planning Lawyer

Estate planning lawyers can help Lincoln, NE residents protect their assets and plan for the future. When it comes to estate planning, there are a few things that everyone should keep in mind. First, it's important to have a will. This document dictates how your property is distributed after you die. You may also want to create a trust, which appoints someone to manage your property for you if you become incapacitated. Another important aspect of estate planning is naming a power of attorney. This is the person who will make decisions on your behalf if you can no longer do so yourself. Finally, you should make sure your loved ones are aware of your wishes in the event of your death by drafting a living will.

Mortgage Loan Officer

Mortgage loan officers in Lincoln, NE can help residents by providing them with the best rates and products available. They can also work with residents to find the right mortgage for their needs, and guide them through the process of getting a mortgage. In addition, mortgage loan officers can help residents understand the terms of their mortgage, and answer any questions they may have about it.

Tax Services

Tax accountants in Lincoln, NE can help residents with a variety of tax-related issues. From preparing and filing taxes to helping taxpayers understand their obligations and rights, these professionals can provide valuable assistance. In addition, many tax accountants offer free consultations, so it's worth considering speaking with one if you have any questions or concerns about your taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lincoln, NE