Best Financial Advisors in Omaha, NE

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List of Firms

Omaha, NE Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Andrew Muska
SEC File# 801-3297
CRD# 250
Location 3930 S 147th St Suite 104, Omaha, NE 68144, USA
Phone (402) 896-8696
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Feltz WealthPLAN
SEC File# 801-117955
CRD# 305026

5 out of 5

Location 101 S 108th Ave 2nd Fl, Omaha, NE 68154, USA
Phone (402) 691-0200
Stride Wealth Planning of Raymond James
Location 1010 N 102nd St Ste 203, Omaha, NE 68114, USA
Phone (402) 800-1360
Madison Doughty - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1935 N 120th St, Omaha, NE 68154, USA
Phone (402) 898-4600
Vintage Financial Group

5 out of 5

Location 14217 Dayton Cir #3, Omaha, NE 68137, USA
Phone (402) 932-7233
Edward Jones - Financial Advisor: Sarah Ryan
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3904 N 138th St, Omaha, NE 68164, USA
Phone (402) 965-3980
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Steve Sadler - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1111 N 102nd Ct Ste 320, Omaha, NE 68114, USA
Phone (402) 334-7265
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Richard Kelley - RBC Wealth Management Financial Advisor
Location 12910 Pierce St. Suite 300, Omaha, NE 68144, USA
Phone (402) 392-6116
Cornerstone Financial Group, LLC

5 out of 5

Location 11225 Davenport St #102, Omaha, NE 68154, USA
Phone (402) 758-0700
Morey & Quinn Wealth Partners

5 out of 5

Location 11225 Davenport St #109, Omaha, NE 68154, USA
Phone (402) 502-9900
Nick Engel - Sr. Wealth Financial Advisor
Location 13220 California St Suite 400, Omaha, NE 68154, USA
Phone (402) 830-9223
Curnes Financial Group
SEC File# 801-47342
CRD# 13572

5 out of 5

Location 9900 Nicholas St, Omaha, NE 68114, USA
Phone (402) 397-5440
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Ward Doering, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4868 S 96th St, Omaha, NE 68127, USA
Phone (402) 331-8840
Renaissance Financial
SEC File# 801-45152
CRD# 15296

4 out of 5

Location 12801 Pierce St. STE 300, Omaha, NE 68144, USA
Phone (402) 682-3900
David Knight - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1935 N 120th St, Omaha, NE 68154, USA
Phone (402) 898-4600
Steve Flynn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2424 S 153rd St, Omaha, NE 68144, USA
Phone (402) 697-1753
Leyden, Thomas & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 17310 Wright St Ste 102, Omaha, NE 68130, USA
Phone (402) 697-7320
Michael Thomas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17310 Wright St Ste 102, Omaha, NE 68130, USA
Phone (402) 697-7320
Foster Group, Inc.
SEC File# 801-38507
CRD# 107148
Location 8901 Indian Hills Dr #300a, Omaha, NE 68114, USA
Phone (800) 798-1012
Edward Jones - Financial Advisor: Bryon Beins
SEC File# 801-3297
CRD# 250

5 out of 5

Location 15325 Weir St Suite B, Omaha, NE 68137, USA
Phone (402) 895-7100
Keystone Financial Services
SEC File# 801-120787
CRD# 308397

5 out of 5

Location 9802 Nicholas St STE 315, Omaha, NE 68114, USA
Phone (402) 392-1212
Harris and Davis Financial Advisors
SEC File# 801-47342
CRD# 13572
Location 9900 Nicholas St # 360, Omaha, NE 68114, USA
Phone (402) 397-5440
RBC Wealth Management Branch - Omaha
Location 12910 Pierce St. Suite 300, Omaha, NE 68144, USA
Phone (402) 392-6100
Lifetime Financial Group

4 out of 5

Location 11207 W Dodge Rd # 200, Omaha, NE 68154, USA
Phone (402) 934-7733
Cambridge Advisors Inc
SEC File# 801-36028
CRD# 104851
Location 17330 Wright St Suite 205, Omaha, NE 68130, USA
Phone (402) 697-1166
Edward Jones - Financial Advisor: Mike Bryan, CFP®|AAMS¿|CRPC®
SEC File# 801-3297
CRD# 250
Location 1125 S 103rd St Suite 375, Omaha, NE 68124, USA
Phone (402) 498-6401
America First Investment Advisors | Financial Planning & Investment Management in Omaha
Location 10050 Regency Cir #515, Omaha, NE 68114, USA
Phone (402) 991-3388
Morris Friedman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 14769 California St Ste 3, Omaha, NE 68154, USA
Phone (402) 697-7300
Northwestern Mutual

4 out of 5

Location 9300 Underwood Ave #500, Omaha, NE 68114, USA
Phone (402) 391-6651
Rick Young Financial Services

5 out of 5

Location 1809 N 169th Plaza unit a, Omaha, NE 68118, USA
Phone (402) 614-8049
Chad Petersen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 15858 W Dodge Rd Ste 110, Omaha, NE 68118, USA
Phone (402) 391-5400
Michael Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15858 W Dodge Rd Ste 110, Omaha, NE 68118, USA
Phone (402) 391-5400
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510

3 out of 5

Location 541 N 155th Plaza, Omaha, NE 68154, USA
Phone (833) 752-6333
Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11819 Miracle Hills Dr STE 101, Omaha, NE 68154, USA
Phone (402) 491-3400
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About Omaha, NE

Omaha is a city in Nebraska with a population of around 415,000. Some of the city's landmarks include the Henry Doorly Zoo, Joslyn Art Museum, and Durham Western Heritage Museum. The top employers in Omaha are Creighton University, Union Pacific Railroad, and CHI Health. Major highways and streets in Omaha include I-80, I-480, US-6, and Maple Street. The neighborhoods in Omaha include Dundee, Field Club, Hanscom Park, and Keystone.

Where Certified Financial Advisors in Omaha, NE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Omaha residents have a variety of banking services to choose from, depending on their needs.Some banks offer simple checking and savings accounts, while others provide more complex products such as home mortgages, car loans, and investment advice.Banks can also provide valuable services such as online banking and bill pay, which make it easy for customers to stay on top of their finances. And many banks now offer mobile apps that allow customers to access their accounts from anywhere.

Insurance Broker

Residents of Omaha, NE can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best deals on insurance policies. They can also help residents file claims and get their money back as quickly as possible.

Retirement Planning

Most people in Omaha, NE don't have access to good retirement planning advice, which can lead to a lot of problems down the road. Financial advisors can help by providing sound advice on how to save for retirement and invest money wisely. They can also help people avoid common mistakes that can cost them dearly in the long run. By working with a financial advisor, Omaha residents can be sure they're doing everything possible to secure their financial future.

Wealth Management

Omaha, NE is a great place to live, with plenty of job opportunities and a low cost of living. But even in a city as prosperous as Omaha, it's important to plan for the future and protect your wealth. That's where wealth management comes in. A good wealth manager can help you make the most of your money, grow your assets over time, and protect them from volatility in the markets. They can also help you plan for retirement or other long-term goals. If you're looking for peace of mind when it comes to your finances, Omaha's wealth management firms are a great option.

Estate Planning Lawyer

Estate planning lawyers can help Omaha, NE residents protect their assets and plan for the future. There are many different types of estate planning attorneys, and each one can help you in a different way. Some attorneys focus on protecting your assets from creditors, while others specialize in helping you plan for your heirs. No matter what your needs may be, there is an estate planning lawyer who can help you meet them. If you live in Omaha, NE, it is important to find an attorney who knows the local laws and regulations. This will ensure that your estate plan is tailored specifically to your needs and that it will be valid in the event of a lawsuit.

Mortgage Loan Officer

Mortgage loan officers in Omaha, NE can help residents by providing them with the best rates and products available. By shopping around for a mortgage, residents can save money on their home purchase. Loan officers can also guide residents through the process of buying a home, from finding the right property to getting approved for a loan.

Tax Services

Residents of Omaha, NE can benefit from the services of tax accountants. Tax accountants can help residents with their taxes, ensuring that they get the best possible return on their investment. In addition, tax accountants can help residents plan for their future, by advising them on how to save money and invest it wisely.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Omaha, NE