Grand Island, NE Financial Advisors and Resources



Financial Advisor Firms in Grand Island, NE


ALLEN CAPITAL GROUP, LLC

Website

(308) 385-1500

3032 West Stolley Park Road
Suite E
Grand Island, NE 68801

SEC#: 801-64514
Years in Business: 16 years

RETIREMENT WEALTH ADVISORS, LLC

Website

(308) 698-0144

838 North Diers

Grand Island, NE 68803

SEC#: 801-67628
Years in Business: 14 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(402) 423-7505

1811 W 2nd Street
Suite 340
Grand Island, NE 85377

SEC#: 801-62277
Years in Business: 18 years

PROFESSIONAL FINANCIAL ADVISORS, LLC

Website

(800) 548-8210

503 W. 3Rd Street

Grand Island, NE 68803

SEC#: 801-114978
Years in Business: 2 years

WEALTHPLAN PARTNERS, LLC

Website

(303) 383-9376

1004 N. Diers Ave.
Suite 130
Grand Island, NE 68803

SEC#: 801-117955
Years in Business: 1 years

PROFESSIONAL FINANCIAL ADVISORS, LLC

Website

(800) 548-8210

503 W. 3Rd Street

Grand Island, NE 68803

SEC#: 801-114978
Years in Business: 2 years

WEALTH MANAGEMENT LLC

Website

(308) 381-1810

1203 West Second Street

Grand Island, NE 68802

SEC#: 801-65977
Years in Business: 15 years

NOVEM GROUP

Website

(308) 698-2041

2032 Brentwood Boulevard

Grand Island, NE 68801

SEC#: 801-72741
Years in Business: 10 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(402) 423-7505

1811 W 2nd Street
Suite 340
Grand Island, NE 85377

SEC#: 801-62277
Years in Business: 18 years


How Retirement-Friendly is Grand Island, NE?

  • Population: 51,147
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $144,700
  • Average Monthly Housing Cost: $820
  • Average Household Income: $70,662
  • Nebraska Total Tax Burden: 9.01% (14th Highest in U.S.)
  • Nebraska Property Tax: 3.77% (10th Highest in U.S.)
  • Nebraska Individual Income Tax: 2.30% (25th Lowest in U.S.)
  • Nebraska Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Grand Island, NE Financial Advisor FAQs

A good way to get started is by asking your friends, family members, and co-workers for referrals. If you come up with no one to recommend, there are consultants who specialize in fiduciary services or reputable firms. Look also for someone with many years of experience, deep knowledge of investment products, and lots of outside certifications (hopefully the CFP).
Finding a finance advisor is difficult, but you should start with checking to see if they are registered with the SEC. There are also some factors to take into consideration when looking for an advisor including: their experience and credentials, what types of products they specialize in, and more.
Advisors typically get paid either as fee-only planners, commission-based advisers, or both. This translates to the type of client they work with and the type of product they receive compensation from.
A financial advisor helps clients with their investing decisions. They can help with deciding on a new investment portfolio, giving advice on what differentiates from the general investing public, and advising on risk management of assets.