Best Financial Advisors in Lancaster County, NE

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List of Firms

Lancaster County, NE Fiduciary Financial Advisors

Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 6940 O St #300, Lincoln, NE 68510, USA
Phone (402) 466-3400
Directions
Kyle Warday - Financial Advisor, Ameriprise Financial Services, LLC
Location 8535 Executive Woods Dr Ste 300, Lincoln, NE 68512, USA
Phone (402) 441-4141
Directions
Edward Jones - Financial Advisor: Michael Lancaster
SEC File# 801-3297
CRD# 250
Location 4741 N 26th St Suite B, Lincoln, NE 68521, USA
Phone (402) 476-6533
Directions
Edward Jones - Financial Advisor: Don W Montgomery
Location 3700 Village Dr Ste 100, Lincoln, NE 68516, USA
Phone (402) 420-6020
Directions
Midwest Choice Financial
Location 300 N 44th St STE 202, Lincoln, NE 68503, USA
Phone (402) 483-7800
Directions
Financial Advisors in Lancaster County, NE

Where Certified Financial Advisors in Lancaster County, NE Serve

Lancaster County, NE is a vibrant and bustling area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Memorial Stadium to the historic Haymarket District, this county is filled with fascinating attractions that are sure to delight visitors and residents alike. The top employers in the area include Lincoln Public Schools, the University of Nebraska-Lincoln, and Bryan Health, providing ample job opportunities for those looking to settle down in the area. Major highways and streets such as I-80, US-77, and O Street make it easy to get around town, while neighborhoods like Havelock and College View offer unique charm and character. Whether you're looking for a bustling city atmosphere or a quiet suburban retreat, Lancaster County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lancaster County, NE can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized budget plan that takes into account the cost of living in the area. With a cost of living index of 89.7, which is lower than the national average, residents can save money by making informed decisions about their expenses. A financial advisor can also help residents plan for their future by providing advice on retirement savings, investment options, and estate planning. Additionally, with the University of Nebraska-Lincoln located in Lancaster County, many residents may have unique financial needs related to education expenses. A financial advisor can help navigate the complex world of student loans and financial aid to ensure that residents can achieve their educational goals without sacrificing their financial stability.

Insurance Broker

Residents of Lancaster County, NE can benefit greatly from the assistance of an insurance broker. These professionals are knowledgeable about the various insurance options available and can help residents find the best coverage to fit their specific needs. In Lancaster County, where severe weather conditions such as tornadoes and hailstorms are common, an insurance broker can help residents find coverage that will protect their homes and property from damage caused by these natural disasters. Additionally, an insurance broker can help residents navigate the complex healthcare system and find affordable health insurance options that provide the coverage they need. Overall, an insurance broker can provide valuable guidance and support to residents of Lancaster County, ensuring they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Lancaster County, NE can benefit greatly from the expertise of a retirement planner. With a population of over 300,000, many individuals in the area may not have the knowledge or resources to effectively plan for their retirement. A retirement planner can assist in creating a personalized plan that takes into account factors such as income, expenses, and retirement goals. Additionally, Lancaster County is home to a large agricultural community, and a retirement planner can offer specialized advice on issues such as succession planning and farm estate planning. By working with a retirement planner, individuals in Lancaster County can gain peace of mind knowing that they have a solid plan in place for their future.

Wealth Management

Residents of Lancaster County, NE could greatly benefit from the assistance of a wealth manager in a variety of ways. With its strong agricultural industry, many residents in this area may have unique financial needs that require specialized attention. A wealth manager can provide guidance on managing income and investments related to farming and ranching businesses, as well as help navigate the complexities of estate planning and succession. Additionally, with the University of Nebraska-Lincoln located in Lancaster County, many residents may have ties to the education industry and benefit from a wealth manager's expertise in planning for retirement and saving for college expenses. Overall, a wealth manager can provide tailored financial advice to help residents of Lancaster County achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Lancaster County, NE can benefit from the expertise of a mortgage loan officer in a variety of ways. For example, a loan officer can help residents navigate the unique housing market in the area, which includes a mix of urban and rural properties. Additionally, a loan officer can assist residents in finding the best possible interest rates and loan terms to fit their specific financial situation. With the help of a loan officer, residents can also gain a better understanding of the home buying process, including the various types of loans available and the steps involved in securing financing. Overall, a mortgage loan officer can be a valuable resource for anyone looking to purchase a home in Lancaster County, NE.

Tax Services

Residents of Lancaster County, NE can benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economy, tax laws and regulations can be complex and overwhelming for many individuals. A tax advisor can assist residents in navigating these complexities, ensuring they are in compliance with all tax laws and regulations, while also maximizing their deductions and credits. Specifically, Lancaster County, NE has a significant agricultural industry, and a tax advisor can provide valuable guidance on tax planning and management for farm operations. Additionally, with the presence of several colleges and universities in the area, tax advisors can assist students and their families in navigating education-related tax credits and deductions. Overall, a tax advisor can provide peace of mind and financial benefits to residents of Lancaster County, NE.

Estate Planning Lawyer

Residents of Lancaster County, NE can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. In Lancaster County, NE, where many families have strong ties to the agricultural industry, an estate planning lawyer can also provide guidance on how to transfer ownership of farmland and other agricultural assets to the next generation in a tax-efficient manner. Additionally, an estate planning lawyer can help residents of Lancaster County, NE plan for the possibility of incapacity by creating documents such as powers of attorney and healthcare directives that appoint trusted individuals to make important decisions on their behalf. Overall, an estate planning lawyer can provide peace of mind to residents of Lancaster County, NE by helping them plan for the future and protect their loved ones.

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