Best Financial Advisors in Lincoln, NE

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List of Firms

Lincoln, NE Fiduciary Financial Advisors

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
Directions
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
Directions
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
Directions
Plan A Wealth Management
Location 7221 Plaza Ct, Lincoln, NE 68516, USA
Phone (402) 975-8008
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Cast Financial
Location 151 N 8th St STE 500, Lincoln, NE 68508, USA
Phone (402) 761-0767
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MJB Financial Planning
Location 1520 S 70th St #104, Lincoln, NE 68506, USA
Phone (402) 413-1097
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Universal Financial Strategies
Location 7431 O St, Lincoln, NE 68510, USA
Phone (402) 323-8141
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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
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R² Wealth Management
5 out of 5
Location 8101 O St Suite 301, Lincoln, NE 68510, USA
Phone (402) 489-9375
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Edward Jones - Financial Advisor: Tamara T Uribe
Location 8055 O St Suite S117, Lincoln, NE 68510, USA
Phone (402) 489-7752
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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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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
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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
Directions
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
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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
Directions
Morgan Stanley Financial Advisors
Location 1248 O St Ste 1100, Lincoln, NE 68508, USA
Phone (402) 474-2400
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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
Directions
Capital Consulting-Asset Management
Location 140 N 8th St Unit 410, Lincoln, NE 68508, USA
Phone (402) 477-2500
Directions
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
Directions
Financial Advisors in Lincoln, NE

Where Certified Financial Advisors in Lincoln, NE Serve

Lincoln, NE is a bustling city located in the heart of the Midwest. Known for its rich history and vibrant culture, this city is home to a number of iconic landmarks, including the Nebraska State Capitol, the University of Nebraska-Lincoln, and the Haymarket District. In terms of top employers, Lincoln is home to a diverse range of businesses, including the Lincoln Public Schools, the University of Nebraska-Lincoln, and the Bryan Health system. Other major employers in the area include Kawasaki Motors Manufacturing Corp., Duncan Aviation, and Ameritas Life Insurance Corp. When it comes to highways and streets, Lincoln is well-connected to the rest of the state and the country. Major highways running through the city include I-80 and US-77, while key thoroughfares include O Street, Cornhusker Highway, and 27th Street. Finally, Lincoln is home to a number of distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lincoln, NE can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can help Lincoln residents is by providing guidance on retirement planning. With the median age of Lincoln residents being 33.8 years old, many are likely thinking about their future and preparing for retirement. A financial advisor can help individuals create a plan to save for retirement, choose the right investment options, and ensure they are on track to meet their retirement goals. Additionally, with the cost of living in Lincoln being slightly lower than the national average, a financial advisor can help residents make the most of their money and create a budget that fits their lifestyle.

Insurance Broker

Residents of Lincoln, NE can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents is by finding the best insurance policies that meet their unique needs and budget. Lincoln, NE is known for its extreme weather conditions, including tornadoes, hailstorms, and blizzards. An insurance broker can help residents find the right coverage for their homes, vehicles, and other valuable possessions to protect them from potential damage caused by these natural disasters. Additionally, an insurance broker can provide guidance on health insurance options, life insurance policies, and other types of coverage to ensure that residents have the protection they need in case of unexpected events.

Retirement Planning

Residents of Lincoln, NE can benefit from the assistance of a retirement planner in a variety of ways. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of the individual. This can include factors such as healthcare costs, inflation, and taxes. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits and manage investments to ensure a secure financial future. With Lincoln, NE being home to a large number of retirees, a retirement planner can specifically tailor their advice to address the challenges and opportunities unique to the area.

Wealth Management

Residents of Lincoln, NE could be greatly assisted by a wealth manager in a variety of ways. For instance, a wealth manager could help them develop a comprehensive financial plan that takes into account their unique financial goals and circumstances. This could include things like retirement planning, investment management, tax planning, and estate planning. A wealth manager could also help residents of Lincoln, NE navigate the complex world of financial products and services, and provide them with guidance on which ones are best suited to their needs. Additionally, a wealth manager could help residents of Lincoln, NE stay on top of changes in the financial landscape, such as changes in tax laws or interest rates, and adjust their financial plans accordingly. Overall, a wealth manager can provide invaluable assistance to residents of Lincoln, NE who are looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lincoln, NE can benefit greatly from the expertise of a mortgage loan officer. These professionals can help individuals and families navigate the complex world of home financing, offering guidance on everything from interest rates to down payments. In a city like Lincoln, where the real estate market is constantly evolving, a mortgage loan officer can be an invaluable resource for those looking to purchase a home. They can provide insights into the local market, help residents find the best loan products for their needs, and assist with the application and approval process. With the help of a mortgage loan officer, residents of Lincoln can achieve their dream of homeownership and secure a bright future for themselves and their families.

Tax Services

Residents of Lincoln, NE would greatly benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. This can include everything from understanding deductions and credits to ensuring compliance with local and federal tax laws. Additionally, a tax advisor can help residents plan for the future by providing guidance on retirement planning, estate planning, and other financial matters. With its growing population and diverse economy, Lincoln presents unique challenges and opportunities for taxpayers, making the expertise of a tax advisor an invaluable resource for anyone looking to make the most of their finances.

Estate Planning Lawyer

Residents of Lincoln, NE can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a will or trust. This can ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help with the preparation of power of attorney documents, which can give someone the authority to make financial or medical decisions on their behalf if they are unable to do so themselves. In Lincoln, NE, where there is a large population of retirees, an estate planning lawyer can also assist with Medicaid planning and long-term care planning. This can help individuals and families navigate the complex process of qualifying for government assistance to pay for medical expenses and long-term care. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Lincoln, NE as they plan for the future.

Lincoln, NE Financial Resources

Lincoln, NE Chamber of Commerce

https://www.lcoc.com/

Lincoln, NE City Hall

https://www.lincoln.ne.gov/Home

Lincoln, NE Public Library

https://lincolnlibraries.org/

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