Wealth Management in Hastings, NE

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List of Firms

Hastings, NE Wealth Management Firms

Edward Jones - Financial Advisor: Mike Tomlin, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 320 S Burlington Ave Suite 104, Hastings, NE 68901, USA
Phone (402) 834-0720
Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 212 W 3rd St # A, Hastings, NE 68901, USA
Phone (402) 463-3712
SEC File# 801-69815
CRD# 149018
Location 747 N Burlington Ave #307, Hastings, NE 68901, USA
Phone (402) 462-4137
Wealth Management in Hastings, NE

Where Wealth Management Advisors in Hastings, NE Serve

Hastings, NE is a vibrant city with a rich history and a plethora of landmarks that showcase its unique character. From the stunning Adams County Courthouse to the charming Hastings Museum, this city has something for everyone. The top employers in Hastings include Mary Lanning Healthcare, Hastings Public Schools, and Hastings College, all of which contribute to the city's thriving economy. Major highways such as US-34 and US-281 run through the city, providing easy access to neighboring towns and cities. The streets of Hastings are lined with quaint shops and restaurants, making it a great place to explore. The neighborhoods in Hastings are diverse, ranging from historic homes in the downtown area to modern developments on the outskirts of town. Whether you're a visitor or a resident, Hastings is a city that is sure to capture your heart.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hastings, NE would greatly benefit from the services offered by a bank. One specific way a bank could help the community is by providing loans to small businesses in the area. Hastings is a town with a strong agricultural industry, and many small businesses rely on this industry to stay afloat. A bank could offer loans to these businesses to help them purchase new equipment or expand their operations. Additionally, a bank could provide financial education to the community, helping residents learn how to manage their money and make smart investments. With access to these resources, residents of Hastings could feel more financially secure and confident in their ability to achieve their goals.

Insurance Broker

Residents of Hastings, NE can greatly benefit from the services of an insurance broker. These professionals can assist individuals and families in finding the most suitable insurance policies that will provide them with the necessary coverage and protection. In a city like Hastings, where severe weather conditions such as tornadoes and hailstorms are common, an insurance broker can help residents secure comprehensive home insurance policies that cover damages caused by such natural disasters. Additionally, an insurance broker can also help residents navigate the complex world of health insurance, ensuring that they have access to quality healthcare services without breaking the bank. With the help of an insurance broker, residents of Hastings, NE can have peace of mind knowing that they are adequately protected against unforeseen events and emergencies.

Retirement Planning

Residents of Hastings, NE can benefit greatly from the expertise of a retirement planner. With the city's population of over 24,000 people, many of whom are approaching retirement age, having a solid financial plan in place is crucial. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring they receive the maximum amount of benefits possible. Additionally, a retirement planner can assist residents in creating a comprehensive investment strategy that takes into account their unique goals and risk tolerance. This is especially important in Hastings, NE, where the economy is heavily reliant on agriculture, which can be unpredictable and subject to market fluctuations. By working with a retirement planner, residents can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Hastings, NE could greatly benefit from the expertise of a financial advisor in several ways. Firstly, with the city's economy primarily driven by agriculture and manufacturing, a financial advisor could help individuals navigate the cyclical nature of these industries and plan accordingly. Additionally, with the city's median household income being lower than the national average, a financial advisor could assist residents in creating and sticking to a budget that works for their unique financial situation. Moreover, with the cost of living in Hastings being lower than the national average, a financial advisor could help residents take advantage of this and invest in their future through retirement planning or other long-term financial goals. Overall, a financial advisor could provide valuable guidance and support to Hastings residents looking to improve their financial well-being.

Mortgage Loan Officer

Residents of Hastings, NE could greatly benefit from the assistance of a mortgage loan officer. With a population of just over 25,000, Hastings is a small city that offers a variety of housing options. However, navigating the complex process of obtaining a mortgage can be overwhelming for many residents. A mortgage loan officer can help guide residents through the process, providing expertise on the various types of mortgages available and helping them determine which option is best suited for their unique financial situation. Additionally, a loan officer can assist with pre-approval and gathering the necessary documentation needed to secure a mortgage. With the help of a mortgage loan officer, residents of Hastings can feel confident in their ability to successfully obtain a mortgage and achieve their dream of homeownership.

Tax Services

Residents of Hastings, NE can benefit from the services of a tax advisor in a variety of ways. One specific example is the complexity of Nebraska tax laws and regulations, which can be confusing and overwhelming for the average taxpayer. A knowledgeable tax advisor can help residents navigate these complexities and ensure compliance with all applicable laws and regulations. Additionally, a tax advisor can provide guidance on tax planning strategies to minimize tax liability and maximize savings. This can be especially helpful for residents of Hastings, which has a diverse economy that includes agriculture, manufacturing, and healthcare. Each industry has unique tax considerations that can be difficult to navigate without professional assistance. A tax advisor can also provide assistance with tax audits and appeals, which can be stressful and time-consuming for taxpayers. Overall, a tax advisor can provide invaluable assistance to residents of Hastings, NE in navigating the complexities of the tax system and achieving their financial goals.

Estate Planning Lawyer

Residents of Hastings, NE can benefit from an estate planning lawyer in various ways. For instance, the lawyer can help them prepare a will, which is essential in ensuring that their assets are distributed according to their wishes after their death. The lawyer can also assist in setting up trusts, which can be used to protect assets and minimize tax obligations. Additionally, the lawyer can provide guidance on healthcare directives and power of attorney, which are crucial in case of incapacitation. In Hastings, NE, where the population is predominantly elderly, having an estate planning lawyer can be particularly helpful in navigating complex legal issues related to inheritance and estate taxes. Furthermore, given the agricultural nature of the region, the lawyer can advise on succession planning for farmers, which can involve issues such as land ownership, leases, and conservation easements. Overall, an estate planning lawyer can provide invaluable assistance to residents of Hastings, NE in ensuring that their assets are protected and their wishes are respected.

Hastings, NE Financial Resources

Hastings, NE Chamber of Commerce


Hastings, NE City Hall



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