Wealth Management in Lincoln, NE

We did the hard work of finding trustworthy partners in Lincoln, NE. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Lincoln, NE Wealth Management Firms

RBC Wealth Management Branch - Lincoln
5 out of 5
Location 8800 Firethorn Ln Suite 200, Lincoln, NE 68520, USA
Phone (402) 465-3800
SEC File# 801-122002
CRD# 315578
Location 6140 Village Dr, Lincoln, NE 68516, USA
Phone (402) 434-0390
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
Plan A Wealth Management
Location 7221 Plaza Ct, Lincoln, NE 68516, USA
Phone (402) 975-8008
SEC File# 801-108722
CRD# 285484
5 out of 5
Location 5801 Hidcote Dr STE 100, Lincoln, NE 68516, USA
Phone (402) 413-0440
Kritikos Wealth Management of Raymond James
Location 8700 Executive Woods Dr Ste 300, Lincoln, NE 68512, USA
Wealth Management in Lincoln, NE

Where Wealth Management Advisors in Lincoln, NE Serve

Lincoln, NE is a capital city that boasts of a rich history and culture. The city is home to several landmarks that attract visitors from all over the world. The Nebraska State Capitol Building, a towering structure that dominates the city's skyline, is a must-see. It is an architectural masterpiece that houses the offices of the state's executive and legislative branches. Another landmark worth visiting is the Sheldon Museum of Art, which showcases an extensive collection of American art. Lincoln is a bustling city with a diverse economy. It is home to several top employers, including the University of Nebraska-Lincoln, Bryan Health, and Lincoln Public Schools. The city's economy is also bolstered by the presence of several manufacturing and technology companies, such as Kawasaki Motors Manufacturing Corp. USA and Hudl. The city's transportation system is well-developed, with several major highways and streets connecting it to other parts of the state and the country.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lincoln, NE can benefit from a bank in numerous ways. For instance, a bank can provide them with financial solutions such as loans, savings accounts, and credit cards. Additionally, a bank can offer residents a secure and convenient place to deposit their money and access it when needed. This is especially important in Lincoln, NE, where the cost of living is relatively high, and residents need to manage their finances carefully. Furthermore, a bank can help residents with financial planning, investment advice, and retirement planning, which can be complex and overwhelming for many people. Therefore, having a reliable and knowledgeable bank can make a significant difference in the financial well-being of Lincoln, NE residents. In conclusion, a bank is an essential resource for the community, providing residents with the tools and support they need to achieve their financial goals.

Insurance Broker

Residents of Lincoln, NE can benefit from the services of an insurance broker in several ways. Firstly, brokers can help individuals and businesses navigate the complex insurance market and find policies that fit their specific needs. In a city like Lincoln, where the economy is largely driven by agriculture and education, insurance brokers can help farmers and educators find policies that cover the unique risks associated with their professions. Additionally, brokers can help residents of Lincoln find affordable health insurance plans, which is especially important since Nebraska has one of the highest uninsured rates in the country. Brokers can also assist with filing claims and ensuring that policyholders receive the maximum amount of coverage possible. Overall, the services of an insurance broker can be invaluable to residents of Lincoln, NE, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Lincoln, NE can benefit from the services of a retirement planner in various ways. Firstly, a retirement planner can help them to create a personalized retirement plan that takes into account their financial goals and current financial situation. This is particularly important in Lincoln, NE, where the cost of living is relatively low compared to other cities in the US. Secondly, a retirement planner can help residents of Lincoln, NE to navigate the complex world of retirement savings and investment options. This includes helping them to choose the right type of retirement account, such as a traditional IRA or a Roth IRA, and to select investments that are appropriate for their risk tolerance and investment objectives. Finally, a retirement planner can provide ongoing support and guidance to residents of Lincoln, NE throughout their retirement years, helping them to adjust their plan as needed and to make the most of their retirement savings.

Financial Advisor

Residents of Lincoln, NE can benefit from a financial advisor in various ways. Firstly, a financial advisor can help them create a budget that aligns with their goals and income. This is particularly important in Lincoln, NE, where the cost of living is relatively low compared to other cities in the United States. Secondly, a financial advisor can assist residents in developing a retirement plan that takes into account their current financial situation and future needs. This is crucial as Lincoln, NE has a growing population of retirees who need to ensure that their retirement savings will last throughout their lifetime. Additionally, a financial advisor can provide guidance on investing in the local economy, which is dominated by agriculture and manufacturing industries. By investing in these industries, residents can support the local economy while potentially earning a good return on their investment. Overall, a financial advisor can help residents of Lincoln, NE achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lincoln, NE can greatly benefit from the services of a mortgage loan officer. These professionals are well-equipped to help residents navigate the complex process of obtaining a mortgage loan. They can provide guidance on the various loan options available, including fixed-rate and adjustable-rate mortgages, and help residents choose the best option for their specific needs. Mortgage loan officers can also assist residents in understanding the various fees and costs associated with obtaining a mortgage loan, such as closing costs and origination fees. In addition, they can provide valuable advice on improving credit scores and increasing the chances of loan approval. With the help of a mortgage loan officer, residents of Lincoln, NE can enjoy the many benefits of homeownership, including the ability to build equity and enjoy the stability of owning a home in a vibrant and growing community.

Tax Services

Residents of Lincoln, NE could benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor could help individuals navigate the complex tax laws specific to Nebraska. For example, Lincoln residents may be eligible for certain tax credits or deductions unique to the state. Additionally, a tax advisor could assist small business owners in Lincoln with tax planning and compliance, ensuring they are meeting all necessary tax obligations. Furthermore, with the recent passing of the CARES Act, a tax advisor could provide guidance on how Lincoln residents can take advantage of the various relief measures available, such as the Paycheck Protection Program. Overall, a tax advisor can provide invaluable support to Lincoln residents in navigating the intricacies of tax laws and regulations, ultimately helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of Lincoln, NE can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by drafting a will, which is essential to ensure that your assets are distributed according to your wishes after your death. Additionally, an estate planning lawyer can help you create a trust to protect your assets and minimize taxes. In Lincoln, NE, where agriculture is a major industry, a lawyer can assist farmers in planning for the transfer of their land and other assets to the next generation. Furthermore, an estate planning lawyer can help you plan for incapacity by creating a power of attorney and healthcare directive, which will ensure that your affairs are handled in the event that you become unable to make decisions for yourself. With the help of an estate planning lawyer, Lincoln, NE residents can have peace of mind knowing that their loved ones and assets will be protected according to their wishes.

Lincoln, NE Financial Resources

Lincoln, NE Chamber of Commerce


Lincoln, NE City Hall


Lincoln, NE Public Library



Comprehensive Wealth Management FAQs