Wealth Management in North Platte, NE

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List of Firms

North Platte, NE Wealth Management Firms

Edward Jones - Financial Advisor: Douglas J Schiel, AAMS™
Location 1215 S Poplar St Ste 500, North Platte, NE 69101, USA
Phone (308) 532-6688
Erickson Investments
Location 121 N Dewey St # 209, North Platte, NE 69101, USA
Phone (308) 532-7660
Phares Financial Services
5 out of 5
Location 319 E B St, North Platte, NE 69101, USA
Phone (308) 532-3180
Commercial Investment Services
4 out of 5
Location 212 N Dewey St, North Platte, NE 69101, USA
Phone (308) 532-1332
Equitable Wealth Management
Location 920 S Jeffers St, North Platte, NE 69101, USA
Phone (308) 532-3648
Wealth Management in North Platte, NE

Where Wealth Management Advisors in North Platte, NE Serve

North Platte, NE is a city located in the heart of Nebraska, boasting a rich history and vibrant community. The city is home to several notable landmarks, including the iconic Buffalo Bill Ranch State Historical Park, which celebrates the life and legacy of legendary showman Buffalo Bill Cody. Other notable landmarks in the city include the Union Pacific Railroad Bailey Yard, the world's largest railroad classification yard, and the Cody Park Railroad Museum, which showcases the history of railroading in the region. In terms of top employers, North Platte is home to a diverse range of industries, including healthcare, education, manufacturing, and agriculture. Major employers in the city include Great Plains Health, North Platte Public Schools, Union Pacific Railroad, and Cabela's, the popular outdoor retailer. The city is also well-connected to major highways and streets, including Interstate 80, which runs east to west through the city, and US Highway 83, which runs north to south.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of North Platte, NE can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are looking to purchase a home or start a business. With North Platte being a small town with a population of just over 24,000, it can be challenging to secure funding for such ventures. Secondly, a bank can help residents manage their finances by providing financial planning services, investment opportunities, and savings accounts. This is particularly important for those who may not have access to these services otherwise. Additionally, a bank can provide loans for emergencies, such as medical bills or unexpected car repairs. With North Platte being located in a rural area, it can be difficult to access medical facilities or public transportation. Therefore, having access to funds in case of an emergency is crucial. Overall, a bank can be a valuable resource for residents of North Platte, offering financial assistance, management, and security.

Insurance Broker

Residents of North Platte, NE can greatly benefit from the services of an insurance broker. With the city being located in a region prone to natural disasters such as tornadoes and floods, an insurance broker can help residents navigate the complexities of insurance policies and ensure that they have adequate coverage in the event of a disaster. Additionally, North Platte is a rural community with a significant agricultural industry, and an insurance broker can assist farmers and ranchers in obtaining coverage for their crops and livestock. Furthermore, with the city's growing population, an insurance broker can help residents find affordable health insurance plans that meet their specific needs. Overall, an insurance broker can provide invaluable assistance to the residents of North Platte, ensuring that they are prepared for any unexpected events and have the necessary protection to safeguard their livelihoods.

Retirement Planning

Residents of North Platte, NE would greatly benefit from the services of a retirement planner. With the city's population aging rapidly, many individuals are beginning to worry about their financial futures. A retirement planner can help alleviate these concerns by developing a comprehensive plan that takes into account the unique challenges faced by North Platte residents. For example, the planner could advise on how to maximize Social Security benefits, which is especially important given that many residents have worked in industries that do not offer traditional pension plans. Additionally, the planner could offer guidance on how to navigate the local healthcare system, which can be complex and confusing for older adults. By working with a retirement planner, North Platte residents can gain peace of mind knowing that their financial futures are secure and that they can enjoy their golden years without worry.

Financial Advisor

Residents of North Platte, NE can benefit from the guidance and expertise of a financial advisor in various ways. For instance, given that the cost of living in North Platte is lower than the national average, a financial advisor can help residents make the most of their income by creating a personalized budget that takes into account their unique financial situation and goals. Additionally, a financial advisor can provide advice on how to invest in the local economy, which is largely driven by agriculture and manufacturing. They can also help residents plan for retirement by recommending investment strategies that align with their risk tolerance and financial objectives. With the guidance of a financial advisor, residents of North Platte can rest assured that their financial future is in good hands.

Mortgage Loan Officer

Residents of North Platte, NE can greatly benefit from the expertise of a mortgage loan officer. With the city's population on the rise, there is a growing demand for affordable housing options. A loan officer can assist residents in navigating the complex process of securing a mortgage, including understanding the various loan options available and finding the best interest rates. Additionally, North Platte is a hub for agriculture and transportation, with Union Pacific Railroad and Interstate 80 running through the city. A loan officer can help residents in these industries secure loans for commercial properties or equipment purchases. Moreover, with the recent economic downturn caused by the COVID-19 pandemic, many residents may be struggling financially. A loan officer can provide guidance on loan modification or refinancing options to help alleviate financial stress. Overall, a mortgage loan officer can be a valuable resource for North Platte residents looking to achieve their housing and financial goals.

Tax Services

Residents of North Platte, NE can greatly benefit from the services of a tax advisor. With the complexity of tax laws and regulations, it can be overwhelming for individuals to navigate on their own. A tax advisor can help residents of North Platte, NE with tax planning, preparation, and filing. Specifically, they can provide guidance on deductions and credits that are unique to the area, such as the Nebraska Homestead Exemption. Additionally, a tax advisor can assist with estate planning, retirement planning, and business tax planning for small business owners in North Platte, NE. With their expertise, a tax advisor can help residents of North Platte, NE maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Residents of North Platte, NE can greatly benefit from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan for the distribution of their assets after their passing, which can provide peace of mind for both the individual and their loved ones. In North Platte, NE, where the agriculture industry is a significant part of the local economy, an estate planning lawyer can also assist farmers and ranchers in creating plans for the transfer of their land and business interests to future generations. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that are unique to Nebraska, ensuring that their estate is protected and their assets are distributed in the most tax-efficient manner possible. By working with an estate planning lawyer, residents of North Platte, NE can ensure that their wishes are carried out and that their loved ones are provided for after their passing.

North Platte, NE Financial Resources

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North Platte, NE City Hall


North Platte, NE Public Library



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