Best Financial Advisors in Bellevue, NE

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Bellevue area.

Husker Tax & Business Services

Husker Tax & Business Services

(9)
“..I could not be more pleased with the technical assistance ( Steve saved me thousands of dollars) and the professional nature and response time of him and his team”
In Business Since 2010
Accepts Cash
Licensed, BBB Rating: A+
2422 Cornhusker Rd, Bellevue, NE
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Deboer & Associates

Deboer & Associates

(25)
Audit Services, Individual Services, Tax Services
“Throughout our time, he made sure he got to know us to ensure we wasn't missing anything on our taxes and had our taxes finished shortly after we submitted everything to him.”
In Business Since 1996
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
17330 Wright St # 100, Omaha, NE
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Hemenway Financial Services

Hemenway Financial Services

(26)
Complimentary Consultation, Tax, Accounting
“I Love the staff at Hemenway I have been working directly with Joan for the past two years she has helped me become a better business owner and has taken tons of weight off of my shoulders.”
In Business Since 1989
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
5310 S 139th Plaza, Omaha, NE
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McFarlin & Brokke

McFarlin & Brokke

(15)
Services For Individuals, Tax Services, Business Services
“No matter how busy they are, they always respond right away and they also work with our banker, lawyer, and financial advisor to help us stay on track and reach our goals!”
In Business Since 2009
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
14400 Branch St suite 501, Omaha, NE
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Steier & Associates

Steier & Associates

(2)
Services For Individuals, Tax Services, Business Services
“I opened a new PT practice last August and came on board with Steier for them to do my account reconciliation, payroll and taxes.”
In Business Since 1996
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
1015 N 98th St #100, Omaha, NE
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Asset Strategies

Asset Strategies

(37)
Fee-Based Investing, Wealth Planning, Life Insurance
“I have not had such personal attention and interest in listening to my goals, answering my questions with the heart of a teacher, and focusing on ways to help make my investments work best for me.”
In Business Since 2008
Remote Consultations Available
14450 Meadows Blvd #1, Omaha, NE
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Fire My Mortgage - Official Site

Fire My Mortgage - Official Site

(22)
  • Meeting
  • Financial
  • Life
“We weren't sure if we would benefit as we had little debt and a low mortgage rate, but after talking with James and agreeing to his services we will shave years off our mortgage and relearn our entire financial outlook, we are excited and looking for...”
In Business Since 2020
Offers Financing Options
20 Gould Ave, Council Bluffs, IA
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Rick Young Financial Services

Rick Young Financial Services

(1)
Ryfs Difference, Partners, Financial Planning
“He's extremely knowledgeable about the current market and how it relates to my own personal long term retirement goals.”
In Business Since 2008
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
1809 N 169th Plaza A, Omaha, NE
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Nabity Business Advisors

Nabity Business Advisors

Business Advisory Services, Personal Advisory Services
“Consequently, “big picture” items can be put on the back burner for too long and if a Critical Financial Event occurs, before you've organized a serious plan, you, your family and your employees can be hurt significantly because there was not enough ...”
In Business Since 1988
Licensed, BBB Rating: A+
9802 Nicholas St STE 105, Omaha, NE
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Frank A. Kreifels & Associates

Frank A. Kreifels & Associates

(1)
“Kreifels to make sure you understand and is given the documents you want, with the assurance your plans will be executed flawlessly.”
In Business Since 1983
Accepts All Major Credit Cards
Licensed, BBB Accredited
6910 Pacific St #320, Omaha, NE
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Monahan Financial

Monahan Financial

(1)
“He exhibits sound judgement and genuine concern for his clients.”
In Business Since 2009
Licensed, BBB Rating: A+
1055 N 115th St # 204, Omaha, NE
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Cruise & Associates

Cruise & Associates

(12)
Individual Tax Services, Assurance and Other Governmental Services, Advisory Services
“They have an excellent very responsive staff even with their tremendous growth we have been able to always have contact with their founder and upper management.”
In Business Since 2005
Free Initial Consultation
4715 S 80th St Suite A, Omaha, NE
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Bret M Sewell,

Bret M Sewell,

(3)
Services For Individuals, Tax Services, Industries
“She has already helped me so much in a very little time and I would highly recommend this company to anyone looking for an excellent CPA firm.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
3839 S 148th St #150, Omaha, NE
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Massman Nelson Reinig

Massman Nelson Reinig

(5)
Services For Individuals, Business Services, Services For Quickbooks
“If you are looking for a reliable, trustworthy, and experienced CPA to handle your taxes, George Nelson and the team at Massman Nelson Reinig PC are an excellent choice.”
In Business Since 1989
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
13310 I St, Omaha, NE
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Callahan Financial Planning | Omaha Financial Advisors

Callahan Financial Planning | Omaha Financial Advisors

(2)
What We Do, What to Expect, Retirement Planning
“Knowledgeable, thorough, professional and patient”
In Business Since 2015
Accepts Debit, Check, All Major Credit Cards, Financing available
Licensed, BBB Rating: A+
3157 Farnam St Ste 7111, Omaha, NE
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Agsn

Agsn

(1)
Profile, Team, History
“Steve is great and it's helping with our complicated tax returns from several states and two countries!”
In Business Since 2012
Licensed, BBB Rating: A+
16910 Marcy St #103, Omaha, NE
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Unified Legacy Advisors

Unified Legacy Advisors

(24)
  • Medicare
  • Retirement
  • 2020
“This small independent office is exemplary at explaining the complex choices and navigation for retirement including social security, heath insurance (medicare & marketplace), legacy considerations and tax planning.”
In Business Since 2014
17002 Marcy St Suite 120, Omaha, NE
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Retire Smart

Retire Smart

(13)
  • Taxes
  • Information
  • Retirement
“David Brooks, who is incredibly knowledgeable and passionate about his work, took a "good chunk" of our money and invested it in an account with less risk, while investing the rest where his expertise led him.”
In Business Since 2017
13815 FNB Pkwy Suite 400, Omaha, NE
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Prchal Group

Prchal Group

(5)
“From helping us with using Quickbooks or monthly consultation to year end taxes, we have received consistent professional services whether working with Jim or Emily to Andrea or Wanda!”
In Business Since 2018
Offers Financing Options
Transparent Fees & Pricing
11102 Blondo St Suite 100, Omaha, NE
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TR Financial Group

TR Financial Group

Retirement Plans, Tax Reference Guide, The Process
“TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm. We offer a variety of services ranging from wealth management to estate planning. Committed to building long-term relationships with our c...”
In Business Since 1999
Offers Financing Options
Transparent Fees & Pricing
15808 W Dodge Rd #200, Omaha, NE
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Vista Wealth Group

Vista Wealth Group

(1)
“I get my investments overseen by Sherman, here.”
In Business Since 2016
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
11235 Davenport St #109, Omaha, NE
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Revolution Group

Revolution Group

(10)
  • Mind
  • Portfolio
  • Knowledge
“The financial planners we had used in the past always touted being fiduciaries and made financial promises with their products that were not in our best interest.”
In Business Since 2011
450 Regency Pkwy #300, Omaha, NE
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Leveragerx

Leveragerx

(6)
  • Information
“He worked with me to strategize the best approach to get the optimal rates and coverage for my health background.”
In Business Since 2015
Offers Financing Options
Licensed
6464 Center St Suite 160, Omaha, NE
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Dutton & Associates

Dutton & Associates

(4)
Audits - Reviews - Compilations, IRS Liens, Buy Quickbooks and Save
“I have been using Dutton and associates for over 20 years and have had nothing but 100% positive experiences Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
Serving Bellevue Area
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Retirement Planning and Investment Management Services in Bellevue, NE Cost Estimates

Minimum cost
$1041
Maximum cost
$8841
National Average
$3121
Avg Per Hour Rates
$313
$2081
$5721
Fair price range is based on 267 cost profiles
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Average Cost $3121
Minimum cost $1041
Maximum cost $8841
Avg Per Hour Rates $313

Fair range $2081 to $5721 is based on 267 cost profiles.

Why these companies made our list

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