Best Financial Advisors in Bellevue, NE

“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!”

“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.”

“So pleased I answered the invitation from Tom and Angie for my first dinner and the introduction of Lifelong Financial--excellent decision on my part!”

“He's extremely knowledgeable about the current market and how it relates to my own personal long term retirement goals.”

“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 ...”

“To coach us thru paying off our home at an accelerated pace saving us at least $60k or much more (maybe even up ton115k) and years off the mortgage depending on our aggressiveness but possibly going from 26 years down to 10!”

“I get my investments overseen by Sherman, here.”

“Kreifels to make sure you understand and is given the documents you want, with the assurance your plans will be executed flawlessly.”

“He exhibits sound judgement and genuine concern for his clients.”

“Mike is an honest guy that delivers on his promises.”

“Nick, Congratulations on your new office!”

“He worked with me to strategize the best approach to get the optimal rates and coverage for my health background.”

“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!”

“If you are searching for a collection agency, I recommend reaching out to the managing director, Michael David, at Allied National!”

“I've had a phenomenal experience with Croker Group.”

“I have been using Dutton and associates for over 20 years and have had nothing but 100% positive experiences”