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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McFarlin & Brokke

McFarlin & Brokke

(14)
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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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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Lifelong Financial Solutions

Lifelong Financial Solutions

(37)
Services Menu
“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!”
In Business Since 2017
Licensed
2111 S 67th St Suite 110, 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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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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Fire My Mortgage - Official Site

Fire My Mortgage - Official Site

(18)
  • Financial
  • Price
  • Pay
“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!”
In Business Since 2020
Offers Financing Options
20 Gould Ave, Council Bluffs, IA
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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 1981
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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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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Michael Schroder

Michael Schroder

(19)
  • Individual
  • Needs
  • Products
“Mike is an honest guy that delivers on his promises.”
In Business Since 1996
11837 Miracle Hills Dr Suite 200, Omaha, NE
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Cruise & Associates

Cruise & Associates

(11)
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 2007
Free Initial Consultation
4715 S 80th St Suite A, 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 1991
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
13310 I St, Omaha, NE
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Talon Wealth Management

Talon Wealth Management

(7)
“Their active but conservative money management style is exactly what I am looking for as I head into retirement.”
In Business Since 1991
Licensed, BBB Rating: A+
3526 N 163rd Plaza, 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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Prestige Wealth

Prestige Wealth

(11)
Services
“Nick, Congratulations on your new office!”
In Business Since 2023
17958 Pierce Plaza, Omaha, NE
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Leveragerx

Leveragerx

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

Prchal Petersen 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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Unified Legacy Advisors

Unified Legacy Advisors

(22)
  • Strategies
  • Retirement
  • Office
“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
11422 Miracle Hills Dr # 510, Omaha, NE
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Croker Group

Croker Group

(11)
“I've had a phenomenal experience with Croker Group.”
In Business Since 2022
9839 S 168th St #2b, Omaha, NE
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Allied National

Allied National

(3)
Litigation Funding
“If you are searching for a collection agency, I recommend reaching out to the managing director, Michael David, at Allied National!”
In Business Since 2023
Offers Financing Options
12020 Shamrock Plaza #200, Omaha, NE
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Russ Kaplan Investments

Russ Kaplan Investments

In Business Since 1986
Licensed, BBB Rating: A+
983 S 119th Ct, Omaha, NE
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Retire Smart

Retire Smart

(10)
  • Taxes
  • Company
“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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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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