Best Financial Advisors in Grand Island, NE

The highest-rated Financial Planning & Wealth Management companies out of 109 vetted & reviewed in the Grand Island area.

Flatwater Wealth

Flatwater Wealth

(1)
“Great staff and partners at Flatwater Wealth.”
Accepts All Major Credit Cards
In Business Since 1942
410 Lexington Cir, Grand Island, NE
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General Business Services

General Business Services

(13)
Starting a Business, Payroll Services, Tax Planning
“Highly recommended very helpful and knows what they're doing!”
Accepts All Major Credit Cards
In Business Since 1990
4009 6th Ave Ste 30, Kearney, NE
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Barth Financial

Barth Financial

(1)
Retirement Planning, Investment Planning, Education Planning
“Fantastic people with great wisdom and sound advisement.”
In Business Since 2006
2202 Central Ave UNIT 8, Kearney, NE
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Oldfather Financial Services

Oldfather Financial Services

“Oldfather Financial Services LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our indust...”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 1995
2033 Central Ave, Kearney, NE
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Wealthplan Partners

Wealthplan Partners

(5)
“Excellent service and caring staff!”
In Business Since 2018
109 E 52nd St Suite 1, Kearney, NE
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Lind Financial Services

Lind Financial Services

“First and foremost, we are fiduciaries for our clients. Our mission is to help clients understand and select appropriate investments because we have an obligated duty to act in our clients' best interest. We help advise on most financial issues with ...”
Emergency Services
In Business Since 2011
29 Camelot Way, Kearney, NE
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Black Oak Investment Counsel

Black Oak Investment Counsel

Insurance, Retirement Planning & Retirement Plans, Trusts & Charitable Giving
In Business Since 2011
3615 2nd Ave B, Kearney, NE
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Treelife Financial Solution Corp.

Treelife Financial Solution Corp.

(2)
“Great services”
Serving Grand Island Area
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Bob Bennie Wealth Management

Bob Bennie Wealth Management

(12)
Financial Planning
“In addition he has continued to offer additional insight into other investments that continues to increase our retirement nest egg, all the time providing updates which keep the fund moving in the right direction.”
Licensed, BBB Rating: A+
In Business Since 2001
1601 Old Cheney Rd, Lincoln, NE
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Ewerth & Associates C.p.a

Ewerth & Associates C.p.a

“As a Certified Tax Coach with the American Institute of Tax Planners, we have advanced training in proactive tax planning. Our specialized techniques will bring significant tax savings on your federal and state taxes by uncovering hidden deductions, ...”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 1997
237 S 70th St #219, Lincoln, NE
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Oswald Financial Group

Oswald Financial Group

(13)
  • Medicare
“Bryan was able to Cut our Monthly Supplement Plan Premium in Half with his knowledge of Medicare Options and was able to Guarantee Our Premiums would Not Increase due to Our Age in future years !!!”
Transparent Fees & Pricing
In Business Since 2020
8540 Executive Woods Dr #300, Lincoln, NE
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Midlands Financial

Midlands Financial

Risk Management & Financial Planning, Personal Financial Consulting Services, Business Financial Consulting Services
“Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities a...”
Offers Financing Options
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Remote Consultations Available
1128 Lincoln Mall Suite 200, Lincoln, NE
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R² Wealth Management

R² Wealth Management

(1)
Tell A Friend, Featured Links
“Contunue be extremely pleased with the knowledge and guidance of this team.”
Offers Financing Options
In Business Since 2014
8101 O St Suite 301, Lincoln, NE
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Flagstone Financial Management

Flagstone Financial Management

(2)
Investment Management, Financial Planning
“Loved working with them and have referred to many others”
CFP Certified
In Business Since 2016
5801 Hidcote Dr STE 100, Lincoln, NE
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Ruth Liebel Financial Coaching

Ruth Liebel Financial Coaching

(11)
Private Financial Coaching, Client Testimonials, Group Coaching
“, no more "we can't afford it" but instead "that's not where we choose to spend right now") to the underlying beliefs that are keeping us stuck in not only our financial progress but in all aspects of our lives.”
In Business Since 2020
Serving Grand Island Area
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Universal Financial Strategies

Universal Financial Strategies

“Variable Annuities are sold by prospectus. Both the product prospectus and underlying fund prospectuses can be obtained from the issuing insurance company or your financial advisor. Before investing, you should read the prospectus carefully and consi...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2006
7431 O St, Lincoln, NE
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Gene Lilly Surety Bonds

Gene Lilly Surety Bonds

(4)
  • Business
“Great place to do business for a bonded vehicle title”
In Business Since 2006
735 S 56th St, Lincoln, NE
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JS Financial

JS Financial

(1)
“Due to other considerations, we eventually decided to stay with our current business advisors, thus not moving to Joel's, but we very seriously considered moving our investments to Joel.”
In Business Since 2010
7645 Kennelley Dr, Lincoln, NE
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FP Wealth Management

FP Wealth Management

“Welcome, we're FP Wealth Management, a financial organization in Lincoln, NE. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goa...”
In Business Since 2014
770 N Cotner Blvd Suite 411, Lincoln, NE
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Haberfeld

Haberfeld

(1)
High Performance Growth
“She presents in such a relatable fashion and truly connects with her listeners.”
In Business Since 2002
206 S 13th St #1500, Lincoln, NE
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FSB Investment Center

FSB Investment Center

“We are dedicated to equip our clients to lead healthier financial lives through a comprehensive framework including educational resources, effective tools and personal, one-on-one coaching and advice.”
In Business Since 2016
Serving Grand Island Area
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Bixby Financial Services

Bixby Financial Services

(1)
“Very Knowledgeable and Professional!”
In Business Since 2010
Serving Grand Island Area
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Foy Financial Services

Foy Financial Services

Licensed, BBB Rating: A+
In Business Since 1999
12501 Holdrege St, Lincoln, NE
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Pittenger & Anderson

Pittenger & Anderson

Financial Planning, Complimentary Services, Investment Management
“Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing i nvestment management, financial planning, and complimenta...”
Transparent Fees & Pricing
In Business Since 1998
5533 S 27th St #201, Lincoln, NE
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Retirement Planning and Investment Management Services in Grand Island, NE Cost Estimates

Minimum cost
$1031
Maximum cost
$8760
National Average
$3092
Avg Per Hour Rates
$310
$2062
$5668
Average price range is based on 359 cost profiles
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Average Cost $3092
Minimum cost $1031
Maximum cost $8760
Avg Per Hour Rates $310

Average range $2062 to $5668 is based on 359 cost profiles.

Why these companies made our list

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