The highest-rated Financial Planning & Wealth Management companies out of 197 vetted & reviewed in the Kearney area.
Learn how we score.
Prominent finalists A-Z in Kearney
AMGL – CPA’s & Advisors
Barney Financial Services
Barth Financial
Bazata Wealth Management Group
Black Oak Investment Counsel
Bluestone Wealth Advisors
Brokerage Specialists
Core CPAs
FSB Investment Center
Flatwater Wealth
General Business Services
Lind Financial Services
Midwest Wealth Managerment
Oakeson Steiner Wealth & Retirement
Oldfather Financial Services
Paul Mueller, CPA
Peer Group
Plains Advisory
Ridgeline Advisors
Ruth Liebel Financial Coaching
Sandstone Wealth Management
Spiehs Wealth Management
Treelife Financial Solution Corp.
Wealthplan Partners
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General Business Services
(38)
Accounting Done For You, Tax Preparation, Quickbooks Services
“Very thorough and quick!!”
i
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Barth Financial
(1)
Financial Calculators, Video Updates, Riskalyze Questionnaire
“Fantastic people with great wisdom and sound advisement.”
i
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Wealthplan Partners
(5)
“Excellent!”
i
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Barney Financial Services
(1)
“Great place, great people!”
i
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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...”
i
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Bazata Wealth Management Group
(1)
“They're a great group of people who care about their clients and go the extra mile to make sure they have their needs taken care of.”
i
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Bluestone Wealth Advisors
(1)
“Is a donw tonw kearney”
i
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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 ...”
i
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Black Oak Investment Counsel
Investments, Insurance, Education Planning
i
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Sandstone Wealth Management
“Sandstone Wealth Management provides personalized strategies to help you pursue your financial goals. From Investment Portfolio Management to Retirement Planning, we are here for you.”
i
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FSB Investment Center
“First State Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Fin...”
i
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Midwest Wealth Managerment
“Using the smart money philosophy, we want to help you generate a living map that is geared to your individual dreams, goals, and risk tolerance so we have smart places to choose from when funds are needed. We understand the one size fits all model is...”
i
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Treelife Financial Solution Corp.
(2)
“Professional setting 👌 Thank you Patty for always helping us entrepreneurs.”
i
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Peer Group
“We help you create a clear and compelling strategy to achieve your business goals. Our team of experts will work with you to identify your strengths, weaknesses, opportunities, and threats and develop a roadmap for success.”
i
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Ruth Liebel Financial Coaching
(15)
Home Abundant Budgets, Home Private Coaching, Home Free Consultation
“, 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.”
i
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Brokerage Specialists
(3)
“I have worked with Todd Hoins and Brokerage Specialists for over twenty years and the professionalism of his staff and his firm has been truly amazing.”
i
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Paul Mueller, CPA
(3)
Services For Individuals, Business Services, Quickbooks Services
“Some of the best I have ever worked with.”
i
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Flatwater Wealth
(2)
Financial Planning, Investment Management, Retirement Income Planning
“Great staff and partners at Flatwater Wealth.”
i
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Amgl - Cpa's & Advisors
(6)
“They really make life a lot easier.”
i
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Oakeson Steiner Wealth & Retirement
Tax Planning, Financial Planning, Plan Participant Education
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
“Our comprehensive and customized solutions are tailored to your specific needs. We pride ourselves on our commitment to integrity, objectivity, and professionalism.”
i
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Ridgeline Advisors
“Whether you define financial success as a well-funded retirement, philanthropy, or a legacy for your children and heirs, we'll work in partnership with you to identify key milestones along your financial journey.”
i
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Spiehs Wealth Management
“Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.”
i
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Plains Advisory
“Often people feel confused or uncertain about how to invest money, particularly when the stakes are high. No one wants to have doubts, concerns, or confusion about investing. You likely never had an opportunity to learn how to become a better investo...”
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Retirement Planning and Investment Management Services in Kearney, NE Cost Estimates