“Fantastic people with great wisdom and sound advisement.”
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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...”
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Wealthplan Partners
(5)
“Excellent!”
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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 ...”
“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.”
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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...”
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Treelife Financial Solution Corp.
(2)
“Professional setting 👌 Thank you Patty for always helping us entrepreneurs.”
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Peer Group
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Ruth Liebel Financial Coaching
(11)
Group Coaching, Private Financial Coaching, Client Testimonials
“, 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.”
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Flatwater Wealth
(1)
“Great staff and partners at Flatwater Wealth.”
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Galloway Financial Advisors
College Education Advisor, Accounting For Estates, Investment Advising
“If you are getting close to our desired retirement age, you may also consider either delaying retirement for just a few short years or getting a part-time job during retirement to help cover your basic expenses. Many people plan to spend less money d...”
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Nelson & Nelson, Cpa's
(22)
Services For Individuals, Business Services, Quickbooks Services
“Scott Baumann was very kind, informative and patient with my wife and I through the entire tax return process as it was our first time filing together as a married couple.”
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The Retirement Team
(30)
The Future
“Excellent understanding of, (and the ability to communicate), complex details pertaining to financial management: navigating NOW, and planning for the FUTURE Highly recommend.”
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Degroot CPA
(2)
Reviews - Compilations, Services For Individuals, Bank Financing
“Kevin and staff are friendly and take care of you in the tax world.”
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Steier & Associates
(2)
Services For Individuals, Business Services, Quickbooks 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.”
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American Tax Service
(24)
Financial and Retirement Planning, Tax Management Services, Quickbooks
“Nine years later, it is comforting to know that we can always turn to them with more in-depth questions, making sure we are on-track, that we are being compliant and helping us growing our business year-after-year.”
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Rick Young Financial Services
(1)
Ryfs Difference, Financial Planning, Partners
“He's extremely knowledgeable about the current market and how it relates to my own personal long term retirement goals.”
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Bob Bennie Wealth Management
(12)
Financial Planning
“I have lost less and gained more than peers of mine that were utilizing other financial services due to Bob and staffs' attention to detail and knowledge of the financial climate both Globally and in the United States.”
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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, ...”
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Afflora Financial Life Planning
(13)
Retirement
Questions
“An in-state-its very hard to figure that out when you don't even know where to start, what you are doing, and if the information you are getting is even close to being accurate.”
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Monahan Financial
(2)
“He exhibits sound judgement and genuine concern for his clients.”
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Glass Consulting
(10)
Business Services, Tax Services, Industries
“I am SO glad to have relinquished my business bookkeeping over to them also, it has taken so much off of my plate and allowed me to focus on what I do best, design services!”
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Retirement Planning and Investment Management Services in Kearney, NE Cost Estimates