Lincoln, NE

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Lincoln, NE
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Best Financial Advisors in Lincoln, NE

The highest-rated Financial Planning & Wealth Management companies out of 186 vetted & reviewed in the Lincoln area.

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Flagstone Financial Management

Flagstone Financial Management

(48)
Financial Planning, Investment Management
“We are long-time long-distance clients from the west end of the state but that has never compromised the service we get from Michael, Dan and the crew.”
In Business Since 2016
CFP Certified
5801 Hidcote Dr STE 100, Lincoln, NE
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Lots of clients have been asking whether it makes sense to keep a lot of cash on hand while deposit rates are so high. Why invest in stocks or bonds if you can get 5% on cash? nnThere are lots of reasons! Dan Stous explains.

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Shunkwiler Financial

Shunkwiler Financial

(47)
  • Fun
  • Questions
  • Market
“Brett's knowledge, proactive communication, and ability to adapt strategies to evolving financial landscapes has made our retirement journey more secure and rewarding.”
In Business Since 2011
Remote Consultations Available
6301 S 58th St, Lincoln, NE
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Bob Bennie Wealth Management

Bob Bennie Wealth Management

(28)
Financial Planning
“They greatly relieved concerns that I had regarding moving funds from a company 401K upon resigning and have assisted us with other wealth management funds.”
In Business Since 2001
Licensed, BBB Rating: A+
1601 Old Cheney Rd, Lincoln, NE
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Harger CPA Group

Harger CPA Group

(1)
Services For Quickbooks, Industries, Business Services
“I am a small business owner and having Greg take care of my taxes lets me focus on the foundation and expansion of my business, and free time can be spent with family and not overwhelmed with IRS.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2004
Licensed, BBB Rating: A+
5701 Thompson Creek Blvd STE 100, Lincoln, NE
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Rediger & Company Cpas

Rediger & Company Cpas

Tax Services, Industries, Services For Quickbooks
“Rediger and Company, CPAs is licensed in NE and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1972
Licensed, BBB Rating: A+
3434 O St, 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, ...”
Free Initial Consultation
In Business Since 1999
Licensed, BBB Rating: A+
237 S 70th St #219, Lincoln, NE
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Grossman Financial Planning: Lee Grossman

Grossman Financial Planning: Lee Grossman

(1)
Financial Planning, Investments
“He is always very down to earth and very good at explaining even complicated financial matters in a way that even those who are not familiar with financial markets can easily understand.”
In Business Since 1990
Licensed, BBB Rating: A+
5715 S 34th St # 500, Lincoln, NE
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Tomorrow's Money

Tomorrow's Money

(7)
  • Knowledge
  • Ira
“There are so many aspects of finance, insurance, savings, budgeting, investment and preparing for future life that would be overwhelming to us without their help.”
In Business Since 1999
Free Initial Consultation
2200 Fletcher Ave, Lincoln, NE
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Capital Consulting-Asset Management

Capital Consulting-Asset Management

Consulting Services, Fiduciary Services, Insurance Services
“All types of investing and investment strategies involve risk including the potential loss of principal. Equity investments are subject to market fluctuations. International and emerging markets may be more volatile and involve additional expenses an...”
In Business Since 1999
Transparent Fees & Pricing
140 N 8th St Unit 410, Lincoln, NE
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NJN Financial Group

NJN Financial Group

(7)
  • Questions
  • Communication
  • Market
“They have handled my personal and business retirement accounts for employees and do a phenomenal job with communication and making sure we're in a great position.”
In Business Since 2019
8540 Executive Woods Dr # 100, Lincoln, NE
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Pinnacle Wealth Management

Pinnacle Wealth Management

(3)
5 Step Process, Meet With Us, Partner With Us
“Fantastic people who do a great job.”
In Business Since 2011
6140 Village Dr, Lincoln, NE
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Oswald Financial Group

Oswald Financial Group

(16)
  • 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 !!!”
In Business Since 2020
8540 Executive Woods Dr #300, Lincoln, NE
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Sipherd & Associates Cpa's

Sipherd & Associates Cpa's

(1)
“They are great and have helped my business in numerous way.”
Transparent Fees & Pricing
In Business Since 2003
Accepts All Major Credit Cards
8055 O St #207, Lincoln, NE
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R² Wealth Management

R² Wealth Management

(1)
Paradigm ADV Part 3, Andrew Peterson, R² Wealth ADV Part 2A
“Contunue be extremely pleased with the knowledge and guidance of this team.”
In Business Since 2014
8101 O St Suite 301, Lincoln, NE
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37 Wealth

37 Wealth

(1)
“I have had Loren's help since 1988.”
In Business Since 2018
Free Initial Consultation
8025 Eiger Dr Suite 100, Lincoln, NE
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Kuzma Financial Services

Kuzma Financial Services

(1)
“He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways.”
In Business Since 2013
Transparent Fees & Pricing
1630 S 70th St, Lincoln, NE
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SP Group

SP Group

(4)
“Troy was really helpful and knowledgeable he explained to me the IRS is so behind and me going to the office and pay them money is not going to do any good to me because they themselves having a trouble reaching the IRS.”
In Business Since 2009
Accepts All Major Credit Cards
1230 Aries Dr # A, Lincoln, NE
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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...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2004
Licensed, BBB Rating: A+
7431 O St, Lincoln, NE
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Williams Group

Williams Group

(3)
“Professional”
In Business Since 2004
8535 Executive Woods Dr Ste. 600, Lincoln, NE
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JFC Financial Services

JFC Financial Services

(2)
“I am extremely excited with the plan he has for our retirement investments.”
In Business Since 1999
9060 Andermatt Dr STE 101, Lincoln, NE
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Perspective Planning Partners

Perspective Planning Partners

(2)
“Even though talking about financial planning can sometimes be uncomfortable and nerve-racking, the professionalism, knowledge and caring attitude shown by them made this appointment and conversation a pure delight.”
In Business Since 2018
5960 Vandervoort Dr #100, 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
7120 Stephanie Ln STE 200, Lincoln, NE
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FP Wealth Management

FP Wealth Management

(1)
“I have had many conversations about finance with Brett and Tom and they are both very knowledgeable in his field.”
In Business Since 2014
770 N Cotner Blvd # 411, Lincoln, NE
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Baer Goff Financial Services

Baer Goff Financial Services

“The foundation for what has become Baer Goff Financial Services was developed by Jim Baer in 1980. After a number of years as a regional manager for a major financial services firm, Jim recognized the need for a company that could provide all of the ...”
In Business Since 2007
770 N Cotner Blvd #401, Lincoln, NE
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Retirement Planning and Investment Management Services in Lincoln, NE Cost Estimates

Minimum cost
$1231
Maximum cost
$10462
National Average
$3693
Avg Per Hour Rates
$370
$2462
$6770
Typical price range is based on 391 cost profiles
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Average Cost $3693
Minimum cost $1231
Maximum cost $10462
Avg Per Hour Rates $370

Typical range $2462 to $6770 is based on 391 cost profiles.

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Wealth Management Advisors near Lincoln

Popular in Lincoln

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