View Profile
Pinnacle Wealth Management
5 Step Process, Meet With Us, Partner With Us
“Fantastic people who do a great job.”
Best Financial Advisors in Lincoln, NE
Handpicked from 186 vetted & reviewed Financial Planning & Wealth Management firms in the Lincoln area, discover the top 5 leading options among the selected group of 24 finalists.
View Profile
Flagstone Financial Management
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.”
View Profile
Shunkwiler Financial
- 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.”
View Profile
Bob Bennie Wealth Management
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.”
View Profile
Harger CPA Group
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.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
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.”
View Profile
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, ...”
View Profile
Grossman Financial Planning: Lee Grossman
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.”
View Profile
Tomorrow's Money
- 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.”
View Profile
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...”
View Profile
NJN Financial Group
- 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.”
View Profile
Oswald Financial Group
- 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 !!!”
View Profile
R² Wealth Management
Paradigm ADV Part 3, Andrew Peterson, R² Wealth ADV Part 2A
“Contunue be extremely pleased with the knowledge and guidance of this team.”
View Profile
Sipherd & Associates Cpa's
“They are great and have helped my business in numerous way.”
View Profile
37 Wealth
“I have had Loren's help since 1988.”
View Profile
Kuzma Financial Services
“He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways.”
View Profile
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...”
View Profile
SP Group
“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.”
View Profile
Williams Group
“Professional”
View Profile
Perspective Planning Partners
“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.”
View Profile
JFC Financial Services
“I am extremely excited with the plan he has for our retirement investments.”
View Profile
JS Financial
“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.”
View Profile
FP Wealth Management
“I have had many conversations about finance with Brett and Tom and they are both very knowledgeable in his field.”
View Profile
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 ...”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
