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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Bob Bennie Wealth Management

Bob Bennie Wealth Management

(12)
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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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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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 !!!”
In Business Since 2020
Transparent Fees & Pricing
8540 Executive Woods Dr #300, Lincoln, NE
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Midlands Financial

Midlands Financial

Personal Financial Consulting Services, Business Financial Consulting Services, Retirement Planning 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...”
Accepts All Major Credit Cards
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1974
1128 Lincoln Mall Suite 200, Lincoln, NE
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R² Wealth Management

R² Wealth Management

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

Flagstone Financial Management

(2)
Financial Planning, Investment Management
“Always professional, courteous and provides relevant information.”
In Business Since 2016
CFP Certified
5801 Hidcote Dr STE 100, Lincoln, NE
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Gene Lilly Surety Bonds

Gene Lilly Surety Bonds

(4)
  • Business
“A great business with A+ lawncare!”
In Business Since 2006
735 S 56th St, 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 2006
Licensed, BBB Rating: A+
7431 O 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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Foy Financial Services

Foy Financial Services

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

Pittenger & Anderson

Complimentary Services, Investment Management, Financial Planning
“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...”
In Business Since 2000
Transparent Fees & Pricing
5533 S 27th St #201, 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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Frank Financial Concepts

Frank Financial Concepts

Retirement Income, Tax Strategies, Estate Planning
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2018
8055 O St Suite 110, Lincoln, NE
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Daniel H. Badeer - NBC Trust Company

Daniel H. Badeer - NBC Trust Company

“You may have built a home, a business, a family... but you've also been building your dreams. Now, those dreams can shape your future - by giving you more time for the things that matter most to you. Let us show you how. Get in touch.”
In Business Since 2015
Free Initial Consultation
6000 Village Dr Suite #100, Lincoln, NE
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Strategic Legacy Advisors

Strategic Legacy Advisors

“Some of the views are not necessarily those of the Representative nor Broker/Dealer, and should not be construed as investment advice. Neither the named Representative nor Broker/Dealer gives tax or legal advice. All information is believed to be fro...”
In Business Since 2001
Transparent Fees & Pricing
875 S 48th St, Lincoln, NE
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Alpha Wealth Advisors

Alpha Wealth Advisors

Individuals, Businesses
“At Alpha Wealth Advisors, our mission is to develop and maintain strong client relationships through a commitment of comprehensive strategies based on our broad experience, deep knowledge, industry resources and our dedication to service.”
In Business Since 2019
6040 S 58th St E, Lincoln, NE
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Moore Financial Services

Moore Financial Services

(1)
“If you need help with Financial Services Scot Moore is your guy.”
570 Fallbrook Blvd #101, Lincoln, NE
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Teacher Pros

Teacher Pros

“Brett is a lifelong learner and believes education is vital, especially in our industry. Brett attended Northwestern University for his CFP®Certification Education, and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds his Accredited Inve...”
In Business Since 2014
770 N Cotner Blvd # 411, Lincoln, NE
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Bellwether Wealth

Bellwether Wealth

“Investors are rooting for a continued slowdown in wage growth and a loosening in the tight labor market but not an outright recession, which would hamper corporate profits. Wages are still rising too quickly for the Fed's comfort and aren't compatibl...”
In Business Since 2006
140 N 8th St #210, Lincoln, NE
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D.A. Davidson & Co.

D.A. Davidson & Co.

Financial Services
“Financing, distributing and securing capital is delivered with a tradition of personalized client service.”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1998
Licensed
115 Canopy St Suite 400, Lincoln, NE
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Invest Nebraska Corporation

Invest Nebraska Corporation

“Invest Nebraska represents an experienced staff, dedicated board, and a group of passionate partners who share a commitment to Nebraska and all of its residents. Since 2002, Invest Nebraska has been a cornerstone of Nebraska's entrepreneurial ecosyst...”
In Business Since 2002
Remote Consultations Available
801 R St STE 1, Lincoln, NE
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Benefit Planning Specialist

Benefit Planning Specialist

“We believe that management should focus on what they do best – running the company – and let us focus on what we do best – managing the details of retirement plan design, administration, education, and investment.”
In Business Since 2000
770 N Cotner Blvd # 300, 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

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