Omaha, NE

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Omaha, NE
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Best Financial Advisors in Omaha, NE

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Omaha area.

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Deboer & Associates

Deboer & Associates

(25)
Tax Services, Business Services, Audit Services
“Brad Yoder is very knowledgeable and has a great personality for working with clients, and it's clear that he will be able to help us develop tax solutions going forward.”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1998
17330 Wright St # 100, Omaha, NE
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Hemenway Financial Services

Hemenway Financial Services

(26)
Accounting, Financial, Complimentary Consultation
“I came to Hemenway Associates needing several years of back-dated tax returns processed ASAP, and the staff handled everything at a competitively low cost, no problem!”
Licensed, BBB Rating: A+
In Business Since 1991
Accepts All Major Credit Cards
5310 S 139th Plaza, Omaha, NE
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Wondering what an enrolled agent can do for you? They are authorized to represent you to the IRS, which means they can fulfill many functions. For example, they can handle all correspondence with the IRS, talk to local, state, and federal tax agencies on your behalf, and set up installment agreements.

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McFarlin & Brokke

McFarlin & Brokke

(15)
Business Services, Quickbooks Services, Services For Individuals
“No matter how busy they are, they always respond right away and they also work with our banker, lawyer, and financial advisor to help us stay on track and reach our goals!”
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2009
Transparent Fees & Pricing
14400 Branch St suite 501, Omaha, NE
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Steier & Associates

Steier & Associates

(2)
Business Services, Quickbooks Services, Services For Individuals
“Expect the highest in ethics; both for your operations and innovative tax and estate planning.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1996
1015 N 98th St #100, Omaha, NE
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Asset Strategies

Asset Strategies

(37)
Roth Iras, Wealth Planning, Investment Planning
“Their team are very professional and have treated us like we are their only responsibilities, if I were looking for a investment group these guys are the first place I would contact.”
Remote Consultations Available
In Business Since 2008
14450 Meadows Blvd #1, Omaha, NE
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Rick Young Financial Services

Rick Young Financial Services

(1)
Financial Planning, Ryfs Difference, Partners
“He's extremely knowledgeable about the current market and how it relates to my own personal long term retirement goals.”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts All Major Credit Cards
1809 N 169th Plaza A, Omaha, NE
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Nabity Business Advisors

Nabity Business Advisors

Personal Advisory Services, Business Advisory Services
“Consequently, “big picture” items can be put on the back burner for too long and if a Critical Financial Event occurs, before you've organized a serious plan, you, your family and your employees can be hurt significantly because there was not enough ...”
Licensed, BBB Rating: A+
In Business Since 1988
9802 Nicholas St STE 105, Omaha, NE
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Frank A. Kreifels & Associates

Frank A. Kreifels & Associates

(1)
“Kreifels to make sure you understand and is given the documents you want, with the assurance your plans will be executed flawlessly.”
Licensed, BBB Accredited
In Business Since 1983
Accepts All Major Credit Cards
6910 Pacific St #320, Omaha, NE
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Monahan Financial

Monahan Financial

(1)
“He exhibits sound judgement and genuine concern for his clients.”
Licensed, BBB Rating: A+
In Business Since 2007
1055 N 115th St # 204, Omaha, NE
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Cruise & Associates

Cruise & Associates

(12)
Business Services, Advisory Services, Business Tax Services
“They have an excellent very responsive staff even with their tremendous growth we have been able to always have contact with their founder and upper management.”
Free Initial Consultation
In Business Since 2005
4715 S 80th St Suite A, Omaha, NE
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Bret M Sewell,

Bret M Sewell,

(3)
Industries, Business Services, Services For Quickbooks
“She has been helping me with a really tough bookkeeping project and the support I have received is unmatched.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2014
Offers Financing Options
3839 S 148th St #150, Omaha, NE
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Massman Nelson Reinig

Massman Nelson Reinig

(5)
Services For Quickbooks, Tax Services, Tax Relief
“If you are looking for a reliable, trustworthy, and experienced CPA to handle your taxes, George Nelson and the team at Massman Nelson Reinig PC are an excellent choice.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1991
Transparent Fees & Pricing
13310 I St, Omaha, NE
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Callahan Financial Planning | Omaha Financial Advisors

Callahan Financial Planning | Omaha Financial Advisors

(2)
Visit With a Planner, What to Expect, What We Charge
“Knowledgeable, professional, personable.”
Licensed, BBB Rating: A+
In Business Since 2013
Accepts Debit, Check, All Major Credit Cards, Financing available
3157 Farnam St Ste 7111, Omaha, NE
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Agsn

Agsn

(1)
History, Profile, Team
“Steve is great and it's helping with our complicated tax returns from several states and two countries!”
Licensed, BBB Rating: A+
In Business Since 2014
16910 Marcy St #103, Omaha, NE
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Unified Legacy Advisors

Unified Legacy Advisors

(24)
  • Informational
  • Brother
  • Medicare
“They always take the time to answer all questions and explain things in layman's terms so you can always walk out feeling confident that you came to the right place.”
In Business Since 2014
17002 Marcy St Suite 120, Omaha, NE
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Prchal Group

Prchal Group

(5)
“From helping us with using Quickbooks or monthly consultation to year end taxes, we have received consistent professional services whether working with Jim or Emily to Andrea or Wanda!”
Transparent Fees & Pricing
In Business Since 2018
Offers Financing Options
11102 Blondo St Suite 100, Omaha, NE
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Retire Smart

Retire Smart

(13)
  • Retirement
  • Company
  • Questions
“I love how Retire Smart uses a philosophy of having each financial advisor serve as an expert on a particular financial-related subject (such as social security or taxes) as a "go-to" person for the firm.”
In Business Since 2017
13815 FNB Pkwy Suite 400, Omaha, NE
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TR Financial Group

TR Financial Group

The Process, Retirement Plans, Tax Reference Guide
“TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm. We offer a variety of services ranging from wealth management to estate planning. Committed to building long-term relationships with our c...”
Transparent Fees & Pricing
In Business Since 1999
Offers Financing Options
15808 W Dodge Rd #200, Omaha, NE
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Vista Wealth Group

Vista Wealth Group

(1)
“I get my investments overseen by Sherman, here.”
Licensed, BBB Rating: A+
In Business Since 2018
Accepts All Major Credit Cards
11235 Davenport St #109, Omaha, NE
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Leveragerx

Leveragerx

(6)
  • Information
“These folks are awesome!!!!”
Licensed
In Business Since 2015
Offers Financing Options
6464 Center St Suite 160, Omaha, NE
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Dutton & Associates

Dutton & Associates

(4)
IRS Wage Garnishment, IRS Liens, Why Quickbooks
“I have been using Dutton and associates for over 20 years and have had nothing but 100% positive experiences Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
10822 Old Mill Rd #1, Omaha, NE 68154
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Revolution Group

Revolution Group

(10)
  • Knowledge
  • Communication
  • Management
“The financial planners we had used in the past always touted being fiduciaries and made financial promises with their products that were not in our best interest.”
In Business Since 2011
450 Regency Pkwy #300, Omaha, NE
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Sequoia Wealth Partners

Sequoia Wealth Partners

(1)
Financial Planning, Insurance Planning, Investment Planning
“Thanks for the invite 👍😊 …”
Offers Financing Options
In Business Since 2006
11213 Davenport St Suite #105, Omaha, NE
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Mutual of Omaha Investor Services

Mutual of Omaha Investor Services

(9)
“For a majority of our claims with this company, it is as simple as one phone call (no claim form(s), assignment form(s), etc) and a check is in the mail the next day to the beneficiary and/or the funeral home.”
In Business Since 1996
Mutual of Omaha Plaza, 3301 Dodge St, Omaha, NE
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Retirement Planning and Investment Management Services in Omaha, NE Cost Estimates

Minimum cost
$1239
Maximum cost
$10530
National Average
$3717
Avg Per Hour Rates
$372
$2478
$6814
Average price range is based on 372 cost profiles
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Average Cost $3717
Minimum cost $1239
Maximum cost $10530
Avg Per Hour Rates $372

Average range $2478 to $6814 is based on 372 cost profiles.

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