Best Financial Advisors in Omaha, NE

“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!”

“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!”

“He's extremely knowledgeable about the current market and how it relates to my own personal long term retirement goals.”

“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 ...”

“Kreifels to make sure you understand and is given the documents you want, with the assurance your plans will be executed flawlessly.”

“He exhibits sound judgement and genuine concern for his clients.”

“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!”

“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.”

“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...”

“These folks are awesome!!!!”

“I have been using Dutton and associates for over 20 years and have had nothing but 100% positive experiences Positive Responsiveness, Quality, Professionalism, Value”

“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.”

“Thanks for the invite 👍😊 …”

“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.”