Best Financial Advisors in Omaha, NE

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

“Always willing to help and is very knowledgeable!”

“I get my investments overseen by Sherman, here.”

“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!”

“Gave me information that NO ELSE bothered to offer me in researching my bankruptcy for the last two years.”

“These folks are awesome!!!!”

“Thanks for the invite 👍😊”

“I have worked with Erin Kinney to establish ER As for my kids' college and my wife's IRA.”

“I trust them, they do good work to be open and transparent about everything.”

“Dan is the definition of integrity.”

“We met with Don to discuss our financial goals.”

“Kelly was recommended to me by another business owner, and I am so happy we made the switch to work with her & her team!”

“Some of the best advice I've ever received!”

“I live in Oregon and I looked all around the country to find someone offering the surprisingly-rare service he provides (financial expertise on freelancing payable by the hour without any kind of monthly commitment).”

“He takes the time to walk his clients through each process in financial planning to ensure they have the best solution for their needs.”

“If you're a business owner, looking for a CPA to come alongside you that will treat you more as a partner rather than client, Les and his team are your people”