Merrill Lynch Financial Advisor Kathryn Schubert
301 South 12th Street, Lincoln, Nebraska, United States
About the Merrill Lynch Financial Advisor Kathryn Schubert
Merrill Lynch Financial Advisor Kathryn Schubert, located at 301 South 12th Street in Lincoln, Nebraska, is part of The Schubert & Lassek Group, a multi-disciplinary wealth management team with over 100 years of combined financial services experience. Committed to providing personalized and trusted service, the team helps clients with all their wealth management needs, offering a boutique-style environment with the resources of a global financial firm.
The team at Merrill Lynch understands that no two people are alike, which is why they prioritize getting to know each client personally to create a financial approach that reflects their individual goals and priorities. They offer a range of services, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and overall financial planning.
With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch has received recognition from Forbes for their exemplary client service. They offer educational events and small group meetings in the Omaha and Lincoln areas to provide insights, observations, and ideas to help clients pursue their financial goals.
Whether clients are looking to manage their investments, plan for retirement, or address changes in their financial situation, Merrill Lynch Financial Advisor Kathryn Schubert and The Schubert & Lassek Group are dedicated to providing straightforward answers and uncomplicated strategies to help clients achieve their financial goals.
Photos of Merrill Lynch Financial Advisor Kathryn Schubert
301 S 12th St, Lincoln, NE 68508, United States
Opening hours of Merrill Lynch Financial Advisor Kathryn Schubert
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
-
Edward Jones - Financial Advisor: Jonathan S Johnson, CPWA®|CRPC™
7615 Pacific St, Omaha, NE 68114, United States
-
Edward Jones - Financial Advisor: Jim Goodman, AAMS™
7635 Main St, Ralston, NE 68127, United States
-
Credit Advisors
1850 S 72nd St, Omaha, NE 68124, United States
-
Edward Jones - Financial Advisor: Aaron Becker, CFP®
5310 S 84th St Suite 300, Omaha, NE 68127, United States
-
Edward Jones - Financial Advisor: Thomas Dunham
607 Pinnacle Dr ste b, Papillion, NE 68046, United States
-
Edward Jones - Financial Advisor: Steven J Anderson
8901 Indian Hills Dr Ste 350A, Omaha, NE 68114, United States
-
Schueman Financial Services
4715 S 80th St, Omaha, NE 68127, United States
-
Jana Flaxbeard - Financial Advisor, Ameriprise Financial Services, LLC
11819 Miracle Hills Dr STE 101, Omaha, NE 68154, United States
-
Edward Jones - Financial Advisor: Rob Cordray III
2012 Cornhusker Rd #700, Bellevue, NE 68123, United States
-
Northwestern Mutual - Scott Royal
9300 Underwood Ave, Omaha, NE 68114, United States
List of businesses, places and services in Nebraska
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos