TOP 30 Estate planning advisor in Omaha, Nebraska

75 results found

Located at 10306 Regency Parkway Drive in Omaha, Nebraska, Lamson Dugan & Murray is a prestigious institution offering a wide range of legal services in the areas of accounting, finance, and law. With over 40 attorneys dedicated to providing zealous legal representation, the firm prides itself on its unrivaled experience and integrity. Established on the principles of hard work, integrity, and excellence, Lamson Dugan & Murray has grown to become a leading law firm in the region. The team of attorneys possesses over 150 years of collective experience in civil and corporate law, and continues to expand its expertise in litigation and corporate matters.

Nabity Business Advisors is a finance institution located at 9802 Nicholas Street in Omaha, Nebraska, United States. Specializing in growing, protecting, and transitioning businesses, they help business owners navigate the complex challenges of day-to-day operations and plan for the future. With a focus on handling "big picture" issues such as business and estate planning, the professionals at Nabity Business Advisors work to ensure that critical financial events are identified and planned for to prevent any negative impact on the company. Securities are offered through Lion Street Financial, LLC, while investment advisory products and services are offered through Lion Street Advisors, LLC. Representatives at Nabity Business Advisors are dedicated to providing the right solutions for business owners to secure their financial future.

Gabriel Kerlik - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1111 North 102nd Court, Omaha, Nebraska, United States, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Gabriel Kerlik is equipped to provide expert advice on asset management, estate planning, retirement planning, investment strategies, and more. With a focus on ethical practices and continuous education, clients can trust in the expertise and commitment of Gabriel Kerlik to help them achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Gabriel Kerlik is dedicated to providing personalized and comprehensive financial solutions.

Sequent Planning, LLC is a finance institution located at 8420 West Dodge Road in Omaha, Nebraska, United States. They specialize in providing comprehensive financial planning services to individuals and businesses. With a team of experienced financial advisors, Sequent Planning, LLC helps clients achieve their financial goals through personalized investment strategies, retirement planning, estate planning, and more. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in financial management.

Stride Wealth Planning of Raymond James is a renowned financial institution located at 13120 Pierce Street in Omaha, Nebraska. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth planning strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial services including investment management, retirement planning, estate planning, and more. At Stride Wealth Planning, we strive to empower our clients to make informed decisions about their finances and secure a prosperous future for themselves and their loved ones.

Mercer Advisors Wealth Management is a finance institution located at 260 Regency Parkway in Omaha, Nebraska, United States. This institution offers a unique approach to wealth management, focusing on helping clients transition from building wealth to enjoying it. They believe in overseeing and connecting all aspects of a client's financial life, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. The talented wealth advisors at Mercer Advisors in the Omaha area are dedicated to helping clients achieve their financial goals. With expertise in retirement planning, Social Security optimization, estate planning, and more, these advisors work to provide a seamless client experience and help clients find Economic Freedom™.

Don Bryner - RBC Wealth Management Financial Advisor is a trusted financial institution located at 12910 Pierce Street in Omaha, Nebraska, United States. As a dedicated financial advisor, Don Bryner provides personalized wealth management services to help clients achieve their financial goals. With expertise in investment planning, retirement planning, and estate planning, Don Bryner is committed to helping individuals and families secure their financial future. Contact Don Bryner - RBC Wealth Management Financial Advisor today to start planning for a brighter tomorrow.

U.S. Bank - Private Wealth Advisor: Dustin Stroh is a financial institution located at 14301 FNB Parkway in Omaha, Nebraska, United States. As a private wealth advisor, Dustin Stroh provides personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building and preserving wealth, Dustin Stroh offers tailored strategies to help clients achieve their financial goals. Whether it's retirement planning, estate planning, or investment management, clients can trust U.S. Bank - Private Wealth Advisor: Dustin Stroh to provide expert guidance and support.

Andy Agree, a Financial Advisor at Ameriprise Financial Services, LLC in Omaha, Nebraska, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Andy has the expertise to assist clients with asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, or high net worth individual, Andy can provide personalized financial advice to help you reach your goals. Additionally, Andy is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and other specialized areas to ensure comprehensive financial planning. Contact Andy Agree at Ameriprise Financial Services, LLC for expert financial guidance and support.

Steve Sadler is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1111 North 102nd Court in Omaha, Nebraska, United States. Steve Sadler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Steve Sadler's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Steve Sadler specializes in asset management, investment strategies, estate planning, risk management, and retirement planning, among other financial services. With a focus on ethical practices and continued education, Steve Sadler is dedicated to helping clients achieve their financial goals and secure their financial future.

Sharon Kresse - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1935 North 120th Street, Omaha, Nebraska, United States. Sharon Kresse holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sharon Kresse's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Sharon Kresse is dedicated to helping clients achieve their financial goals and navigate complex financial situations with integrity and professionalism.

Joseph Zeisler is a Financial Advisor at Ameriprise Financial Services, LLC located at 1111 North 102nd Court in Omaha, Nebraska, United States. Joseph holds multiple certifications including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® Accredited Investment Fiduciary®, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® Chartered Advisor in Philanthropy®, CAS® expertise in fixed-rate and variable annuities, CASL® credential for senior and retirement planning, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Joseph is dedicated to providing comprehensive financial planning services to individuals, families, and businesses, with a focus on ethical and professional standards. Contact Joseph Zeisler for expert advice on wealth management, retirement planning, estate planning, investments, and more.

Larry McGowan is a Financial Advisor at Ameriprise Financial Services, LLC located at 11819 Miracle Hills Drive in Omaha, Nebraska, United States. Larry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Larry specializes in providing comprehensive financial planning and investment advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, Larry is dedicated to helping clients achieve their financial goals and secure their financial future.

Timothy Wagman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 14301 FNB Parkway in Omaha, Nebraska, United States. Timothy Wagman holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Timothy Wagman is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for guidance on wealth transfers, retirement planning, or investment opportunities, Timothy Wagman has the knowledge and experience to assist you. Contact him today for expert financial advice and personalized solutions tailored to your specific needs.

Laurie Ortman is a Financial Advisor at Ameriprise Financial Services, LLC, located at 11819 Miracle Hills Drive in Omaha, Nebraska, United States. Laurie holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Laurie is dedicated to providing comprehensive financial planning services to individuals, small business owners, retirees, and families, with a focus on asset management, estate planning, retirement planning, and investment strategies. Laurie's expertise and commitment to her clients make her a trusted financial advisor in the Omaha area.

David Knight - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1935 North 120th Street in Omaha, Nebraska, is a finance institution offering a range of specialized certifications and designations to provide expert financial planning and advice to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, David Knight is equipped to address a variety of financial needs and situations. From retirement planning to estate planning, investment management to insurance products, David Knight is committed to providing comprehensive and personalized financial solutions. Additionally, with designations such as CFA®, CFP®, CASL®, and more, clients can trust in the expertise and professionalism of David Knight as a trusted financial advisor.

Jim Loyet - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Omaha, Nebraska. With a focus on providing personalized financial advice and services, Jim Loyet helps clients navigate their financial goals and plan for their future. Whether you are looking to invest, save for retirement, or plan for your children's education, Jim Loyet is dedicated to helping you achieve your financial objectives. Visit us at 11819 Miracle Hills Drive to start planning for a secure financial future today.

John Wilton is a Financial Advisor at Ameriprise Financial Services, LLC located at 14301 FNB Parkway in Omaha, Nebraska, United States. John holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. John also specializes in serving domestic partners, seniors, and individuals with special needs. With his extensive knowledge and commitment to his clients, John Wilton is dedicated to providing personalized and comprehensive financial planning services.

Robert Gasnick - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11819 Miracle Hills Drive in Omaha, Nebraska, United States. Robert Gasnick holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert Gasnick's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. The institution offers a wide range of services, including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a focus on ethical practices and real-world application of financial concepts, Robert Gasnick is dedicated to helping clients achieve their financial goals.

Dan Morehouse is a financial advisor at Ameriprise Financial Services, LLC located at 11819 Miracle Hills Drive, Omaha, Nebraska, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Dan Morehouse specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to helping clients achieve their financial goals through expert advice and strategic investment planning.

Rick Havenridge is a Financial Advisor at Ameriprise Financial Services, LLC located at 11819 Miracle Hills Drive in Omaha, Nebraska, United States. Rick holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. As a financial advisor, Rick is dedicated to providing expert advice and guidance on asset management, retirement planning, estate planning, insurance products, investment opportunities, and more. With a strong commitment to ethics and continuing education, Rick is well-equipped to help individuals and small business owners navigate the complex world of finance.

Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 11819 Miracle Hills Drive in Omaha, Nebraska, offers a range of financial services to clients. Phil Wood holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Phil Wood is a Certified Divorce Financial Analyst and a Certified Estate Planner™, showcasing his commitment to helping clients navigate complex financial situations. With a focus on providing personalized and comprehensive financial planning services, Phil Wood is dedicated to helping clients achieve their financial goals.

Austin Williams - Financial Advisor, Ameriprise Financial Services, LLC, located at 15858 West Dodge Road in Omaha, Nebraska, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Austin Williams is well-equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. Whether you are looking for help with portfolio management, insurance products, or retirement income planning, the experienced advisors at Austin Williams can help you navigate the complexities of financial planning. Additionally, with specialized certifications in areas such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, the team at Austin Williams is dedicated to providing personalized and comprehensive financial solutions to meet your unique needs. Contact Austin Williams - Financial Advisor, Ameriprise Financial Services, LLC today to start planning for a secure financial future.

Tracey Halvorson, a Financial Advisor at Ameriprise Financial Services, LLC located at 17310 Wright Street in Omaha, Nebraska, offers a wide range of financial services to individuals looking to secure their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Tracey is dedicated to providing expert advice and guidance in asset management, retirement planning, estate planning, and investment strategies. As a Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA), Tracey is committed to upholding the highest standards of professionalism and ethics in the financial industry. Whether you are a retiree, small business owner, or high net worth individual, Tracey Halvorson has the expertise to help you achieve your financial goals. Contact her today to schedule a consultation and take the first step towards a secure financial future.

Kaizen Wealth Advisors, LLC is a finance institution located at 17445 Arbor Street in Omaha, Nebraska, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Kaizen Wealth Advisors, LLC, we believe in the principles of continuous improvement and strive to provide our clients with the highest level of service and expertise. Contact us today to learn how we can help you secure your financial future.

TR Estate Planning is a premier finance institution located at 15808 West Dodge Road in Omaha, Nebraska. Our team of experienced professionals specializes in creating customized estate plans to help individuals and families protect and distribute their assets according to their wishes. Whether you are looking to minimize estate taxes, avoid probate, or ensure your loved ones are taken care of, our experts are here to provide knowledgeable guidance and support. Trust TR Estate Planning to help you secure your financial future and legacy.

U.S. Bank - Private Wealth Advisor: Mike Suess is a finance institution located at 14301 FNB Parkway in Omaha, Nebraska. As a private wealth advisor, Mike Suess provides personalized financial planning and investment strategies for high net worth individuals and families. With a focus on building and preserving wealth, Suess offers expert guidance on retirement planning, estate planning, tax strategies, and more. Clients can expect tailored advice and a high level of service to help them achieve their financial goals.

Merrill Lynch Financial Advisor Daniel Lassek, located at 13321 California Street in Omaha, Nebraska, is part of The Lassek & Schubert Group, a team with over 100 years of combined financial services experience. They are dedicated to helping clients with their wealth management needs, offering personalized strategies to help preserve wealth and achieve financial goals. The team values building strong client relationships based on trust and personalized service. Specializing in areas such as credit and banking needs, risk management, trust and estate planning services, and investment management, they offer comprehensive financial solutions tailored to each client's unique circumstances. With access to the resources of Merrill and Bank of America, they aim to streamline financial management and maximize beneficial outcomes for successive generations. The team hosts educational events in the Omaha and Lincoln areas, providing insights and ideas to help clients pursue their financial goals. With a focus on client service excellence, they have received recognition from Forbes for their outstanding wealth management teams. Whether you are looking to manage healthcare expenses, plan for retirement, or transfer wealth to the next generation, Merrill Lynch Financial Advisor Daniel Lassek and The Lassek & Schubert Group are committed to helping you turn your financial goals into reality.

Cornerstone Wealth Advisors is a leading finance institution located at 11516 Nicholas Street in Omaha, Nebraska. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized investment strategies, retirement planning, estate planning, and wealth management services to individuals, families, and businesses. At Cornerstone Wealth Advisors, we pride ourselves on providing exceptional service and building long-lasting relationships with our clients. Contact us today to schedule a consultation and start planning for a brighter financial future.

Scott Prai is a Financial Advisor at Ameriprise Financial Services, LLC, located at 15858 West Dodge Road in Omaha, Nebraska, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Scott is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on portfolio management, insurance products, or retirement planning, Scott Prai is equipped to help you navigate the complexities of financial decision-making. Contact Scott Prai at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs and goals.