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TOP 30 Estate planning in Lincoln, NE
131 results found
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Matthew Frederick - UBS Financial Services Inc.
Matthew Frederick - UBS Financial Services Inc. is a reputable financial institution located at 5800 Hidcote Drive in Lincoln, Nebraska, United States. Specializing in providing comprehensive financial services, including wealth management, investment advice, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you in securing your financial future.
Laurie Ortman - Financial Advisor, Ameriprise Financial Services, LLC
Laurie Ortman is a Financial Advisor at Ameriprise Financial Services, LLC located at 7111 A Street in Lincoln, Nebraska, United States. Laurie Ortman 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®, 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®. Laurie Ortman is dedicated to providing expert financial advice and services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. Laurie Ortman's extensive training and experience make her a trusted advisor in the field of finance."
Montage Financial Group - UBS Financial Services Inc.
Montage Financial Group - UBS Financial Services Inc. is a reputable finance institution located at 8415 Maddox Drive in Lincoln, Nebraska, United States. With a strong focus on providing personalized financial solutions, their team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, retirement planning, or estate planning, Montage Financial Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Foy Financial Services Inc
Foy Financial Services Inc is a reputable finance institution located at 12501 Holdrege Street in Lincoln, Nebraska, United States. With a team of experienced professionals, Foy Financial Services Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Foy Financial Services Inc is dedicated to providing personalized solutions tailored to your unique needs. Trust Foy Financial Services Inc to provide expert advice and guidance to help you secure a stable financial future.
Core Wealth Management
Core Wealth Management is a leading finance institution located at 8333 Glynoaks Drive in Lincoln, Nebraska, United States. We specialize in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, estate planning, tax strategies, and more. At Core Wealth Management, we are dedicated to providing our clients with the highest level of service and expertise to help them build and preserve their wealth for the future.
Mason Doughty - Financial Advisor, Ameriprise Financial Services, LLC
Mason Doughty is a Financial Advisor at Ameriprise Financial Services, LLC located at 8535 Executive Woods Drive in Lincoln, Nebraska, United States. Mason Doughty 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Certified Military Financial Advisor® (CFMA®). Mason Doughty offers expertise in asset management, investment strategies, retirement planning, estate planning, and financial advice for small business owners. With a commitment to ethical practices and ongoing education, Mason Doughty provides comprehensive financial services to clients seeking to achieve their financial goals.
Sharon Kresse - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sharon Kresse - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8535 Executive Woods Drive in Lincoln, Nebraska, United States. Sharon Kresse holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. She is also trained in specialized areas such as domestic partnership advising, philanthropy, divorce financial analysis, exit planning, and special needs financial planning. Sharon Kresse is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement, ensuring that all aspects of their financial needs are met with professionalism and expertise.
Ron Wilhelm - Financial Advisor, Ameriprise Financial Services, LLC
Ron Wilhelm is a Financial Advisor at Ameriprise Financial Services, LLC located at 570 Fallbrook Boulevard in Lincoln, Nebraska, United States. Ron Wilhelm 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®. These certifications demonstrate Ron Wilhelm's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Ron Wilhelm is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and client needs.
The McEwen Group
The McEwen Group is a reputable finance institution located at 8800 Firethorn Lane in Lincoln, Nebraska, United States. With a strong focus on providing top-notch financial services, The McEwen Group offers expert advice and solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management, The McEwen Group is committed to helping you secure a stable financial future.
Sheryl LaDuke - RBC Wealth Management Financial Advisor
Sheryl LaDuke - RBC Wealth Management Financial Advisor is a reputable finance institution located at 8800 Firethorn Lane in Lincoln, Nebraska, United States. As a dedicated financial advisor, Sheryl LaDuke provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Sheryl offers expert advice on investments, retirement planning, estate planning, and more. Trust Sheryl LaDuke - RBC Wealth Management Financial Advisor to help you navigate the complexities of the financial world and secure your financial future.
Thomas, Kunc & Black, LLP
Thomas, Kunc & Black, LLP is a prestigious accounting and finance institution located at 300 North 44th Street in Lincoln, Nebraska, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Contact Thomas, Kunc & Black, LLP for all your accounting and financial needs.
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