Estate planning in Omaha, NE
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Sipple Law
● ClosedSipple Law is a reputable law firm located at 12020 Shamrock Plaza in Omaha, Nebraska. Our team of dedicated attorneys is committed to providing top-notch legal services to our clients in the United States. With years of experience and expertise in various areas of law, we strive to offer personalized and effective solutions to meet the needs of our clients. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a criminal case, Sipple Law is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
12020 Shamrock Plaza Suite 200, Omaha, NE 68154, United States -
Decker Law Offices
● ClosedDecker Law Offices is a reputable law firm located at 1299 Farnam Street in Omaha, Nebraska. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing exceptional representation and personalized assistance to clients in need. Whether you require assistance with personal injury cases, family law matters, criminal defense, or estate planning, Decker Law Offices is committed to advocating for your rights and achieving the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
The Landmark Building, 1299 Farnam St STE 300, Omaha, NE 68102, United States -
Erickson | Sederstrom PC
● ClosedErickson | Sederstrom PC is a reputable law firm with offices in both Lincoln and Omaha, Nebraska. The Lincoln office is located at 301 South 13th Street, Suite 400, while the Omaha office is situated at 10330 Regency Parkway Drive, Suite 100. With a team of experienced attorneys, Erickson | Sederstrom PC provides legal services in various practice areas including business law, real estate, litigation, and estate planning. Clients can expect personalized attention and strategic legal solutions to meet their individual needs. Contact Erickson | Sederstrom PC at (402) 476-1000 for the Lincoln office or (402) 397-2200 for the Omaha office for more information or to schedule a consultation.
2571, 301 S 13th St #400, Lincoln, NE 68508, United States -
Kaizen Wealth Advisors, LLC
● ClosedKaizen 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.
17445 Arbor St #300, Omaha, NE 68130, United States -
U.S. Bank - Private Wealth Advisor: Mike Suess
● ClosedU.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.
14301 FNB Pkwy # 301, Omaha, NE 68154, United States -
Avior Wealth Management, LLC
● ClosedAvior Wealth Management, LLC is a finance institution located at 14301 FNB Parkway in Omaha, Nebraska, United States. At Avior Wealth Management, they believe in expert financial planning that goes beyond just managing wealth. Their team of experienced professionals works to align their clients' investments with their true intentions, allowing their wealth to have more purpose in their lives. They specialize in preparing for the future, streamlining complex financial situations, and creating personalized financial plans that reflect each client's individual goals and intentions. With over 100 years of collective experience, Avior Wealth Management offers a range of services including retirement asset management, risk control, tax efficiency enhancement, debt management, estate planning, and college planning. Their team of fiduciary advisors are dedicated to helping business owners and individuals maximize the value of their wealth both now and in the future.
14301 FNB Pkwy Suite 110, Omaha, NE 68154, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Omaha, Nebraska offers comprehensive financial services tailored to high-net-worth individuals and families. Our team of experienced professionals provides personalized investment strategies, estate planning, tax management, and more to help clients achieve their financial goals. Located at 14301 FNB Parkway, our institution is dedicated to providing exceptional service and expertise in wealth management. Trust U.S. Bank to safeguard and grow your assets for generations to come.
14301 FNB Pkwy # 301, Omaha, NE 68154, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 14301 FNB Parkway, Omaha, Nebraska, United States. The Omaha team at Buckingham shares a passion for understanding the financial needs of each client, creating customized wealth strategies that encompass portfolio management, estate planning, insurance, tax planning, and college planning. As fiduciaries, the advisors at Buckingham are dedicated to acting in the best interest of their clients, using their experience, knowledge, and resources to provide objective, long-term guidance. The highly personalized experience offered by the Omaha team ensures that each client's unique needs and goals are met. To learn more about becoming a Buckingham client and the personalized experience they offer, download their "Experience Is Everything" brochure. Additionally, Buckingham provides insights on how elections can impact sectors and industries, the benefits of restricted stock units (RSUs), and how your values can drive your financial plan.
14301 FNB Pkwy, Omaha, NE 68154, United States -
Merrill Lynch Financial Advisor Daniel Lassek
● ClosedMerrill 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.
13321 California St #200, Omaha, NE 68154, United States -
Cornerstone Wealth Advisors
● ClosedCornerstone 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.
11516 Nicholas St #304, Omaha, NE 68154, United States -
Silverleaf Wealth Management
● ClosedSilverleaf Wealth Management is a leading finance institution located at 12801 Pierce Street in Omaha, Nebraska, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Our comprehensive approach to financial planning includes investment management, retirement planning, estate planning, and more. At Silverleaf Wealth Management, we are dedicated to helping our clients build and protect their wealth for a secure financial future.
12801 Pierce St. #100, Omaha, NE 68144, United States -
Scott Prai - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott 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.
15858 W Dodge Rd Ste 110, Omaha, NE 68118, United States -
Morris Friedman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMorris Friedman is a financial advisor at Ameriprise Financial Services, LLC, located at 14769 California Street in 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, 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. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Morris Friedman is dedicated to providing comprehensive financial services to individuals and businesses.
14769 California St Ste 3, Omaha, NE 68154, United States -
Terra Milander - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTerra Milander is a financial advisor at Ameriprise Financial Services, LLC, located at 14769 California Street in Omaha, Nebraska, United States. Terra 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Terra specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to helping clients make informed decisions about their investments, estate planning, insurance products, and retirement strategies. With a commitment to ethical practices and ongoing education, Terra Milander is a trusted partner in helping clients achieve their financial goals.
14769 California St Ste 3, Omaha, NE 68154, United States -
U.S. Bank - Private Wealth Advisor: Mindy Tuma
● ClosedU.S. Bank - Private Wealth Advisor: Mindy Tuma is a finance institution located at 14301 FNB Parkway in Omaha, Nebraska, United States. As a private wealth advisor, Mindy Tuma offers personalized financial planning and investment strategies to high-net-worth individuals and families. With a focus on building and preserving wealth, Mindy Tuma provides expert guidance on retirement planning, estate planning, tax strategies, and more. Clients can expect tailored solutions and exceptional service to help them achieve their financial goals.
14301 FNB Pkwy # 301, Omaha, NE 68154, United States -
River City Financial Group
● OpenRiver City Financial Group, located at 13520 California Street in Omaha, Nebraska, is dedicated to helping individuals understand and navigate the complexities of personal finance. By taking a proactive approach, clients can uncover opportunities and potential rewards for their financial future. Our team at River City Financial Group offers expertise in insurance, investing, retirement planning, estate planning, and wealth preservation. As an institution, we believe in the value of working with skilled professionals to help clients pursue their financial goals. Securities are offered through Securities America, Inc., while financial planning services are provided through Securities America Advisors, Inc. Our website is designed for residents of the United States and serves as an informational resource.
13520 California St # 210, Omaha, NE 68154, United States -
Di Martino & Associates
● OpenDi Martino & Associates is a reputable finance institution located at 706 North 129th Street in Omaha, Nebraska, United States. With a team of experienced professionals, we provide a wide range of financial services to our clients. Whether you need assistance with investment planning, retirement savings, or estate planning, our experts are here to help you achieve your financial goals. Trust Di Martino & Associates to provide you with personalized and reliable financial advice tailored to your individual needs.
706 N 129th St #105, Omaha, NE 68154, United States -
Heineman Financial
● ClosedHeineman Financial Strategies, located at 11204 Davenport Street in Omaha, Nebraska, is an independent financial services firm dedicated to guiding individuals from employment through retirement. Our experienced advisors offer a wide range of professional financial planning services and high-quality financial products to help clients achieve their financial goals. Our mission is to help clients become more comfortable, knowledgeable, and confident in their financial future. We strive to build long-term relationships based on trust, respect, and personalized service. Our advisors are committed to putting the interests of our clients first and upholding the highest ethical standards in our industry.
11204 Davenport St #204, Omaha, NE 68154, United States -
ILS Financial
● ClosedILS Financial, located at 10050 Regency Circle in Omaha, Nebraska, is a finance institution dedicated to empowering military members and veterans towards financial freedom. With a focus on serving those approaching retirement or transition, veteran business owners, and executives, ILS Financial offers tailor-made financial solutions to help individuals reach work optional lifestyles. Understanding the unique challenges and opportunities that come with military service, ILS Financial provides customized strategies to help clients achieve financial freedom. Whether preparing for retirement, selling a business, receiving an inheritance, or planning for the future, their comprehensive resources and extensive experience are here to support you.
10050 Regency Cir # 533, Omaha, NE 68114, United States -
Kenneth Ferrarini - RBC Wealth Management Financial Advisor
● ClosedKenneth Ferrarini - RBC Wealth Management Financial Advisor is a leading financial institution located at 12910 Pierce Street in Omaha, Nebraska, United States. As a trusted financial advisor, Kenneth Ferrarini offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kenneth Ferrarini provides expert advice on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Kenneth Ferrarini - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence.
12910 Pierce St. Suite 300, Omaha, NE 68144, United States -
Butler Huseth Wealth Management - UBS Financial Services Inc.
● OpenButler Huseth Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 13815 FNB Parkway in Omaha, Nebraska, United States. As a trusted wealth management firm, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Butler Huseth Wealth Management - UBS Financial Services Inc. is dedicated to helping you succeed.
13815 FNB Pkwy Suite 300, Omaha, NE 68154, United States -
Silverleaf Wealth Management-Gibson Justin
● ClosedSilverleaf Wealth Management - Gibson Justin is a finance institution located in Omaha, Nebraska. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of wealth management services, including investment planning, retirement planning, and estate planning. At Silverleaf Wealth Management - Gibson Justin, we prioritize personalized service and tailor our strategies to each client's unique needs and objectives. Visit us at 12801 Pierce Street to learn more about how we can help you build and preserve your wealth.
12801 Pierce St. #100, Omaha, NE 68144, United States -
Ryan Johnston - RBC Wealth Management Financial Advisor
● ClosedRyan Johnston - RBC Wealth Management Financial Advisor is a trusted financial institution located at 12910 Pierce Street in Omaha, Nebraska. As a dedicated financial advisor, Ryan Johnston provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Ryan Johnston offers expert guidance on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ryan Johnston is committed to providing you with the professional advice and support you need to succeed. Visit us today to learn more about how we can help you achieve financial success.
12910 Pierce St. Suite 300, Omaha, NE 68144, United States -
Bob Kenny - RBC Wealth Management Financial Advisor
● ClosedBob Kenny - RBC Wealth Management Financial Advisor is a reputable finance institution located at 12910 Pierce Street in Omaha, Nebraska. As a trusted financial advisor, Bob Kenny provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Bob Kenny offers expert advice and guidance on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Bob Kenny is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind.
12910 Pierce St. Suite 300, Omaha, NE 68144, United States -
Matthew Atchison - Raymond James
● ClosedMatthew Atchison - Raymond James is a finance institution located at 15808 West Dodge Road in Omaha, Nebraska, United States. With a commitment to providing personalized financial services, they offer a range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Matthew Atchison - Raymond James is here to help you every step of the way.
15808 W Dodge Rd Suite 103, Omaha, NE 68118, United States -
Kerins Hendrickson Wealth Management
● OpenKerins Hendrickson Wealth Management is a leading financial institution located at 14301 FNB Parkway in Omaha, Nebraska, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust Kerins Hendrickson Wealth Management to help you navigate the complexities of the financial world and secure your financial future.
14301 FNB Pkwy #201, Omaha, NE 68154, United States -
Steven Ferrarini - RBC Wealth Management Financial Advisor
● ClosedSteven Ferrarini - RBC Wealth Management Financial Advisor is a trusted financial institution located at 12910 Pierce Street in Omaha, Nebraska, United States. As a financial advisor, Steven Ferrarini provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Steven offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Steven Ferrarini is dedicated to providing top-notch financial guidance and support. Contact Steven Ferrarini - RBC Wealth Management Financial Advisor today to start securing your financial future.
12910 Pierce St. Suite 300, Omaha, NE 68144, United States -
John Garlock - RBC Wealth Management Financial Advisor
● ClosedJohn Garlock - RBC Wealth Management Financial Advisor is a leading financial institution located at 12910 Pierce Street in Omaha, Nebraska, United States. As a trusted financial advisor, John Garlock provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, John Garlock offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, John Garlock - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.
12910 Pierce St. Suite 300, Omaha, NE 68144, United States -
AGSN, P.C.
● ClosedAGSN, P.C. is a reputable accounting and finance institution located at 16910 Marcy Street in Omaha, Nebraska, United States. With a team of experienced professionals, AGSN, P.C. offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. They are dedicated to providing high-quality, personalized service to their clients and helping them achieve their financial goals. Whether you are an individual or a business owner, AGSN, P.C. is committed to delivering expert financial advice and solutions tailored to your specific needs.
16910 Marcy St #103, Omaha, NE 68118, United States -
Foster & Dolleck, CPA's
● ClosedFoster & Dolleck, CPA's is a reputable accounting and finance institution located at 11516 Nicholas Street in Omaha, Nebraska, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing high-quality and personalized services sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial advice, Foster & Dolleck, CPA's is dedicated to helping you achieve your financial goals.
11516 Nicholas St # 302, Omaha, NE 68154, United States
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