TOP 30 Best Financial legacy in Lincoln, Nebraska

Oswald Financial Group is a finance institution located at 8540 Executive Woods Drive in Lincoln, Nebraska, United States. Our mission is to help individuals achieve financial success, whether they are just starting out, preparing for retirement, or already enjoying their golden years. We view our clients as part of our family and work closely with them to create personalized plans that align with their financial goals. Our team of experienced advisors is here to guide you through every step of your financial journey, from wealth expansion to retirement planning. We offer services such as tax-saving strategies, legacy planning, and crisis management to ensure that you and your loved ones are well taken care of. Contact us today to schedule a visit and start working towards your financial success with Oswald Financial Group.

Callahan Financial Planning | Omaha Financial Advisors is a finance institution located at 3157 Farnam Street in Omaha, Nebraska, United States. All financial advisors at this office are Certified Financial Planner™ professionals and operate as fee-only fiduciaries. Conveniently located in midtown Omaha, the office is situated on the headquarters campuses of Mutual of Omaha and Berkshire Hathaway, just one block away from Interstate 480 and Dodge Street. Parking is available in front of the office with public parking meters or in the parking garage to the west of the office. Parking validation is provided for the garage, and meters will be paid for if parked in front. Contact the office at National (800) 991-5195 or Omaha/Lincoln, NE (402) 341-2000 for more information.

Ferris Financial Group is a reputable finance institution located at 7160 South 29th Street in Lincoln, Nebraska, United States. With a team of experienced professionals, Ferris Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can expect personalized solutions tailored to their individual financial goals and needs. Trust Ferris Financial Group to help you navigate the complexities of the financial world and secure your financial future.

Steinkuhler Financial Group is a reputable finance institution located at 5539 South 27th Street in Lincoln, Nebraska, United States. With a strong focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth preservation strategies. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Steinkuhler Financial Group is committed to providing expert guidance and exceptional service.

Edward Jones - Financial Advisor: Gary W Schleppenbach, AAMS™ is a reputable financial institution located at 8700 Executive Woods Drive in Lincoln, Nebraska. As a trusted advisor, Gary W Schleppenbach, AAMS™ offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a comprehensive range of financial services including retirement planning, investment strategies, and wealth management. Whether you are planning for retirement, saving for your child's education, or investing for the future, Gary W Schleppenbach, AAMS™ is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Visit Edward Jones today to start planning for a secure financial future.

Lenhoff Financial Inc is a reputable finance institution located at 8540 Executive Woods Drive in Lincoln, Nebraska, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or estate planning, our experts are here to provide personalized solutions tailored to your unique needs. Trust Lenhoff Financial Inc to help you secure a stable financial future.

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.

Edward Jones - Financial Advisor: Andrew J Westphalen is a reputable financial institution located at 3051 North 70th Street in Lincoln, Nebraska, United States. Specializing in personalized financial planning and investment services, Andrew J Westphalen and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they provide expert guidance and tailored solutions to help individuals and families secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Andrew J Westphalen is committed to providing top-notch financial advice and support.

Johnathon Wesley Larreau: Primerica - Financial Services is a reputable finance and insurance agency located at 237 South 70th Street in Lincoln, Nebraska, United States. With a team of experienced professionals, this institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Johnathon Wesley Larreau: Primerica is dedicated to providing personalized solutions to meet your specific needs. Contact them today to learn more about how they can help you secure your financial future.

Marcia Wemhoff Young: Primerica - Financial Services is a reputable finance and insurance agency located at 3701 O Street in Lincoln, Nebraska, United States. With a strong focus on providing personalized financial solutions, this institution offers a wide range of services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Marcia Wemhoff Young: Primerica - Financial Services is dedicated to providing top-notch assistance and guidance to help you secure a stable financial future.

Summit Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 8415 Maddox Drive in Lincoln, Nebraska, United States. With a team of experienced financial advisors, they provide a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Summit Wealth Management Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure a prosperous future.

Legacy 11 Group - Morgan Stanley is a premier finance institution located at 1248 O Street in Lincoln, Nebraska, United States. With a strong legacy of excellence and a commitment to providing top-notch financial services, Legacy 11 Group - Morgan Stanley is the go-to destination for individuals and businesses looking for expert advice and guidance in managing their wealth. Whether you are planning for retirement, investing in the stock market, or seeking assistance with estate planning, the experienced professionals at Legacy 11 Group - Morgan Stanley are dedicated to helping you achieve your financial goals. Trust in their expertise and let them guide you towards a secure financial future.

Timothy McEwen - RBC Wealth Management Financial Advisor is a trusted financial institution located at 8800 Firethorn Lane in Lincoln, Nebraska, United States. As a financial advisor, Timothy McEwen provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships and offering expert financial advice, this institution is dedicated to helping individuals and families make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Timothy McEwen - RBC Wealth Management Financial Advisor is committed to providing you with the guidance and support you need to navigate the complexities of the financial world.

Strategic Legacy Advisors, Inc. is a leading finance institution located at 875 South 48th Street in Lincoln, Nebraska, United States. With a team of experienced financial advisors, they specialize in creating strategic plans to help clients secure their financial legacies for generations to come. Whether you are looking to invest, plan for retirement, or protect your assets, Strategic Legacy Advisors, Inc. is dedicated to providing personalized solutions tailored to your unique financial goals. Contact them today to start building a strong financial foundation for your future.

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.

Curtis Financial Services, LLC is a reputable finance institution located at 5539 South 27th Street in Lincoln, Nebraska, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Curtis Financial Services, LLC is here to help. Contact us today to schedule a consultation and take the first step towards financial success.

Lau Financial Group is a reputable finance institution located at 4131 Pioneer Woods Drive in Lincoln, Nebraska, United States. With a team of experienced professionals, we offer a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Lau Financial Group is here to provide personalized solutions tailored to your individual needs. Trust us to help you navigate the complex world of finance and secure your financial future.

Edward Jones - Financial Advisor: Brandon M Draeger is a reputable finance institution located at 570 Fallbrook Boulevard in Lincoln, Nebraska, United States. Brandon M Draeger is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Brandon M Draeger can provide personalized guidance and strategies to help you reach your objectives. With a strong commitment to client satisfaction and a focus on building long-term relationships, Edward Jones - Financial Advisor: Brandon M Draeger is a trusted partner in helping individuals and families secure their financial future.

Steve Sadler - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 7011 Kentwell Lane in Lincoln, Nebraska. With a focus on providing personalized financial planning and investment strategies, Steve Sadler helps clients achieve their financial goals and secure their future. With a commitment to excellence and a dedication to client satisfaction, Steve Sadler and his team offer a wide range of financial services, including retirement planning, investment management, estate planning, and more. Trust Steve Sadler - Private Wealth Advisor to guide you towards a secure financial future.

Joseph Zeisler is a dedicated financial advisor who is part of Ameriprise Financial Services, LLC, located at 7011 Kentwell Lane in Lincoln, Nebraska. With years of experience in the finance industry, Joseph is committed to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Joseph Zeisler can provide personalized advice and guidance to help you make informed decisions. Contact Joseph Zeisler at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Shay C Delaney, ABFP™ is a trusted financial institution located at 8055 O Street in Lincoln, Nebraska, United States. Specializing in providing personalized financial planning and investment services, Shay C Delaney, ABFP™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Shay C Delaney, ABFP™ is here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Don W Montgomery is a finance institution located at 3700 Village Drive in Lincoln, Nebraska, United States. As a trusted financial advisor, Don W Montgomery provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones - Financial Advisor: Don W Montgomery is dedicated to helping individuals and families secure their financial future. Visit the institution today to start planning for a brighter tomorrow.

Gabriel Kerlik is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7011 Kentwell Lane in Lincoln, Nebraska. With a focus on providing personalized financial planning and investment services, Gabriel helps clients achieve their financial goals and secure their financial future. As a trusted advisor, Gabriel offers a wide range of services including retirement planning, investment management, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Gabriel Kerlik and Ameriprise Financial Services, LLC are the go-to institution for all your financial needs.

Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 570 Fallbrook Boulevard in Lincoln, Nebraska, United States. As a dedicated wealth advisor, Phil Wood provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Phil Wood offers expert advice and guidance to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Phil Wood and Ameriprise Financial Services, LLC are committed to helping you make informed financial decisions and achieve financial success.

Merrill Lynch Financial Advisor Patricia E Bennett is a trusted financial institution located at 301 South 12th Street in Lincoln, Nebraska, United States. With a focus on providing personalized financial advice and guidance, Patricia E Bennett and her team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Merrill Lynch are dedicated to helping you navigate the complexities of the financial world. Visit their office today to start building a secure financial future.

Debra Cirksena is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8535 Executive Woods Drive in Lincoln, Nebraska. With a focus on providing personalized financial planning and investment advice, Debra helps clients navigate the complexities of wealth management to reach their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Debra Cirksena and her team are dedicated to providing expert guidance and tailored solutions to help you achieve financial success. Contact them today to schedule a consultation and start building a secure financial future.

Elias Kruse Financial is a reputable finance and insurance agency located at 8333 Glynoaks Drive in Lincoln, Nebraska, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets through personalized financial planning and insurance solutions. Whether you are looking to invest, save for the future, or secure your family's financial well-being, Elias Kruse Financial is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

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.

Christopher Kenny is a highly experienced and knowledgeable financial advisor at RBC Wealth Management in Lincoln, Nebraska. With a focus on providing personalized financial solutions to individuals and families, Christopher Kenny helps clients navigate the complexities of wealth management and investment planning. Located at 8800 Firethorn Lane, Christopher Kenny is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, save for retirement, or plan for the future, Christopher Kenny is committed to providing expert advice and guidance every step of the way.

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.