TOP 10 Financial legacy planning in Lincoln, Nebraska

8 results found

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.

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.

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.

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.

American National Bank is a trusted institution located at 3801 Vermaas Place in Lincoln, Nebraska, United States. We offer a range of financial services including ATM access, banking, and finance options. Our mortgage experts are available to help you plan your down payment and find the best loan options for your needs. We also provide special offers on money market accounts and CDs to help you grow your funds faster. With over 165 years of experience, we are a stable and safe place to bank, even in uncertain times. Our dedicated team of professionals is here to guide you through the process, whether you're ready to apply now or just starting to plan for the future.

Carson Wealth, located at 14600 Branch Street in Omaha, Nebraska, is a top-ranked financial institution with a team of experienced advisors dedicated to simplifying complex financial matters for their clients. Led by Barron's Hall of Fame financial advisors Ron Carson and Paul West, Carson Wealth offers a range of services including wealth management, retirement income planning, trust services, and legacy planning. The team at Carson Wealth understands that each client's goals are unique, and they are committed to providing transparent insight, integrity, and personalized investment management services. Their mission is to inspire clients in Omaha to pursue true wealth through education, communication, and service that exceeds expectations.

Bellwether Wealth is a finance institution located at 140 North 8th Street in Lincoln, Nebraska, United States. Our team works diligently to ensure all aspects of your financial puzzle are aligned and optimized. We take the time to understand your goals and past financial performance to help you make informed decisions. Our services include monitoring your cash flow strategy, protecting your legacy with adaptable plans, guiding you on asset allocation, and building a structure to limit losses. We also offer options for charitable giving and prioritize building strong relationships with our clients.

The Pius X Foundation, located in Lincoln, Nebraska, is dedicated to advancing the mission of Pius X High School through engaging connections, impactful partnerships, and faithful stewardship. The foundation values faith, relationships, ingenuity, stewardship, and gratitude in all its endeavors. The St. Pius X Legacy Society honors planned giving, endowed funds support the school indefinitely, and matching gift programs can double or triple donations. The foundation hosts events like Grandparents Day, supports Catholic education initiatives, and raises funds for school improvements. The foundation also participates in programs like TAGG and United Way campaigns to further support the school. With a focus on long-term financial stability, affordability, quality instruction, and curriculum development, the Pius X Foundation plays a crucial role in ensuring the success and future of Pius X High School.