TOP 30 Best Financial life planning in Nebraska

ILS 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.

Leslie A Stramel is a Financial Advisor at Ameriprise Financial Services, LLC located at 219 West 1st Street in McCook, Nebraska, United States. Leslie 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®. These certifications demonstrate Leslie's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Leslie is dedicated to providing comprehensive and personalized financial advice to clients, including retirees, small business owners, and high net worth individuals. With a commitment to ethical practices and ongoing education, Leslie strives to help clients achieve their financial goals and secure their financial future.

Craig Willeke, President of Willeke Financial Group, LLC, located at 1221 N Street in Lincoln, Nebraska, United States, is dedicated to providing proactive financial planning services to business owners and professionals. With nearly twenty years of experience, Craig and his team help clients create strategic financial plans that lead to long-term success. At Willeke Financial Group, the focus is on helping clients develop successful financial habits through proactive planning. By uncovering the facts behind their finances, clients can make informed decisions that set them on the path to a lifetime of good choices. The team at Willeke Financial Group works with clients to create plans that make it easy to stay on track and move forward towards their financial goals.

Brian Heese - Financial Advisor at Ameriprise Financial Services, LLC, located at 3201 Pioneers Boulevard in Lincoln, Nebraska, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Brian provides investment recommendations tailored to individual risk tolerance and objectives. Regular meetings and progress tracking ensure that strategies are adjusted as life changes. Clients can securely access their accounts and track their progress online. Interested individuals can schedule a complimentary initial consultation to learn more about how Brian can help them reach their financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Brian Heese is registered in specific states - refer to FINRA's BrokerCheck website for details. The institution emphasizes privacy and security, and offers an Online Security Guarantee. Don't hesitate to refer friends or family to Brian for financial guidance.

James Moore is a financial advisor at Ameriprise Financial Services, LLC located at 8535 Executive Woods Drive in Lincoln, Nebraska, United States. James Moore 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®. James Moore specializes in providing expert financial advice and planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, James Moore is dedicated to helping clients achieve their financial goals through comprehensive asset management, investment strategies, estate planning, and retirement planning. Contact James Moore today for personalized financial guidance tailored to your specific needs.

Dave Pimper - Financial Advisor, Ameriprise Financial Services, LLC, located at 15858 West Dodge Road in Omaha, Nebraska, offers personalized financial planning services to help clients achieve their goals, whether it's retirement, education, or a major purchase. With a focus on individual goals and risk tolerance, Dave provides investment recommendations, asset allocation, and portfolio management. Regular meetings are scheduled to review progress, adjust strategies as needed, and track goals. Clients have access to their investments and accounts from any device, securely sharing information with Dave. Background and qualifications can be verified on FINRA's BrokerCheck website, and the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for reference. Dave also provides insurance solutions for health, life, disability, income, and long-term care to protect clients and their loved ones from unexpected events.

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."

Merrill Lynch Financial Advisor Michael J Bagley is a reputable finance institution located at 13321 California Street, Omaha, Nebraska, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The institution has been featured in Forbes' "Best-in-State Wealth Management Teams" in 2024 and "Best-in-State Wealth Advisors" from 2018 to 2023. Backed by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Michael J Bagley is composed of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand clients and their priorities, taking the time to ask smart questions and listen carefully to design comprehensive financial strategies that help clients pursue their goals while managing investment risk.

Merrill Lynch Financial Advisor Scott William Bunselmeyer is a finance institution located at 13321 California Street in Omaha, Nebraska, United States. The institution takes a holistic approach to managing wealth, considering factors such as balance sheet, human capital, interests, aspirations, and future goals. The team, known as The Slattery Hruby Group, is dedicated to helping clients make informed financial decisions and pursue their passions. With decades of experience, the team offers access to investment insights from Merrill Lynch Wealth Management and banking services from Bank of America. They work closely with select client families and small businesses, offering personalized strategies for financing, investing, and exploring new markets. The team can also assist with business succession planning and provide access to a range of business banking services. Recognized by Forbes for their exemplary client service, the team is committed to building strong client relationships based on trust and personalized service. With a focus on helping clients achieve their aspirations, the team offers personalized wealth analysis to create a plan centered on individual goals. The team is dedicated to helping clients stay on track to achieve their financial goals, adapting strategies as life and market conditions change.

Christopher Sullivan is a Financial Advisor at Ameriprise Financial Services, LLC located at 509 North D Street, Fremont, Nebraska, United States. He 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®, 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®. These certifications demonstrate his expertise in various aspects of financial planning and asset management. Christopher Sullivan is dedicated to providing comprehensive financial solutions to individuals, retirees, small business owners, high net worth clients, and seniors. His commitment to ethical practices and continuing education ensures that he can help clients make informed decisions and achieve their financial goals.

Rick Havenridge is a Financial Advisor at Ameriprise Financial Services, LLC located at 1350 North Bell Street, Fremont, 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®. These certifications demonstrate Rick's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. Rick is dedicated to providing comprehensive and personalized financial advice to clients, helping them achieve their financial goals and secure their financial future.

Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1350 North Bell Street in Fremont, Nebraska, United States. The institution offers a wide range of certifications and designations for financial advisors, 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, investment management, and more. Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs, such as military personnel and families with children with special needs.

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.

Northwestern Mutual is a reputable finance and insurance agency located at 120 West C Street in McCook, Nebraska, United States. With a strong presence in the community, Northwestern Mutual offers a wide range of financial services including life insurance, retirement planning, investment strategies, and wealth management. Customers can rely on their experienced professionals to provide personalized solutions to help secure their financial future. Whether you are looking to protect your family with life insurance or grow your wealth through smart investments, Northwestern Mutual is dedicated to helping you achieve your financial goals.

PlanVest, LLC is a finance institution located at 1526 Washington Street in Blair, Nebraska, United States. Our mission is to provide sound financial advice and an exceptional client experience. We believe in building trust with our clients and focusing completely on their needs, wants, and desires to ensure a clear understanding of their situation. We follow an intentional process to help you navigate your financial journey and deliver a plan that encourages engagement, understanding, and confidence in achieving your personal and financial goals. Our Core Values drive everything we do, and our commitment to our clients and community is the cornerstone of our business.

Northwestern Mutual is a trusted finance and insurance agency located at 13305 Birch Drive in Omaha, Nebraska, United States. With a strong reputation for providing comprehensive financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client, ensuring peace of mind and financial security. Whether you are looking for retirement planning, investment guidance, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and expertise.

Northwestern Mutual is a leading finance and insurance agency located at 9300 Underwood Avenue in Omaha, Nebraska, United States. With a strong reputation for providing reliable financial planning and insurance solutions, Northwestern Mutual is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable professionals at Northwestern Mutual are committed to providing personalized services to meet your individual needs. Trust Northwestern Mutual to guide you towards a secure financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 8333 Glynoaks Drive in Lincoln, Nebraska, United States. With a strong focus on providing financial planning and insurance services to individuals and businesses, Northwestern Mutual is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions tailored to each client's specific needs, ensuring peace of mind and financial security for the future. Trust Northwestern Mutual to provide expert guidance and support in all areas of finance and insurance.

Children's Family Support Center, located at 1000 North 90th Street, Omaha, Nebraska, United States, is a renowned institution dedicated to providing quality care for children and their families. The relationships built here are truly life-changing, offering a range of services from general care to specialized treatments for various conditions. With locations at West Village Pointe and Dundee, Children's Nebraska is committed to ensuring the health and well-being of children in the community. The institution offers opportunities for both faculty and non-faculty researchers to engage in cutting-edge research in the field of medicine. Children's Nebraska has received national recognition for its excellence in care, including rankings in the U.S. News & World Report Hospital program, Beacon Award, and Magnet designation. The ultimate reward for the institution is helping children and their families enjoy a healthier and brighter future.

Central Community College - Grand Island is a dynamic institution located at 3134 U.S. 34 in Grand Island, Nebraska, United States. As a school and university, CCC is dedicated to helping students achieve their educational goals, whether that be preparing for a career or transferring to a four-year institution. At CCC, students can take advantage of various opportunities, including earning college credit while still in high school, participating in business and industry training, and enrolling in GED, English as a second language, and community education classes. With 37 technical education and academic transfer programs available, students can explore a wide range of options to suit their interests and career aspirations.

The My Insurance-Mary Sladek Agency is a trusted insurance agency located at 15418 Weir Street in Omaha, Nebraska. With a commitment to providing personalized service and comprehensive coverage options, we strive to meet the insurance needs of individuals and families in the community. Our experienced team is dedicated to helping clients find the right insurance solutions for their specific needs, whether it be auto, home, life, or business insurance. Visit us today to learn more about how we can help protect what matters most to you.

Senior Market Sales is a leading insurance agency located at 8420 West Dodge Road in Omaha, Nebraska. Our dedicated team specializes in helping seniors navigate the complex world of insurance, providing personalized guidance and solutions to meet their unique needs. With years of industry experience and a commitment to exceptional customer service, we strive to make the insurance process simple and stress-free for our clients. Contact us today to learn more about how Senior Market Sales can help you secure the coverage you need for a secure future.

Welcome to the Matt Kirkendall State Farm Insurance Office, located at 2002 Stone Street in Falls City, Nebraska. As your local State Farm Agent for the past seven years, I am dedicated to helping our customers with all their insurance and financial needs. Our team specializes in Auto Insurance, Home Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in the southeast Nebraska, northeast Kansas, and northwest Missouri areas. Before returning to Falls City, where I was born and raised, I was a team member in St. Joseph, MO. Now, I am proud to raise my family of six in this wonderful community. Our team is here to provide you with personalized service and a FREE quote for your insurance needs.

Truhlsen Elder Care Law of Nebraska, located at 1650 Washington Street in Blair, Nebraska, is not your typical estate planning and elder law firm. We specialize in helping clients navigate the challenges of aging, chronic illness, and disability, going beyond just legal and financial issues. As Nebraska's first and only Life Care Planning Law Firm, we are here to support individuals of all ages facing difficult circumstances that traditional firms may not be equipped to handle. Contact us at (402) 426-8877 to learn more about how we can help you and your loved ones.

Myrah Favors - State Farm Insurance Agent is a local insurance agency located at 2801 Cornhusker Drive in South Sioux City, Nebraska. We are proud members of the Siouxland community, offering personalized insurance and financial services 24/7. Our team has over 30 years of combined experience and is bilingual in English and Spanish. We provide auto, home, life, renters, business, boat, and motorcycle insurance in Iowa, Nebraska, and South Dakota. We are conveniently located behind Great Southern Bank, next to Lewis & Clark Title, and across from Great West Casualty. Our goal is to be your local State Farm office of choice, providing you with a Personal Price Plan tailored to your needs. Whether you are moving to Nebraska, Iowa, or South Dakota, we can assist with your insurance needs and help create a plan just for you.

Varian Cole is an insurance agency located at 3614 North 163rd Plaza in Omaha, Nebraska, United States. At Farm Bureau Financial Services, Varian and his team are dedicated to helping you protect what matters most in life. Whether you need insurance for your autos, home, life, business, farm, or ranch, they can customize coverage to fit your specific needs. They also offer comprehensive financial planning to help you achieve your goals for the future. Varian Cole looks forward to working with you to protect your future. For insurance and financial services needs, you can contact them at (402) 991-8200. Stay up to date with their latest tips and join the thousands of satisfied customers who trust Varian Cole with their insurance and financial needs.

Rocky Kelly - State Farm Insurance Agent is an insurance agency located at 8611 Blondo Street in Omaha, Nebraska, United States. Our office is conveniently situated on Blondo Street, just east of the CVS Pharmacy. We specialize in providing protection for your home, auto, and life with personalized price plans. In addition, we offer coverage for boats, RVs, motorcycles, and ATVs. As a native of Omaha, I take great pride in serving the community and helping customers secure their financial future. With over 30 years of insurance experience, I am dedicated to providing comprehensive insurance solutions tailored to your needs. My team and I have over 50 years of combined industry experience and strive to create a welcoming environment for our customers. Whether you need assistance with auto, home, life/health, business insurance, or retirement plans, we are here to help. Contact us today to discuss your insurance needs and create a personalized plan that fits your lifestyle.

Anthony Anderson - State Farm Insurance Agent is a health insurance agency located at 11204 Davenport Street in Omaha, Nebraska. Situated just east of Parable's on Davenport, this institution is your one-stop shop for insurance and financial services. With a focus on providing top-notch auto, home, life, renter's, motorcycle, health, and business insurance, the team at Anthony Anderson State Farm is dedicated to helping you find the coverage that best suits your needs. Whether you are an existing customer or looking for quotes, the friendly team of professionals is ready to customize a Personal Price plan just for you. With over a decade of experience in the insurance industry, Anthony Anderson opened his first State Farm office in 2007 and has since expanded to a second location in 2016. The team is licensed to assist customers in both Nebraska and Iowa. From rental scams to home carbon footprints, Anthony Anderson State Farm stays up to date on the latest industry trends to provide you with the best service possible. Whether you visit the office in person or call/text to speak with one of the knowledgeable agents, Anthony Anderson State Farm is here to help you navigate the world of insurance and financial planning.

Farmers Insurance - Micah Baughman is a local insurance agency located at 1406 Veterans Drive in Omaha, Nebraska, United States. The agency is situated in the 'Husker Hammer' building, just across the street to the west of Elkhorn High School. With nearly 17 years of experience, Micah Baughman takes pride in serving and helping the community with their insurance needs. Whether it's auto, home, renters, life, business insurance, and more, Micah is dedicated to providing comprehensive coverage and personalized service to his clients. As a Farmers agent, he can help you navigate through the process of selecting the right insurance coverage for your needs and budget. From car insurance to home insurance, life insurance, renters insurance, and business insurance, Micah is committed to providing competitive rates and multi-line insurance discounts to help you save money. Additionally, he offers personalized financial planning services to help you secure a stable future. Contact Micah Baughman at Farmers Insurance for all your insurance needs and start building a secure financial plan today.

Farmers Insurance - Katie Poole is a local insurance agency located at 6846 Pacific Street in Omaha, Nebraska, United States. Katie Poole, a lifelong resident of Nebraska, takes pride in serving the Omaha community by customizing insurance solutions to meet the needs of individuals and families. Whether you are looking for auto, home, life, commercial, or other types of insurance, Katie is dedicated to helping you understand your coverage options and ensure that your family is protected. At Farmers Insurance - Katie Poole, you can expect personalized service and annual check-ins to keep your insurance coverage up to date. Katie can assist you with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Additionally, she offers competitive rates and multi-line insurance discounts to help you save money on your policies.