TOP 30 Best Financial planners 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.

Edward Jones - Financial Advisor: Rob Miller, CFP® is a reputable financial institution located at 614 North 66th Street in Lincoln, Nebraska, United States. As a Certified Financial Planner, Rob Miller offers personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on investments, retirement planning, insurance, and estate planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rob Miller and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Baer Goff Financial Services is a reputable finance institution located at 770 North Cotner Boulevard in Lincoln, Nebraska, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, Baer Goff Financial Services is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth or secure your financial future, you can trust Baer Goff Financial Services to provide expert guidance and support every step of the way.

Grossman Financial Planning, led by Lee Grossman, offers expert financial services in Lincoln, Nebraska. With his qualifications as a Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP), Lee provides personalized and comprehensive financial planning to help clients achieve their financial goals. Located at 5715 South 34th Street, Grossman Financial Planning is dedicated to providing top-notch financial guidance and support to individuals and families in the Lincoln area.

Edward Jones - Financial Advisor: Doug Pfeifer, CFP® is a reputable financial institution located at 6030 Village Drive in Lincoln, Nebraska, United States. Specializing in providing personalized financial planning services, Doug Pfeifer, a Certified Financial Planner®, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Doug Pfeifer and his team are committed to providing tailored solutions to meet your specific needs. Visit Edward Jones today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Jason R Dugger, CFP®|ChFC®|CFA®|AAMS™ is a reputable financial institution located at 7001 A Street in Lincoln, Nebraska, United States. With a team of highly qualified professionals, including Certified Financial Planners, Chartered Financial Consultants, Chartered Financial Analysts, and Accredited Asset Management Specialists, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust in Edward Jones to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Mark A Consbruck, CRPC™ is a reputable finance institution located at 7120 South 69th Street in Lincoln, Nebraska, United States. Mark A Consbruck, a Certified Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones - Financial Advisor: Mark A Consbruck, CRPC™ is committed to providing exceptional service and guidance to clients in the Lincoln area.

Brett Burchett, CFP, AIF, CPFA - Financial Planner is a reputable finance institution located at 770 North Cotner Boulevard in Lincoln, Nebraska, United States. With a team of certified professionals, they offer expert financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Brett Burchett and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to secure your financial future.

James McGrath - Prudential Financial is a reputable finance and insurance agency located at 205 South 9th Street in Lincoln, Nebraska, United States. With a focus on providing top-notch financial planning and insurance services, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The knowledgeable team at James McGrath - Prudential Financial is committed to providing personalized solutions tailored to each client's specific needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can trust James McGrath - Prudential Financial to deliver exceptional service and expertise.

Merrill 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.

Callahan Financial Planning is a team of Certified Financial Planner™ professionals located in downtown Lincoln, Nebraska. As fee-only fiduciaries, our financial advisors are dedicated to providing unbiased and personalized financial planning services to help clients achieve their goals. Conveniently situated on the 11th floor of the U.S. Bank tower, our office offers free parking in the tower parking garage with validation. Street parking is also available with public meters. Contact us at our national or local numbers to schedule a consultation and take the first step towards securing your financial future.

Step by Step Planners is a finance institution located at 8525 Executive Woods Drive in Lincoln, Nebraska, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses navigate the complexities of financial planning. Whether you are looking to create a retirement plan, invest in the stock market, or manage your budget more effectively, our experts are here to guide you every step of the way. With a personalized approach and a commitment to excellence, Step by Step Planners is your trusted partner in achieving your financial goals.

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.

Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 570 Fallbrook Boulevard, Lincoln, Nebraska, United States. The institution offers a wide range of services and certifications to ensure that clients receive expert financial advice tailored to their specific needs. Seth Rhodes holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a high level of expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also offers certifications in areas such as Behavioral Financial Advisor, Certified Divorce Financial Analyst, and Certified Estate Planners™. With a focus on providing comprehensive financial planning services, Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Jeff Koolen, CFP® is a trusted financial institution located at 3520 Village Drive in Lincoln, Nebraska, United States. Jeff Koolen, a Certified Financial Planner, provides personalized financial advice and guidance to help clients reach their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Jeff Koolen offers comprehensive financial planning services, investment strategies, and retirement planning solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Jeff Koolen, CFP® is dedicated to helping you achieve financial success.

David Cervantes is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 7011 Kentwell Lane in Lincoln, Nebraska. With years of experience in the finance industry, David provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, David Cervantes can help guide you towards a secure financial future. Contact him today to schedule a consultation and start planning for tomorrow.

Edward Jones - Financial Advisor: Andrew D Wolf, AAMS™|CRPC™ is a reputable finance institution located at 5455 Red Rock Lane in Lincoln, Nebraska, United States. Andrew D Wolf is a highly qualified financial advisor with certifications in AAMS™ and CRPC™, offering expert advice and personalized financial planning services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is a trusted name in the industry. Visit their office today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Bethany A Arnold, CFP® is a trusted financial institution located at 8135 South 15th Street in Lincoln, Nebraska, United States. Bethany A Arnold, a Certified Financial Planner, provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families secure their financial future.

Chip Romjue - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 570 Fallbrook Boulevard in Lincoln, Nebraska, United States. As a dedicated financial advisor, Chip Romjue offers 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, Ameriprise Financial Services, LLC provides comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Chip Romjue and his team are committed to helping you secure a stable financial future.

Chad Winter Financial Planner is a leading finance institution located at 770 North Cotner Boulevard in Lincoln, Nebraska, United States. With a focus on providing personalized financial planning services, Chad Winter and his team are dedicated to helping individuals and families achieve their financial goals. From retirement planning to investment strategies, Chad Winter Financial Planner offers expert guidance and support to clients looking to secure their financial future. Trustworthy, experienced, and committed to excellence, Chad Winter Financial Planner is the go-to institution for all your financial planning needs.

Olivia Crandall is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 7011 Kentwell Lane in Lincoln, Nebraska. With years of experience in the finance industry, Olivia is committed to helping her clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Olivia Crandall is here to provide personalized financial guidance and support. Contact Olivia today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Casey J Thelen is a reputable finance institution located at 1265 South Cotner Boulevard in Lincoln, Nebraska, United States. With a focus on personalized financial planning and investment strategies, Casey J Thelen helps clients achieve their financial goals through tailored solutions and expert advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Casey J Thelen is dedicated to providing top-notch financial services to meet your needs. Contact them today to schedule a consultation and start building a secure financial future.

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."

Edward Jones - Financial Advisor: Tamara T Uribe, CFP®|CRPC™ is a reputable financial institution located at 8055 O Street in Lincoln, Nebraska, United States. Specializing in finance, Tamara T Uribe, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment strategies, and retirement planning solutions to individuals and families. Contact Tamara T Uribe today for expert financial guidance and support.

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.

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.

Brian J. Adams, CFP - UBS Financial Services Inc. is a finance institution located at 5800 Hidcote Drive in Lincoln, Nebraska, United States. As a Certified Financial Planner, Brian J. Adams offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and wealth preservation, UBS Financial Services Inc. provides a comprehensive range of financial solutions to meet the needs of individuals and businesses alike. Contact Brian J. Adams, CFP - UBS Financial Services Inc. for professional financial guidance and support.

Stephen Burt, CFP - UBS Financial Services Inc. is a reputable financial institution located at 5800 Hidcote Drive in Lincoln, Nebraska, United States. With a focus on providing top-notch financial planning and investment services, Stephen Burt, a Certified Financial Planner, leads a team of professionals dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stephen Burt, CFP - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

McCashland Kirby Insurance Agency Inc is a reputable insurance agency located at 8231 Northwoods Drive in Lincoln, Nebraska, United States. With a commitment to providing top-notch insurance products and personalized service, our team of experienced professionals is dedicated to helping clients find the best coverage options to suit their needs. Whether you are looking for home, auto, life, or business insurance, McCashland Kirby Insurance Agency Inc has you covered. Contact us today to learn more about our services and how we can help protect what matters most to you.