TOP 10 Best Omaha wealth management in Lincoln, Nebraska

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.

Dana Troske - Mutual of Omaha Advisor is a reputable insurance agency located at 6940 O Street in Lincoln, Nebraska, United States. Our dedicated team of advisors is committed to helping clients navigate the complexities of insurance and financial planning. With a focus on providing personalized and tailored solutions, we strive to protect our clients' assets and secure their financial future. Trust Dana Troske - Mutual of Omaha Advisor for all your insurance needs.

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.

Lincoln Financial Group is an insurance agency located at 8801 Indian Hills Drive in Omaha, Nebraska, United States. With a strong focus on providing quality insurance products and services, Lincoln Financial Group is committed to helping individuals and businesses protect their assets and achieve financial security. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, Lincoln Financial Group has the expertise and resources to help you make informed decisions and secure your financial future.

Mutual of Omaha Financial Advisor, located at 6940 O Street in Lincoln, Nebraska, is a trusted finance and insurance agency dedicated to providing clients with personalized guidance and top-notch service. Our team of licensed insurance agents and investment professionals at Mutual of Omaha Insurance Company are committed to helping clients develop, implement, and maintain comprehensive business and individual strategies. We strive to ensure that our clients receive the support and resources they need to achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Cruise & Associates is a trusted accounting and finance institution with locations in Albion, Columbus, Grand Island, Lincoln, Norfolk, Omaha, and Wayne, Nebraska. For over 30 years, we have been providing top-notch services to our clients, including income tax preparation, business consulting, and financial planning. Our team of professionals is dedicated to providing personalized solutions to help clients achieve their long-term financial goals. We offer a range of services, including bookkeeping, wealth management, audit services, and budget preparation. Cruise & Associates is committed to helping clients maximize deductions and credits while ensuring compliance with all financial regulations. Contact us today for all your accounting and finance needs.

Cruise & Associates is a trusted accounting and finance institution located at 4715 South 80th Street in Omaha, Nebraska, with additional offices in Albion, Columbus, Grand Island, Lincoln, Norfolk, and Wayne. For over 30 years, our team of professionals has provided income tax, business, and financial services to our clients with a focus on education and exceptional customer service. We offer bookkeeping services at a fraction of the cost of a full-time employee, ensuring that you don't overlook any deductions or credits you are entitled to. Our wealth management services are tailored to each client's long-term goals, and we provide audit and review services to ensure financial statements are accurate and in compliance with GAAP. Let us assist you in preparing budgets, audit waiver request forms, and more. Contact us at one of our office locations for more information on how we can help you achieve your financial goals. Securities offered through Grove Point Investments, LLC member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Cruise & Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed.

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.

Linehan Financial Group, LLC is an insurance agency located at 3610 North 163rd Plaza in Omaha, Nebraska, United States. Founded in 2004 by a University of Nebraska-Lincoln graduate, the agency now serves over 1,000 families in Nebraska, Kansas, Iowa, and Missouri. As a Registered Representative of Securities Management and Research, Inc. (SM&R), they offer securities services to their clients. Linehan Financial Group, LLC is part of the American National Family of Companies and operates as an independent entity. Customers can trust in the expertise and professionalism of this investment professional.

JFC Advisor Network, located at 9869 South 168th Avenue in Omaha, Nebraska, is a finance institution dedicated to supporting financial advisors in serving their clients, growing their practice, and maintaining independence and ownership. With a team of experienced transition experts, JFC Advisor Network provides guidance every step of the way for affiliated advisors. The institution has strong relationships with banks, credit unions, and industry organizations, offering resources for client business processing, investment strategy review, and regulatory compliance. With 30 years of experience, the dedicated team at JFC Advisor Network is available to assist advisors with any operational questions or tasks. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Join the JFC Advisor Network team and let us support you on your journey to success. Visit us at 9060 Andermatt Drive, Suite 101 in Lincoln, NE 68526.

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.

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.