Best Financial Advisors in Douglas County, NE

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List of Firms

Douglas County, NE Fiduciary Financial Advisors

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Callahan Financial Planning | Omaha Financial Advisors
5 out of 5
Location 3157 Farnam St Ste 7111, Omaha, NE 68131, USA
Phone (402) 341-2000
Directions
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Parker Financial Associates
5 out of 5
Location 1315 N 205th St, Elkhorn, NE 68022, USA
Phone (531) 999-1732
Directions
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Larry Foxworthy - Financial Advisor, Ameriprise Financial Services, LLC
Location 11819 Miracle Hills Dr STE 101, Omaha, NE 68154, USA
Phone (402) 491-3400
Directions
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Carlson Financial
SEC File# 801-113595
CRD# 295907
Location 1908 N 203rd St, Elkhorn, NE 68022, USA
Phone (402) 502-3430
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Joseph Gasnick - Financial Advisor, Ameriprise Financial Services, LLC
Location 11819 Miracle Hills Dr STE 101, Omaha, NE 68154, USA
Phone (402) 491-3400
Directions
Financial Advisors in Douglas County, NE

Where Certified Financial Advisors in Douglas County, NE Serve

Douglas County, located in eastern Nebraska, is a bustling hub of activity with a plethora of landmarks, top employers, major highways, streets, and neighborhoods. From the stunning Bob Kerrey Pedestrian Bridge that spans the Missouri River to the awe-inspiring Joslyn Art Museum, there is no shortage of attractions in this vibrant county. The top employers in Douglas County include the University of Nebraska Medical Center, Mutual of Omaha, and Omaha Public Schools. Major highways such as I-80 and I-680, as well as streets like Dodge Street and 72nd Street, provide easy access to all parts of the county. Some of the most popular neighborhoods in Douglas County include Dundee, Benson, and Aksarben Village, each with its own unique charm and character. With so much to see and do, it's no wonder that Douglas County is one of the most sought-after destinations in the Midwest.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Douglas County, NE can benefit greatly from the services of a financial advisor. With a population of over 500,000 people, there are many individuals and families who could use guidance when it comes to managing their finances. One specific challenge that many Douglas County residents face is the high cost of living. According to a recent study, the cost of living in Omaha (the largest city in Douglas County) is 7% higher than the national average. A financial advisor can help residents navigate this challenge by developing a personalized budget and investment plan that takes into account their unique financial situation and goals. Additionally, a financial advisor can provide guidance on retirement planning, college savings, and other long-term financial goals that are important to many Douglas County residents.

Insurance Broker

Residents of Douglas County, NE can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. In Douglas County, NE, where severe weather events such as tornadoes and hail storms are common, an insurance broker can help residents find homeowners insurance policies that provide adequate coverage for these types of events. Additionally, with the rising costs of healthcare, an insurance broker can assist residents in finding health insurance policies that fit their budget and provide coverage for the medical services they need. Overall, an insurance broker can provide valuable guidance and support to residents of Douglas County, NE, helping them protect their homes, their health, and their financial well-being.

Retirement Planning

Residents of Douglas County, NE could greatly benefit from the services of a retirement planner. With an aging population and a median age of 35.8 years, many individuals may be thinking about their retirement options. A retirement planner can help residents of Douglas County navigate the complex world of retirement planning, including investment strategies, social security benefits, and estate planning. Additionally, with a median household income of $64,000, many residents may be concerned about saving enough money to retire comfortably. A retirement planner can provide personalized advice and guidance to help residents of Douglas County meet their retirement goals and ensure a secure financial future.

Wealth Management

Residents of Douglas County, NE could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the high number of retirees in the area who may need assistance with managing their retirement savings and creating a sustainable income stream. A wealth manager can help these individuals create a customized plan that takes into account their unique financial situation and goals, while also helping them navigate the complex tax laws and investment options. Additionally, with the recent growth of the tech industry in Omaha, many young professionals may be looking for guidance on how to maximize their earning potential and invest wisely for the future. A wealth manager can provide valuable insight and advice on these matters, helping residents of Douglas County, NE achieve their financial goals and secure a prosperous future.

Mortgage Loan Officer

Residents of Douglas County, NE can benefit greatly from the help of a mortgage loan officer. With the rising cost of living in the area, many residents may struggle to afford a home without the assistance of a mortgage. A loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, the loan officer can provide guidance on the specific housing market in Douglas County, NE, including information on neighborhoods, schools, and other factors that may impact the home-buying process. With the help of a mortgage loan officer, residents of Douglas County, NE can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Douglas County, NE can benefit greatly from the expertise of a tax advisor. With a population of over 500,000 people, Douglas County is a bustling area with a diverse range of tax needs. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on how to minimize tax liability and avoid costly mistakes. For example, residents who own small businesses in Douglas County may need help navigating the complex tax laws and regulations that apply to their specific industry. Overall, a tax advisor can provide valuable assistance to residents of Douglas County, helping them save time, reduce stress, and optimize their financial situation.

Estate Planning Lawyer

Residents of Douglas County, NE can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important in Douglas County, where the population is rapidly growing and many residents own property or other valuable assets. An estate planning lawyer can also assist with creating powers of attorney, which designate someone to make important decisions on a person's behalf if they become incapacitated. Additionally, an estate planning lawyer can help with minimizing taxes and avoiding probate, which can save families time and money. Overall, working with an estate planning lawyer can provide peace of mind for residents of Douglas County, knowing that their wishes will be carried out and their loved ones will be taken care of.

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