List of Firms
Lincoln, NE Fiduciary Financial Advisors
Prairie Wealth Advisors, Inc.
Edward Jones - Financial Advisor: David Muff, ABFP®|AAMS™
Edward Jones - Financial Advisor: Debra J Zimmer, AAMS™
Plan A Wealth Management
Cast Financial
MJB Financial Planning
Universal Financial Strategies
Flagstone Financial Management
R² Wealth Management
Edward Jones - Financial Advisor: Tamara T Uribe
FOCUS Financial - Raymond James
Shunkwiler Financial
Central Financial Services
Callahan Financial Planning | Lincoln Nebraska Financial Advisors
Edward Jones - Financial Advisor: Jack G Ehrke, AAMS™|CRPS®
Morgan Stanley Financial Advisors
Edward Jones - Financial Advisor: Doug Pfeifer, CFP®
Capital Consulting-Asset Management
Bob Bennie Wealth Management - Financial Advisor: Bob Bennie, CFP
Where Certified Financial Advisors in Lincoln, NE Serve
Lincoln, NE is a bustling city located in the heart of the Midwest. Known for its rich history and vibrant culture, this city is home to a number of iconic landmarks, including the Nebraska State Capitol, the University of Nebraska-Lincoln, and the Haymarket District. In terms of top employers, Lincoln is home to a diverse range of businesses, including the Lincoln Public Schools, the University of Nebraska-Lincoln, and the Bryan Health system. Other major employers in the area include Kawasaki Motors Manufacturing Corp., Duncan Aviation, and Ameritas Life Insurance Corp. When it comes to highways and streets, Lincoln is well-connected to the rest of the state and the country. Major highways running through the city include I-80 and US-77, while key thoroughfares include O Street, Cornhusker Highway, and 27th Street. Finally, Lincoln is home to a number of distinct neighborhoods, each with its own unique character and charm.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
Lincoln, NE Financial Resources
Lincoln, NE Chamber of Commerce
Lincoln, NE City Hall
Lincoln, NE Public Library
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Lincoln, NE
A financial advisor in Lincoln, NE can provide a range of financial advising services to help clients achieve their financial goals. These services may include retirement planning, investment management, tax planning, estate planning, and more. One specific aspect of financial advising in Lincoln, NE is the focus on agriculture. As the state's capital, Lincoln is home to many agricultural businesses and farmers who require specialized financial advice. A financial advisor in Lincoln, NE can help these clients navigate the unique financial challenges of the agriculture industry, such as managing cash flow, dealing with commodity price fluctuations, and planning for succession. By providing tailored financial advice and strategies, a financial advisor in Lincoln, NE can help clients in the agriculture industry achieve long-term financial success.
Lincoln, NE is undoubtedly the best place to seek financial advising due to its thriving economy and a plethora of financial institutions that are dedicated to providing top-notch services to their clients. The city is home to numerous financial advisors who possess a wealth of experience and expertise in various areas of finance, including investment management, retirement planning, and tax planning. Moreover, the city's financial institutions are renowned for their innovative and customized financial solutions that cater to the unique needs of each client. One such institution is the University of Nebraska Federal Credit Union, which offers a range of financial services, including personal and business loans, credit cards, and investment services. Therefore, if you are looking for financial advice that is tailored to your specific needs and goals, Lincoln, NE is the place to be.
A financial planner in Lincoln, NE is a professional who helps individuals and businesses manage their finances. They provide advice on investment strategies, retirement planning, tax planning, and estate planning. In Lincoln, NE, financial planners have to be well-versed in the agricultural industry, as it is a significant contributor to the state's economy. They must also be knowledgeable about the state's tax laws, as Nebraska has a unique tax structure that includes a combination of income, sales, and property taxes. Additionally, financial planners in Lincoln, NE must be able to help clients navigate the complexities of social security and Medicare, as many retirees in the area rely on these programs for their income and healthcare needs. Overall, financial planners in Lincoln, NE play a vital role in helping individuals and businesses achieve their financial goals while navigating the unique challenges of the area.
As a resident of Lincoln, NE, it can be difficult to know when it's time to seek out the guidance of a financial advisor. However, if you find yourself struggling to manage your finances amidst the city's rapidly growing economy and diverse job market, it may be time to seek out professional advice. With the recent influx of new businesses and industries, the financial landscape of Lincoln has become increasingly complex, making it more important than ever to have a solid financial plan in place. Whether you're looking to invest in the stock market or simply need help creating a budget, a financial advisor can provide you with the expertise and guidance you need to make informed decisions and achieve your financial goals. Don't wait until it's too late - reach out to a financial advisor today and take control of your financial future.
A financial advisor in Lincoln, NE must possess a unique set of qualities to thrive in this competitive field. Firstly, they must be well-versed in the local financial landscape, which is shaped by the city's diverse economy. Lincoln is home to several large corporations, including Ameritas, Nelnet, and Assurity Life Insurance, which means that a financial advisor must have a deep understanding of the insurance and investment industries. Additionally, they must have excellent communication skills to effectively convey complex financial concepts to their clients. This is especially important since Lincoln is a college town, and many clients may be young professionals who are just starting to build their wealth. Finally, a successful financial advisor in Lincoln must be able to adapt to the changing needs of their clients, as well as the ever-evolving financial market. With these qualities, a financial advisor in Lincoln can help their clients achieve their financial goals and secure their financial future.
Lincoln, NE is home to some of the most reputable financial advising firms in the Midwest region. These firms are known for providing comprehensive financial services to individuals and businesses alike. One such firm is Smith & Associates, which has been serving the Lincoln community for over 30 years. They specialize in retirement planning, investment management, and tax planning. Another firm, Johnson Financial Group, has a unique approach to financial advising that incorporates behavioral finance principles. They believe that understanding clients' behaviors and attitudes towards money is crucial in creating a successful financial plan. Lastly, there's the Hagen Financial Network, which is known for its innovative investment strategies and commitment to client education. They offer a wide range of services, including financial planning, estate planning, and insurance solutions. With such a diverse range of financial advising firms in Lincoln, NE, residents can rest assured that their financial needs are in good hands.
Financial advisors in Lincoln, NE are compensated in a variety of ways. One common method is through commissions on the sale of financial products, such as mutual funds or insurance policies. Another way is through fees charged for their services, which can be a percentage of the assets under management or a flat fee. Additionally, some advisors may receive bonuses or incentives for meeting certain performance targets. In Lincoln, NE specifically, there is a growing trend towards fee-only advisors who do not receive commissions and are solely compensated by their clients. This is seen as a more transparent and unbiased approach to financial advising. However, this model may not be suitable for all clients and it is important to carefully consider the compensation structure when choosing a financial advisor in Lincoln, NE.