Best Financial Advisors in Omaha, NE

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List of Firms

Omaha, NE Fiduciary Financial Advisors

SEC File# 801-38507
CRD# 107148
Location 8901 Indian Hills Dr #300a, Omaha, NE 68114, USA
Phone (800) 798-1012
Directions
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Edward Jones - Financial Advisor: Andrew Muska
SEC File# 801-3297
CRD# 250
Location 3930 S 147th St Suite 104, Omaha, NE 68144, USA
Phone (402) 896-8696
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
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Cornerstone Financial Group, LLC
5 out of 5
Location 11225 Davenport St #102, Omaha, NE 68154, USA
Phone (402) 758-0700
Directions
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David Knight - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1935 N 120th St, Omaha, NE 68154, USA
Phone (402) 898-4600
Directions
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Steve Flynn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2424 S 153rd St, Omaha, NE 68144, USA
Phone (402) 697-1753
Directions
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RBC Wealth Management Branch - Omaha
Location 12910 Pierce St. Suite 300, Omaha, NE 68144, USA
Phone (402) 392-6100
Directions
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Rick Young Financial Services
5 out of 5
Location 1809 N 169th Plaza unit a, Omaha, NE 68118, USA
Phone (402) 614-8049
Directions
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Michael Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15858 W Dodge Rd Ste 110, Omaha, NE 68118, USA
Phone (402) 391-5400
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
3 out of 5
Location 541 N 155th Plaza, Omaha, NE 68154, USA
Phone (833) 752-6333
Directions
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Feltz WealthPLAN
SEC File# 801-117955
CRD# 305026
5 out of 5
Location 101 S 108th Ave 2nd Fl, Omaha, NE 68154, USA
Phone (402) 691-0200
Directions
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Edward Jones - Financial Advisor: Sarah Ryan
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3904 N 138th St, Omaha, NE 68164, USA
Phone (402) 965-3980
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Richard Kelley - RBC Wealth Management Financial Advisor
Location 12910 Pierce St. Suite 300, Omaha, NE 68144, USA
Phone (402) 392-6116
Directions
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Morey & Quinn Wealth Partners
5 out of 5
Location 11225 Davenport St #109, Omaha, NE 68154, USA
Phone (402) 502-9900
Directions
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Curnes Financial Group
SEC File# 801-47342
CRD# 13572
5 out of 5
Location 9900 Nicholas St, Omaha, NE 68114, USA
Phone (402) 397-5440
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Keystone Financial Services
SEC File# 801-120787
CRD# 308397
5 out of 5
Location 9802 Nicholas St STE 315, Omaha, NE 68114, USA
Phone (402) 392-1212
Directions
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Lifetime Financial Group
4 out of 5
Location 11207 W Dodge Rd # 200, Omaha, NE 68154, USA
Phone (402) 934-7733
Directions
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Morris Friedman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 14769 California St Ste 3, Omaha, NE 68154, USA
Phone (402) 697-7300
Directions
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Vintage Financial Group
5 out of 5
Location 14217 Dayton Cir #3, Omaha, NE 68137, USA
Phone (402) 932-7233
Directions
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Edward Jones - Financial Advisor: Bryon Beins
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15325 Weir St Suite B, Omaha, NE 68137, USA
Phone (402) 895-7100
Directions
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Cambridge Advisors Inc
SEC File# 801-36028
CRD# 104851
Location 17330 Wright St Suite 205, Omaha, NE 68130, USA
Phone (402) 697-1166
Directions
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America First Investment Advisors | Financial Planning & Investment Management in Omaha
Location 10050 Regency Cir #515, Omaha, NE 68114, USA
Phone (402) 991-3388
Directions
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Northwestern Mutual
4 out of 5
Location 9300 Underwood Ave #500, Omaha, NE 68114, USA
Phone (402) 391-6651
Directions
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Chad Petersen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 15858 W Dodge Rd Ste 110, Omaha, NE 68118, USA
Phone (402) 391-5400
Directions
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Stride Wealth Planning of Raymond James
Location 1010 N 102nd St Ste 203, Omaha, NE 68114, USA
Phone (402) 800-1360
Directions
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Madison Doughty - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1935 N 120th St, Omaha, NE 68154, USA
Phone (402) 898-4600
Directions
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Steve Sadler - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1111 N 102nd Ct Ste 320, Omaha, NE 68114, USA
Phone (402) 334-7265
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Nick Engel - Sr. Wealth Financial Advisor
Location 13220 California St Suite 400, Omaha, NE 68154, USA
Phone (402) 830-9223
Directions
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Edward Jones - Financial Advisor: Ward Doering, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4868 S 96th St, Omaha, NE 68127, USA
Phone (402) 331-8840
Directions
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Renaissance Financial
SEC File# 801-45152
CRD# 15296
4 out of 5
Location 12801 Pierce St. STE 300, Omaha, NE 68144, USA
Phone (402) 682-3900
Directions
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Leyden, Thomas & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 17310 Wright St Ste 102, Omaha, NE 68130, USA
Phone (402) 697-7320
Directions
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Michael Thomas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 17310 Wright St Ste 102, Omaha, NE 68130, USA
Phone (402) 697-7320
Directions
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Harris and Davis Financial Advisors
SEC File# 801-47342
CRD# 13572
Location 9900 Nicholas St # 360, Omaha, NE 68114, USA
Phone (402) 397-5440
Directions
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Edward Jones - Financial Advisor: Mike Bryan, CFP®|AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
Location 1125 S 103rd St Suite 375, Omaha, NE 68124, USA
Phone (402) 498-6401
Directions
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Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11819 Miracle Hills Dr STE 101, Omaha, NE 68154, USA
Phone (402) 491-3400
Directions
Financial Advisors in Omaha, NE

Where Certified Financial Advisors in Omaha, NE Serve

Omaha, NE is a bustling city located in the heart of the Midwest. It is home to a variety of landmarks that are sure to impress visitors and locals alike. The Henry Doorly Zoo and Aquarium, for example, is one of the most popular attractions in the city, boasting a diverse collection of animals and exhibits. Another must-see landmark is the Bob Kerrey Pedestrian Bridge, which spans the Missouri River and offers stunning views of the city skyline. In terms of top employers, Omaha is home to a number of major companies, including Berkshire Hathaway, Union Pacific Railroad, and Mutual of Omaha. These companies provide thousands of jobs to residents of the city and contribute significantly to the local economy. When it comes to major highways and streets, Omaha is well-connected to the rest of the country. Interstate 80 runs through the city, providing easy access to destinations both east and west.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Omaha, NE can benefit from the guidance of a financial advisor in a number of ways. For instance, the city is home to a number of large corporations, including Berkshire Hathaway, Union Pacific, and Mutual of Omaha. As a result, many residents may have complex investment portfolios or retirement plans tied to their employer. A financial advisor can help them navigate these intricacies and ensure they are making the most of their investments. Additionally, Omaha has a relatively low cost of living compared to other major cities, which may make it easier for residents to save for long-term goals like buying a home or starting a business. A financial advisor can help them create a savings plan that takes into account their unique circumstances and goals, and provide ongoing support and guidance as they work towards achieving them.

Insurance Broker

Residents of Omaha, NE can benefit greatly from the services of an insurance broker. With the city's harsh weather conditions, such as tornadoes and hailstorms, it's important for residents to have adequate insurance coverage to protect their homes and property. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs and budget. Additionally, with the city's growing population and economy, many residents may need assistance in finding health insurance or life insurance, which an insurance broker can provide expert guidance on. Ultimately, working with an insurance broker can provide peace of mind for Omaha residents, knowing that they are properly protected in the face of unexpected events.

Retirement Planning

Residents of Omaha, NE can benefit greatly from the assistance of a retirement planner. With a population of over 470,000 people, Omaha is the largest city in Nebraska and has a diverse economy with a mix of industries including healthcare, finance, and agriculture. A retirement planner can help residents navigate the complexities of retirement planning, including creating a personalized investment strategy, maximizing Social Security benefits, and managing tax implications. Additionally, a retirement planner can help Omaha residents plan for the unique challenges and opportunities of living in the Midwest, such as the potential impact of extreme weather events on their retirement plans. Overall, working with a retirement planner can provide peace of mind and help Omaha residents achieve their retirement goals.

Wealth Management

Residents of Omaha, NE could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning, as many people in Omaha work for large companies such as Berkshire Hathaway and Union Pacific that offer 401(k) plans. A wealth manager could help residents navigate the complex world of retirement planning, ensuring they are making the most of their employer-sponsored plans and supplementing them with other investment vehicles. Additionally, Omaha is known for its philanthropic community, and a wealth manager could help residents maximize their charitable giving through tax-efficient strategies. With the guidance of a wealth manager, residents of Omaha can feel confident in their financial future and ability to give back to their community.

Mortgage Loan Officer

Residents of Omaha, NE would greatly benefit from the assistance of a mortgage loan officer. With the city's diverse and growing population, a mortgage loan officer can provide personalized guidance on the best loan options for each individual's unique financial situation. Additionally, Omaha is home to a variety of neighborhoods with different housing markets and property values. A mortgage loan officer can provide insight into these varying markets and help residents navigate the process of purchasing or refinancing a home in their desired area. Overall, the expertise and support of a mortgage loan officer can make the process of obtaining a mortgage in Omaha much smoother and less stressful for residents.

Tax Services

Residents of Omaha, NE can benefit greatly from the assistance of a tax advisor. With the city's diverse economy and growing population, navigating the tax code can be a daunting task for many individuals and businesses. A tax advisor can provide guidance on tax planning, preparation, and compliance, ensuring that residents are able to maximize their deductions and minimize their tax liability. Additionally, a tax advisor can assist with complex tax issues such as estate planning and international tax compliance. With the help of a tax advisor, residents of Omaha can have peace of mind knowing that their taxes are being handled accurately and efficiently.

Estate Planning Lawyer

Residents of Omaha, NE can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Omaha residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Omaha, which has a unique tax system that can impact the value of an individual's estate. An estate planning lawyer can also help residents with other important matters, such as setting up trusts, creating powers of attorney, and planning for long-term care. By working with an estate planning lawyer, Omaha residents can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

Omaha, NE Financial Resources

Omaha, NE Chamber of Commerce

https://www.omahachamber.org/

Omaha, NE City Hall

https://www.cityofomaha.org/

Omaha, NE Public Library

https://omahalibrary.org/

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FAQs About Personal Financial Advisors in Omaha, NE