Retirement Planning in Omaha, NE

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Top Retirement Planners in Omaha, NE

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Creative Planning
SEC File# 801-18564
CRD# 105348
4 out of 5
Location 12925 W Dodge Rd, Omaha, NE 68154, USA
Phone (402) 343-2555
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
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TIAA Financial Services
3 out of 5
Location 9140 W Dodge Rd Suite 210, Omaha, NE 68114, USA
Phone (866) 842-2908
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The Retirement Guys
Location 9802 Nicholas St STE 115A, Omaha, NE 68114, USA
Phone (402) 317-7147
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Heritage Financial Network, Inc
Location 6818 Grover St # 100, Omaha, NE 68106, USA
Phone (402) 934-9505
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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
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Moylan Kropp
SEC File# 801-77135
CRD# 165127
Location 1010 S 120th St #320, Omaha, NE 68154, USA
Phone (402) 390-9066
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
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Lifetime Retirement Partners
SEC File# 801-45628
CRD# 110518
5 out of 5
Location 17117 Oak Dr Ste A, Omaha, NE 68130, USA
Phone (800) 971-2989
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Homan Wealth Advisors
SEC File# 801-68136
CRD# 129433
5 out of 5
Location 12829 W Dodge Rd #202, Omaha, NE 68154, USA
Phone (402) 763-6401
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Vintage Financial Group
5 out of 5
Location 14217 Dayton Cir #3, Omaha, NE 68137, USA
Phone (402) 932-7233
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Amy Riggs - Morgan Stanley
Location 13625 California St #400, Omaha, NE 68116, USA
Phone (402) 399-6143
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Michael Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 15858 W Dodge Rd Ste 110, Omaha, NE 68118, USA
Phone (402) 391-5400
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Strategic Wealth Solutions
Location 12020 Shamrock Plaza, Omaha, NE 68154, USA
Phone (402) 333-8751
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Lutterman Financial
5 out of 5
Location 11850 Nicholas St # 240, Omaha, NE 68154, USA
Phone (402) 398-5090
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MJB Financial Planning, LLC
Location 12020 Shamrock Plaza #200, Omaha, NE 68154, USA
Phone (402) 413-1097
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Anchor Retirement Strategies
5 out of 5
Location 11918 I St, Omaha, NE 68137, USA
Phone (402) 277-8644
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Unified Legacy Advisors
5 out of 5
Location 11422 Miracle Hills Dr # 510, Omaha, NE 68154, USA
Phone (402) 261-7089
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Convergence Advisory Group
Location 17117 Burt St Suite 302, Omaha, NE 68118, USA
Phone (402) 332-8460
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Sequent Planning, LLC
SEC File# 801-113971
CRD# 160381
Location 8420 W Dodge Rd #520, Omaha, NE 68114, USA
Phone (402) 953-3544
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Sterling Financial Advisors
5 out of 5
Location 3838 Davenport St, Omaha, NE 68131, USA
Phone (402) 970-9300
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Intentional Retirement
Location 17117 Oak Dr Suite D, Omaha, NE 68130, USA
Phone (402) 885-9090
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D Bryant Retirement Strategies
SEC File# 801-114857
CRD# 298714
3 out of 5
Location 3526 N 163rd Plaza, Omaha, NE 68116, USA
Phone (402) 932-2141
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Voya Financial Advisors, Inc. - Marshall Egermier, CFP®
Location 14301 FNB Pkwy #203, Omaha, NE 68154, USA
Phone (402) 445-2121
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Freelance Financial Planning
5 out of 5
Location 1815 N 49th St, Omaha, NE 68104, USA
Phone (402) 979-6473
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Omaha Advisors
SEC File# 801-67471
CRD# 119880
Location 1055 115th St # 204, Omaha, NE 68154, USA
Phone (402) 397-5033
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Retirement Planning in Omaha, NE

About Omaha, NE for Those Planning to Retire

Omaha, NE is a bustling city with a plethora of landmarks and attractions. From the iconic Bob Kerrey Pedestrian Bridge, which spans the Missouri River and connects Nebraska to Iowa, to the Henry Doorly Zoo and Aquarium, which is consistently ranked as one of the best in the world, there is no shortage of things to see and do in Omaha. Top employers in the area include Berkshire Hathaway, Mutual of Omaha, and Union Pacific Railroad, all of which have headquarters in the city. Major highways such as I-80 and I-29 provide easy access to other parts of the country, while streets like Dodge Street and Maple Street are major thoroughfares within the city itself. Omaha is home to a variety of neighborhoods, each with its own unique character and charm. From the trendy and hip Blackstone District to the historic and picturesque Dundee neighborhood, there is something for everyone in this vibrant and diverse city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Omaha, NE can benefit greatly from the services offered by a bank. One of the most common ways that a bank can help is by providing financial assistance for home ownership. Omaha is the largest city in Nebraska and has a growing population of over 470,000 people. With such a large population, there is a high demand for affordable housing options. A bank can provide residents with a variety of mortgage options to help them purchase a home. Additionally, banks can offer financial education and counseling services to help residents understand the home buying process and make informed decisions about their finances. With the help of a bank, residents of Omaha can achieve their dreams of owning a home and building a stable financial future for themselves and their families.

Insurance Broker

Residents of Omaha, NE can greatly benefit from the services of an insurance broker. With the city being located in the heart of Tornado Alley, residents are at risk of severe weather conditions such as hailstorms and tornadoes. An insurance broker can help residents navigate the complexities of insurance policies and ensure that they have adequate coverage for these natural disasters. Additionally, Omaha is home to a thriving business community, and an insurance broker can assist business owners in finding the right insurance policies to protect their assets and employees. With so many options available, an insurance broker can help residents of Omaha, NE save time and money by finding the best insurance policies to fit their individual needs.

Wealth Management

Residents of Omaha, NE could benefit greatly from the services of a wealth manager. With a population of over 470,000 people, Omaha is a bustling city with a diverse range of financial needs. A wealth manager can help residents navigate the complexities of investing, retirement planning, and tax optimization. Specifically, Omaha is home to many large corporations, such as Berkshire Hathaway and Mutual of Omaha, which means that many residents may have stock options or other investment opportunities tied to these companies. A wealth manager can provide guidance on how to best manage these assets and ensure that they are properly diversified. Additionally, with a median age of 35, many residents are likely thinking about their long-term financial goals, such as saving for a down payment on a home or planning for their children's college education. A wealth manager can help these individuals develop a comprehensive financial plan that takes into account their unique circumstances and goals.

Financial Advisor

Residents of Omaha, NE can benefit from the expertise of a financial advisor in numerous ways. With its bustling economy and diverse population, Omaha presents unique financial challenges that require a tailored approach. For instance, the city is home to several Fortune 500 companies, including Berkshire Hathaway and Union Pacific, which offer lucrative employment opportunities, but also require careful consideration of stock options and retirement planning. Additionally, Omaha experiences extreme weather conditions, such as tornadoes and blizzards, which can disrupt business operations and affect personal finances. A financial advisor can help residents navigate these challenges by providing personalized financial planning, investment advice, and insurance solutions. By taking a holistic approach to financial management, a skilled advisor can help residents of Omaha achieve their long-term financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Omaha, NE can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by helping them navigate the complex and ever-changing housing market in the area. Omaha has a unique housing market, with a mix of historic homes, new construction, and a growing number of luxury apartment complexes. A mortgage loan officer can help residents understand their options and find the best loan products to fit their specific needs. Additionally, they can assist with the pre-approval process, which is essential in a competitive market like Omaha's. With the help of a mortgage loan officer, residents can feel confident in their ability to secure the financing they need to purchase their dream home in this vibrant and growing city.

Tax Services

Residents of Omaha, NE can benefit greatly from the expertise of a tax advisor. With the city's growing economy and diverse population, navigating the complexities of tax laws and regulations can be daunting. A tax advisor can provide guidance on how to maximize deductions, minimize tax liabilities, and ensure compliance with state and federal tax laws. Additionally, with Omaha being home to several major corporations and small businesses, a tax advisor can assist in developing tax strategies that optimize profits and minimize tax burdens. Furthermore, with the recent changes to tax laws, a tax advisor can provide valuable insights on how to take advantage of new opportunities and avoid potential pitfalls. In short, a tax advisor can be an invaluable resource for residents of Omaha, helping them to navigate the complex world of taxes and achieve their financial goals.

Estate Planning Lawyer

Residents of Omaha, NE can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a will or trust that outlines how their assets will be distributed after their death. This is especially important in Omaha, where many residents own agricultural land that has been in their family for generations. An estate planning lawyer can help ensure that this land is passed down to the next generation without any legal complications. Additionally, an estate planning lawyer can assist with creating a durable power of attorney, which allows someone to make financial and medical decisions on behalf of the individual if they become incapacitated. This is crucial in a city like Omaha, where severe weather events like tornadoes and blizzards can occur, potentially leaving individuals unable to make decisions for themselves. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Omaha are prepared for any unforeseen circumstances.

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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