Best Financial Advisors in Cass County, NE

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List of Firms

Cass County, NE Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jeffrey W Hitt
Location 3906 Raynor Pkwy Ste 103, Bellevue, NE 68123, USA
Phone (402) 359-1829
Directions
Miller Financial Group, Inc.
Location 2111 S 67th St Suite 300, Omaha, NE 68106, USA
Phone (402) 991-9020
Directions
Edward Jones - Financial Advisor: Michael A Schuldt, CFP®
Location 341 Main St, Plattsmouth, NE 68048, USA
Phone (402) 296-6025
Directions
Edward Jones - Financial Advisor
Location 11507 S 42nd St Suite 108, Bellevue, NE 68123, USA
Directions
Edward Jones - Financial Advisor
Location 2012 Cornhusker Rd #700, Bellevue, NE 68123, USA
Phone (402) 292-8388
Directions
Edward Jones - Financial Advisor: Brian P Overton
5 out of 5
Location 11844 Standing Stone Dr Suite 300, Gretna, NE 68028, USA
Phone (402) 215-0200
Directions
Financial Advisors in Cass County, NE

Where Certified Financial Advisors in Cass County, NE Serve

Cass County, Nebraska, located in the eastern part of the state, is a vibrant community with a rich history and a promising future. The county is home to several landmarks that are worth exploring, such as the Cass County Courthouse, the Plattsmouth State Recreation Area, and the Louisville State Recreation Area. These landmarks offer breathtaking views of the natural beauty of the area and provide ample opportunities for outdoor activities. In terms of employment, Cass County boasts a diverse economy with several top employers, including the Nebraska Medical Center, the University of Nebraska Medical Center, and the Nebraska Department of Health and Human Services. These employers offer a wide range of jobs in various fields, from healthcare to education to government. Cass County is also well-connected to the rest of the state and the country, thanks to its major highways and streets. The county is served by several major highways, including Interstate 80, US Route 75, and Nebraska Highway 50.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cass County, NE could greatly benefit from the assistance of a financial advisor for a variety of reasons. One specific challenge faced by many in this area is the volatility of the agricultural industry. With a significant portion of the local economy relying on farming, fluctuations in crop prices and weather patterns can greatly impact individuals' financial situations. A financial advisor could help residents navigate these uncertainties by developing a personalized plan that accounts for potential risks and provides strategies for long-term financial stability. Additionally, with the county's population consisting largely of older adults, a financial advisor could provide guidance on retirement planning and investment strategies to ensure a comfortable future. Overall, a financial advisor could be a valuable resource for residents of Cass County, NE in navigating the unique financial challenges of this region.

Insurance Broker

Residents of Cass County, NE can benefit greatly from the services of an insurance broker. With a population of over 25,000 people, there are a variety of insurance needs that must be met. One specific way that an insurance broker can help residents of Cass County is by providing guidance on crop insurance. Agriculture is a major industry in the county, and farmers and ranchers need to protect their crops and livestock from unforeseen events such as natural disasters or disease outbreaks. An experienced insurance broker can help these residents navigate the complex world of crop insurance and ensure that they have the coverage they need to protect their livelihoods. In addition, an insurance broker can assist other residents with their health, auto, and home insurance needs, providing personalized recommendations and helping them find the best policies at the most affordable rates.

Retirement Planning

Residents of Cass County, NE can benefit greatly from the assistance of a retirement planner. With the majority of the population being over the age of 45, retirement planning is a crucial aspect of financial stability for many individuals in the area. A retirement planner can help residents of Cass County navigate the complex world of retirement savings, Social Security benefits, and healthcare costs. They can also provide guidance on estate planning and tax strategies specific to Nebraska. With the help of a retirement planner, residents of Cass County can feel confident that they are making informed decisions about their future and securing their financial well-being.

Wealth Management

Residents of Cass County, NE can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning and investment advice. In a county where agriculture is a significant industry, a wealth manager can assist farmers and ranchers in managing their finances and investments, ensuring they are making the most of their resources. Additionally, with a growing population of retirees, a wealth manager can help individuals plan for their retirement and manage their assets to ensure they have a comfortable and secure future. Overall, a wealth manager can provide valuable guidance and support to residents of Cass County, NE, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Cass County, NE would greatly benefit from the services of a mortgage loan officer. Specifically, with the county's growing population and thriving economy, many individuals are looking to purchase their first home or upgrade to a larger one. A mortgage loan officer can assist in securing the necessary financing for these purchases, as well as provide guidance on the best mortgage options available. Additionally, with the county's agricultural industry, farmers and ranchers may also require financing for land purchases or equipment upgrades. A knowledgeable mortgage loan officer can help navigate the unique challenges and opportunities of these types of transactions. Overall, the assistance of a mortgage loan officer can make the home buying or refinancing process smoother and more successful for residents of Cass County, NE.

Tax Services

Residents of Cass County, NE could greatly benefit from the services of a tax advisor in a variety of ways. For example, many individuals in this area may own agricultural land or businesses that require specialized tax knowledge. A tax advisor can help navigate the complex tax laws and regulations specific to Cass County, ensuring that residents are not overpaying or missing out on potential deductions. Additionally, with the recent changes to the tax code, a tax advisor can provide guidance on how to adjust withholding and maximize tax savings. Overall, working with a tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Cass County, NE can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by ensuring that a person's assets are distributed according to their wishes after they pass away. This is especially important in Cass County, where many families have deep roots and want to ensure that their property stays within the family for generations to come. Additionally, an estate planning lawyer can help residents of Cass County create a plan for long-term care, which is especially important given the county's aging population. By working with an estate planning lawyer, residents of Cass County can have peace of mind knowing that their wishes will be honored and their loved ones will be taken care of.

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