Wealth Management in Kearney, NE

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List of Firms

Kearney, NE Wealth Management Firms

Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2202 Central Ave, Kearney, NE 68847, USA
Phone (308) 234-2229
Directions
Stonebridge Insurance and Wealth Management
SEC File# 801-67628
CRD# 137658
5 out of 5
Location 3800 Avenue A Ste C, Kearney, NE 68847, USA
Phone (308) 698-0144
Directions
Lind Financial Services
Location 29 Camelot Way, Kearney, NE 68845, USA
Phone (308) 627-6328
Directions
Black Oak Investment Counsel, Inc.
Location 3615 2nd Ave B, Kearney, NE 68847, USA
Phone (308) 237-2724
Directions
Wealth Management in Kearney, NE

Where Wealth Management Advisors in Kearney, NE Serve

Kearney, NE is a bustling city in the heart of Nebraska with a plethora of attractions and landmarks to explore. From the iconic Archway Monument, which spans over I-80 and serves as a tribute to the pioneers who traveled the Oregon Trail, to the Yanney Heritage Park, a 58-acre park with walking trails, gardens, and a lake, Kearney has something for everyone. The city is home to a diverse range of top employers, including the University of Nebraska at Kearney, Good Samaritan Hospital, and Baldwin Filters. These employers provide a wide range of job opportunities for residents and contribute to the city's thriving economy. Kearney is easily accessible via major highways such as I-80, US-30, and US-281. These highways provide convenient access to neighboring cities and states, making Kearney a hub for transportation and commerce. The city is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kearney, NE can benefit from a bank in numerous ways. For instance, a bank can offer financial assistance to individuals who are looking to purchase a home in the area. With the median home price in Kearney being around $200,000, many residents may need to take out a mortgage to afford a home. A bank can provide guidance on the best mortgage options available and help residents navigate the complex process of applying for a loan. Additionally, banks can offer savings and checking accounts to help individuals manage their finances. With Kearney being a college town, many students may benefit from opening a student checking account to help them keep track of their expenses. Furthermore, banks can provide small business loans to entrepreneurs looking to start a business in Kearney. With the city's growing economy, a bank can help small business owners get the funding they need to start their venture. Overall, a bank can offer a wide range of financial services to help residents of Kearney, NE achieve their financial goals.

Insurance Broker

Residents of Kearney, NE can benefit greatly from the assistance of an insurance broker. One of the most common ways that an insurance broker can help residents of Kearney is by providing them with a comprehensive understanding of the various insurance options available to them. With a population of just over 33,000 people, Kearney is a relatively small city. However, this does not mean that its residents have fewer insurance needs than those living in larger cities. In fact, the opposite may be true. Due to the unique economic and geographic characteristics of Kearney, residents may require specialized insurance coverage that is not readily available through standard insurance policies. An experienced insurance broker can help residents navigate the complexities of insurance coverage and find the policies that best meet their specific needs.

Retirement Planning

Residents of Kearney, NE can benefit from the expertise of a retirement planner in a variety of ways. With the city's population of over 33,000, many individuals may not know where to begin when it comes to planning for their future. A retirement planner can help navigate the complexities of social security, pensions, and other retirement benefits. Kearney, NE is also home to a large number of small business owners, who may need assistance in setting up a retirement plan for themselves and their employees. Additionally, with the cost of healthcare continuing to rise, a retirement planner can help residents of Kearney, NE prepare for potential medical expenses in retirement. Overall, a retirement planner can provide valuable guidance and support to individuals and families in Kearney, NE as they plan for a secure and comfortable retirement.

Financial Advisor

Residents of Kearney, NE can benefit from the services of a financial advisor in numerous ways. One specific area where a financial advisor can be of great help is in planning for retirement. Kearney, NE is home to a significant population of retirees and pre-retirees who need guidance on how to maximize their retirement income and ensure that their savings last throughout their golden years. A financial advisor can assist residents in developing a comprehensive retirement plan that takes into account their unique financial situation, goals, and risk tolerance. This may include creating a diversified investment portfolio, managing debt, and maximizing retirement account contributions. Additionally, a financial advisor can provide ongoing guidance and support to help residents stay on track and adjust their plan as needed. With the help of a financial advisor, residents of Kearney, NE can feel confident in their financial future and enjoy a comfortable retirement.

Mortgage Loan Officer

Residents of Kearney, NE would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and booming economy, homeownership is becoming increasingly popular. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, Kearney's unique location in the heart of Nebraska means that residents may have specific needs when it comes to financing their homes. A knowledgeable mortgage loan officer can help residents understand the intricacies of rural home loans and ensure that they are getting the best possible deal. Overall, working with a mortgage loan officer can be a game-changer for Kearney residents looking to achieve their dream of homeownership.

Tax Services

Residents of Kearney, NE could benefit from the services of a tax advisor in a variety of ways. For instance, a tax advisor can help individuals and businesses in Kearney navigate the complex tax laws and regulations in the state. Specifically, Kearney residents may need help with understanding tax deductions and credits for agricultural businesses, which are a significant part of the local economy. Additionally, a tax advisor can help Kearney residents plan for their financial future by developing strategies for retirement savings and estate planning. With the help of a skilled tax advisor, residents of Kearney can ensure that they are making informed decisions about their finances and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Kearney, NE could benefit from the expertise of an estate planning lawyer in several ways. For instance, the lawyer could help them create a comprehensive estate plan that reflects their unique needs and circumstances. This plan could include a will, trust, power of attorney, and other legal documents that ensure their assets are distributed according to their wishes after they pass away. Additionally, the lawyer could provide guidance on minimizing taxes and avoiding probate, which can be time-consuming and costly. Given that Kearney, NE is a growing city with a population of over 33,000 people, having an estate plan in place is crucial for those who want to protect their assets and provide for their loved ones in the future. An estate planning lawyer can help residents navigate the complexities of the legal system and ensure that their wishes are carried out.

Kearney, NE Financial Resources

Kearney, NE Chamber of Commerce

https://www.kearneycoc.org/

Kearney, NE City Hall

https://cityofkearney.org/

Kearney, NE Public Library

https://cityofkearney.org/1475/Library

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