Best Nebraska Financial Advisors
Navigating the world of financial planning can be daunting, especially when looking for a reliable financial advisor. In Nebraska, several top-notch advisors offer exceptional services to help you manage your finances, plan for retirement, and achieve your financial goals. This article explores some of the best financial advisors in Nebraska, highlighting their services, client reviews, and contact information to help you make an informed decision.
Choosing the Right Financial Advisor
Selecting a financial advisor is a critical decision that requires careful consideration. Here are some key factors to look for when choosing a financial advisor:
-Credentials and Experience
Financial advisors should have reputable credentials, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These credentials ensure that the advisor has met rigorous education, experience, and ethical standards.
Services Offered
Financial advisors offer a range of services, including retirement planning, investment management, tax planning, and estate planning. Ensure the advisor provides the services that align with your financial goals.
Fee Structure
Understand the advisor’s fee structure. Common fee structures include fee-only (charging a flat fee or percentage of assets under management) and fee-based (combining fees with commissions). Choose a structure that suits your financial situation.
Client Reviews
Client reviews offer valuable insights into an advisor’s professionalism, communication style, and effectiveness. Look for advisors with positive reviews and high client satisfaction.
-Top Financial Advisors in Nebraska
1. Edelman Financial Engines, LLC
Location: 18881 West Dodge Road, Suite 240W, Omaha, NE 68022
Phone Number: 402-506-9241
Website: Edelman Financial Engines
Edelman Financial Engines has been a trusted name in the financial advisory industry since 1986. They offer personalized, comprehensive financial planning and investment advice, leveraging advanced methodology and proprietary technology. Their commitment to acting in the best interest of clients has earned them a top spot in the industry.
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
Client Review
“Edelman Financial Engines has been a game-changer for my financial planning. Their advisors are knowledgeable, professional, and always put my interests first. I couldn’t be happier with their service.” – Sarah K.
2. Hemenway Financial Services
Location: 5310 S 139th Plz Ste 301, Omaha, NE 68137
Phone Number: 402-204-4201
Website: Hemenway Financial Services
Hemenway Financial Services, led by Geoffrey J. Hemenway, offers comprehensive financial planning with a focus on aligning clients’ financial strategies with their personal goals. Geoff’s passion for helping families plan for financial independence makes this firm a standout choice.
Services Offered
- Financial Planning
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Client Review
“The advisors at Hemenway Financial Services are exceptional. They take the time to understand your goals and provide tailored advice that really makes a difference. Their transparency and integrity are second to none.” – Michael S.
3. Carson Wealth
Location: 14600 Branch Street, Omaha, NE 68154
Phone Number: 888-829-1791
Website: Carson Wealth
-Carson Wealth, founded by Ron Carson, is known for its personalized approach and comprehensive financial services. The firm manages over $21 billion in assets and serves more than 45,000 families, offering a wide range of financial planning and investment management services.
Services Offered
- Financial Planning
- Portfolio Management
- Retirement Planning
- Tax Strategies
- Estate Planning
Client Review
“Carson Wealth has been instrumental in helping me plan for my retirement. Their team is knowledgeable, responsive, and truly cares about their clients. I highly recommend them for anyone looking for a reliable financial advisor.” – Jane D.
4. Foster Group
Location: Omaha, NE
Phone Number: 402-891-2300
Website: Foster Group
Foster Group is praised for its fiduciary responsibility and tailored financial advice. Their commitment to understanding clients’ unique financial goals and providing transparent, personalized solutions makes them a trusted advisor in the Omaha area.
-Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Review
“The advisors at Foster Group are exceptional. They take the time to understand your goals and provide tailored advice that really makes a difference. Their transparency and integrity are second to none.” – Michael S.
5. Buckingham Strategic Wealth
Location: 11949 Q St, Omaha, NE 68137
Phone Number: 402-330-1166
Website: Buckingham Strategic Wealth
Buckingham Strategic Wealth offers personalized financial planning and investment management services. Their experienced advisors provide comprehensive solutions to help clients achieve their financial goals.
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Review
“Buckingham Strategic Wealth has been a game-changer for my financial planning. Their advisors are knowledgeable, professional, and always put my interests first. I couldn’t be happier with their service.” – Sarah K.
6. America First Investment Advisors
Location: Omaha, NE
Phone Number: 402-991-0023
Website: America First Investment Advisors
America First Investment Advisors is a privately owned SEC-registered investment advisor that handles high-net-worth clients. They offer a range of services, including financial and retirement planning, as well as investment management.
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
Client Review
“America First Investment Advisors have been fantastic in managing my portfolio. Their advisors are extremely knowledgeable and have consistently provided excellent financial advice. Highly recommend their services.” – John D.
Credentials to Look for in a Financial Advisor
When evaluating potential financial advisors, it’s essential to understand the significance of various professional credentials. These designations indicate that the advisor has met rigorous education, experience, and ethical requirements. Here are some of the most respected credentials to look for:
Certified Financial Planner (CFP)
A Certified Financial Planner (CFP) is a highly respected designation in the financial planning industry. CFP professionals must complete extensive training, pass a comprehensive exam, and adhere to a strict code of ethics. They are well-equipped to help clients with a broad range of financial planning needs, including retirement, investment, tax, and estate planning.
Chartered Financial Analyst (CFA)
The Chartered Financial Analyst (CFA) designation is awarded to professionals who have demonstrated expertise in investment analysis and portfolio management. CFA charterholders must pass a series of challenging exams and have relevant work experience. This credential is particularly valuable for clients seeking advanced investment advice and portfolio management services.
Certified Public Accountant (CPA)
Certified Public Accountants (CPAs) are licensed accounting professionals who have met stringent education, experience, and examination requirements. CPAs are well-versed in tax planning and preparation, making them valuable advisors for clients seeking tax-efficient financial strategies.
Chartered Financial Consultant (ChFC)
The Chartered Financial Consultant (ChFC) designation is similar to the CFP but focuses more on specialized areas of financial planning, such as insurance, estate planning, and retirement income planning. ChFC professionals must complete rigorous coursework and exams, ensuring they have a deep understanding of complex financial planning topics.
Accredited Investment Fiduciary (AIF)
The Accredited Investment Fiduciary (AIF) designation signifies that an advisor has received specialized training in fiduciary responsibility and investment management. AIF professionals are committed to acting in their clients’ best interests, making this credential particularly important for clients seeking a fiduciary advisor.
Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) designation is awarded to CPAs who have demonstrated expertise in personal financial planning. PFS professionals have extensive knowledge in areas such as retirement planning, estate planning, and risk management. This credential is valuable for clients seeking comprehensive financial planning services from a CPA.
Reviews and Recommendations
Client reviews and testimonials are valuable resources when selecting a financial advisor. They provide insights into the advisor’s communication style, client satisfaction, and overall performance. Here’s a closer look at some of the top-rated financial advisors in Nebraska, based on Yelp reviews and client feedback.
Carson Wealth
Carson Wealth has received numerous positive reviews on Yelp, with clients praising the firm’s personalized approach and comprehensive services. Many clients highlight the advisors’ responsiveness, professionalism, and genuine care for their clients’ financial well-being.
Highlighted Yelp Review
“Carson Wealth has been instrumental in helping me plan for my retirement. Their team is knowledgeable, responsive, and truly cares about their clients. I highly recommend them for anyone looking for a reliable financial advisor.” – Jane D.
Foster Group
Foster Group is highly regarded for its transparency, fiduciary responsibility, and tailored financial advice. Clients appreciate the firm’s commitment to understanding their unique financial goals and providing personalized solutions.
Highlighted Yelp Review
“The advisors at Foster Group are exceptional. They take the time to understand your goals and provide tailored advice that really makes a difference. Their transparency and integrity are second to none.” – Michael S.
Buckingham Strategic Wealth
Buckingham Strategic Wealth offers personalized financial planning and investment management services. Clients have praised their advisors for their professionalism, knowledge, and client-first approach.
Highlighted Yelp Review
“Buckingham Strategic Wealth has been a game-changer for my financial planning. Their advisors are knowledgeable, professional, and always put my interests first. I couldn’t be happier with their service.” – Sarah K.
Hemenway Financial Services
Hemenway Financial Services, led by Geoffrey J. Hemenway, is another notable financial advisory firm in Nebraska. Geoff Hemenway brings a personal touch to financial planning, focusing on helping families achieve financial independence and peace of mind.
Highlighted Yelp Review
“The advisors at Hemenway Financial Services are exceptional. They take the time to understand your goals and provide tailored advice that really makes a difference. Their transparency and integrity are second to none.” – Michael S.
America First Investment Advisors
America First Investment Advisors is known for its tailored financial advice and high standards of fiduciary responsibility. They specialize in managing the wealth of high-net-worth clients and offer comprehensive financial planning services.
Highlighted Yelp Review
“America First Investment Advisors have been fantastic in managing my portfolio. Their advisors are extremely knowledgeable and have consistently provided excellent financial advice. Highly recommend their services.” – John D.
Financial Planning Services
Financial planning services encompass a broad range of activities aimed at helping clients achieve their financial goals. Here’s a breakdown of the primary services offered by top financial advisors in Nebraska:
Retirement Planning
Retirement planning involves preparing for financial stability and independence during retirement. This includes strategies for saving, investing, and managing assets to ensure a comfortable retirement.
Investment Management
Investment management involves creating and managing a portfolio of investments that align with the client’s risk tolerance, financial goals, and time horizon. This includes selecting stocks, bonds, mutual funds, and other investment vehicles.
Tax Planning
Tax planning aims to minimize tax liabilities and optimize tax benefits through strategic financial decisions. This involves understanding and applying tax laws, deductions, credits, and other tax-saving opportunities.
Estate Planning
Estate planning involves preparing for the management and distribution of an individual’s assets after their death. This includes creating wills, trusts, and other legal documents to ensure that the client’s wishes are honored and their beneficiaries are taken care of.
Education Funding
Education funding involves planning and saving for future education expenses, such as college tuition. Advisors help clients choose the best savings plans, such as 529 plans, and create strategies to maximize education funds.
Risk Management
Risk management involves identifying and mitigating financial risks through insurance and other strategies. This includes health, life, disability, and long-term care insurance to protect against unexpected events.
Contact Information and Services
Here’s a comprehensive table with contact information and services offered by some of the top financial advisors in Nebraska:
| Financial Advisor | Location | Phone Number | Website | Services Offered |
|---|---|---|---|---|
| Edelman Financial Engines, LLC | 18881 West Dodge Road, Suite 240W, Omaha, NE 68022 | 402-506-9241 | Edelman Financial Engines | Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning |
| Hemenway Financial Services | 5310 S 139th Plz Ste 301, Omaha, NE 68137 | 402-204-4201 | Hemenway Financial Services | Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management |
| Carson Wealth | 14600 Branch Street, Omaha, NE 68154 | 888-829-1791 | Carson Wealth | Financial Planning, Portfolio Management, Retirement Planning, Tax Strategies, Estate Planning |
| Foster Group | Omaha, NE | 402-891-2300 | Foster Group | Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning |
| Buckingham Strategic Wealth | 11949 Q St, Omaha, NE 68137 | 402-330-1166 | Buckingham Strategic Wealth | Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning |
| America First Investment Advisors | Omaha, NE | 402-991-0023 | America First Investment Advisors | Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning |
Summary and Recommendations
Choosing the right financial advisor in Nebraska involves considering credentials, services offered, fee structure, and client reviews. The advisors highlighted in this article are known for their expertise, personalized service, and commitment to their clients’ financial well-being.
For those seeking a reliable and knowledgeable advisor, Edelman Financial Engines, Hemenway Financial Services, Carson Wealth, Foster Group, Buckingham Strategic Wealth, and America First Investment Advisors are excellent choices. Each of these firms offers comprehensive financial planning services tailored to meet the unique needs of their clients.
When evaluating potential advisors, pay close attention to their professional credentials and areas of expertise. Look for designations like CFP, CFA, CPA, ChFC, AIF, and PFS, which indicate that the advisor has met rigorous education, experience, and ethical standards.
Additionally, consider the advisor’s fee structure and ensure it aligns with your financial situation. Client reviews and testimonials can provide valuable insights into the advisor’s performance and client satisfaction.
By taking the time to research and evaluate potential advisors, you can find a trusted partner to help you achieve your financial goals and secure your financial future.