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Omaha Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Omaha.

The Olson Group
5.0
from 1 review
  • 15 years in business
Robert G.
Verified review

We had an amazing experience working with The Olson Group. Tim Olson is very knowledgeable in the field and was able to help us with exactly what we needed. We have worked with other groups in the past and no question The Olson Group has by far been the best.

About

We are an insurance and financial services agency, a family of professionals committed to empowering our clients to handle the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It’s our business to be a good neighbor, improving the communities’ quality of life where our clients live and work. We choose to offer world-class service. We are the gold standard!

About

Thinking of hiring a group that offers individual financial planning and business financial planning services in Omaha? This team is the right choice. These professionals will focus on your needs.

About

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

About

I am a financial professional who is providing services and products such as assisting individuals with their financial planning needs.

About

We are fee only advisors. Typically financial and estate planning is an added service to our investment management and retirement planning. No commissions, no bundles, no wrap fees and no conflicts of interest. Objective advice.

About

Retirement Planning, Financial Planning, Estate Planning

About

Primerica gives a detailed overview of a family's current financial situation and suggests a personalized strategy for their financial security with the three Cs: complimentary, confidential and customized. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients. We help families become debt-free, properly protected, and financially independent by conducting a complimentary financial needs analysis on their behalf. Primerica financial representatives do this by assessing our clients' assets and liabilities, and developing a debt elimination program that will free up assets to be utilized for achieving their financial goals, whether they be saving for retirement, education programs or just maintaining a carefree lifestyle. Our team of talented professionals is committed to building life-long relationships with clients based on honesty and companies that we believe are trading fair market value. If you need expert financial advice and assistance, we will be happy to help

About

CFO Systems offers controllers and CFOs to the Midwest on an agreement basis. We are experts in offering proven financial leadership to our clients. Our leadership team has extensive experience and has the capability to apply solutions that are specifically aimed for each client’s needs. Companies working with CFO Systems enjoy the advantages of superior expertise, while restricting the fee and commitment of senior staff. Our clients trust us to help guide them onto the next phase by giving quality financial management.

About

Executive Benefits, Retirement/Retirement Planning, Insurance Products, Investment Strategies, Financial Planning

  • 34 years in business
About

Securities America stands ready to help your financial institution with compliance supervision, in-house, real-time data processing, prompt response times, competitive pricing and flexible structure. From technology to compliance to program development, everything we do is aimed at making it easier for you to do business, grow your revenue and provide superior service.

About

I provide the following: * numerous clerical skills * organizing * cash handling * schedules * payroll * personal banking * financial consulting * budgeting * accounting * tax preparation * loan documentation * credit analyst * accounting * administrative support * data destruction * data entry * document destruction * email management * email marketing * financial services and planning * marketing * presentation services * public relations * recovery and repossession services * recruiting * social media marketing * statistical analysis * text message marketing

About

Gary is a registered representative and investment adviser representative with Financial Telesis, Inc., member FINRA/SIPC. He is also an AIF - accredited investment fiduciary. He specializes in providing invaluable resources to 401k plan managers and their employees. He also provides personal coordinated fee-based financial planning and wealth building by using asset allocation models in order to help clients reduce risk and pursue their retirement and/or other financial goals. This is our motto, "Financial planning to help clients keep more of their income, gain more time, and have more fun in life!"

About

We can help you execute a sound financial program utilizing our products and services.

About

Masin Misko is the premier Nebraska financial advisor. They specialize in IRA rollovers, 401k rollovers, alternative investments, real estate investments and insurance. Products: Roth IRA, simple IRA, 401k, Roth IRA conversion, traditional IRA Services: corporate retirement planning, individual financial planning, estate planning, insurance planning, investments, insurance, 401k retirement plans Earn. Trust. Dream. Business/professional organizations: VSR Financial Services, Inc., FINRA/SIPC

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

About

Certified Financial Planner, Life Insurance, Health Insurance

About

LeGrand Financial, in Nebraska City, NE, offers financial consulting and planning for your future. Call today to see how we can get your money on track.

About

Serving Omaha, NE and outlying areas, S. Kent Porter and associates of PM Financial are offering the following services, not limited to: * Financial Planning * Retirement Planning * Wealth Management * Insurance *Investments

About

I help businesses and individuals set financial goals based on an analysis of their market and their competition as well as their strengths. Once we have set goals, I then analyze where you are and then create a plan to get from where you are to where you want to go. I then set up a process to monitor the progress throughout the year and make adjustments to the plan as required (just like we did at Boeing and Rockwell). For individuals I can prepare a plan and teach the person to maintain the plan for as little as $500 so long as they are proficient in excel.

About

Omaha based, Chris Mathiesen of Rabine Financial Partners provides peace of mind and financial security to its clients by offering a large variety of insurance products and fixed annuities.

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