Financial Planning Financial Planners locations near Cedar Creek, NE

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Cedar Creek, NE, spread over 5 ZIP codes.

Edward Jones - Financial Advisor: Robyn A Lipins

📍 201 Main St, Louisville, NE, 68037

📞 402-234-3099

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Mike Knier

📍 11336 S 96th St Suite 104 Ste 104, Papillion, NE, 68046

📞 402-339-8957

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Valerie Derocha

📍 1410 Gold Coast Rd Suite 100 Ste 100, Papillion, NE, 68046

📞 402-339-1627

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Financial Brokerage

📍 17110 Marcy St, Omaha, NE, 68118

📞 402-697-9998

Edward Jones - Financial Advisor: Joshua A Sapp

📍 146 N Washington St, Papillion, NE, 68046

📞 402-339-0087

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Michael J. Butkus & Company

📍 6401 Pacific St, Omaha, NE, 68106

📞 402-558-7774

Investment Experience Matters. Michael J. Butkus & Company is a registered investment advisory firm in Omaha, NE. Our company was formed in 1997 by owner and Omaha native, Mike Butkus, who been in the investment business for over 30 years. We manage investment portfolios for individuals, retirement plans and trusts. Because we are a small firm, you will receive the personal attention you deserve. We do our own research, make our own single-minded conclusions and are heavily oriented towards managing portfolios of individual stocks. We will custom build a well-diversified portfolio and continuously manage it for you. Portfolios can be configured to produce regular income for you in your retirement. Why should you choose Michael J. Butkus & Company? • We are here to serve individuals like you and to manage their retirement assets. • We are medium- to long-term investors. • We are extremely price sensitive, conservative and no-nonsense. • We feel that the number one criteria for investing successfully must be a focus on risk, not reward. • Clients are charged fees quarterly. There are no commissions. Positive results are not guaranteed. However, it is our central thesis that ignoring the negatives when choosing an investment will inevitably result in poor long-term investment performance. Note the words "long term.” There will be losses in individual stocks in portfolios and down years overall. But if we were picking stocks on a desert island and could only choose a singular focus—winning or not losing—we would choose not losing. Michael J. Butkus & Company does business as a discretionary/fee-only advisor. This means that clients complete an investment policy questionnaire, and we manage accounts using these "marching orders" but without investment-by-investment involvement from clients. Clients have real-time access to their accounts from the brokerage firm at which their portfolios are held. We charge a fee based on the amount of assets under manageme...

Midwest Insurance & Financial Services

📍 7809 Molokai Dr, Papillion, NE, 68046

📞 402-916-1720

Leibman Financial Services Inc

📍 228 Main St, Louisville, NE, 68037

📞 402-234-2337

Monarch Financial Group

📍 801 Graham Dr, Papillion, NE, 68046

📞 402-991-9922

First Command Financial Planning

📍 1716 Charleston Dr, Papillion, NE, 68133

📞 402-291-3040