Financial Planning Financial Planners locations near Omaha, NE

Showing 1–10 of 10 results

This page indexes 10 financial planning financial planners listings for Omaha, NE, covering 5 ZIP codes.

Tiaa-Cref Financial Services

📍 9140 W Dodge Rd Suite 210 Ste 210, Omaha, NE, 68114

📞 402-548-3600

At TIAA-CREF, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college or provide financial protection for loved ones - that mission guides all we do. Call today to schedule an appointment in Omaha, NE to speak with a financial advisor.

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...

Massmutual Nebraska

📍 10250 Regency Cir Suite 250 Ste 250, Omaha, NE, 68114

📞 402-397-8600

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

Morey-Voorhees Financial Services

📍 11225 Davenport St, Omaha, NE, 68154

📞 402-502-9399

Are You Retirement Ready. Morey Voohrees brings clients to a group of seasoned, experienced advisers who can answer these tough questions. Using the vast resources of Raymond James Financial Services, we utilize the specific tools necessary to create a customized investment strategy and management process for you. Our approach to investing is an unemotional, deeply researched, closely monitored strategy, driven by an individually designed investment policy, structured for you. Some of our services include: Asset Allocation Asset Management Estate Planning Financial Planning Mutual Funds Retirement planning Stocks College Planning Bonds Identity Theft 401(K) Insurance and Annuities Freedom Account Executive Solutions Goal Planning Morey Voorhees is an independent firm that is locally owned and managed..Our expertise and experience, and the resources of Raymond James, allows us to enhance the financial well-being of our clients. Please call us today for your initial consultation. Thank you for visiting our site.

Bank Of The West

📍 4444 Farnam St, Omaha, NE, 68131

📞 402-918-5690

Founded in 1874, Bank of the West offers a wide range of banking, insurance, trust and investment services for individuals and business. The bank operates more than 650 retail and commercial banking locations in 19 Western and Midwestern states. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 80 countries with 190,000 employees.

Chapel Of Memories

📍 9001 Arbor St #111, Omaha, NE, 68124

📞 402-551-1011

A Non-traditonal Funeral Home. Welcome to Chapel of Memories located in Omaha, Nebraska. With over 95 years of combined experience in the funeral industry, we have the knowledge to hep you plan a personalized Omaha cremation service for your loved one. Chapel of Memories serves families in both Omaha, Nebraska and Council Bluffs, Iowa. Our Service Include but are not limited to: • Cremation Services • Funeral Prearranging Services • Headstones • Cemetery Lots We are a Non-Traditional Funeral Home. A non-traditional funeral one is one that does not need a huge building to serve their families. We do everything we can to keep our overhead down so we can pass the savings on to our families. We keep everything simple so we can keep your costs down. Contact us today to find out more about our services and how they can meet your needs.

Braman Mortuary And Cremation Services

📍 1702 N 72nd St, Omaha, NE, 68114

📞 402-391-2171

Braman Mortuary and Cremation Services has focused on the needs of area families with Caring and Cost in mind. We listen with care and sensitivity, to answer your questions, and respect your choices. Then, we take care of all the details. After the service, we continue to assist your family with staff dedicated to helping with insurance, Social Security, Veteran's Administration, and all the little details and questions that may remain.

Brite Ideas Decorating

📍 3852 Farnam St, Omaha, NE, 68131

📞 402-553-1178

With over 20 years of successful customer service and innovative products have established us as an industry leader in holiday lighting. We provide our customers with durable, cutting-edge lighting displays for both Residential and Commercial applications. With over 280 distributors cross the U.S., we are one of the nation’s largest manufacturers of specialized outdoor holiday lighting. Brite Ideas has captured the imagination of entrepreneurs across the country with their unique blend of fantastic craftsmanship and exceptional customer service. As a business opportunity, it builds on a foundation of superior customer service and satisfaction. Please call us today or stop in our showroom.

Northwestern Mutual Paul Ludacka

📍 Embassy Tower 9300 Underwood Ave, Omaha, NE, 68114

📞 402-891-2304

Nathan Silva Of Ameritas Financial Center

📍 440 Regency Parkway Dr Ste 147-a, Omaha, NE, 68114

📞 402-397-1952

🌐 nathan-silva.com

I work with families and small business owners to help implement strategies that help them plan for their financial future.