📍 15514 Spaulding Plz Suite 102 Ste 102, Omaha, NE, 68116
📞 402-505-8488
Holistic financial planning consultants that provide a comprehensive solution to every aspect of your financial life as well as many non-financial elements. Wherever you are in life, it’s not uncommon to have concerns regarding your financial future and retirement. Even if you have a path in mind, you may not know how to reach your desired destination. At Schaecher Berend Wealth Management, we strive to serve as your trusted guide, offering objective recommendations, unbiased advice, and ongoing support as you travel along your path. A key attribute to our success is our attention to the emotional component of financial planning. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We have been helping clients achieve their financial goals for over 17 years; our comprehensive approach helps our clients: Create & Grow Wealth Protect & Preserve Wealth Plan the Distribution of Wealth During Life & at Death in the Most Tax-Advantaged Way We are committed to going above and beyond when it comes to managing your money and customer service. You can rely on us to: Evaluate your financial objectives Provide objective, customized solutions to your financial needs Monitor your investments Review your allocation of assets Verify that your investments are achieving your objectives Additional services provided: Retirement Income Planning Social Security Maximization Beneficiary designation reviews
📍 6969 Grover St, Omaha, NE, 68106
📞 800-971-3270
📍 1700 Farnam St, Omaha, NE, 68102
📞 402-218-1475
🌐 usbank.com
📍 15750 W Dodge Rd Ste 302, Omaha, NE, 68118
📞 402-861-3684
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 1125 S 103rd St Ste 200, Omaha, NE, 68124
📞 402-391-1980
Weitz Investment Management, Inc. has built a culture around our investment philosophy. Weitz Investments maintains a strong, intelligent and experienced team that places their clients’ interests first. The firm was founded in 1983, when Wally Weitz invested $11 million for his first clients with a common sense formula: own a group of strong businesses purchased at deeply discounted stock prices. Today, Weitz is responsible for nearly $6 billion in investments for their clients: individuals, corporations, pension plans, foundations and endowments. Headquartered in Omaha, Nebraska, our goal is to build long-term relationships based on transparency and trust that provide value to our clients. Through bottom-up, proprietary research and a focus on fundamentals, our investment strategies are designed to help investors have better outcomes.
📍 Serving Your Area, Omaha, NE, 68102
📞 888-274-0192