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Best Financial Advisors in Lincoln

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Lincoln, NELincoln, NE

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Lincoln, NELincoln, NE

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

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1601 Old Cheney Road, Lincoln, NE 68512
Lincoln, NE 68512
  • Estate Planning
  • Certified Financial Planner (CFP)

Bob Bennie is a fiduciary wealth management firm that serves the Lincoln metro. It provides estate planning, retirement planning, and investment management services. The team of financial advisors uses Riskalyze, a tool that determines an individual's risk tolerance to help develop a personalized plan tailored for the clients' needs. President and founder Bob Bennie has over 20 years of industry experience. He was featured in Barron's Magazine as one of the top 1000 financial planners in the country.

1601 Old Cheney Road, Lincoln, NE 68512
Lincoln, NE 68512

Website(402) 421-2626

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

233 South 13th Street, Lincoln, NE 68501
Lincoln, NE 68501
  • Estate Planning

Callahan Financial Planning is an independent investment management and financial advisory firm serving clients in Lincoln. Its retirement planning services include health insurance planning and Social Security and pension timing and optimization. It also provides guidance with income tax minimization, investment management, and estate and legacy planning. The firm was included in Forbes's Next-Gen Wealth Advisors in 2018. Its president, William A. Callahan, is a Registered Life Planner, a Chartered Financial Analyst, and a Certified Financial Planner.

233 South 13th Street, Lincoln, NE 68501
Lincoln, NE 68501

Website(800) 991-5195

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

140 North 8th Street, Lincoln, NE 68508
Lincoln, NE 68508
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Capital Consulting & Asset Management is an independent advisory company. It serves families, professionals, businesses, and institutions in Lincoln and the surrounding metros. With over 50 years of combined experience, its financial advisors create tailored wealth management strategies for clients. The fiduciary firm also offers financial planning, advisory and consulting services, insurance, and corporate retirement plans. Owners Rob Nixon and Amber Roemer are financial advisors and insurance agents. Capital Consulting & Asset Management was established in 1996.

140 North 8th Street, Lincoln, NE 68508
Lincoln, NE 68508

Website(888) 818-2226

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

151 North 8th Street, Lincoln, NE 68508
Lincoln, NE 68508
  • Tax Planning

Cast Financial is a financial advisory firm that provides Lincoln clients with wealth management services. The firm offers financial planning for clients. It also manages investments, including strategizing to maximize the client’s portfolio strength. The firm, moreover, completes tax returns and minimizes tax obligations for its clients. Accounting services, including payroll and financial reports, are likewise available. The firm’s investment advisor representative, Brad Kingsley, is a Certified Financial Planner. He is also a Dave Ramsey-certified financial coach with over 20 years of business experience.

151 North 8th Street, Lincoln, NE 68508
Lincoln, NE 68508

Website(402) 761-0767

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6355 South 56th Street, Lincoln, NE 68516
Lincoln, NE 68516
  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Central Financial Services is a full-service financial planning firm based in Lincoln. Its advisors educate clients on various factors in a financial plan, from money management to tax strategies. They also help clients plan their finances for personal goals, like college education. It also offers clients assistance in insurance-related matters. CEO Timothy E. Cox has been working in the financial services industry since 1972. He teaches financial education at the University of Nebraska.

6355 South 56th Street, Lincoln, NE 68516
Lincoln, NE 68516

Website(402) 423-4022

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Lincoln, NE 68516Lincoln, NE 68516

Financial IQ and Central Financial Services are two independent firms offering a collaborative approach to meet the needs of families, individuals, and small to medium-sized businesses. Based in Lincoln, the firms provide a broad range of products and services, including 401(k) retirement plans, 529 college savings plans, annuities, U.S. Treasuries Securities, life insurance, and Simplified Employee Pension Plans. Clients benefit from the extensive experience of two independent agents who are both Certified Financial Educators and Investment Advisor Representatives.

Lincoln, NE 68516Lincoln, NE 68516

Website(402) 488-1888

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Lincoln, NE 68512Lincoln, NE 68512

Flagstone Financial Management is an SEC-registered investment advisory firm based in Lincoln. The company was founded by CFP Michael Johnson, a wealth advisor who has been part of the financial services industry since 2001. The goal of the firm is to provide clients with a comprehensive, step-by-step financial plan that simplifies the wealth management process into achievable goals. Every client relationship is forged with wealth management and financial planning at its core. The team of financial advisors provide clients with education about their assets and investment opportunities and help them set long-term financial goals. Clients also receive a written plan that focuses on college tuition funding, insurance analysis, investment management, tax planning, estate planning, and life income planning.

Lincoln, NE 68512Lincoln, NE 68512

Website(402) 413-0440

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Lincoln, NE 68527Lincoln, NE 68527

Foy Financial Services is a registered investment advisory firm in Lincoln meeting the needs of both individual and corporate investors. The firm’s direct services include portfolio management, estate planning, retirement planning, and asset allocation. Foy Financial Services developed the SELECTOR Money Management Program to better monitor, allocate, and report on variable investment portfolios. President Edward D. Foy has over 35 years of experience as a financial professional. He is a Registered Financial Consultant with the International Association of Registered Financial Consultants and a member of the Financial Planning Association.

Lincoln, NE 68527Lincoln, NE 68527

Website(402) 483-2004

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770 North Cotner Boulevard, Lincoln, NE 68505
Lincoln, NE 68505
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

FP Wealth Management, Inc. is a Lincoln financial advisory company that helps individuals and businesses with retirement, savings, and estate strategy matters. It assists in the creation of investment portfolios based on clients' time frame. risk tolerance, and goals. It also creates and implements investment recommendations using bond and mutual funds, alternative investments, and variable annuities. The company is a merger between the two financial service practices of its managing partners Bob Fitzsimmons and Jason Peplinski, who have been working together since 2007.

770 North Cotner Boulevard, Lincoln, NE 68505
Lincoln, NE 68505

Website(866) 603-7047

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

5715 South 34th Street, Lincoln, NE 68516
Lincoln, NE 68516
  • Certified Financial Planner (CFP)

Grossman Financial Planning offers ongoing education and guidance on insurance, retirement planning, and money management to clients in Lincoln. The firm also assists clients in investment products such as treasury bills, variable annuities, government securities, and common stocks. Its financial planning services include matters such as estate, tax, expenses, and 401(k). Grossman Financial Planning is headed by Lee Grossman, who provided educational services about retirement to employees of local corporations. Grossman is also a Certified Financial Planner.

5715 South 34th Street, Lincoln, NE 68516
Lincoln, NE 68516

Website(402) 420-6060

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A

9060 Andermatt Drive, Lincoln, NE 68526
Lincoln, NE 68526
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Since 1992, JFC Financial Services has been serving clients from the Lincoln metro and neighboring cities. Its team is committed to helping clients establish and achieve goals through asset and investment management, objective financial planning, and risk protection strategies implementation. Its advisors also provide planning services for retirement, insurance, tax, and estate. Founding president Jack Connealy holds industry registration series 7, 24, 31, 51, and 63, in addition to his license as a Certified Financial Planner.

9060 Andermatt Drive, Lincoln, NE 68526
Lincoln, NE 68526

Website(800) 262-9538

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A

7645 Kennelley Dr, Lincoln, NE 68516
Lincoln, NE 68516
Instagram
  • Retirement Planning

JS Financial is a local business that guides Lincoln individuals, families, and business owners with their finances and investment goals. It offers fiduciary advice that tackles retirement, taxation, and risk management. It updates clients on investments including individual stocks or mutual funds. JS Financial is a member of FINRA. The company's Certified Financial Planner, Joel Barjenbruch, holds designations such as Chartered Life Underwriter and Retirement Income Certified Professional. He guides clients for proactive tax planning to protect their wealth from the IRS.

7645 Kennelley Dr, Lincoln, NE 68516
Lincoln, NE 68516

InstagramWebsite(402) 217-0730

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

3440 Madison Avenue, Lincoln, NE 68504
Lincoln, NE 68504
  • Estate Planning

Kechely Wealth Management is a full-service financial advisory company that serves clients in Lincoln. The firm offers a wide range of financial services that can help individuals, families, and businesses secure the financial future of their loved ones and employees. Its financial advisors focus on several areas, including investments, financial planning, insurance, and employee benefits. The group also handles retirement and estate planning, as well as tax management. Kurt Kechely, the firm's founder, has been in the financial services industry since 1983.

3440 Madison Avenue, Lincoln, NE 68504
Lincoln, NE 68504

Website(402) 434-4770

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

5700 Old Cheney Road, Lincoln, NE 68516
Lincoln, NE 68516
  • Estate Planning
  • Tax Planning

LeValley Wealth Management provides financial planning assistance from its Lincoln office. Its team is committed to creating personalized plans to help clients achieve their financial goals, whether through estate planning, risk management, or investment and tax planning. In addition, the financial advisory firm assists in creating budgets that are aligned with clients' financial objectives. LeValley Wealth Management was founded by Curt LeValley, a Retirement Income Certified Professional and a Certified Financial Planner, who has over three decades of trade experience.

5700 Old Cheney Road, Lincoln, NE 68516
Lincoln, NE 68516

Website(402) 483-0125

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln, NE 68510Lincoln, NE 68510

Liberty Advisers is a registered investment advisor in the Lincoln area. The main financial advisor is Con Reha, the company president with more than five decades of financial services experience. Clients receive comprehensive wealth management services or customized retirement plans. The company helps clients address important questions about their goals and handles income planning for retirement. For clients transitioning into retirement, the company provides investment management. The goal is to create an investment profile that generates income without being too risky. Estate planning services allow clients to plan for their descendants. The company can also help with other long-term financial planning requirements like retirement planning, life transition planning, and healthcare planning.

Lincoln, NE 68510Lincoln, NE 68510

Website(402) 423-9434

Show Number
1520 South 70th Street, Lincoln, NE 68506
Lincoln, NE 68506
  • Certified Financial Planner (CFP)

MJB Financial Planning, LLC, provides services to clients in Lincoln and the surrounding areas. It offers retirement planning services to assist individuals in managing their retirement savings and maintaining their lifestyles. It also handles tax-efficient investing services to manage concentrated stock, prepare risk tolerance, and optimize security tax placements. Its principal advisor, Matt Buckwalter, has been helping clients pursue their financial goals since 2006. Buckwalter has earned master's degrees in engineering and family financial planning.

1520 South 70th Street, Lincoln, NE 68506
Lincoln, NE 68506

Website(402) 413-1097

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5533 South 27th Street, Lincoln, NE 68512
Lincoln, NE 68512
  • Certified Financial Planner (CFP)

Pittenger & Anderson, Inc. is a fiduciary financial advisory firm that has been serving Lincoln since 1995. It provides financial planning and investment management services to individuals, families, and businesses. It manages business sales proceeds, optimizes taxes, and analyzes options for restricted stocks. Its other services include annual Medicare drug plan review and enrollment assistance and an annual review of other investment accounts. The firm has been included in the CNBC Financial Advisor 100 List for 2019 and 2020.

5533 South 27th Street, Lincoln, NE 68512
Lincoln, NE 68512

Website(800) 897-1588

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln, NE 68516Lincoln, NE 68516

Plan A Wealth Management is a wealth management and investment service firm that serves clients in Lincoln. It was founded by company president Ronald Anderson, Jr. He has almost three decades of financial experience helping families and individuals manage their futures. The company's streamlined process starts with guiding the client through questions to determine their goals and current assets. The firm's advisors collaborate with the client to get a full understanding of the client's values and ultimate financial ideal. From there, the advisors will explain the available opportunities to help clients get closer to their goals. Services include investment and money management, as well as customized retirement planning.

Lincoln, NE 68516Lincoln, NE 68516

Website(402) 975-8008

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8101 O Street, Lincoln, NE 68510
Lincoln, NE 68510
  • Certified Financial Planner (CFP)

Prairie Wealth Advisors provides financial planning services to Lincoln and the surrounding areas. It caters to entrepreneurs, individuals, families, and aircraft owners who want to manage their finances and preserve their wealth. Its team handles and analyzes the clients' portfolios to meet their cash flow needs and goals. The company's president, Craig D Hundt Sr, has been in the industry for more than 30 years. He has worked at the IDS/American Express Financial Services and Shearson Lehman Brothers in the 1980s.

8101 O Street, Lincoln, NE 68510
Lincoln, NE 68510

Website(888) 808-5131

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3600 Village Drive, Lincoln, NE 68516
Lincoln, NE 68516
  • Estate Planning
  • Certified Financial Planner (CFP)

Renaissance Financial - Lincoln caters to clients in the metro who need financial solutions. It offers retirement and investment strategies, estate planning, and personal services to help individuals with their financial goals. It also provides assistance to clients who want to apply for term, permanent, long-term care, and disability insurance services. One of its financial advisors, Kyle Miller, is a Certified Financial Planner and a board member of the Big Brothers Big Sisters-Lincoln, an organization that mentors children.

3600 Village Drive, Lincoln, NE 68516
Lincoln, NE 68516

Website(800) 440-5039

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln, NE 68510Lincoln, NE 68510

R² Wealth Management Partners is a Lincoln-based financial management firm. The full-service company offers products for both business owners and individuals. CFP Robert Rossi opened the Rossi Financial Services company in 1995. In 2014, he and CFP Andrew Pool consolidated their offices to make R2 Wealth Management. Each client receives a customized financial plan with step-by-step instructions to simplify the process. The firm breaks overall financial planning down into a few subtopics: tax management, estate conservation, insurance products, investment management, and retirement strategies. Each client receives a plan that addresses these topics and how they affect the overall long-term goals.

Lincoln, NE 68510Lincoln, NE 68510

Website(402) 489-9375

Show Number
Lincoln, NE 68505Lincoln, NE 68505

Shunkwiler Financial is a financial service and retirement preparedness firm that serves the Nebraska community. With headquarters in Lincoln, the firm uses the Advisor Link program to connect CPAs with financial professionals. As such, clients have access to both financial planning options and tax expertise. Company founder, Brett Shunkwiler, also uses visual motion software to give clients a vivid look at their financial situation. Shunkwiler Financial is geared toward helping individuals and their families meet their long-term financial planning goals. These may include retirement planning, tuition planning, or other forms of financial security.

Lincoln, NE 68505Lincoln, NE 68505

Website(402) 466-3919

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln, NE 68506Lincoln, NE 68506

Stonebridge Insurance and Wealth Management offers independent financial advisory services to clients throughout Nebraska. The firm specializes in retirement planning, life and health insurance, Medicare supplements, long-term care, home and auto insurance, and tax-deferred exchanges. The firm’s team includes Investment Adviser Representatives, experienced and licensed insurance professionals, and a Chartered Retirement Plans Specialist. Stonebridge also hosts informational retirement seminars for the greater community.

Lincoln, NE 68506Lincoln, NE 68506

Website(844) 894-2393

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7431 O Street, Lincoln, NE 68510
Lincoln, NE 68510
  • Certified Financial Planner (CFP)
  • Retirement Planning

Universal Financial Strategies is a team of professionals in Lincoln with decades of experience in the financial services industry. It utilizes a coordinated planning approach to help clients attain their retirement goals. The company provides financial advice in areas of tax analysis, investment management, estate planning, Social Security election strategies, and health care recommendations. Additionally, it offers clients a customized UFS Bucket Plan designed to provide financial security such as Social Security, pensions, and annuities to help them live the retirement lifestyle they desire.

7431 O Street, Lincoln, NE 68510
Lincoln, NE 68510

Website(402) 323-8141

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7111 A Street Suite 102, Lincoln, NE 68510
Lincoln, NE 68510
  • Certified Financial Planner (CFP)

Wealth Partners helps clients in Lincoln in achieving their financial objectives. It offers a wide range of financial advisory services that are focused on family finances, wealth preservation, and retirement income. Its advisors perform cash flow and investment management, retirement planning, market analysis, and tax legislation monitoring. They also align clients' asset allocation and risk tolerance to help balance losses and gains in their investment accounts. Wealth Partners is part of Ameriprise, a wealth management company with over 125 years of industry experience.

7111 A Street Suite 102, Lincoln, NE 68510
Lincoln, NE 68510

Website(402) 486-1402

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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