Laurels

Best Financial Advisors in Lincoln
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lincoln Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 80 57 23

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Ameritas Financial Center

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Holding offices in Lincoln and Omaha, Ameritas Financial Center meets the individual and business financial planning needs of clients. With over 100 years of history in the industry, the firm offers a broad range of expertise, such as college fund strategies, life and disability insurance, succession planning, wealth accumulation and management, retirement income planning, and group benefits. The current president and CEO, Corey Poulosky, has more than 25 years of experience in the financial advisory field.

6355 South 56th Street
Lincoln, NE 68516

Website

Financial IQ and Central Financial Services

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 68516

Website

Foy Financial Services

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 68527

Website

Liberty Advisers

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 68510

Website

MJB Financial Planning, LLC

  • 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

Website

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