Expertise.com

Best Financial Advisors in Lincoln

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Lincoln, NE
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Lincoln, NE

Why choose this provider?

Need help contacting a Financial Advisor in Lincoln? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
Lincoln, NE 68505

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 6363

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (14)
Google
5.0 / 5 (2)

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: CRD#: 1964761

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • On average, how much are financial advisors paid in Lincoln?

    The average base salary of financial advisors in Lincoln is $31 per hour. Some of them charge a flat fee for their services, while others charge a percentage proportional to the clients' assets that they manage. Their rates may also vary depending on their experience and the scope of services they provide.

  • What are the benefits of working with a financial advisor in Lincoln?

    Working with a financial advisor in Lincoln can help you plan your finances based on your goals and risk tolerance. Financial advisors can help you consider your expectations for matters like healthcare, market decline, and inflation. They can also assist you in developing a retirement strategy to cover your long-term financial well-being. Additionally, they can provide financial advice and help you facilitate data-driven decision-making.

  • How do you find a financial advisor in Lincoln?

    You can find a financial advisor in Lincoln by asking your family and friends for recommendations. You can also look for financial advisors online through directory websites or financial advisory firms. Additionally, some banks have financial advisors who are working for their sister companies. It is important to consider one's experience, qualifications, and fees when hiring a financial advisor.

  • In Lincoln, what is the difference between a financial advisor and a financial planner?

    In general, financial advisors in Lincoln help clients with specific and immediate financial matters. In contrast, financial planners are advisors who assist clients in developing strategies to meet long-term financial goals. Financial advisors are usually compensated at an hourly rate, commissions, a quarterly or annual retainer, or a percentage of assets under management. On the other hand, financial planners often receive a flat fee, commission, or bonus.

  • Do financial advisors in Lincoln assist with budgeting?

    Financial advisors in Lincoln can provide strategies and tips to help you create budgets to meet your short- and long-term goals. They can also offer financial advice and provide you with insurance options based on your budget. Additionally, they can develop financial plans, including insurance, savings, and tax strategies. Financial advisors can help you check your financial well-being regularly to reassess your current situation and plan.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.