Laurels

Best Financial Advisors in Omaha
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Omaha 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 117 77 17

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

Financial Results Group, LLC

Financial Results Group, LLC is an Omaha based full-service financial planning company. First established in 2004 by Bruce Zirpel, Financial Results Group specializes in helping individuals of all financial backgrounds build a secure financial future. Services offered include asset management and allocation, retirement planning, insurance products, estate conservation, and college planning. Financial Results Group also offers a full line of products for their clients including long-term car policies and annuities.

Omaha, NE

Website

Heartland Financial Solutions

Heartland Financial Services is an Omaha based financial planning firm that has been in operation for over 20 years. Owned and operated by Bill and Barb O’Donnell, both of whom are fiduciaries, Heartland Financial Services offers individuals and families financial planning and strategy services, business succession planning, insurance products, and insurance planning, investment strategies and management services, retirement planning and management and charitable contributions. Heartland Financial Services provides a 10 percent discount for all military members, first responders, clergy and educators.

Bellevue, NE

Website

Hiley Hunt Wealth Management, Inc.

Hiley Hunt Wealth Management is an Omaha based financial planning service that has dedicated its business to serving Family Stewards, Women in Transition and Business Leaders. Hiley Hunt Wealth Management is owned and operated by Jason Hiley, CFP and Andrew Hunt, CFP, and offers financial planning, estate planning, tax planning, divorce planning, and retirement planning services, as well as advice regarding asset allocation, investment management, insurance products, and charitable donations.

Omaha, NE

Website

Retirement Matters

Retirement Matters, Inc. is a nationally recognized wealth advisement firm located in Omaha. As the name suggests, Retirement Matters, Inc. focuses its services on working with clients to create and invest into a retirement plan, as well as planning for retirement taxes, healthcare costs, and estate planning and protection services. Retirement Matters, Inc. provides services to individuals and families and offers free initial consultations.

Omaha, NE

Website

Strevey Financial Services

Strevey Financial Services is a wealth management firm located in Omaha that provides services to individuals, families and private business. Their services include wealth management and financial planning, education planning, investment planning and management, retirement planning, estate planning, and insurance planning products. For businesses, Strevey Financial Services provides business continuation planning, employee benefits planning, retirement plan management, and creation services.

Omaha, NE

Website

Voya Financial Advisors

Voya Financial Advisors has been providing financial planning services to residents of Omaha for over 25 years. This full-service wealth management company helps clients with wealth management and risk assessment, retirement planning, education planning, estate planning, and tax planning services for individuals and families. For businesses, Voya Financial Advisors offers financial planning services, investment strategies, and employee benefits packages.

Omaha, NE

Website

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