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 127 87 27

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

  • Estate Planning
  • Insurance Products
  • Retirement Planning

Financial Results Group is a wealth management firm that has been serving the residents of Omaha and the surrounding areas for more than 15 years. It offers holistic goal-based financial planning services, which include risk management, investment management, wealth preservation, education planning, and retirement and estate planning. The firm also provides executive compensation analysis and planning services. Managing member and founder Bruce Zirpel has been working in the financial services industry for more than 25 years. He is a Certified Financial Planner.

1819 North 169th Plaza
Omaha, NE 68118

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

MJB Financial Planning, LLC

  • Retirement Planning

MJB Financial Planning, LLC, is an independent firm near Omaha that partners with individuals in their 50s or 60s. It offers customized financial planning services, with a focus on handling clients' retirement savings. The firm manages their investment portfolios, diversifying and rebalancing them according to their risk appetite and financial goals. Matt Buckwalter, the firm's principal advisor, is a Certified Financial Planner who has been in the industry since 2006. He is also a member of the National Association of Personal Financial Advisors.

12020 Shamrock Plaza
Omaha, NE 68154

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

Voya Financial Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Voya Financial Advisors caters to individuals in Omaha and the surrounding areas. It guides clients in understanding their financial goals to help them secure their present and future income. It also handles different areas of financial planning, including retirement, investments, risk management, and estate conservation strategies. The company also offers articles that help clients outline their financial concepts and strategies. Voya Financial Advisors is also available for life insurance and IRA eligibility services. Certified Financial Planner Marshall Egermier has been with the firm since 2011.

14301 FNB Parkway
Omaha, NE 68154

Website

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