Omaha, NE Financial Planner

Spoke to a very nice lady that politely gave free advice. She didn't try to make money out of it I would definitely recommend.

bus

Shawn is great to work with! He takes the time to walk his clients through each process in financial planning to ensure they have the best solution for their needs.

It's a full-service investment bank serving coffee and donuts. What more do you need?

Mike Herek sat down personally with me and discussed all of my investing goals. We came up with a realistic plan that has me excited about my retirement plan again.

Always professional and honest.

Welcoming office environment and the best financial advisor. He has 40 years of service to me and my family.

We met with Don to discuss our financial goals. First, decrease our downside risk. Second, grow our portfolio. We discussed our options and are very pleased. Don greatly ... more

I get my investments overseen by Sherman, here. Great financial group!

These guys are real professionals, who put their client's needs at the forefront with every decision they make.

Professional 💯, knowledgeable, helpful, trusted, responsive, reliable, transparent, honest and many more qualities.

The available balance with online banking only shows half of the pending transactions. So what happens is you look at your available balance and it's incorrect because on ... more

Meh they OK. Wouldnt recommend if you using individual bonds as their YTM calculations are straight up wrong

Awesome service by Leticia. Thanks

Fabulous

Excellent business, I met one of futurity first employee while waiting for a table at Charleston’s in Omaha. In small talk i discovered that the man worked for an ins ... more

Over the past 25 years we have worked with Egermier Wealth Management. From Jerry to Mike and Mark , the service and expertise is always "Best of Class" and I would high ... more

I love you daddy

Beautiful views from the rooftop patio and just an amazing looking building inside. Has one of the best corporate gyms I've ever seen.

Nice party! Thanks for the invite 👍😊

I’ve had nothing but positive experiences each time I’ve been there. Ryan has a tremendous amount of knowledge about financial matters and is great at explaining how ... more

I have been working with Steve for over 10 years. He is extremely knowledgeable about investments while also being extremely supportive in finding the best strategy to f ... more

Efficient service, complete services, but... not a fiduciary, and % based fee a little bit higher (due to more "expanded" offerings they say).

I'm from Singapore and had a TDAmeritrade account for years. Suddenly, retail traders were just given a months notice to exit our accounts because we are now deemed non- ... more

Keystone Financial is my one stop shop when it comes to my personal finances. The knowledge this firm has on how to invest my hard earn money is second to none. I curren ... more

RICK and his team have earned our trust with their hard work and excellent results.

Ben was excellent. I live in Oregon and I looked all around the country to find someone offering the surprisingly-rare service he provides (financial expertise on freelan ... more

Core Bank is the best in Omaha! They take such good care of their customers, and have a super simple platform for banking. I have not once stopped in without a kind greet ... more

I have been using this company for a couple of years now. They are very professional, knowledgable and friendly! I'm not afraid to ask them questions that I need to so th ... more

Omaha Advisors: MedicareWise and Well Advised provide friendly and experienced advice and services for financial needs of seniors.

For 13 years now I have trusted Rick Young with over seeing my employer sponsored 401k plan. He's excellent about getting back to calls/emails well within a 24 hour timef ... more

This company is horrible. They never get back to you and scam you out of money. This company is a complete joke! I don’t think they actually look into anything. They ju ... more