Omaha, NE Investment Service

Vintage Financial provides on point advice to you based on your financial goals. I first went to them as a college student 15 years ago. I stayed with them all these ye ... more

Thank you for inviting Independent Investment Services for the for the WealthPLAN 1Q20 meeting. The collaboration with regards on the challenges we face as a team going f ... more

I worked with Eric Gustafson of Gustafson Wealth Consultants and I have got to say it was the best experience. You feel welcome, secure and that you can truly trust them ... more

Michael is a great guy to work with! I've been with him for over 5 years. Very trustworthy and knowledgeable!

My husband and I started working with Brett a few months ago to begin investing in our future, and we've had an amazing experience so far! He's knowledgeable and super fu ... more

Chip is an expert in his field. Always willing to help and is very knowledgeable! Thanks for your help. I appreciate it more than you know!!

Pete Jacobsen has been managing my husband’s funds for nearly 35 years, since back when Pete worked for a company known as IDS. We have trusted Pete with our life and ... more

Tremendous advisor and one of the hardest working! She puts her customers first!

Nate is very accommodating! He is on time and reasonable on pricing. I like that he cleaned up so it was like he was never here. Thank you Nate, I am sure we will have mo ... more

My trust has been managed by Ron Stortz and his team since 2011. I feel I can trust his advice and has allocated my funds in a conservative portfolio of stocks and bon ... more

Unbelievable how slow and inefficient this branch continues to be.

Came into the branch Friday January 28 at 3:30 in the afternoon and was turned away to open a checking account because they were too busy said I could come back on Monday ... more

I like this Wells Fargo branch very much. Gemma and Cayden were really helpful, professional and friendly although I arrived there ten minutes before closing time on Frid ... more

I highly recommend this smart banker, Charity Mondi, to everyone. I helped one Chinese girl who doesnt know any English on her several issues. We came to bank on our lunc ... more

Personalized custom investment plans for our stage in life. Prompt callbacks and patience in explaining the complex world of investments.

Ryan and the team at Asset Strategies have been amazing! They are very personable and treat us like family. They always communicate how our accounts are doing on a monthl ... more

Awesome Customer Service! Courteous, kind and aim to please!

excellent Financial Advisor.

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