The Best Financial Advisors in Lincoln

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Lincoln Financial Advisor

Ameritas Financial Center

At Ameritas Financial Center, we are an independent agency backed with financial strength. We offer our clients insurance, retirement and investment products and services.

Helping people create fulfilling lives is what we do daily. For you, this means helping reduce uncertainty, helping grow assets and protecting what is most cherished.

Under the guidance of our CEO, Corey Poulosky, our leadership team has decades of experience in training our agents to serve our clients with the highest level of professionalism.

Services

Estate Planning
Wills, Trusts, and beneficiary arrangements can be part of a comprehensive financial plan. Working with other professionals, we can facilitate these important decisions.
Retirement Income
Planning Developing a retirement plan that fully integrates a number of strategies can effectively move clients in the right direction. Accumulating funds is only part of the process, distribution strategies are also essential.
College Planning
529 plans, UTMAs, UGMAs, ESAs, and Coverdells are standard parts of college planning, but other strategies and products can play a crucial role. Understanding the process and the possibilities can be essential to a proper plan.
Wealth Accumulation & Asset Management
Sound strategies and recommendations can be invaluable. Ameritas Financial Center can provide a comprehensive plan to help you manage, protect, and grow your wealth based on your particular goals and needs.

6355 S 56th St, Lincoln, NE 68516

Bob Bennie Wealth Management

Bob Bennie Wealth Management is a comprehensive financial planning services firm located in Lincoln, Nebraska. We have been serving clients here in Nebraska, and in 25 other states across this wonderful country, since 1995.

Specializing in retirement planning, investment management, and estate planning, the professionals at Bob Bennie Wealth Management work to assist you in achieving a secure financial future for yourself and your family.

As a team, we are trustworthy, independent, friendly, and professional. Bob Bennie Wealth Management strives to provide you with the secure financial future you desire, while setting the standard for service in the financial planning industry. Our achievements are a testament to the expertise and financial guidance we are known to provide.

Services

Retirement Planning
Will you outlive your money? We specialize in helping people build and preserve assets for meeting the challenges of retirement. We will build a customized plan for you to meet your retirement goals.
Estate Planning
Believe it or not you have an estate plan. Whether you are in control of your estate is up to you. We help people ensure their wishes are carried out in controlling their assets. Leaving what they want to whom they want, when they want it.
Wealth Management
Working with an independent financial advisor you have the freedom to choose from a broad array of financial services and investment options allowing us to create a tailor made solution for your unique needs.

1601 Old Cheney Road Lincoln, NE 68512

Capital Consulting & Asset Management

A good financial plan will act as a roadmap for all of your future financial decisions. We’ll work with you to map out exactly what you want your money to do for you, and how you plan to get there.

Then we’ll use the experience of our qualified team, to put together written recommendations that you can rely on.

And don’t worry. We know that life moves quickly and your plan will change over time. That’s why we’ll follow up on a regular basis and adjust as necessary.

The goal of a financial plan is to provide you peace of mind through rigorous planning and personal recommendations.

Services

Retirement
Analysis of current strategies and investment plans to help the client achieve his or her goals.
Tax & Cash Flow
Income tax and spending analysis and planning for past, current and future years.
Education of Children
Evaluation of assets needed to provide post secondary education.
Personal
Family records, budgeting, personal liability, estate information and financial goals.
Estate Planning
Analysis of current situation and strategies to help the client achieve his or her goals.
Investments
Analysis of investment alternatives and their effect on a client’s portfolio.

140 N 8TH ST SUITE 410 THE APOTHECARY LINCOLN, NE 68508

Central Financial Services

At Central Financial Services our job is simple… help you make the best financial decisions that protect and help maximize your wealth. Assisting clients since 1992, we listen and learn about your unique situation before making recommendations.

Financial planning shouldn’t be hard to understand. CFS associates take pride in clearly explaining how a recommendation will benefit you. With many years of experience and comprehensive knowledge, our associates provide answers to your questions.

Take a few minutes to review the financial calculators, stock/market reports and articles. In addition, IRS tax forms may be downloaded at no charge. If you have questions, don’t hesitate to complete one of the online forms. We welcome the opportunity to serve you.

Central Financial Services offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Services

Retirement Plans
Tax Plans
401k Planning
403b Planning
College Plans
Estate Plans
Money Management
Money Purchasing Plans
Profit Sharing Plans
Socially Responsible Investment Strategies

6355 South 56th Street Lincoln, NE 68516

Financial IQ and Central Financial Services

Financial IQ and Central Financial Services are independent financial services and insurance consulting firms. Our clients include families, individuals and small/mid-sized businesses.

Our collaborative approach to working with clients focuses on establishing priorities and goals that are important to the client. We get to know our clients on a personal level to better understand their priorities and goals.

After reviewing these priorities and goals we develop a customized action plan and work closely with our clients to achieve their desired results. We firmly believe that a client’s needs should always come first, and we practice this daily.

As an independent firm, we offer objective strategies that focus on your needs. Your goals deserve comprehensive strategies, not cookie cutter products.

Services

401(k) retirement plans and Individual Retirement Accounts
529 college savings plans*
Annuities
Mutual Funds*
Certificates of Deposit
U.S.Treasuries Securities*
Group retirement and savings plans
Simplified Employee Pension Plans
Qualified Retirement Plans
Other retirement savings plans designed specifically for employee groups
Life insurance
Long-term care, disability income insurance and critical illness

6355 S 56th Street Lincoln, NE 68516

Flagstone Financial Management

Every big decision in life ties back to financial planning. Our goal is to ensure you are financially prepared to tackle any opportunity and face any challenge. The future for you and your loved ones hangs in the balance, so we leave no stone unturned.

We manage your investments and help you build a confident financial future through Pathway Planning. No matter the path you take in life, we’ll help you create the financial plan to get there.

Flagstone is a team of financial planning professionals here to help you achieve your goals. We educate, advise and inspire our clients to build their unique financial path.

Your growing business is your top priority, but what happens if your personal finances don’t get adequate attention? We help business owners like you by essentially acting as your very own CFO.

Your personal finances will be in good hands, so you can focus on building your business. As your career kicks into gear, there’s so much to plan for and so much to do.

Opportunities can feel infinite, but those opportunities can dwindle without financial planning. You deserve the confidence that comes with advice from qualified financial planning experts.

Services

FINANCIAL PLANNING
Build your unique financial path with our dedicated experts.
INVESTMENT MANAGEMENT
Beginner and experienced investors—we are your strategic, optimistic, straightforward investment guide.

5801 Hidcote Dr Suite 100 Lincoln, NE 68516

FP Wealth Management, Inc

FP Wealth Management, a financial organization in Lincoln, NE. We understand that individuals face unique challenges as they prepare for retirement.

We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Services

Investments
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
Retirement
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.
Estate
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.
Insurance
A sound insurance program can help protect your family from the financial consequences of unexpected events.

770 North Cotner Boulevard Suite 411 Lincoln, NE 68505

Grossman Financial Planning

Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees.

Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes.

Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative of Woodbury Financial. To become a CERTIFIED FINANCIAL PLANNER™ practitioner, Lee took courses for several years and passed six exams covering investments, taxes and estate planning. He then passed a final two-day exam.

Lee is a devoted Christian. He serves as an Elder at Zion Church: PCA and previously served as a school board member at Lincoln Christian School. In his spare time, Lee enjoys cooking.

Services

Financial Planning
College Plans
Estate Plans
Money Management
Money Purchasing Plans
Profit Sharing Plans
Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
Investments
Bonds
Common Stock
Fixed Annuities
Educational IRA
Brokerage Accounts
Government Securities
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Traditional IRA
Treasury Notes
Variable Annuities

5715 South 34th Street Suite 500 Lincoln, NE 68516

JFC Financial Services

Welcome to JFC Financial Services. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor’s mission is to enhance your life by helping create sound, financial strategies.

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed. Our goal? To give you confidence in your financial future for years to come.

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

Services

RETIREMENT PLANNING
You’ve worked hard and now it’s time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.
COLLEGE PLANNING
Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life’s largest investments.
BUSINESS PLANNING
We believe small businesses are the backbone of America. At JFC Financial Services, we do our utmost to help you thrive in today’s competitive marketplace.

9060 Andermatt Drive Suite 101 Lincoln, NE 68526

Liberty Advisers

Our firm has become known for providing “cutting edge” financial planning and financial education courses on topics ranging from Elder Care Planning, Asset Protection, Principles of Retirement Planning, Investing in Today’s Volatile World, and Social Security.

Our Firm is a fee-only Registered Investment Adviser and has been built on a culture of Nebraska values, and our goal has always been and will continue to be one of educating and serving our clients. Those that are seeking counsel and education become very capable of knowing what they want to fill their personal needs.

We would look forward to discussing your retirement plans with you and offering a second opinion at your request. I invite you to visit our website for more information, and maybe picking up a few tips while you’re here.

Wealth management is a comprehensive approach to planning and overseeing your financial life. A common misconception is that it’s just for affluent or high-net-worth individuals. In reality, it’s the individuals who have accumulated assets in preparation for retirement who benefit most from this type of plan.

The key to a sound wealth management strategy is to ensure a proper balance of growth and protection of your assets as they work in conjunction to meet your short- and long-term financial and lifestyle goals.

1001 South 70th St, Suite 102 Lincoln, NE 68510

The Best Financial Advisors in Lincoln

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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