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Best Financial Services in Lincoln

Handpicked Top 3 Financial Services in Lincoln, Nebraska. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

BOB BENNIE WEALTH MANAGEMENT

1601 Old Cheney Road, Lincoln, NE 68512

Since 1995

Estate, Financial and Retirement Planning, Wealth Management, Social Security, Lifetime Income Needs, Employer-Sponsored Qualified Plans and 401K Plans, Traditional and Roth IRAs, Living Trust, Probate & Asset Protection

Free portfolio risk analysis ● They help people ensure their wishes are carried out in controlling their assets ● They work to assist you in achieving a secure financial future for yourself and your family

info@bobbennie.com

bobbennie.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

WADDELL & REED, INC.

8525 Executive Woods Drive, Lincoln, NE 68512

Since 1937

Individual and Business Retirement Plans, Money and Risk Management Services, Traditional, Roth and Rollover IRAs, Education Funding, Gifting or Giving Strategies, Advisory Programs, Strategic Portfolio Allocation, Financial & Estate Planning

Focus on pre-retirement and education saving strategies ● Offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans ● To help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets

jrolf@wradvisors.com

rhr.wradvisors.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun By Appointment

TBR® Inspection Report

CENTRAL FINANCIAL SERVICES

6355 South 56th Street, Lincoln, NE 68516

Since 1992

Individual Health, Long Term Care and Disability Income Insurance, College, Estate, 403B and 401K Planning, Money Management, Retirement, Profit Sharing and Money Purchasing Plans, Socially Responsible Investment Strategies, Brokerage Accounts, Common Stock, Bonds, Variable Annuities, Educational, Traditional & Roth IRA

Offers financial services to individuals, business owners, professionals, and retirees ● With many years of experience and comprehensive knowledge, their associates provide answers to all of your questions

cboyer@aicinvest.com

cfslincoln.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun By Appointment

TBR® Inspection Report