Here’s The Deal: Shunkwiler Financial is one of the leading financial planners in Lincoln, Nebraska. Brett Shunkwiler is the president of the firm. He started in the industry in 2005 and quickly gained the knowledge and experience to open his firm. In 2010, he founded Shunkwiler Financial to provide clients with the expertise, attention, and time they deserve when planning their retirements. As the firm's leader, he works daily to see that Shunkwiler Financial delivers the strategies clients need to live out their dream retirements. Brett Shunkwiler has Series 6, Series 63, and Series 65 licenses and holds an insurance license in Nebraska and various other states. He completed his bachelor's degree in finance from the University of Nebraska-Lincoln. The team at Shunkwiler Financial prioritizes family in financial planning, helping you preserve and grow wealth for a lasting legacy. Grounded in their faith, they guide you to manage your finances wisely, aligning your beliefs with financial decisions for a prosperous future. They uphold the highest ethical standards, ensuring transparency, honesty, and trust in all their interactions, providing clients with confidence. The team empowers their clients by providing them with the necessary knowledge and resources to make informed financial decisions, enabling them to take control of their retirement and financial future.
3 Best Financial Services in Lincoln, NE
Expert recommended Top 3 Financial Services in Lincoln, Nebraska. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 SHUNKWILER FINANCIAL REVIEWS
It took us more time than it should have to meet with Brett and his team. We had many recommendations from so many unrelated people. So happy we finally made the appointment (almost a year ago now). We were given excellent advice for heading into the 5-10 years prior to retirement. We found a product that eased our concerns about the possibility for long term care in the future. And we found a group of people who are easy to talk with and who really care about their clients.
Brett and his staff are consummate professionals, extremely knowledgeable, and profoundly "normal". I met Brett years ago when I was first looking at retirement in the future. He was able to translate the federal retirement benefits into English for me and gave me great advice for that time. As retirement draws nearer for me, I have complete trust in Brett to guide me, keep me on track now, and as I move into that new life status.
We met Brett several years ago. He is very knowledgeable and has such an energetic personality. He always explains our options, what he recommends, and allows us to decide without any pressure. The office staff has grown since we started and all are great to work with and share Brett's passion. I would highly recommend this company to help you with any financial planning and to start early in life.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Flagstone Financial Management is an independent financial planner in Lincoln, Nebraska. Michael T. Johnson is a founder, shareholder, and senior wealth advisor of the firm. He graduated from the University of Nebraska College of Law in 1999. He obtained his CFP® certification early in his career, which allowed him to adopt a holistic approach to financial planning. The team is passionate about educating, advising, and inspiring their clients to make sound financial life decisions. They help people who want more than a stockbroker or mutual fund picker. Their team ensures no rock goes unturned and accounts for your financial picture. They help their clients through holistic financial planning while also helping them manage their investments. They're a small business, too, with experience growing a professional practice. They help practice owners by giving professional opinions about where to put their excess cash flow, optimize their executive compensation benefits, and balance the need for money in the future with the desire to enjoy life and create memories now.
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TOP 3 FLAGSTONE FINANCIAL MANAGEMENT REVIEWS
Call the team at Flagstone. They listen to our goals and objectives and have regular meetings with us to review our investment portfolio. I appreciate how they give my wife a "voice" in our planning as well as the way they project our future retirement. We look at what the future looks like, the probability, and how changes now can affect future outcomes. I highly recomend.
We have worked with Mike and his team at Flagstone since the day they opened the doors and it has been great. They are thorough and professional in helping us with our future goals while navigating our today needs. Their "Week's Financial Story" has great information to understand what is happening with market and how it applies to meeting our goals.
Every meeting has been instructive, helpful, friendly, and positive. We felt our decisions were based on sound information and advice. Actions were taken in a timely manner and we were confident going forward. No pie in the sky, just excellent and truthful service. We started with John Walters and Michael Johnson before Flagstone and never thought about leaving the Flagstone staff. Really good people! Dr. Jon and Kathy Habben.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Bob Bennie Wealth Management is a well-established financial planner in Lincoln, Nebraska. Bob Bennie is the president of the firm. For over 25 years, he has helped clients grow and protect their wealth. As an independent financial advisor and fiduciary, he can focus on his client's needs and develop personalized strategies to help them achieve their goals. Bob earned his Bachelor's in Animal Science at the University of Nebraska and was on the UNL Rodeo team, riding bareback horses and bulls. He also completed his Master in Business Administration (M.B.A.) in Finance from Kansas State University. The Bob Bennie Wealth Management team helps people ensure their wishes are carried out in controlling their assets. They will work to help you in bringing a secure financial future. They improve their clients' lives through education, proactive advice, and service above their expectations. They can help you strategize for a more prosperous life post-career and plan a legacy. Contact them to schedule a consultation.
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TOP 3 BOB BENNIE WEALTH MANAGEMENT REVIEWS
WOW! I am brand new to Bob Bennie Wealth Management - he came highly recommended from a close friend. From the moment I walked into the office, I felt like the entire staff cared about me, as a person not just a $ sign. My needs, my life place, my dreams were all part of financial plan we are developing. I am totally confident in their integrity and ability to manage my finances. I recommend them 150%! -Karen.
We have worked with several financial managers over the past several years. Bob Bennie Wealth Management has consistently given us better results on our investments. As a double bonus, Bob's team has been the best to work with... they are friendly, knowledgeable and have answers to all our questions. We very much enjoy the conversations during our office visits.
My wife and I contacted Bob Bennie Wealth Management looking for advice on management of our retirement funds. Bob and his staff were there to make recommendations based on our retirement goals and really have had our best interest at heart. They are very trustworthy and professional, while giving you expert advice. We feel so blessed to have their help and guidance.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.