Bob Bennie Wealth Management is a well-established firm that offers a wide range of comprehensive financial planning services. With a specialization in retirement planning, investment management, and estate planning, they assist clients in making informed decisions to effectively manage their wealth. Ensuring that clients' wishes are honored and their assets are properly controlled is a top priority for the firm. By working closely with individuals, Bob Bennie Wealth Management aims to secure a financially stable future for their clients. They go beyond expectations by providing educational resources, proactive advice, and exceptional service that significantly improves clients' lives. Whether strategizing for a prosperous post-career life or planning a meaningful legacy, their team is equipped to provide valuable guidance. To get started, reach out to Bob Bennie Wealth Management and schedule an appointment to discuss your financial goals and aspirations.
3 Best Financial Services in Lincoln, NE
Expert recommended Top 3 Financial Services in Lincoln, Nebraska. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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
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.
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.
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Kuzma Financial Services, a trusted financial services firm deeply connected to the community, has built its reputation by fostering strong and personal relationships with its clients. As an independent firm, Kuzma Financial Services specializes in assisting individuals in creating tailored retirement strategies that align with their unique needs and objectives. Leveraging their extensive expertise in retirement income planning, backed by over 40 years of experience, their team combines sophisticated statistical analysis with personalized guidance. Their ultimate mission is to safeguard and grow their clients' wealth. With a steadfast commitment to client satisfaction, Kuzma Financial Services provides comprehensive support in developing effective retirement income strategies.
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KUZMA FINANCIAL SERVICES REVIEWS
Excellent service from Mrs Catherine Albert,Catherine dealt with everything for my bitcoin investment and ensured all my withdrawal were quick and efficient.
Al an amazing financial advisor!He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways. He helped me learn there are some amazing opportunities to enjoy ALOT more retirment income than I would have imagined. I guarantee it will be worth your time to spend an hour with Al!
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Central Financial Services stands out as a prominent financial firm with extensive years of experience and a wealth of comprehensive knowledge. As a full-service and independent financial planning firm, CFS is dedicated to assisting its clients in identifying the most suitable strategies to achieve their unique financial goals. They offer a wide range of financial services catering to individuals, business owners, professionals, and retirees. With a team of experienced professionals, Central Financial Services prioritizes ongoing education to enhance the strength of their working relationships with clients continually. They carefully listen to their client's needs and provide clear, objective, and justified strategies. If you have any questions about your financial situation, feel free to contact us. They are here to assist you.
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CENTRAL FINANCIAL SERVICES REVIEWS
I work with Joyce Sherwood for a long time. She have a lot of knowledge about financial, she was a great help after I changed my job and need to do something with my 401k. I'm totally trusted her.
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