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BEST RATED LINCOLN, NE FINANCIAL SERVICES

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. You deserve only the best!

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SHUNKWILER FINANCIAL REVIEWS

The whole staff is filled with kind, wonderful people. It’s a family atmosphere and you can feel it from the moment you walk through the door each time. Be prepared to laugh a lot at your appointments too. For a numbers guy, Brett has a great personality and he never disappoints with his quick wit and jokes. :) Never would I have thought talking about numbers and finances could be fun. Brett and his team break down or dumb down the financial world with their presentations, and after our meetings I feel like I actual get it. I love watching my money grow and knowing we will be able to retire early.

My wife and I attended a very informative dinner presentation by Sean and then set an appointment to go over our financial portfolio. We agreed to meet again after Brett and Sean had an opportunity to analyze our positions. Both my wife and I were very impressed with the amount of time and effort those two put into a new financial plan to better align with my upcoming retirement. We highly recommend the Shunkwiler firm! Very professional, knowledgeable and friendly!

A great source of information and resources. Super customer service. First place we've been to that answered all our retirement and investment questions.

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FLAGSTONE FINANCIAL MANAGEMENT REVIEWS

We have been extremely pleased with the service and performance of Flagstone during the last 20+ years that we have been clients, Mike and his staff are trustworthy, knowledgeable, friendly and extremely diligent in every aspect of how they have handled our family's investments since the day we became clients. I could write ten paragraphs on how well Flagstone has performed for us, but also how they have gained our trust via steady growth paired with their ability to provide concise options in layman's terms to allow us to still be involved in decision making while understanding the risks and potential. Strongly recommend Flagstone as a comprehensive financial firm to grow your assets.

Flagstone's professionals have been serving my family for many years and they have more than earned our trust and respect. I feel known and valued as an individual, and they make recommendations that serve me well in the attainment of my financial goals. My questions and requests are handled quickly and efficiently, and I am given up to date and accurate information to help me make choices. I would highly recommend Flagstone.

Mike and Danny at Flagstone are great to work with. Flagstone does a great job of communicating their proposed plan based upon the needs of their clients.

BOB BENNIE WEALTH MANAGEMENT REVIEWS

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.

Bob and Jessie have been great to work with, they really care about YOU and what is best for your plan going forward. They have brought many ideas and suggestions in helping me design my retirement plan as well as helping me with creating my trust. Can't say enough good things about them. Thanks Bob and Jessie.

I researched and attended various investments/retirement seminars in person and online for years. In the end I felt confident and comfortable to have Bob and his highly efficient team to manage my finances. To top it all, I thoroughly enjoy the warm and professional relationship with everyone in this firm.

TBR® Inspection Score Report

SHUNKWILER FINANCIAL Total Inspection Points: 119/120
Business Images: 9
Acknowledgments: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Social Media: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FLAGSTONE FINANCIAL MANAGEMENT Total Inspection Points: 118/120
Acknowledgments: 9
Current Evaluation: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BOB BENNIE WEALTH MANAGEMENT Total Inspection Points: 117/120
Acknowledgments: 9
Business Hours: 9
Current Evaluation: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10