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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!

Shunkwiler Financial - Lincoln, NE Financial Services
Shunkwiler Financial - Lincoln, NE Financial Services
Shunkwiler Financial - Lincoln, NE Financial Services
Best Financial Services in Lincoln NE - Shunkwiler Financial video
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SHUNKWILER FINANCIAL

(5.0 Score)
6301 South 58th Street,
Lincoln, NE 68516 Directions

Since 2010

Specialty:

✓ Retirement Income Strategies ✓ Wealth Management ✓ Fixed and Index Annuities ✓ Investments ✓ IRA/401(k) Rollovers ✓ Asset Protection ✓ Life Insurance ✓ Tax-efficient Strategies ✓ Long-term Care Strategies ✓ IRA Legacy Planning

"Shunkwiler Financial is made up of qualified financial professionals who focus on helping individuals and families plan for and work toward their retirement goals. Brett Shunkwiler is the president and investment advisor of Shunkwiler Financial. Brett has passed his Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Registered Investment Adviser Law), and holds an insurance license in Nebraska and various other states. He earned his bachelor’s in finance from the University of Nebraska-Lincoln. Brett works day in and day out to ensure that Shunkwiler Financial delivers the strategies that clients need to live out their dream retirements.

2026 Update: Rachel Pustovit is the chief operating officer of Shunkwiler Financial. The firm helps clients determine which products and services align with their financial strategy. The firm also offers resources specifically designed to help federal employees better understand their benefits and develop a strategic plan for entering retirement. They host informational workshops on topics such as investment strategies and taxes in retirement to help clients make informed financial decisions. You can schedule a 15-minute complimentary call with Shunkwiler Financial to discuss your financial questions and explore available services. The firm also has an office in Omaha, NE."

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License #10174189

Contact:

(402) 466-3919

Mon-Thu: 8am - 5pm
Fri: 8am - 2:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Flagstone Financial Management - Lincoln, NE Financial Services
Flagstone Financial Management - Lincoln, NE Financial Services
Flagstone Financial Management - Lincoln, NE Financial Services
Best Financial Services in Lincoln NE - Flagstone Financial Management video
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FLAGSTONE FINANCIAL MANAGEMENT

(4.9 Score)
5801 Hidcote Drive, Suite 100,
Lincoln, NE 68516 Directions

Since 2017

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Retirement Planning ✓ 401(k) Plan ✓ Investment Services ✓ Retirement and Insurance Services

"Flagstone Financial Management aims to help clients be financially prepared to pursue opportunities and handle challenges effectively. Michael T. Johnson is the founder and senior wealth advisor of Flagstone Financial Management. He graduated from the University of Nebraska College of Law in 1999. He earned his CFP® early in his career, which enabled him to take a holistic approach to financial planning. Flagstone Financial Management assists practice owners by providing professional guidance on managing excess cash flow, optimizing executive compensation benefits, and balancing long-term financial goals with the desire to enjoy life and create meaningful experiences in the present.

2026 Update: They use award-winning research to guide their advice, helping clients feel confident about the financial path developed collaboratively. The team works with clients to create a personalized financial plan that supports the pursuit of a fulfilling life. Flagstone Financial Management is a fee-only financial planning and investment management firm that offers a free initial consultation. The firm is also a registered investment adviser."

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License #10231296

Contact:

(402) 413-0440

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Bob Bennie Wealth Management - Lincoln, NE Financial Services
Bob Bennie Wealth Management - Lincoln, NE Financial Services
Bob Bennie Wealth Management - Lincoln, NE Financial Services
Best Financial Services in Lincoln NE - Bob Bennie Wealth Management video
8+ YEARS IN TBR
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BOB BENNIE WEALTH MANAGEMENT

(4.9 Score)
1601 Old Cheney Road,
Lincoln, NE 68512 Directions

Since 1997

Specialty:

✓ Retirement Planning ✓ Investment Management ✓ Risk Management ✓ Asset Allocation ✓ Estate Planning ✓ Wealth Management ✓ Asset Protection ✓ Financial Planning Services ✓ 401(k) Planning ✓ Business Planning ✓ Education Planning ✓ Social Security ✓ Legacy Planning ✓ Roth IRA ✓ Traditional IRA ✓ Succession Planning ✓ Asset Management ✓ Insurance Planning ✓ Money Management

"Bob Bennie Wealth Management specializes in helping people build and preserve assets to meet the challenges of retirement. Bob Bennie is the founder and president of Bob Bennie Wealth Management. Bob received his Bachelor’s degree in Animal Science from the University of Nebraska and was on the UNL Rodeo team. He also holds his Master’s in Business Administration in Finance from Kansas State University. He earned his Certified Financial Planner® certification in 1997 and has since served as a Board Member of the Financial Planning Association of Nebraska and been named one of the Top 1000 Financial Planners in the United States by Barron’s Magazine. As an independent financial advisor and fiduciary, he’s able to focus on his clients’ needs and develop personalized strategies to help them achieve their goals.

2026 Update: Jessie Thompson is a financial advisor and a certified financial planner® (CFP®) professional. Bob Bennie Wealth Management works as an independent financial advisory firm, offering clients access to a wide range of financial services and investment options. This approach allows them to create customized solutions tailored to each client’s unique needs."

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License #1514145

Contact:

(402) 421-2626

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

TBR® Inspection Report:

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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