The Best Financial Services in Lincoln

Handpicked Top 3 Financial Services in Lincoln, Nebraska. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


1601 Old Cheney Road, Lincoln, NE 68512

Since 1995

Wealth Management, Retirement Planning, Financial Planning, Investment Planning, Social Security, Estate Planning, Asset Protection, Legacy Planning, Trust Planning, 401K Planning, Income Planning, Insurance Planning, Cash Flow Management, Business Planning, Tax Planning, Money Management, Debt, Traditional IRA, Roth IRA & Education Planning

Provides Their Independent Status and Freedom to Provide Completely Unbiased Advice - Free Portfolio Risk Analysis - Their Ability to Simplify Complex Financial Concepts

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


8525 Executive Woods Drive, Lincoln, NE 68512

Since 1937

Retirement Planning, Saving Planning, Education Planning, Financial Planning, Social Security, Investment Planning, Employee Benefits, Cash Flow Management, Money Management, Mutual Funds, Risk Management, Portfolio Management, 401K Planning, Insurance, Business Planning, Stock, Traditional IRA, Roth IRA, Rollover IRA, Tax Planning & Annuities

Long-Term Impact of Inflation Calculator Available - Provides Periodic Rebalancing and Independent Analysis - Offer a Range of Investments & Services

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed


6355 South 56th Street, Lincoln, NE 68516

Since 1992

Financial Planning, Investment Planning, Retirement Planning, Tax Planning, 401K Planning, 403B Planning, College Planning, Estate Planning, Money Management, Profit Sharing Planning, Socially Responsible Investment Strategies, Disability Income Insurance, Life Insurance, Long Term Care Insurance, Traditional IRA, Roth IRA, SEP IRA & Simple IRA

Cash Flow Management Calculator Available - Affords Charitable Giving - Offers Strategies that are Clearly Explained, Justified & Objective

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

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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