BEST RATED » LINCOLN NE » FINANCIAL SERVICES

Best Financial Services in Lincoln

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!

BOB BENNIE WEALTH MANAGEMENT

1601 Old Cheney Road, Lincoln, NE 68512 Directions

Since 1995

Here’s The Deal:
"
Bob Bennie Wealth Management is a full range of financial planning services firm. They are trustworthy, independent, friendly, and professional. They help people ensure their wishes are carried out in controlling their assets. They work to assist you in achieving a secure financial future for yourself and your family. They can help you strategize for a more prosperous life post-career, and plan a legacy. Get a free portfolio risk analysis."

SPECIALTY:
Estate, Financial and Retirement Planning, Traditional and Roth IRAs, Wealth Management, Social Security, Lifetime Income Needs, Employer-Sponsored Qualified Plans and 401K Plans, Living Trust, Probate & Asset Protection

[email protected]

bobbennie.com

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

TBR® Inspection Report:

WADDELL & REED, INC.

8525 Executive Woods Drive, Lincoln, NE 68512 Directions

Since 1937

Here’s The Deal:
"
Waddell & Reed, Inc. is located in Executive Woods Drive, Lincoln. Their team is highly qualified and committed to being there for you. They focus on pre-retirement and education saving strategies. The firm offers tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans. They help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets."

SPECIALTY:
Individual and Business Retirement Plans, Education Funding, Gifting or Giving Strategies, Advisory Programs, Money and Risk Management Services, Traditional, Roth and Rollover IRAs, Strategic Portfolio Allocation, Financial & Estate Planning

[email protected]

nebraska-iowa.wradvisors.com

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

TBR® Inspection Report:

CENTRAL FINANCIAL SERVICES

6355 South 56th Street, Lincoln, NE 68516 Directions

Since 1992

Here’s The Deal:
"
Central Financial Services is one of the financial firms. They have many years of experience and comprehensive knowledge; their associates provide answers to all of your questions. They provide financial services to individuals, business owners, professionals, and retirees. Their reputation thrives on their high-level of customer satisfaction. They help their customers find the most suitable strategies to reach their financial goals."

SPECIALTY:
Retirement, Profit Sharing and Money Purchasing Plans, Socially Responsible Investment Strategies, Individual Health, Long Term Care and Disability Income Insurance, College, Estate, 403B and 401K Planning, Money Management, Brokerage Accounts, Common Stock, Bonds, Variable Annuities, Educational, Traditional & Roth IRA

[email protected]

cfslincoln.com

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

TBR® Inspection Report: