3 Best Financial Services in Omaha, NE

“Vintage Financial Group is one of the leading financial firms in Omaha. Patrick M Ricketts is the president of the firm. He earned his graduation from the University of Nebraska-Lincoln. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark from the Certified Financial Planner Board of Standards, Inc. and the AIF®, Accredited Investment Fiduciary® designation. Additionally, he has completed extensive training in Business Owner and Executive Solutions (BOES). At Vintage Financial Group, the team starts with their client's values, vision, and strategies to deliver a tailored solution. Their systematic process combines your values, vision, and plan to make wise decisions and achieve measurable results. They begin by understanding your goals and priorities, gathering all the relevant facts, and analyzing your financial situation. Based on their comprehensive assessment, they develop personalized recommendations and guide you through implementing the chosen strategy. Their commitment extends beyond implementation as they maintain a continuing partnership to adapt your financial plan to changing circumstances. Their goal is to empower you with the knowledge and support needed for long-term financial success. Their mission is centered around cultivating long-lasting, trusting relationships with their clients, as they believe that understanding your unique aspirations is essential to crafting a plan that empowers your life, dreams, and legacy. They are committed to going beyond traditional financial services by providing a personalized and actionable plan that aligns with your goals. Their team strives to actively uphold their values by consistently delivering personalized financial solutions, providing exceptional client service, and continuously adapting to meet the evolving needs of their clients.

UNIQUE FACTS:
• Tailored Investment Solutions.”

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“Renaissance Financial helps people and businesses achieve their financial goals with personalized solutions. Their mission is to use creative business and personal planning to help clients achieve financial freedom. On the first day that Renaissance opened its doors, you would have seen many of the same faces in their office today. From that deep-rooted environment of commitment and family, they cultivate a personal approach to developing solid, trusting, and long-lasting relationships. They listen to what's important to you, understanding your goals and dreams. You'll get comprehensive financial expertize, not pushy salespeople. As a client, you will feel the difference from your first interaction with their team. They are dedicated to providing investment management and strategic wealth strategies that are right for you. As a firm, they focus on understanding your goals and developing a plan to reach their clients. They will meet with you to present an analysis and discuss their recommendations.”

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“Lifetime Financial Group is a top-notch financial planner in Omaha, NE. Jay Meneely is the president and CEO of the firm. He started his career in 1981 as a licensed insurance agent. He holds Series 6, 26, and 63 registered. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the General Agents and Managers Association (GAMA). The team assists their clients in identifying and achieving their lifetime financial goals. They accomplish this by listening to their client's wants, needs, and concerns. They analyze their current situation, educate them, and, if needed, recommend appropriate action or products. Their goal is to provide a lifetime workable plan and establish a long-term trusting relationship that promotes the referral of their services to others. They are confident that with their understanding of personal finance and their training as financial professionals, they can help people better prepare for the future. They proactively help you develop a strategy to address your financial goals and objectives using the most efficient methods available. Their team of professionals has years of experience in financial services. They can help you address your needs today and for many years. They look forward to working with you.”

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