BEST RATED » OMAHA NE » FINANCIAL SERVICES

3 Best Financial Services in Omaha, NE

Expert recommended Top 3 Financial Services in Omaha, 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!

VINTAGE FINANCIAL GROUP, LLC

14217 Dayton Circle, Suite 3, Omaha, NE 68137 Directions

Since 2005

Here’s The Deal:
"
Vintage Financial Group, LLC, is one of the financial firms in Omaha. The company’s mission is to create long, trustful relationships and build an individual designed to empower your life and legacy. They focus on entity planning and formation strategies. They can help identify and prioritize your goals, manage you in creating your policy, and help review and update your plans regularly to take advantage of changing opportunities. The firm offers pension plan design support 401k, Simple IRA plans. They can help you with your financial planning, whether you are concentrated on managing current financial success or protecting and preserving assets over the long-term."

SPECIALTY:
Investments and Savings-Patterns Analysis, Wills, Trusts and Estate Distribution, Employee Benefit Programs, Reviewing Asset Allocation Strategies, Nonqualified Deferred Compensation Programs, Cash-Flow Analysis and Budgeting, College Funding, Retirement Planning, Year-Round Financial Information & Tax Strategies

License # NAIC61271

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vintagefinancialgroup.com

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Mon - Fri 8:00 am - 6:00 pm
Sat By Appointment Only
Sun Closed

TBR® Inspection Report:

CALLAHAN FINANCIAL PLANNING COMPANY

3157 Farnam Street, Suite 7111, Omaha, NE 68131 Directions

Since 2010

Here’s The Deal:
"
Callahan Financial Planning Company is a fiduciary financial planner for individuals and families. They have a dedicated team of certified financial planner professionals. They are expertise in cash flow and debt payment. Their financial planning process has been designed to provide clarity and transparency early on in the inception of a new client relationship. They allow for continuous collaborative feedback, emphasizing your wishes and situation as a guiding factor in establishing the scope and agenda for each meeting together. They offer parking facilities. CFP also serves in San Francisco, San Rafael, Mill Valley, and Lincoln."

SPECIALTY:
Thrift Savings Plan, Money Purchase Pension Plan, Individual Retirement Accounts (IRA), 401K, 403B, 457B, Pension, Expense and Employee Stock Ownership Planning, Annuities, Simple IRA, Social Security, Accumulation, Employer Benefits, Investment, Risk and Wealth Management, Tax Planning and Monitoring & Charitable Giving

Price: $250/hr & Asset Management fees between 0.30% and 0.95%

Best Financial Planning Firm from 2013, 2014, & 2016 - Top Next-Generation Wealth Advisors for 2018

[email protected]

callahanplanning.com/loca...

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Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 2:30 pm
Sat & Sun Closed

TBR® Inspection Report:

MOREY & QUINN WEALTH PARTNERS

11225 Davenport Street, Suite 109, Omaha, NE 68154 Directions

Since 2000

Here’s The Deal:
"
Morey & Quinn Wealth Partners is a financial planning firm in Omaha, NE. The firm has been serving the local community since 2000. They provide a wide range of services, including retirement planning, wealth management, college saving plans, and much more. They take pride in the work they do and strive to offer their services at competitive prices. Their associates are dedicated to preserving your financial wellbeing. They value leveraging their independent relationships and experience to assist you in creating and managing a well-planned life."

SPECIALTY:
Education, Retirement, Financial Planning, Investment and Wealth Management, Investments, Investment Advise, College Savings Plans, Estate, Charitable Giving and Trust, Concentrated Stock Options & Equity-Based Lending

[email protected]

moreyandquinn.com

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

TBR® Inspection Report: