Here’s The Deal: 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.
3 Best Financial Services in Omaha, NE
Expert recommended Top 3 Financial Services in Omaha, Nebraska. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 VINTAGE FINANCIAL GROUP REVIEWS
I have been associated with Vintage Financial Group for over eight years and have appreciated the time effort put into developing my financial plans. Brad, Pat, Melissa, and Tricia have always been available to answer questions I have and have helped me in more ways than I can mention. Knowing that I have a place to call to ask questions about my college savings and what to do when I get my first out of college job makes me feel like I am in great hands. I know I have a financial partner that will help me save and invest throughout my career. I have always felt like an important client at VFG even though I know I am far from their biggest client. They always have time for me and my questions.
I have had a relationship with Vintage Financial for the past four years now. Personally, I started working with them because of the relationship they had with my place of employment, Concentric, but they have always been incredibly helpful with any questions I have had in starting a 401K. They really took the time to explain to me what I was signing up for which was greatly appreciated since I was at the beginning stages in my career. They have also sat down and talked with me about any other questions I may have had and made sure I left feeling confident in whatever decision I made. I would recommend Vintage to anyone.
I have been working with VFG for almost 5 years now and couldn’t say anything but positive, kind words for this company! I love the family feel I receive when calling regarding my accounts. Melissa always makes sure my account is up to date and answers any questions I have. Brad treats you as if you’re his own. I moved out of state and still kept my accounts with them! Awesome job Vintage FG, for treating me as a guest, not a customer.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Renaissance Financial Omaha Financial Services Renaissance Financial Omaha Financial Services](https://threebestrated.com/images/RenaissanceFinancial-Omaha-NE.jpeg)
Here’s The Deal: 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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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 RENAISSANCE FINANCIAL REVIEWS
My advisers at Renaissance have been nothing short of amazing to work with. I worked with Kyle Johnson and Robb Pantano - they are fantastic! I am new to the whole investment world and truly appreciate the time that they took to sit down with me and explain exactly how things work. Above all, their honesty and integrity make them top-notch in their field.
Beth Pantano and Nick Mazgaj have given us solid, well informed advice from the first meeting we had with them. I highly recommend them to anyone looking for financial planning/advice.
I highly recommend Andrew with Renaissance Financial! Andrew was so kind and answered all ten million of my questions- he's the best.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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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Wed: 9am - 4pm
Fri: 8am - 5pm Sat & Sun: Closed
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TOP 3 LIFETIME FINANCIAL GROUP REVIEWS
Melissa was extremely quick getting back to me with my insurance quote. She ended up saving me over $50/month between my car and renters insurance. She was very thorough in making sure that all of my insurance needs were met and did a great job answering all of my questions. Thanks Melissa.
Adrian Diaz was able to provide me the services/coverage's I needed with more coverage and lower than with my previous insurance company. I appreciated him listening to my needs, no overselling, and actual honesty from an agent.
Lifetime and our agent helped us find a single insurance company to cover multiple properties and vehicles in multiple states. Much better consolidated service and discounts!! And a friendly agent we trust.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.