3 Best Financial Services in Omaha, NE

“Vintage Financial Group, LLC begins by understanding your goals and priorities, gathering all the relevant facts, and analyzing your financial situation. Patrick M. Ricketts is the president of Vintage Financial Group, LLC. He is proud to have served on the Millard Public Schools Board for over seven years, and his dedication to education was acknowledged when he received the "Expanding Horizon Award" (08-09) for his work with Millard Public Schools. He hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark from the Certified Financial Planner Board of Standards, Inc., as well as the AIF®, Accredited Investment Fiduciary® designation. Additionally, he have completed extensive training in Business Owner and Executive Solutions (BOES). Vintage Financial Group, LLC begin by understanding your goals and priorities, gathering all the relevant facts, and analyzing your financial situation.”

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“Renaissance Financial is a financial services firm that provides customized solutions to help individuals and businesses reach their financial goals. They are committed to a culture of teamwork, integrity, and a passion for investing in the well-being of every employee, both personally and professionally. They have partnered with substantial and well-established financial institutions, enabling them to offer sophisticated and robust resources while embracing the enterprising spirit of an independent financial firm. Their mission is to help clients achieve financial independence through innovative business and personal planning, one relationship at a time. They invite their clients to grow along with them and help guide them on the journey to their financial destination. They combine their extensive knowledge with personal care, integrity, and real-life experience to build long-lasting relationships. They have the means to guide you in your progress toward a financially sound life.”

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“Wayne Vernon Olson is a Licensed Financial Representative with Primerica. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, Primerica can help find the financial solutions that meet your needs. They pride themselves on providing excellent customer service to each person who walks through their office doors. They strive to treat each customer the way they want to be treated, with respect and integrity. Let Primerica assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.”

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