3 Best Financial Services in Omaha, NE

“2026 Update: Schroder Financial, LLC provides tailored financial advice for individuals and businesses across Omaha, NE, and beyond. They understand your unique financial needs and craft strategies that align with your goals and lifestyle. Michael Schroder is the founder of Schroder Financial. Every financial plan is tailored to your goals, ensuring your personal and business finances are protected today and in the future. Their mission is to guide you, hold you accountable, and provide strategies that secure your financial success. ”

“Wayne Vernon Olson is a Licensed Financial Representative with Primerica. Whether you are interested in 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.”

“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 holds 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). ”