BEST RATED » OMAHA NE » FINANCIAL SERVICES

Best Financial Services in Omaha

Handpicked Top 3 Financial Services in Omaha, Nebraska. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

VINTAGE FINANCIAL GROUP, LLC

14217 Dayton Circle, Suite 3, Omaha, NE 68137

Since 2005

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

Focus on entity planning & formation strategies ● They can help identify and prioritize your goals, guide you in creating and implementing your strategy, and help review and update your plans regularly to take advantage of changing opportunities ● Offers pension plan design support (401(k), SIMPLE IRA plans) ● You can review interesting calculators available

License # NAIC61271

vintagefinancialgroup.com

Reviews

Mon - Fri 8:00 am - 6:00 pm
Sat 8:00 am - 12:00 pm
Sun Closed

TBR® Inspection Report

CURNES FINANCIAL GROUP

9900 Nicholas Street, Suite 360, Omaha, NE 68114

Since 1960

Investing Principles and Strategies, Retirement Investing and Distribution Strategies, Estate Conservation Issues, Investment, Wealth and Risk Management, 401K, College and Estate Planning, Pension and IRA Accounts, Simple IRA, Profit-Sharing & New Comparability Plans

Focus on helping individuals develop sound retirement strategies ● Specializes in creating an approach that is designed to address your individual situation ● Their experienced professionals have helped many people just like you with similar issues and concerns

terry.curnes@curnesgroup.com

curnesfinancialgroup.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

CALLAHAN FINANCIAL PLANNING COMPANY

3157 Farnam Street, Suite 7111, Omaha, NE 68131

Since 2010

Individual Retirement Accounts (IRA), 401K, 403B, 457B, Pension, Thrift Savings Plan, Money Purchase Pension Plan, 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

Expertise in cash flow and debt payment ● Fee-Only company and does not receive sales commissions or other conflicted forms of compensation when giving financial advice ● Serves also in San Rafael ● Conflict free planning and They plan for and manage your wealth with a process built on their founding principal ●

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

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

info@callahanplanning.com

callahanplanning.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat By Appointment
Sun Closed

TBR® Inspection Report