Financial Advising in Omaha, NE
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10 locations found near Omaha
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14450 Meadows Blvd #1, Omaha NE 68138
“Ryan Nelson is as honest and trustworthy as a person could be. I am honored to be his friend. If you need someone to help you navigate your financial situation give him a call!”
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2919 South 120th Street, Omaha NE 68144
“Encore Tax Prep is absolutely outstanding. Patrick is incredible to work with. He’s professional, knowledgeable, and truly attentive. What sets him apart is how carefully he listens. He takes the time to understand your situation, answer questions clearly, and make sure you feel confident every step of the way. Taxes can be stressful, but Patrick makes the entire process smooth and reassuring. If you’re looking for someone who is both highly skilled and genuinely cares about helping his clients, I cannot recommend Encore Tax Prep enough.”
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5310 South 139th Plaza, Omaha NE 68137
“Just had my taxes done here after moving from Michigan. They were helpful, polite and seemed to know what they were doing. The only reason it's not 5 stars is because they didn't seem as organized as I am used to from other tax preparers I've used in the past. I had to call back and forth a lot before they got all the information they needed which I felt could have been handled in just one conversation. But perhaps that was my fault as I was a new client and didn't have time for their consultation meeting. Overall my experience was good and I look forward to using them again in the future. Side note: Biggest complaint is that parking lot!!! You better have excellent brakes to park on that slope! Like woah ?”
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7921 West Dodge Road, Omaha NE 68114
“We've been working with Matt for several years as we've been preparing to sell our business assets and plan for retirement. He and his group have been helpful during this process and we look forward to a continued and rewarding partnership in the future.”
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4715 South 80th Street Suite A, Omaha NE 68127
“The Omaha branch Cruise and Associates was great! They did a good job at answering my questions and what to do next time so we don’t owe any Federal tax. They were also very accommodating with making a payment plan; however, I think it was a little overpriced. Thank you for kindness and being very helpful!”
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13030 Pierce St. Ste 201, Omaha NE 68144
“Josh Mell with Stifel Financial gave a great informational presentation this morning to a group of professionals. Josh was down to earth and happy to answer all of our questions. He enjoys educating others so they, too, can make better informed decisions regarding investments. I highly recommend him!”
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101 S 108th Ave, Omaha NE 68164
“WealthPlan Group is an outstanding Financial Planning and Investment management firm. They truly put their clients first. The on-going communication is second to none. I have been associated with WealthPlan Group since 2003 and can't imagine being anywhere else. I have referred many of my friends and business associates to them.”
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18881 West Dodge Road Ste 240W, Elkhorn NE 68022
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14301 FNB Parkway Suite 100, Omaha NE 68154
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16811 Burke Street Ste 101, Omaha NE 68118
“I needed to handle a complex matter, not easily addressed remotely via phone (something needing more personalized service). I was very pleased with the representative's technical knowledge of the Schwab transactional systems and the ability to understand my financial intentions. I was able to handle the necessary business easily...great service. Thank you! NOTE - (1) Appointments are recommended. (2) Initial direct calls to the location may not be available.”
