Investment Advice
Manta has 356 businesses under Investment Advice in Nebraska
Featured Company Listings
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Income Planning
Investments
Tax Planning
Healthcare
Legacy Planning
You get one shot at retirement. We as a team have retired many times, in the sense that we have led a multitude of clients to and through the retirement finish line. We are an independent, boutique, high-end wealth planning firm focused on helping you live a life in retirement that is fearless.
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Financial Portfolios
Tax Planning
MSI Enterprises invests in 4 areas.
First, we have a team located in the Birmingham, AL area that identifies, repairs, rents, and sells houses in a fix and flip model. The average profit per unit is $15K, and we will be doing 8-10 of these per month in 2 years.
Second, we invest in E-commerce businesses that are underperforming primarily because of advertising. We purchase, either wholly or partially, these businesses and can often increase their worth 5-10X in 1 year.
Third, we invest in dividend paying stocks. Our advisor has over 30 plus years doing this and the average yield of the portfolio is greater than 10%.
Fourth, we invest in undervalued hotels. They are purchased, remodeled and upgraded, then resold with a turn around time of 5 years or less. Investors are paid 12% annually (1% per month) and at the end of the holding period, receive their capital returned along with 5% of the net profit from the sale.
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Categorized under Investment advice
CAPTRUST's Omaha-based advisors are experts in solutions for private individuals, as well as endowments and foundations.
14301 FNB Parkway
Omaha, NE
(402) 963-2151
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
333 West Norfolk Avenue
Norfolk, NE
(402) 644-8963
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Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
233 South 13th Street
Lincoln, NE
(402) 434-1584
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
8800 West Center Road
Omaha, NE
(402) 399-2704
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Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
14301 FNB Parkway
Omaha, NE
(402) 963-2264
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
14301 FNB Parkway
Omaha, NE
(402) 536-5134
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
All Company Listings
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Categorized under Financial Advisory Services
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Categorized under Retirement Planning Services
Serving Omaha, NE and outlying areas, Kyle Miller of KLM Investment is offering the following services not limited to: Retirement Planning, Estate Planning, Risk Management, Investment and Financial Planning.
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Categorized under Financial Advisory Services
We can help you execute a sound financial program utilizing the following products and services:
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Categorized under Financial Planning Consultants
Serving Lincoln, NB and outlying areas, Steve Hill and associates of Hill & Assiciates CPAs, PC is offering the following services not limited to; accounting, income tax services, investments, financial planning and retirement.
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Categorized under Invested Management
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Financial Advisor
Financial Planner
Financial Planning Services
Retirement Planning Services
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Income Planning
Investments
Tax Planning
Healthcare
Legacy Planning
You get one shot at retirement. We as a team have retired many times, in the sense that we have led a multitude of clients to and through the retirement finish line. We are an independent, boutique, high-end wealth planning firm focused on helping you live a life in retirement that is fearless.
14301 FNB Parkway
Omaha, NE
(402) 963-2151
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
333 West Norfolk Avenue
Norfolk, NE
(402) 644-8963
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Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
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Business Insurance
Fixed Annuities
Life Insurance
Auto Insurance
Home Owners Insurance
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Categorized under Financial Planning Consultants
Waddell Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
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Categorized under Financial Planning Consultants
Contact us at (855) 202-5092 in Omaha, NE, for legal representation and financial planning.
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Financial Portfolios
Tax Planning
MSI Enterprises invests in 4 areas.
First, we have a team located in the Birmingham, AL area that identifies, repairs, rents, and sells houses in a fix and flip model. The average profit per unit is $15K, and we will be doing 8-10 of these per month in 2 years.
Second, we invest in E-commerce businesses that are underperforming primarily because of advertising. We purchase, either wholly or partially, these businesses and can often increase their worth 5-10X in 1 year.
Third, we invest in dividend paying stocks. Our advisor has over 30 plus years doing this and the average yield of the portfolio is greater than 10%.
Fourth, we invest in undervalued hotels. They are purchased, remodeled and upgraded, then resold with a turn around time of 5 years or less. Investors are paid 12% annually (1% per month) and at the end of the holding period, receive their capital returned along with 5% of the net profit from the sale.
14301 FNB Parkway
Omaha, NE
(402) 963-2264
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
14301 FNB Parkway
Omaha, NE
(402) 536-5134
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
8800 West Center Road
Omaha, NE
(402) 399-2704
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
233 South 13th Street
Lincoln, NE
(402) 434-1584
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
Omaha, NE
(909) 545-5345
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Financial Literacy Speaker
Personal Finance Advocate
Financial Education Instructor
Financial Literacy Program Director
Personal Finance Consultant
Nathaniel Douglas is an NFEC Certified Financial Education Instructor who provides financial planning, literacy workshops, keynote speaking and program development nationally. He also advises Churches, Unions and NPO groups across the country. Over the last 40 years, Nathaniel has been involved in giving presentations to nonprofits, schools, and unions, including National Baptist Convention USA and AFGE American Federation of Government Employees Unions.
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Categorized under Financial Planning Consultants
15808 West Dodge Road Suite 103
Omaha, NE
(402) 505-7700
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Categorized under Financial Planning Consultants
From our humble beginnings in 2002 to today, we continuously take an integrated, long-term approach to help you plan your financial life and build wealth. We deliver more than help with investment decisions. We take the time to know and understand your entire financial picture while providing time-tested and steadfast money-management strategies that will help you reach the goals that matter to you.
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Categorized under Financial Planning Consultants
The Lincoln and Central Nebraska team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals.
10050 Regency Cir, Suite 515
Omaha, NE
(402) 991-3388
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Categorized under Financial Planning Consultants
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Categorized under Retirement Planning Services
PlanEasy Estate Planning Needs: Peace of mind is just a click away. Our user-friendly platform empowers you to efficiently manage your estate planning needs from start to finish. Access a wealth of resources, tools, and personalized guidance to ensure your estate is in order.
525 North 132nd Street
Omaha, NE
(402) 983-7851
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Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
14301 FNB Parkway
Omaha, NE
(402) 399-3755
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1826 Vinton Street
Omaha, NE
(402) 399-3764
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Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
233 South 13th Street
Lincoln, NE
(800) 730-5403
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
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Categorized under Financial Advisory Services
515 W Saunders Ave
Lincoln, NE
(402) 953-5167
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Categorized under Financial Advisory Services
Are you looking for the best PhD Data Analysis Consulting firm in USA? If yes, you should contact at Fisher Statistics Ltd. We are one of the leading names in offering statistics services in Lincoln city. Here, you can get the consulting services for various subjects like as applied psychology, agriculture science, biostatistics, business management statistics, econometrics, and psychometrics. Feel free to visit our website to get our services at affordable prices.
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Categorized under Financial Planning Consultants
Serving North Platte, NE and outlying areas Brian Phares and associates of Phares Financial Services, Inc. is offering the following services not limited to: 401(k), Disability Insurance, Retirement Planning, Financial Planning and Life Insurance.
1700 Farnam Street
Omaha, NE
(402) 536-5175
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Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
222 South 72nd St
Omaha, NE
(402) 399-3782
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Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
14301 FNB Parkway
Omaha, NE
(402) 536-5187
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
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Categorized under Certified Financial Planners
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Nebraska
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