Top Three Rated

Best Financial services in LINCOLN

3 trusted local Financial Services in Lincoln, Nebraska

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Shunkwiler Financial

6301 S 58th St, Lincoln, NE
Pincode: 68516
5.0 (84 reviews) Since 2010
Specialties
Retirement Income Planning Investment Advisory Tax-Efficient Wealth Strategies Federal Employee Benefits Legacy & Estate Planning
About Business

Shunkwiler Financial is a Lincoln-based advisory firm guiding individuals and families in retirement income strategies, investments and legacy planning since 2010.

Contact Information
(402) 466-3919
info@shunkwilerfinancial.com
https://shunkwilerfinancial.com/
Working Hours
Open Mon-Fri: 8:30am - 5pm Sat & Sun: Closed
Customer Review
Shunkwiler Financial is an awesome team of Advisors. We work with Eric Rickert and he is great at what he does. He gives us good advice and reviews our plans as needed. They threw a nice retirement/70th birthday party at their beautiful office. I highly recommend Shunkwiler Financial for any of your financial needs.
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Flagstone Financial Management

5801 Hidcote Dr STE 100, Lincoln, NE
Pincode: 68516
5.0 (90 reviews) Since 2017
Specialties
Financial Planning Investment Management Retirement Pathway Planning Wealth Strategy for Women in Transition & High-Earning Professional Advisory
About Business

Flagstone Financial Management is a fee-only financial planning and investment advisory firm in Lincoln guiding high-earning professionals and retirees on tailored wealth strategies.

Contact Information
(402) 413-0440
info@flagstonefm.com
https://flagstonefm.com/
Working Hours
Open Mon-Fri: 8am - 4:30pm Sat & Sun: Closed
Customer Review
What I most appreciate about the entire Flagstone team is how much they genuinely care about my family's well-being. Mike and Danny are knowledgeable, trustworthy, and always take the time to clearly explain our financial plan so we understand the process. I highly recommend Flagstone Financial Management.
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Bob Bennie Wealth Management

1601 Old Cheney Rd, Lincoln, NE
Pincode: 68512
4.9 (40 reviews) Since 1995
Specialties
Retirement and Income Planning Investment Management Estate and Legacy Planning Tax-Efficient Wealth Strategies Fiduciary Advice & Client Education
About Business

Bob Bennie Wealth Management is a Lincoln-based independent advisory firm offering personalized financial planning, investment strategies and estate guidance since 1995.

Contact Information
(402) 421-2626
info@bobbennie.com
https://www.bobbennie.com/
Working Hours
Open Mon-Fri: 8am - 5pm Sat & Sun: Closed
Customer Review
Bob and Jessie have been great to work with, they really care about YOU and what is best for your plan going forward. They have brought many ideas and suggestions in helping me design my retirement plan as well as helping me with creating my trust. Can't say enough good things about them. Thanks Bob and Jessie.
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