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Find 5 Recommended Local Financial Advisors in Nebraska

Read profiles and client feedback for 5 recommended financial advisors serving Nebraska, including Omaha. Check the planning services they offer and contact appropriate professionals to discuss your financial goals and consultation options.
Omaha (5)
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Fairway Asset Management
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We offer personalized financial strategies tailored to individual client goals
Discover personalized financial planning and investment management services from Fairway Asset Management in Omaha, NE. We offer tailored retirement strategies and transparent advisory solutions for lasting financial security.
Financial Planning Investment Management Retirement Planning
(402) 281-2219 Call Profile
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Heritage Financial Services
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Our team includes Certified Financial Planners and specialists with advanced industry certifications
Heritage Financial Services offers expert financial planning and investment management in Omaha, NE, helping clients achieve long-term financial security through personalized strategies.
Investment Management Financial Planning Retirement Planning
(402) 379-1811 Call Profile
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Footprints Asset Management & Research
23 Years
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We implement a proprietary Absolute Value investment methodology
Footprints Asset Management & Research offers expert financial advisory services in Omaha, specializing in absolute value investing strategies since 2003.
Asset Management Investment Research Portfolio Management
(402) 445-9333 Call Profile
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Robert W Baird
50+ Years
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We are employee-owned, aligning our interests with clients' long-term success.
Robert W Baird provides comprehensive financial services including wealth management, investment banking, and asset management. Founded in 1919, our employee-owned firm prioritizes client success through personalized strategies and long-term expertise.
Private Wealth Management Asset Management Investment Banking
(800) 792-2473 Call Profile
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First Nebraska Trust
31 Years
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25+ years of independent trust expertise in Nebraska
Nebraska's largest independent trust company offering personalized trust administration, estate planning, and investment management services. Managing $1.3B+ in assets with offices in Lincoln and Omaha.
Trust Administration Estate Planning Investment Management
(402) 477-2200 Call Profile