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Financial Planning in Omaha

Cory Lienemann - Thrivent

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11820 Nicholas Street, Suite 100, Omaha, NE

402-333-1542

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Cory Lienemann - Thrivent

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11820 Nicholas Street, Suite 100, Omaha, NE

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Cory Lienemann is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Cory Lienemann - Thrivent

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John Halweg - Thrivent

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11820 Nicholas St., Ste 100, Omaha, NE

402-905-4221

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John Halweg - Thrivent

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11820 Nicholas St., Ste 100, Omaha, NE

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Halweg is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about John Halweg - Thrivent

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Phillip Ristvedt - Thrivent

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11820 Nicholas St, Ste 100, Omaha, NE

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Phillip Ristvedt is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Phillip Ristvedt - Thrivent

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Suzanne Gornell - Thrivent

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11820 Nicholas St, Suite 100, Omaha, NE

402-598-7065

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Suzanne Gornell - Thrivent

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11820 Nicholas St, Suite 100, Omaha, NE

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Suzanne Gornell is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Suzanne Gornell - Thrivent

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Valerie Jeanelle Newman - Financial Advisor, Ameriprise Financial Services, LLC

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13710 Fnb Pkwy, Ste 100, Omaha, NE

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Valerie Jeanelle Newman will take the time to understand you and your goals, as well as those... Read More about Valerie Jeanelle Newman - Financial Advisor, Ameriprise Financial Services, LLC

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Wealth Partners - Ameriprise Financial Services, LLC

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14301 Fnb Pkwy, Suite 304, Omaha, NE

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At Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Omaha, NE area to help... Read More about Wealth Partners - Ameriprise Financial Services, LLC

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Matthew Alan Peterson - Financial Advisor, Ameriprise Financial Services, LLC

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13710 Fnb Pkwy, Ste 100, Omaha, NE

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Matthew Alan Peterson will take the time to understand you and your goals, as well as those... Read More about Matthew Alan Peterson - Financial Advisor, Ameriprise Financial Services, LLC

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Mercer Advisors - Omaha

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260 Regency Parkway Drive, Suite 113, Omaha, NE

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Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

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Jay Gustafson - Financial Advisor, Ameriprise Financial Services, LLC

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1935 North 120th St, Omaha, NE

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Jay Gustafson will take the time to understand you and your goals, as well as those changing... Read More about Jay Gustafson - Financial Advisor, Ameriprise Financial Services, LLC

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Nelson Murphy Insurance & Investment

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9290 W Dodge Road, Suite 402, Omaha, NE

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Nelson Murphy Insurance & Investments are trusted, ethical, professional and approachable investment advisor representatives located in Omaha, Nebraska 68144. We offer a wide-range of services including Financial Planning, Investment Management, Insurance (Life, Disability, and Long Term Care), Employer Sponsored Benefits, and Estate Planning. Our purpose is to simplify the process of reaching your goals by guiding you in effective financial... Read More about Nelson Murphy Insurance & Investment

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Equitable Advisors

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1111 N 102nd Ct, Suite 228, Omaha, NE

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Ben Fogarty - Financial Advisor, Ameriprise Financial Services, LLC

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13710 Fnb Pkwy, Ste 100, Omaha, NE

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Ben Fogarty will take the time to understand you and your goals, as well as those changing... Read More about Ben Fogarty - Financial Advisor, Ameriprise Financial Services, LLC

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Great Southern Bank - Commercial Lending Office

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1015 N 98th St, Ste 301, Omaha, NE

Understanding what really matters.

This Great Southern Bank Commercial Lending Office provides commercial real estate, commercial business and commercial construction loans. Contact this office for your commercial lending needs. For personal banking services, please visit a different location or call Customer Service at 800-749-7113 for assistance. Member FDIC | Equal Housing Lender

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Steve Stoller - Thrivent

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11602 W Center Road, Ste 200, Omaha, NE

402-245-4683

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Steve Stoller - Thrivent

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11602 W Center Road, Ste 200, Omaha, NE

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Stoller is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Steve Stoller - Thrivent

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Collin Plath - Financial Advisor, Ameriprise Financial Services, LLC

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17310 Wright St, Ste 102, Omaha, NE

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Collin Plath will take the time to understand you and your goals, as well as those changing... Read More about Collin Plath - Financial Advisor, Ameriprise Financial Services, LLC

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Alex McCarty - Financial Advisor, Ameriprise Financial Services, LLC

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1935 North 120th St, Omaha, NE

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Alex McCarty will take the time to understand you and your goals, as well as those changing... Read More about Alex McCarty - Financial Advisor, Ameriprise Financial Services, LLC

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Callahan Financial Planning Company | Fee-Only Financial Advisors in Omaha

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3157 Farnam St, Ste 7111, Omaha, NE

An independent financial advisory firm providing fee-only personal financial planning, including advice for retirement planning, investment management, tax preparation & planning, estate planning, and more. Multiple Nebraska locations, including Omaha and Lincoln.

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Derek Burry

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14301 FNB Parkway, Suite 100, Office 104, 105, 142, 152, Omaha, NE

531-541-0227

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Will your savings be enough in retirement?

Derek Burry

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14301 FNB Parkway, Suite 100, Office 104, 105, 142, 152, Omaha, NE

Will your savings be enough in retirement?

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Leslie Johnson

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14301 FNB Parkway, Suite 100, Office 104, 105, 142, 152, Omaha, NE

402-548-3603

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Will your savings be enough in retirement?

Leslie Johnson

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14301 FNB Parkway, Suite 100, Office 104, 105, 142, 152, Omaha, NE

Will your savings be enough in retirement?

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Chad Greenway

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14301 FNB Parkway, Suite 100, Office 104, 105, 142, 152, Omaha, NE

402-548-3625

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Will your savings be enough in retirement?

Chad Greenway

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14301 FNB Parkway, Suite 100, Office 104, 105, 142, 152, Omaha, NE

Will your savings be enough in retirement?

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Patrick Michael - RBC Wealth Management Financial Advisor Verified by Yext

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12910 Pierce Street, Suite 300, Omaha, NE

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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