Financial Advising in Omaha, NE
8 locations found near Omaha
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Financial Advising
Financial Advising
“Patty and I have been clients of Asset Strategies for many years and would highly recommend this company. Justin and team are a awesome fit for our family and they truly have our best interest at heart. I have full faith and trust in their financial decisions. They are always there when needed and extremely responsive. I am at much more ease rolling into retirement knowing this team is behind us!! THANK YOU!”
Financial Advising
“Pat of Encore helped me get 2 years of taxes done rather quickly in the same visit. You need to be able to tell all to your tax accountant without fear of being judged, that's why I waited so long to clear up my taxes. Pat never passes judgment. A+”
Financial Advising
“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.”
Financial Advising
“Dave Swan and his team have been so professional and meticulous. I am quite impressed by the care and their warm approach. They truly have your best interest at heart. I would highly recommend them.”
Financial Advising
“New tax personFelt at times she was unsure of some information...so use to the same seasoned staff for several years so at time was questioning if she knew her stuff!?The gal nice enough and answered any questions I had... thank again”
Financial Advising
“All I can say is these geniuses more than doubled my investment in 2 years - the pandemic years. So, I decided to put 25% of my liquid assets in the firm. Actual client, with receipts.”
Financial Advising
“I recently dealt with your employee named Alex in Omaha. She was absolutely wonderful. After several weeks of being snow balled, hung up on, lied to at the West Des Moines branch i was fortunate enough to get Alex on an 800 number. She understood everything i explained that had been happening to us, and even checked with 2 different departments while i was on hold. After weeks of the run around, Alex called me back not even an hour later and had our problem solved. Can’t say enough about how great she was to deal with.”
Financial Advising in The Nearby Cities
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“Don was absolutely awesome! Will definitely be going to him for taxing season. Helped my confused partner understand what was wrong with his taxes and cleared it all up. Very VERY satisfied with his services.”