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Map of Roca, NE

Financial Planners in Roca, NE

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1. Annuity General

Annuity General

Serving the Roca Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. James Moore - Financial Advisor, Ameriprise Financial Services

James Moore - Financial Advisor, Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:8:30 am - 5:00 pm

From Business: 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…

3. Debra Cirksena - Private Wealth Advisor, Ameriprise Financial Services

Debra Cirksena - Private Wealth Advisor, Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

4. Sharon Kresse - Private Wealth Advisor, Ameriprise Financial Services

Sharon Kresse - Private Wealth Advisor, Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

5. CIO Wealth Strategies - Ameriprise Financial Services

CIO Wealth Strategies - Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:8:30 am - 5:00 pm

From Business: At CIO Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

6. Mason Doughty - Financial Advisor, Ameriprise Financial Services

Mason Doughty - Financial Advisor, Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:8:30 am - 5:00 pm

From Business: 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…

7. Robert D Sieps - Financial Advisor, Ameriprise Financial Services

Robert D Sieps - Financial Advisor, Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

9. Oswald Financial Group

Oswald Financial Group

8540 Executive Woods Dr Ste 300, Lincoln, NE 68512

CLOSED NOW:8:30 am - 5:00 pm
YP
17 Years
in Business

10. Edward Jones - Financial Advisor: Gary W Schleppenbach

Edward Jones - Financial Advisor: Gary W Schleppenbach

8700 Executive Woods Dr Ste 500, Lincoln, NE 68512

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

11. Trinity Financial Group

Trinity Financial Group

8700 Executive Woods Dr Ste 200, Lincoln, NE 68512

CLOSED NOW:9:00 am - 4:00 pm

From Business: At Trinity Financial Group, we serve our clients by creating an excellent experience in developing and executing a comprehensive financial plan. Since 1998, Trinity Financial…

YP
26 Years
in Business

12. Jerry Doehling - Thrivent

Jerry Doehling - Thrivent

8540 Executive Woods Dr Ste 508, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jerry Doehling is committed to providing financial advice,…

13. Felicia Hazen - Associate Financial Advisor, Ameriprise Financial Services

Felicia Hazen - Associate Financial Advisor, Ameriprise Financial Services

8535 Executive Woods Dr Ste 300, Lincoln, NE 68512

From Business: 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…

16. Wells Fargo Advisors

Wells Fargo Advisors

6003 Old Cheney Rd Ste 200, Lincoln, NE 68516

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

17. Connor Duis - Thrivent

Connor Duis - Thrivent

1401 Infinity Rd Ste B, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Connor Duis is committed to providing financial advice,…

18. Carl Mesecher - Thrivent

Carl Mesecher - Thrivent

1401 Infinity Rd Ste B, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Carl Mesecher is committed to providing financial advice,…

19. Matthew Gall - Thrivent

Matthew Gall - Thrivent

1401 Infinity Rd Ste B, Lincoln, NE 68512

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Gall is committed to providing financial advice,…

20. David E Keller - Private Wealth Advisor, Ameriprise Financial Services

David E Keller - Private Wealth Advisor, Ameriprise Financial Services

7011 Kentwell Ln Ste 100, Lincoln, NE 68516

From Business: 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…

21. Olivia Crandall - Financial Advisor, Ameriprise Financial Services

Olivia Crandall - Financial Advisor, Ameriprise Financial Services

7011 Kentwell Ln Ste 100, Lincoln, NE 68516

From Business: 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…

22. Steve Sadler - Private Wealth Advisor, Ameriprise Financial Services

Steve Sadler - Private Wealth Advisor, Ameriprise Financial Services

7011 Kentwell Ln Ste 100, Lincoln, NE 68516

From Business: 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…

23. Joseph Zeisler - Financial Advisor, Ameriprise Financial Services

Joseph Zeisler - Financial Advisor, Ameriprise Financial Services

7011 Kentwell Ln Ste 100, Lincoln, NE 68516

From Business: 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…

24. Dennis Werner - Thrivent

Dennis Werner - Thrivent

7801 Casey Ln, Lincoln, NE 68516

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Dennis Werner is committed to providing financial advice,…

25. Farm Bureau Financial Services Nebraska Office

Farm Bureau Financial Services Nebraska Office

5225 S 16th St, Lincoln, NE 68512

CLOSED NOW:8:00 am - 5:00 pm

From Business: At Farm Bureau Financial Services, we provide insurance and financial strategies that can help you protect what matters most. When you sit down for a SuperCheck®, you can feel…

26. Locations/260084148599823941

Locations/260084148599823941

4501 S 86th St, Lincoln, NE 68526

CLOSED NOW:8:00 am - 4:30 pm

From Business: Buckingham Strategic Wealth's Lincoln team takes time to build relationships with clients to understand their specific situations, goals, and dreams in order to offer thorough…

27. Letheby Financial Group

Letheby Financial Group

8800 Firethorn Ln Ste 200, Lincoln, NE 68520

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

28. Rick Gabelman - RBC Wealth Management Financial Advisor

Rick Gabelman - RBC Wealth Management Financial Advisor

8800 Firethorn Ln Ste 200, Lincoln, NE 68520

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

29. Thomas Novotny - RBC Wealth Management Financial Advisor

Thomas Novotny - RBC Wealth Management Financial Advisor

8800 Firethorn Ln Ste 200, Lincoln, NE 68520

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

30. Douglas Kuszak - RBC Wealth Management Financial Advisor

Douglas Kuszak - RBC Wealth Management Financial Advisor

8800 Firethorn Ln Ste 200, Lincoln, NE 68520

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…