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Showing 1 - 10 of 10 results
MOYLAN KROPP LLC
MOYLAN KROPP LLC
Omaha, Nebraska
1-24 employees
Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. Our specialty is bringing all aspects of your financial and non-financial life into focus and then creating a realistic plan for the most efficient way to reach your unique goals. We work as a team, and we seek to develop long-term relationships with our clients. Four Certified Financial Planner Professionals, an estate planning attorney, and an accountant are ready to provide you the best service possible. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) /SIPC (www.sipc.org). Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. and Arbor Point Advisors. Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Investment Advisor Representatives. Moylan Kropp, LLC, Arbor Point Advisors, and Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Retirement Benefits Rank
Top Benefits
TRUSTED WEALTH PARTNERS
TRUSTED WEALTH PARTNERS
Omaha, Nebraska
1-24 employees
Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations. We do this by building relationships based on trust, creating tailored financial plans, and providing exceptional service. We realize that service, as well as our commitment to you and the “little things,” is what truly sets us apart. We invite you to learn more about us by exploring the pages of our website. Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68130 (402) 502-5700. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Please see website for full disclosure.
Retirement Benefits Rank
Market Leading
CAMBRIDGE ADVISORS INC.
CAMBRIDGE ADVISORS INC.
Omaha, Nebraska
1-24 employees
When you work hard to accumulate wealth, you need an investment advisor who takes time to know you...who understands your situation and your goals...someone who will custom-tailor their service to you rather than trying to fit you into their models...someone who will provide clarity about your financial picture and what strategies will help you reach your goals...someone who you can rely on because you know their advice is objective and based on time-proven strategies...someone who will help simplify your life so you can focus on the activities you enjoy...You need Cambridge Advisors. Cambridge Advisors is an independent, fee-only registered investment advisor.  Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth.  We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets. We have been helping clients reach their goals for more than 20 years. As we have added new faces to Cambridge Advisors and widened our circle of clients, our core values have remained constant since the beginning: ♦ To always act with integrity ♦ To be aligned with the client's interests ♦ To have highly educated professionals working together as a team ♦ To have a client-focused approach ♦ To provide a high-quality service We invite you to learn more about Cambridge Advisors.  Visit our website at www.cambridgeadvisors.net or call us at 402-697-1166.
Retirement Benefits Rank
Top Benefits
FIRST CAPITAL PARTNERS, LLC
FIRST CAPITAL PARTNERS, LLC
Omaha, Nebraska
1-24 employees
First Capital Partners is a junior capital investment firm that provides mezzanine loans and equity to companies with revenues of $10 to $100 million and EBITDA of $2 to $10 million. We offer a broad range of financing solutions, from mezzanine loans to making minority and majority equity investments using a combination of mezzanine debt and equity. We have offices in Omaha, NE and Chicago, IL and are currently investing from our third fund, FCP Fund III, L.P., which has $150 million in committed capital.
Retirement Benefits Rank
Market Leading
FINANCIAL SOLUTIONS, INC.
FINANCIAL SOLUTIONS, INC.
Omaha, Nebraska
1-24 employees
Built a one-person insurance operation into a large insurance and investment brokerage catering to the small business owner and a more affluent clientele. Built Centers of Influence in certain markets long before that was a focus of piers. This led to increased sales and allowed the firm to concentrate on estate planning and the more profitable markets while keeping the pipeline full for constant growth. Developed a large secondary business dealing in employee benefits. Assisted in building the largest privately held payroll company in Maine and housed an office in their home office. In 10 years was a key contributor to build the payroll company from 34 clients to almost 1500 clients and printing over 18,000 payroll checks per week. • Average sale commission was in excess of $5,700. • Individual commissioned sales often in excess of $75,000. • Survived and thrived through multiple recessions, stock market corrections, and insurance reforms while continue to grow the firm and assist our clients and client companies with their success. • Go to company for several Legal and Accounting firms for their clientele’s insurance and investment needs. • Numerous sales and service awards and perks received. • Consulted for and serviced clients of other financial firms that could not sell insurance and investment products. • Averaged 15% growth of company revenue on a yearly basis. • Increased our sister and partner company’s net revenue (payroll firm) an average of 7% per year annually. • Growth and success led to third sister company Razor, LLC. A private practice business operations, consulting firm, and investment holding company still in existence and operating to this day. • Taught industry continuing education courses to share knowledge with other elite producers and firm owners. • Transitioned company and clientele upon acceptance of buyout offer nearly 20 years after inception.
Retirement Benefits Rank
Below Market
NABITY BUSINESS ADVISORS
NABITY BUSINESS ADVISORS
Omaha, Nebraska
1-24 employees
Nabity Financial Group is a financial services company based out of 9140 W Dodge Rd, Omaha, Nebraska, United States.
Retirement Benefits Rank
Top Benefits
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PARKER FINANCIAL ASSOCIATES, LLC
PARKER FINANCIAL ASSOCIATES, LLC
Elkhorn, Nebraska
1-24 employees
Parker Financial is an independent financial services company. We are not tied to any product—so the advice we provide along with the recommendations we make are independent and objective. They are based on your individual needs with your best interests and goals in mind. We value education. Our goal is for you to walk away from every meeting knowing more about your overall financial position, the investments you have, and how you are best positioned for the future. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Parker Financial Associates, 1315 N 205th Street Suite 3, Elkhorn, NE 68022, 5000 Central Park Drive Suite 204, Lincoln, NE 68504, (531) 999-1732. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IN, KS, MO, NE, OK, SC, SD, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Leading
LS VENTURES INC. DBA STADIUM SPORTS
LS VENTURES INC. DBA STADIUM SPORTS
Wayne, Nebraska
1-24 employees
Bookkeeping for 2 locations. AP, AR, Payroll, sales, inventory
Retirement Benefits Rank
Market Competitive
THE EXPANSE TEAM, INC.
THE EXPANSE TEAM, INC.
Omaha, Nebraska
1-24 employees
Marketed under DBA: Expanse Wealth Management. Only in the President Role for the last 2+ years but was performing the role the whole 10 years. Managed 1 support staff in 2010 & that grew to 10 in 2020. HR/Benefits, Payroll, Hiring/Firing, Daily Operations, Training, Coaching & Staff Development. Business plan creation & implementation, Strategic Planning, Client Events creation, marketing & execution, Data Analysis & Reporting, Securities Licenses (All Held since June 2007) Series 7,66,63 & Life/Health/Annuities.
Retirement Benefits Rank
Market Laggard
BLUE CAPITAL
BLUE CAPITAL
Omaha, Nebraska
All Size Average employees
Blue Capital invests in transformative technologies, including fusion energy, rooted in ancient systems.
Retirement Benefits Rank
Market Laggard