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Navigating your financial future requires more than just budgeting and saving—it calls for strategic planning, expert insight, and personalized guidance. Lincoln, Nebraska, is home to several financial advisors and firms offering tailored services to support a wide range of needs, from retirement planning and investment management to tax optimization and risk mitigation.
Whether you’re planning for retirement, building your wealth, or managing a business, these Lincoln-based advisors offer services worth considering as you look to secure your financial future.
Financial Advisor in Lincoln to Consider
- JS Financial, Inc.
- JFC Financial Services
- Trinity Financial Group
- Steinkuhler Financial Group
- Renaissance Financial
1. JS Financial, Inc.
JS Financial, Inc. is a dynamic financial advisory firm committed to helping clients navigate complex financial landscapes with tailored strategies and innovative solutions. Based in Lincoln, NE, their team combines deep industry expertise with a personalized touch to address investment planning, risk management, and wealth preservation. They pride themselves on fostering long-term relationships by aligning financial plans with each client’s unique goals and values. Whether preparing for retirement or optimizing tax strategies, JS Financial delivers clarity and confidence through proactive guidance.
🔹 Services: Investment Advisory, Retirement Planning, Risk Management
📍 Address: 7120 Stephanie Ln STE 200, Lincoln, NE 68516, United States
📞 Phone: (402) 217-0730
🔗 Website: JS Financial, Inc.
📧 Contact: joel.barjenbruch@prudential.com
2. JFC Financial Services
JFC Financial Services stands out as a trusted partner for individuals and businesses seeking comprehensive financial growth and stability. Located in Lincoln, NE, their advisors specialize in crafting customized portfolios, estate planning solutions, and education funding strategies. With a focus on transparency and client empowerment, they demystify financial complexities to help clients make informed, forward-thinking decisions. Their collaborative approach ensures every plan adapts to life’s changing circumstances while maximizing opportunities.
🔹 Services: Estate Planning, Education Funding, Portfolio Management
📍 Address: 9060 Andermatt Dr STE 101, Lincoln, NE 68526, United States
📞 Phone: (800) 262-9538
🔗 Website: JFC Financial Services
📧 Contact: jack@jfcfinancial.com
3. Trinity Financial Group
Trinity Financial Group is a boutique firm dedicated to delivering holistic financial strategies that balance short-term needs with long-term aspirations. Nestled in Lincoln, NE, their team excels in retirement income planning, legacy preservation, and charitable giving strategies. They prioritize education, ensuring clients understand every aspect of their financial journey. By blending cutting-edge tools with compassionate advice, Trinity Financial Group helps clients thrive in an ever-evolving economic environment.
🔹 Services: Retirement Income Planning, Legacy Strategies, Charitable Giving
📍 Address: 8700 Executive Woods Dr Suite 200, Lincoln, NE 68512, United States
📞 Phone: (402) 817-4474
🔗 Website: Trinity Financial Group
📧 Contact: TrinityNE@creativeonewealth.com
4. Steinkuhler Financial Group
Steinkuhler Financial Group redefines wealth management with a focus on integrity, innovation, and individualized attention. Serving Lincoln, NE, their advisors specialize in generational wealth transfer, business succession planning, and tax-efficient investment strategies. They believe financial success stems from a deep understanding of each client’s priorities and potential roadblocks. Through proactive monitoring and adaptive solutions, they turn financial goals into tangible realities.
🔹 Services: Generational Wealth Transfer, Business Succession, Tax-Efficient Investing
📍 Address: 5539 S 27th St #206, Lincoln, NE 68512, United States
📞 Phone: (402) 475-1693
🔗 Website: Steinkuhler Financial Group
📧 Contact: –
5. Renaissance Financial
Renaissance Financial blends artistry and analytics to create financial strategies as unique as the clients they serve. Headquartered in Lincoln, NE, their multidisciplinary team covers everything from small-business financial consulting to advanced philanthropic planning. They emphasize agility, ensuring strategies evolve alongside market trends and personal milestones. With a reputation for excellence, Renaissance Financial empowers clients to build, protect, and enjoy their wealth with confidence.
🔹 Services: Small-Business Consulting, Philanthropic Planning, Wealth Protection
📍 Address: 3600 Village Dr STE 110, Lincoln, NE 68516, United States
📞 Phone: (402) 421-2151
🔗 Website:Renaissance Financial
📧 Contact: contact@rfc.com
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