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Find Retirement Advisors for Retirement Planning in Nebraska, Grand Island

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 1 Retirement Planning firms in Grand Island, Nebraska (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3540 Prairieview Street, Suite 200
Grand Island, NE, 68803
$998,471,163614038
A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Grand Island, Nebraska

QualificationsFirm CRD# 135879

Assets Under Management $998,471,163

No. Of Clients6140

Clients Per Financial Advisor162

ALLEN CAPITAL GROUP, LLC is a financial advisory firm situated in Grand Island, Nebraska. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6140 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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