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Find Retirement Advisors for Retirement Planning in Nebraska, Norfolk

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 2 Retirement Planning firms in Norfolk, Nebraska (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

125 South 4th Street,
Norfolk, NE, 68701
$2,782,818,058348260
A percentage of AUM, Hourly charges, Fixed fees
2

125 South 4th Street,
Norfolk, NE, 68701
$640,910,667389650
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Norfolk, Nebraska

QualificationsFirm CRD# 137080

Assets Under Management $2,782,818,058

No. Of Clients3482

Clients Per Financial Advisor58

WEALTH MANAGEMENT is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3482 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (SUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES)
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QualificationsFirm CRD# 129015

Assets Under Management $640,910,667

No. Of Clients3896

Clients Per Financial Advisor78

MCMILL CPA AND ADVISORS is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3896 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

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