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Asset Strategies | 401K Management & Financial Advisors in Lincoln
Accessible, knowledgeable guidance that builds lasting financial futures in Lincoln.
5
Business
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Accessible, knowledgeable guidance that builds lasting financial futures in Lincoln.
Asset Strategies | 401K Management & Financial Advisors in Lincoln provides accessible, knowledgeable financial guidance in Lincoln, NE. Reviews highlight Mandy, Amanda, Chadd, and Justin for clear, caring service, practical advice, and quick responsiveness. With long-standing client relationships, the team emphasizes low-pressure, common-sense planning to grow wealth and plan a confident retirement. Located at 4444 S 86th St #102.
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Expert guidance and management of 401K plans to optimize growth and align with retirement goals.
Comprehensive strategies for investments, retirement, and legacy building tailored to individual needs.
Personalized investment advice using a common-sense approach to help clients achieve financial success.
Assistance in planning for early or traditional retirement with strategies to secure your future.
Educational sessions to help clients understand financial concepts and make informed decisions together.
Overall rating
Shelly Troyer
We have entrusted Justin with our portfolio for the past 16 years! We feel heard and respected which in turn has created trust! He always welcomes hearing our concerns and questions and gives honest and dependable responses.
Amanda Ripley
I have worked with Chadd for 15 years. I appreciate his common sense, low pressure approach that considers our family’s needs. He also uses terms I can understand unlike other advisors I have worked with. The staff is always kind and quick to respond
Alice Jorgensen
Mandy and Amanda are fantastic folks to work with. They always make me feel highly valued and right at home. Mandy asks insightful questions, listens to what I have to say, and gives wonderful advice. I enthusiastically recommend the team at Asset Strategies.
Michele Jordan
We have depended on Justin for over a dozen years to invest our money wisely. Due to Justin's vast knowledge and patience with us we have been able to retire much earlier than we ever dreamt. We highly recommend Justin whether you are just starting out or looking for a change.
Dawn Andrews
We could not be more pleased to have found our investment advisor Mandy. We have long followed the Ramsey principles and we were looking for a partner to help us build a legacy for our family. Mandy is accessible, knowledgeable, and truly cares about our success. After having the experience of being talked down to, just because of my gender, despite my success in business, it was refreshing to have someone willing to teach me and my husband how to work together to be successful and understand how to make our money work for us. Thank you!
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