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Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®
Trusted financial guidance for a secure and generous future.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
No photos available
About Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®
Bob Bennie Wealth Management provides comprehensive financial planning and investment management services in Lincoln, NE. Led by certified financial planners Bob Bennie and Jessie Thompson, the firm specializes in retirement planning, estate planning, and wealth growth strategies. With a 4.9/5 rating from 41 reviews, they are known for their personalized, transparent approach that educates clients and reduces financial stress. The team offers friendly, professional support to help individuals, couples, and families achieve long-term financial wellness and peace of mind.
Business Info
Location
1601 Old Cheney Rd, Lincoln, NE 68512, USA
Services Offered
Retirement Planning
Guidance on 401(k) management, IRA rollovers, and Roth conversions to optimize savings for retirement.
Estate Planning
Assistance with setting up living trusts, wills, and medical directives to secure your legacy.
Investment Management
Personalized portfolio strategies balancing safety and returns for wealth growth.
Financial Education
Clear explanations and advice to help clients understand and manage their finances confidently.
Tax Planning
Strategies for tax-efficient conversions and investments to maximize benefits.
Reviews
5(5 reviews)
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