Flagstone Financial Management

JS Financial, Inc. in Lincoln offers trusted retirement planning, investment strategies, tax management, and insurance guidance. As fiduciaries, Joel Barjenbruch and his team deliver accessible, responsive service focused on client success and security. Reviews highlight sound advice, personalized plans, and a warm, community-minded approach.

Shunkwiler Financial in Lincoln provides personalized financial planning and investment guidance. Clients praise a hands-on, responsive team with deep knowledge, especially for Civil Service and Military retirement needs and TSPs. They also note clear, friendly advice and thoughtful retirement strategies.

Based in Lincoln, The Tax Group provides consultant, accounting, and finance services to individuals and businesses. The firm is known for long-standing client relationships, with Jane praised for efficiency, professionalism, and thorough tax work, and Sharon highlighted for excellent service. Some reviews reference transitions between partners and mixed experiences with Eric, underscoring the importance of choosing the right partner within the office.

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.

Bryant & Associates PC offers thorough tax, accounting, and consulting services in Lincoln, Nebraska. Clients highlight meticulous work, clear communication, and tax outcomes that ease stress and often save substantial money. The firm is noted for prompt answers and reliable service, though some reviews mention higher fees and a shift toward drop-off, digital processes rather than in-person meetings.

Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP® provides thoughtful financial planning and wealth management in Lincoln, NE. Clients praise friendly, professional staff who explain finances in plain terms, help set up living trusts and wills, and guide 401(k) investments. The team emphasizes long-term relationships, including IRA to Roth conversions with favorable tax benefits for retirement planning.