Stevens Capital Partners (Certified Financial Planner)

Name: Stevens Capital Partners (Certified Financial Planner)
Address: 15514 Spaulding Plaza, Omaha, NE, 68116, US
Telephone: (402) 251-5800
Price range: $$$
Rating: 5

Stevens Capital Partners: Personal, expert wealth management trusted by families in Omaha.

5(5 reviews)

financial-advising

$$$

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About

Stevens Capital Partners (Certified Financial Planner) offers wealth management and financial planning in Omaha, Nebraska. Client reviews highlight friendly, professional service, clear explanations, regular updates, and responsive support. The team provides comprehensive financial planning, portfolio management, and retirement planning, earning trust with thoughtful, client-centered guidance.

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Location

15514 Spaulding Plaza Suite D02, Omaha, NE 68116, USA

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Information

15514 Spaulding Plaza

Omaha, NE, 68116

(402) 251-5800 www.stevenscapitalpartners.com/

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Services

Wealth Management

Personalized portfolio management and investment strategies tailored to your financial goals.

Retirement Planning

Comprehensive plans to secure your retirement, including savings strategies and income management.

Financial Education

Straightforward explanations and updates to help you understand market complexities and decisions.

Elderly Financial Guidance

Specialized support for elderly clients, focusing on retirement savings and care planning.

Regular Financial Updates

Consistent communication and reports to keep you informed about your investments and progress.

5.00 · 5 reviews

Overall rating

Gina Griffin

via Google

· 11 months ago

I was introduced to Stevens through a friend and wasn't sure what to expect as in my experience referrals are subject to others standards. My husband and I are beyond pleased with their level of service, expertise and professionalism. This group is highly competent and have taught us so much in a short period of time. I trust them to guide us with financial decisions, even as much to work with my elderly parents who don't have much by way of retirement savings. They send regular financial updates and are responsive to all of our questions and needs. If you want really good people that are expert in the field, look no further!

J.J. Feregrino

via Google

· 11 months ago

David and Justin’s communication are unmatched. They continuously bring new value in all aspects of wealth management. I highly recommend Stevens Capital Partners.

Kay W

via Google

· 11 months ago

We enjoy our relationship with Stevens Capital Partners. They offer a very comprehensive list of services. Phenomenal attention to our needs and goals. Very competent staff!!

Jes Gray

via Google

· 1 year ago

David, Justin, and the Stevens Capital Partners team do a fantastic job of taking into account all the complexities of the market to make the best decisions as they manage our portfolio. I have learned so much from their simple, straightforward explanations. Stevens Capital Partners consistently exceed our expectations, building our retirement plan.

Harold

via Google

· 1 year ago

David Stevens is so friendly and informative about my investments. He feels like part of my own family. Very professional in all aspects of his business. I would recommend him to anyone seeking solid financial expertise.

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