Stevens Capital Partners (Certified Financial Planner)

In Omaha, Infinity CPA Group LLC provides accounting, finance and tax consulting services from 14769 California St # 4. Clients praise fast, professional tax preparation, clear explanations, and responsive, friendly staff. The firm assists with personal and small business tax returns, helping maximize refunds and credits through organized, reliable service.

McFarlin & Brokke PC at 14400 Branch St, Suite 501, Omaha, NE 68154, offers accounting, finance, and consulting with a client-focused approach. Doug Morris and the team are praised for fast response, thorough tax work, fair pricing, and collaboration with bankers, lawyers, and financial advisors to help clients reach goals. Five-star reviews highlight reliable, detail-driven service.

Based in Omaha, Austin Williams - Financial Advisor, Ameriprise Financial Services, LLC serves clients from 15858 W Dodge Rd Ste 320, Omaha, NE 68118. Clients praise knowledge, attentive listening, and clear communication, noting he is a trusted advocate who crafts goal-driven strategies and keeps clients informed through market changes with a personalized plan.

Mutual of Omaha, Michael Schroder, Financial advisor provides personalized insurance and financial planning in Omaha. Located at 17117 Burt St, Suite 300, this team helps individuals, families, and business owners with thoughtful guidance. Clients praise professionalism, deep product knowledge, and authentic care, noting education over pushy sales and plans tailored to evolving needs, backed by a century-old organization.

Avior Wealth Management, LLC in Omaha offers tax-related services, bookkeeping, accounting, and personalized financial advising, with estate planning options. Located at 14301 FNB Pkwy, Suite 410, the firm is praised for welcoming, knowledgeable, and trustworthy guidance. Clients value a flexible membership billing model that simplifies budgeting for advice.

Creative Planning in Omaha, NE delivers personalized financial planning and investment guidance. Clients praise professional, knowledgeable advisors such as Jacki, Lane, and Josalyn, who tailor advice, share clear charts and tables, and assist with taxes, charitable contributions, and retirement planning. Known for steady guidance through volatile markets and a true long-term partnership since 2017.