4 Best Gold IRA Investment Companies Near Me in Lincoln, NE – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Flagstone Financial Management
ADDRESS: 5801 Hidcote Dr Ste 100, Lincoln, NE 68516, United States
NUMBER: +1 402-413-0440
SERVICES: Advisory Accounts, Estate Plan Analyze, Estate Planning, Financial Planning, Investment Management, Insurance, Investment Accounts, Investment Advice, Investment Advisory Services, Personalized Financial Planners, Personalized Investment Strategies, Retirement Investment Accounts, Retirement Plans, Savings Plan, Tax Planning Strategy
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We love the entire team at Flagstone Financial. We’ve been working with them for nearly two years and they’ve been integral in helping us navigate both estate planning and long term investment strategies. We appreciate both their sound advice and their willingness to act as a sounding board when we have tough questions. We highly recommend Flagstone for anyone looking to engage with a financial management team. – Evan Schrodek
REVIEW #2 – When we moved to Lincoln we needed new financial advisors. We did a ton of research and everything just kept coming back to the reputation of Flagstone Financial. From our first call with Danny Clare and our subsequent meeting with Danny and Dan Stous, we immediately felt we made the right decision! They meet you where you are at. They are comprehensive without being pushy. They respond quickly and we never feel like a bother. We love their newsletters that react timely to current affairs. Above all else, we trust them. Retirement planning is already stressful but knowing you have trusted partners looking out for your best interests makes the whole process seem less intimidating. A+++ service from their entire team! – Jennifer S
REVIEW #3 – We’ve been working with Flagstone Financial for several years and continue to be impressed by the entire team’s dedication and professionalism. They consistently go above our expectations to serve our best interests. The whole team has come to feel more like family than just financial advisors.
Michael, Dan, Danny, and Natalia have all been trustworthy, knowledgeable, and genuinely caring advisors. We always feel that our questions are thoroughly answered, and they take extra care to help us work toward our financial goals with confidence. Highly recommend their team! – Sean Pauley
Recommended Sponsors
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Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®
ADDRESS: 1601 Old Cheney Rd, Lincoln, NE 68512, United States
NUMBER: +1 402-421-2626
SERVICES: Financial planning, Investment advising, Wealth management, Estate Planning, Financial Strategies, Retirement Planning, Retirement Social Security
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The team at Bob Bennie Wealth Management has done a great job helping us navigate the retirement maze. Service has been excellent when questions come up or life changes bring about financial adjustments.
The milestone luncheon was super!! Love the years ending in “5” or “0”. Thank you!! – Jolene Allen
REVIEW #2 – My experience with Bob Bennie Wealth Management has been outstanding. Bob and Jessie have been great to work with, they explain everything in terms that my wife and I can easily understand. They helped us set up a living trust and guided us through investing our 401(k), which has been performing very well. Working with them takes the pressure and stress out of financial planning because we know we’re in good hands. The entire staff is friendly, professional, and a pleasure to work with. I highly recommend Bob Bennie Wealth Management to anyone looking for trusted financial guidance. – Jon Olsen
REVIEW #3 – The entire office greeted me with such kindness and was incredibly welcoming from the moment I walked in. I worked with Jessie, who showed genuine compassion and took the time to help me truly understand my finances.
Their philosophy clearly comes through in the way they treat their clients. I can’t recommend them enough. Great job to Bob Bennie Wealth Management for the service and guidance. Thank you! – Colton Nisley
Shunkwiler Financial
ADDRESS: 6301 S 58th St, Lincoln, NE 68516, United States
NUMBER: +1 402-466-3919
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advising, Healthcare Planning, Income Planning, Independent Financial Services, Insurance And Annuity, Investment Advisory Services, Investment Planning, Investment Strategy, Ira Legacy Planning, Retirement Accounts, Retirement Income Strategies, Retirement Tax Deductions
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 2:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Carina was very knowledgeable. She knew her numbers. Brett and Carina both made feel a lot better about my retirement plans and options. Not nearly as worried as I had been. The whole team has really been awesome! – Jackie Dewald
REVIEW #2 – I suggest that you make an appointment with Corina at Shunkwiler Financial in Lincoln, NE.
Corina is so helpful and professional in all aspects of my investments and retirement.
She is friendly and shares her darling glow with everyone around her. Let Corina guide you to meet your financial success! – Pamela Van Neste
REVIEW #3 – Everyone we have encountered has been extremely helpful, knowledgeable and supportive. We have worked with Eric and Jared. Jared is so kind and helpful, he takes all of our calls and helps right away so no need for follow up. – Christy Detty
REVIEW #4 – Carina was exceptional in explaining the entire process, gathering the details of my retirement plan, and produced a superb product summarizing my Federal retirement plan. Truly outstanding! – Jeff Jones
REVIEW #5 – This time we went to meet with Carina and Ethan to help us navigate all our accounts online. As every other time, it was a very positive experience. Carina and Ethan were more than helpful. They cared! – Yolanda Rumbaugh
REVIEW #6 – It was so helpful and we covered a lot of possible options!
Carina Smaus guided us thru everything. Fabulous job!!! – Rita Swensen
REVIEW #7 – Carina has been our personal liaison since moving our portfolio over to Shunkwiler Financial. The direct attention to our investments and assistance with retirement rollover accounts and other retirement strategies has been a great decision. – Duane Linn
REVIEW #8 – Carina has been very helpful in my retirement journey. She is very easy to work with and understands and helps with any questions I have. Thank you Carina! – Lavaine Moore
REVIEW #9 – Brett and his staff are top notch! He spent a great amount of time helping us find the best investment choices. We would recommend him and his staff absolutely! We are very satisfied with his “ hands on” management style! Cheers and Merry Christmas to you and your adorable family! – michael odonnell
REVIEW #10 – We have been working with Carina at Shunkwiler and have built a great relationship with her. We feel we are in very good hands!! – Jonathan Brinkman
Asset Strategies
ADDRESS: 4444 S 86th St #102, Lincoln, NE 68526, United States
NUMBER: +1 402-933-4642
SERVICES: 401K Rollovers, 401k Rollover, Advisory Services, Asset Strategies, Education Planning, Financial Planning & Wealth Management, Funding Education, Individual Retirement, Insurance Life Insurance, Investment Account, Investment Options, Investment Planning, Investment Strategies, Term Life Insurance
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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! – Dawn Andrews
REVIEW #2 – 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. – Alice Jorgensen
REVIEW #3 – 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 – Amanda Ripley
REVIEW #4 – 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. – Shelly Troyer
REVIEW #5 – Asset Strategies has been so helpful in our families financial planning! I appreciate how they don’t pressure you into anything but teach you the whole process. They are always available to answer any questions. – SpiderMonkey Ave (SpiderMonkey Ave)
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