Top Omaha, NE Financial Services Startups (9)
WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as we’ve grown from regional, commission-based investing into one of the nation’s largest independent advisory firms with over 3 Billion in AUM.
Research-Driven Investing We don’t rely on Wall Street reports. And we never take shortcuts. Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on investment opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. Weitz Securities, Inc. is the Distributor of the Weitz Funds.
Headquartered in Omaha, NE, Financial Transmission Network, Inc. (FTNI) accelerates the way businesses and financial institutions accept, process, post and manage payments. Processing millions of transactions monthly, FTNI's integrated receivables hub, ETran, accepts any payment method, via any payment channel -- on a single, secure, cloud-based platform. ETran's easy-to-deploy, modular design seamlessly integrates current business processes, bank and processor relationships, and back-office accounting software to deliver increased efficiencies and cost savings as a result of true straight-through processing. Founded in 2007, FTNI serves more than 20,000 corporate users from over 1,000 leading customers spanning numerous industries including Banking and Financial Services, Distribution, Insurance, Nonprofit, Property Management, Utilities, and more. To learn more, please visit www.ftni.com.
Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity. Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a “buy and hold” strategy based on proper asset allocation and diversification across the portfolio. As an independent organization, we are positioned to provide objective advice. In addition, we have developed strategic relationships with companies who share in the belief that success is dependent upon placing the long-term interests of our clients above our own. Through the joint efforts of these strong relationships, we are able to provide better service to clients of Heritage Financial Services. Our Process Includes Five Basic Fundamentals: • Establish a Safety Net of cash and Insurance • Get Started Early and Accumulate Money Systematically • Reduce the Impact of Income Taxes • Lower the Risk With Minimal Impact on Return • Build a Portfolio Which Matches Your “Personal Profile” Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consults your tax or legal advisor regarding your own specific tax or legal situation. TR1169833DOFU4/2015
There is a smarter, better way to own your home. We call it home co-investing. Unison offers a smart new financing alternative for accessing your equity without taking on debt. We reduce debt and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.
Retire SMART is an independent financial advisory firm. Through a SMART Plan process, we help take the uncertainty out of our client's financial future so they can enjoy the retirement they have always imagined. Our president and founder, David Brooks is a Certified Income SpecialistTM and a Certified Healthcare Reform Specialist®. Retire SMART radio is hosted by Brooks and can be heard weekly on stations throughout the Omaha metro, including 1110 KFAB and 99.9 KGOR. Retire SMART TV is seen on Sunday mornings on KMTV and WOWT. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Pattern is a group of physician-only financial consultants who have provided trusted advice to thousands of doctors and practices from around the globe. We significantly invest in educating our clients about financial products and services and take the time to build a strong working relationship predicated on loyalty and trust. Working with thousands of physicians through the years has given us an understanding of the opportunities and obstacles faced by physicians and their practices. This allows us to cater specific solutions and advice to help simplify their lives and reach their financial goals.
For over 30 years, we have provided uniquely tailored accounting and consulting services to thousands of clients. At Hayes & Associates, we are dedicated to providing each client partner all the resources necessary for your success in a complicated financial environment. We pride ourselves on being focused on your financial management matters, so that we can proactively bring you innovated solutions. We focus on building a sound, lasting relationship one client at a time. We are "Professional Advisors Turning Knowledge into Value'.
We are Bridges Trust. A privately-owned trust and wealth management firm, we provide comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Please visit our website for additional information and important disclosures at: www.bridgestrust.com
