Top Omaha, NE Financial Services Companies (43)

Longevity Holdings is a Minneapolis-based, private equity-backed data and analytics company backed by Cornell Capital. Its portfolio of market-leading businesses provides data, analytics, medical underwriting, death audit and locate services, life insurance trust management, and policy services to life insurers, reinsurers, pension funds, banks, TPAs, and asset managers, helping clients address the challenges and opportunities of an aging population.

PremierBank is a community bank based in Fort Atkinson, Wisconsin, dedicated to providing personalized financial solutions. They offer a comprehensive range of products and services, including loans, personal banking, trust services, mortgages, and wealth management. The bank focuses on building strong customer relationships and connecting clients with the specific financial tools that will make the biggest difference in achieving their...

Veridian Credit Union is dedicated to helping everyone achieve financial success. Governed by a democratically elected board of directors, we exist to serve the best interests of our members and create long-term value throughout every stage of life.

Core Bank is a full-service community bank offering a comprehensive menu of products and expertise for personal and business banking, including construction lending, wealth services, and mortgage.

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our...

For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than...

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground...

Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted...

Our mission isn’t simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, but also to encourage. We exist to usher their dreams into the land of reality. Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions serving 2.8 million members...

Holmes Murphy is an independent, privately held insurance brokerage serving businesses across industries. Its brokerage and consulting services include property-casualty coverage, employee benefits, and risk management. The firm works with agencies and insurance carriers to develop solutions tailored to client needs, and describes its approach as putting relationships and client priorities first. It supports businesses of varied sizes with its...

Pitney Bowes (NYSE:PBI) is a global shipping and mailing company that provides technology, logistics, and financial services to more than 90 percent of the Fortune 500. Small business, retail, enterprise, and government clients around the world rely on Pitney Bowes to remove the complexity of sending mail and parcels. For additional information visit Pitney Bowes at www.pitneybowes.com.

biBerk helps small-business owners find the right insurance policies for their needs without extra costs and hassles. As a part of Warren Buffett’s Berkshire Hathaway insurance group, our approach is to help you find the coverage that’s right for your business right now. As your business grows, we offer the added insurance products that you need so your coverage grows...

Fiserv, Inc. (NYSE: FI) is a leading global provider of payments and financial services technology solutions, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more information, visit www.fiserv.com.

Mosaic is the AI-driven deal modeling platform for private markets, used by leading investors and advisors. It automates and standardizes core deal analyses to help investment teams move faster and reduce spreadsheet risk.

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.

Northwest Bank is committed to the communities we serve in Iowa and Nebraska. We believe and invest in our communities; farmers, business owners, workers, professionals, students, homeowners and retirees. We are dedicated to what they are today and will become tomorrow. We are a $2.0 billion community bank offering a full line of agricultural, mortgage, deposit, lending, insurance and wealth management...

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific...

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...

About us: Farm Credit Services of America, based in Omaha, Nebraska, is dedicated to serving the agricultural credit and financial needs of farmers and ranchers in Iowa, Nebraska, South Dakota and Wyoming. We are a part of the Farm Credit System, a nationwide agricultural network providing credit and affiliated services to farm and ranch operators across the United States. Overall, the...

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.