Top Omaha, NE Financial Services Companies (13)

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...

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.

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...

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...

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...

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.

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...

Orion’s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn’t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries...

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...

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We engage...

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...

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...

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,...