Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP® - Lincoln, Nebraska

Bob Bennie Wealth Management es una empresa de asesoramiento financiero con sede en Lincoln, Nebraska, liderada por Bob Bennie y Jessie Thompson, ambos certificados como planificadores financieros (CFP).

Acerca de Bob Bennie Wealth Management

Con una dirección de 1601 Old Cheney Rd, Lincoln, NE 68512, esta empresa ofrece servicios de asesoramiento financiero personalizado a sus clientes.

Podrán comunicarse con ellos llamando al teléfono 4024212626 o visitando su sitio web en bobbennie.com.

Especialidades

• Asesoramiento financiero
• Asesoramiento financiero
• Service de inversión

Los servicios ofrecidos por Bob Bennie Wealth Management incluyen asesoramiento financiero personalizado, asesoramiento financiero y servicio de inversión.

Otros datos de interés

• Acceso a la entrada por silla de ruedas
• Acceso al estacionamiento por silla de ruedas
• Acceso al baño por silla de ruedas
• Baño
• Recomendación de citas

Esta empresa es accesible para personas con discapacidad, con una entrada, estacionamiento y baño accesibles por silla de ruedas.

Se recomienda hacer una cita previa para cualquier consulta o reunión.

Opiniones

Esta empresa ha recibido 38 reseñas en Google My Business.

La media de las opiniones es de 4.9/5, lo que indica una gran satisfacción de los clientes.

Características

• Experiencia en asesoramiento financiero
• Conocimiento en inversión
• Atención personalizada
• Acceso a recursos financieros

Bob Bennie Wealth Management cuenta con una larga experiencia en asesoramiento financiero y conocimiento en inversión, lo que les permite ofrecer una atención personalizada a sus clientes.

Además, tienen acceso a recursos financieros que les permiten brindar orientación precisa y eficaz a sus clientes.

Información recomendada

Para personas que buscan asesoramiento financiero personalizado y atención a su plan de inversión, Bob Bennie Wealth Management es una excelente opción.

Con su experiencia y conocimiento en el campo del asesoramiento financiero, pueden confiar en que obtendrán una orientación precisa y eficaz para sus necesidades financieras.

👍 Reviews of Bob Bennie Wealth Management: Bob Bennie, CFP® and Jessie Thompson, CFP®

Mike S.

5/5

Bob and Jessie have been great to work with, they really care about YOU and what is best for your plan going forward. They have brought many ideas and suggestions in helping me design my retirement plan as well as helping me with creating my trust. Can't say enough good things about them. Thanks Bob and Jessie.

Jenny T.

5/5

I researched and attended various investments/retirement seminars in person and online for years. In the end I felt confident and comfortable to have Bob and his highly efficient team to manage my finances. To top it all, I thoroughly enjoy the warm and professional relationship with everyone in this firm.

Darlene B.

5/5

I would like to tell about our experience with Bob Bennie Wealth Management. My husband and I came from financially poor but spiritually rich, loving families. My husband paid the bills and controlled our finances when we were young. He searched for someone to invest our money to grow and carefully prepare for our future. He was very conservative and his goal was that if I should be left alone I would not have to worry. After searching he chose Bob Bennie. We were interviewed carefully about our goals and felt Bob’s ideas matched our needs. We have been clients of his for many years. We have three daughters and we paid for their college and they graduated debt free. We were able to support our church. He helped us set up our wills, our medical decisions and assembled the information in a professional “go to” notebook . My dear loving husband of almost 55 years received a terminal diagnosis. I was the one to be left alone. He called Bob and asked him to “take care of me”. Bob said he would. I used that “go to” book so many times during the last months of doctors’ visits, ambulance rides, hospital admissions etc. The entire staff has been so helpful, loving and kind. I needed that. They are interested in their clients in a personal way. They have been there to answer questions for me and give advice when I ask. We have been most pleased with the professional and personal relationship established . I am a great fan of Bob Bennie Wealth Management because after all these years I have someone to advise me and I don’t have to worry.

Donald P.

5/5

My wife and I contacted Bob Bennie Wealth Management looking for advice on management of our retirement funds. Bob and his staff were there to make recommendations based on our retirement goals and really have had our best interest at heart. They are very trustworthy and professional, while giving you expert advice. We feel so blessed to have their help and guidance.

Greg B.

5/5

We have worked with several financial managers over the past several years. Bob Bennie Wealth Management has consistently given us better results on our investments. As a double bonus, Bob's team has been the best to work with... they are friendly, knowledgeable and have answers to all our questions. We very much enjoy the conversations during our office visits.

Debra S.

5/5

We love BBWM! Bob offers great advice and even helped us develop a trust. Bob and his crew are down to earth and try to help anyone who walks through their doors! Could not recommend more.

Ron R.

5/5

Bob and his staff have been extremely helpful with investments I entrusted with them. I transferred several accounts and they made the the transfers easy for me. Bob is very knowledgeable and passionate and is always available to discuss any questions. The entire staff staff treat you like family. You are a real person and not just a number. They also have frequent webinars discussing various related issues that I find very informative. I highly recommend them!

karen M.

5/5

WOW! I am brand new to Bob Bennie Wealth Management - he came highly recommended from a close friend. From the moment I walked into the office, I felt like the entire staff cared about me, as a person not just a $ sign. My needs, my life place, my dreams were all part of financial plan we are developing. I am totally confident in their integrity and ability to manage my finances. I recommend them 150%! -Karen