Flagstone Financial Management - Lincoln, Nebraska

Flagstone Financial Management

Flagstone Financial Management is a highly reputable financial planning company located at 5801 Hidcote Dr STE 100, Lincoln, NE 68516, United States. They have been serving clients with their expertise in financial planning for many years and have built a strong reputation in the industry.

The company specializes in providing comprehensive financial planning services. Their team of knowledgeable and experienced professionals works closely with clients to develop personalized financial plans that cater to their unique needs and goals. Flagstone Financial Management covers a wide range of financial areas, including investment planning, retirement planning, estate planning, and tax planning.

In addition to their specialized services, Flagstone Financial Management also offers a welcoming and accessible environment for their clients. The company provides a wheelchair-accessible car park, entrance, and toilet, ensuring that all clients can access their services easily. Appointments are recommended, but walk-ins are also welcome if possible.

Flagstone Financial Management has received an impressive average rating of 5 out of 5 stars from their clients, with a total of 84 reviews on Google My Business. Clients highly praise the company's professionalism, knowledge, and strong, trusting relationships they have built with their clients over the years.

'I have been a client of Flagstone Financial Management for over ten years and wholeheartedly recommend their services. Mike and his knowledgeable team are always available to provide insightful answers and offer expert advice. I greatly value both their professionalism and the strong, trusting relationship we've built over the years.'

With their exceptional services, accessibility, and strong client relationships, Flagstone Financial Management is the go-to choice for anyone seeking professional financial planning services in Lincoln, NE.

👍 Reviews of Flagstone Financial Management

Jodi D.

5/5

I have been a client of Flagstone Financial Management for over ten years and wholeheartedly recommend their services. Mike and his knowledgeable team are always available to provide insightful answers and offer expert advice. I greatly value both their professionalism and the strong, trusting relationship we've built over the years.

Greg S.

5/5

We have been extremely pleased with the service and performance of Flagstone during the last 20+ years that we have been clients, Mike and his staff are trustworthy, knowledgeable, friendly and extremely diligent in every aspect of how they have handled our family's investments since the day we became clients. I could write ten paragraphs on how well Flagstone has performed for us, but also how they have gained our trust via steady growth paired with their ability to provide concise options in layman's terms to allow us to still be involved in decision making while understanding the risks and potential. Strongly recommend Flagstone as a comprehensive financial firm to grow your assets!

Jane H.

5/5

Flagstone Financial is the best experience we have ever had with advisors! Every single person at Flagstone really cares about each client. We could not be more pleased to recommend them to our friends and family.

Joy B.

5/5

I am extremely satisfied with the services provided by Flagstone Financial Management. From the very first meeting, they took the time to understand my financial goals. Their expertise in investment management is evident and their dedication to client success is truly commendable. What I appreciate most is their clear communication; they always explain complex concepts in a way that's easy to understand. I highly recommend Flagstone Financial Management to anyone looking for knowledgeable and trustworthy financial advisors. They have made a significant positive impact on my financial journey!

Kevin L.

5/5

Having recently retired, we were looking for a group to help manage our finances. The number one attribute we were looking for is we simply wanted to "TRUST" the people we were working with. We also wanted to make sure they had our best interest in mind vs just being a number. Danny and Michael (actually the entire team at the office) have been first class in every way. They all have done a great job getting to really know us and what we were looking for. Very thankful to have found Flagstone and working with such great people. Highly recommend!!

Jane R.

5/5

Flagstone has been managing my investments for many years. Michael and his associates have enabled me to enjoy a comfortable, secure retirement while my investments continue to grow. During my working years their strategies encouraged sound financial decisions. The whole group is efficient, caring and always available to answer my questions.

Lydia M.

5/5

We enjoy working with Dan Stous and Danny Clare. Both are great at communicating with us when we have questions, keeping us updated on our accounts' progress, and are just the right mix of fun and professional. We've been very happy with their management of our accounts. We recommend them to anyone we know looking for a financial advisor.

Fosdick F.

5/5

The Flagstone Financial Management team manages my retirement funds and helps develop a plan for retirement. They meet with me periodically to review the investments and to update my plan. I am pleased with the guidance and funds management provided by Flagstone Financial Management team!