Asset Strategies - Lincoln, Nebraska

Asset Strategies

Una empresa de asesoramiento financiero con sede en Lincoln, Nebraska, que ofrece soluciones personalizadas para ayudar a sus clientes a alcanzar sus objetivos financieros.

Dirección y Contacto

Address: 5630 S 84th St #104, Lincoln, NE 68516, United States.

Phone: 4029334642.

Website: assetstrategies-ne.com.

Especialidades

Financial planner: Asesoramiento financiero personalizado para ayudar a sus clientes a alcanzar sus objetivos.

Otras características

Entrada accesible para sillas de ruedas, estacionamiento accesible para sillas de ruedas y baño accesible para sillas de ruedas.

Requiere cita previa y se recomienda hacer una cita.

Opiniones

Esta empresa tiene 29 reseñas en Google My Business.

La media de las opiniones es de 5/5.

Características clave

• Asesoramiento financiero personalizado
• Entrada accesible para sillas de ruedas
• Estacionamiento accesible para sillas de ruedas
• Baño accesible para sillas de ruedas
• Requiere cita previa y se recomienda hacer una cita

Esta empresa parece ser una opción excelente para aquellos que buscan asesoramiento financiero personalizado y accesibilidad para personas con discapacidad.

Con su ubicación en Lincoln, Nebraska, esta empresa es accesible para aquellos que viven en la zona.

La media de las opiniones de 5/5 sugiere que esta empresa es muy satisfactoria para sus clientes.

En resumen, Asset Strategies parece ser una empresa confiable y accesible que ofrece soluciones personalizadas para ayudar a sus clientes a alcanzar sus objetivos financieros.

👍 Reviews of Asset Strategies

Dawn B.

5/5

We could not be more pleased to have found our investment advisor Mandy. We have long followed the Ramsey principles and we were looking for a partner to help us build a legacy for our family. Mandy is accessible, knowledgeable, and truly cares about our success. After having the experience of being talked down to, just because of my gender, despite my success in business, it was refreshing to have someone willing to teach me and my husband how to work together to be successful and understand how to make our money work for us. Thank you!

Amanda R.

5/5

I have worked with Chadd for 15 years. I appreciate his common sense, low pressure approach that considers our family’s needs. He also uses terms I can understand unlike other advisors I have worked with. The staff is always kind and quick to respond

Shelly T.

5/5

We have entrusted Justin with our portfolio for the past 16 years! We feel heard and respected which in turn has created trust! He always welcomes hearing our concerns and questions and gives honest and dependable responses.

Alice J.

5/5

Mandy and Amanda are fantastic folks to work with. They always make me feel highly valued and right at home. Mandy asks insightful questions, listens to what I have to say, and gives wonderful advice. I enthusiastically recommend the team at Asset Strategies.

SpiderMonkey A. (. A.

5/5

Asset Strategies has been so helpful in our families financial planning! I appreciate how they don't pressure you into anything but teach you the whole process. They are always available to answer any questions.

Michele J.

5/5

We have depended on Justin for over a dozen years to invest our money wisely.
Due to Justin's vast knowledge and patience with us we have been able to retire much earlier than we ever dreamt.
We highly recommend Justin whether you are just starting out or looking for a change.

Lucy I.

5/5

We love working with Mandy and her team. Mandy honors each question we have and teaches us the why behind her recommendations and investment strategies. I truly can’t recommend Mandy enough.

Duane R.

5/5

I’ve been with Asset Strategies for a number of years and it’s been a very positive experience. They get to know you as a person and care about your goals. Great group of people and really good results portfolio wise.