Asset Strategies logo

Asset Strategies

Financial planner · Omaha, NE · reviewed since 2015

How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%92+63.7Reliability 31%95+29.2Experts Score= 93Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.93SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#36 of 51 financial advisorsPosition by Experts Score among all companies we track in this category. · better than 30%
4.9 ★★★★★ 52 Google reviews · 10 photos
98%five-star reviews
5.00★last 12 monthsAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
96%reviews answered by the owner
Oct 2026latest review

Asset Strategies at a glance

Google reviewers rate Asset Strategies 4.9 out of 5 based on 52 reviews, with the owner responding to 96 percent of them. Clients frequently describe the firm as professional, trustworthy, and educational, noting that advisors clearly explain financial concepts and align with conservative values. Recurring themes include long-term client relationships, responsive communication, and personalized planning for retirement and estate needs. One low-star review criticized the company for perceived dishonesty and financial losses, though this view contradicts the majority of positive feedback regarding reliability and service quality.

  • Google rating: 4.9 out of 5 from 52 reviews (98% five-star).
  • Reviews on this page: 52 Google reviews (41 with written comments).
  • Owner responses: the business replied to 96% of reviews.
  • Most recent review: October 19, 2026.
  • Service: Financial Advisor serving Omaha, Nebraska.

Data from Google, last updated November 5, 2026.

Score profile vs other financial advisors

Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and reliability; weakest: satisfaction.

Satisfaction92Reliability95Craft & service–Value–Momentum100Replies to reviews–Satisfaction: 92 (median 99)Reliability: 95 (median 99)Momentum: 100 (median 100)
Asset StrategiesFinancial Advisors median0 = centre, 100 = best
SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Asset Strategies: 92/100 on this factor. Category median: 99.A
92
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Asset Strategies: 95/100 on this factor. Category median: 99.A
95
Craft & serviceCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
–
MomentumMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Asset Strategies: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 84.–
–

Bar = this company · dark tick = category median.

Star ratings

52 Google reviews we collected

  • 5 stars5198%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star12%

Praise vs complaints

Phrases our text analysis found in 41 written reviews

  • Praise52100%
  • Complaints00%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude1835%
  • Would recommend1223%
  • Communication815%
  • Honesty & trust713%
  • Quality & results36%
  • Speed & response36%
  • Price & value12%

What customers talk about

We read 41 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Mandy Miser and her assistant, Amanda are some of the most kind, compassionate, understanding and helpful people.”
  • “Patty and I have been clients of Asset Strategies for many years and would highly recommend this company.”
  • “They do such a wonderful job of educating and explaining in a way that helps me understand.”
  • “Ryan Nelson is as honest and trustworthy as a person could be.”
  • “Chadd and the Asset Strategies team continue to do a great job of managing our financial plan and educating us in the process!”
  • “They are always there when needed and extremely responsive.”
  • “The direction we received over the years was well worth it.”

People customers mention

  • Justin 6 reviews
  • Chadd 5 reviews
  • Chad 3 reviews
  • Ramsey 3 reviews

praise complaint · found by our text analysis, Google review wording unchanged.

Reviews for your job

Customers hired Asset Strategies for 1 kind of job. Pick one to see what they paid and said.

Recent reviews

AndrewLocal Guide · 40 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 years ago★★★★★

Ryan Nelson is as honest and trustworthy as a person could be. I am honored to be his friend. If you need someone to help you navigate your financial situation give him a call!

Nicole3 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 years ago★★★★★

Mandy Miser and her assistant, Amanda are some of the most kind, compassionate, understanding and helpful people. They do such a wonderful job of educating and explaining in a way that helps me understand.

Laura2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 years ago★★★★★

I’ve been with this company for many years and trust Justin wholeheartedly. It is so comfortable talking with him and expressing what I want and having him tell me it is not in my best interest yet! I feel we have the same beliefs and that is so important to me. Thank you for being here for me Justin. Very much enjoyed our meeting today!

Kevin3 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 years ago★★★★★

Patty and I have been clients of Asset Strategies for many years and would highly recommend this company. Justin and team are a awesome fit for our family and they truly have our best interest at heart. I have full faith and trust in their financial decisions. They are always there when needed and extremely…

Stefanie1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 years ago★★★★★

Ryan and the team at Asset Strategies have been amazing! They are very personable and treat us like family. They always communicate how our accounts are doing on a monthly basis and even in just the last 2 years of working with them we have already seen exponential growth. The financial advice and goal setting on a…

Theresa5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 years ago★★★★★

25+ years we have been working with Chad at Asset Strategies and thankful to feel secure in our retirement.

Photos

Customer reviews

4.9 ★★★★★ 52 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Jobs customers hired them for — from Google's service tags and the review text
Team members customers mention
Filter by topic — each topic is highlighted in the reviews in the same color
David Edler2 reviewsTotal number of Google reviews David has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Confident and professional people to work with. Highly recommend!

  • Services: Financial plan
Response from the owner · 2 weeks ago

Thank you, David — we appreciate you!

Andrew HoltLocal Guide · 40 reviewsTotal number of Google reviews Andrew has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Ryan Nelson is as honest and trustworthy as a person could be. I am honored to be his friend. If you need someone to help you navigate your financial situation give him a call!

Response from the owner · 2 years ago

Thank you, Andrew, for your positive feedback. Honesty and trustworthiness are crucial qualities when hiring a financial advisor and Ryan is one of the best!

Nicole Dillavou3 reviewsTotal number of Google reviews Nicole has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Mandy Miser and her assistant, Amanda are some of the most kind, compassionate, understanding and helpful people. They do such a wonderful job of educating and explaining in a way that helps me understand.

Response from the owner · 2 years ago

Nickie, you are an absolute treasure to work with. Thank you!

Laura Eldred2 reviewsTotal number of Google reviews Laura has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I’ve been with this company for many years and trust Justin wholeheartedly. It is so comfortable talking with him and expressing what I want and having him tell me it is not in my best interest yet! I feel we have the same beliefs and that is so important to me. Thank you for being here for me Justin. Very much enjoyed our meeting today!

Response from the owner · 2 years ago

Laura, having an advisor working in your corner who puts you at ease and has your best interest in mind is so incredibly important. We are so glad you have found that in Justin. Thank you!

Kevin Kolega3 reviewsTotal number of Google reviews Kevin has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Patty and I have been clients of Asset Strategies for many years and would highly recommend this company. Justin and team are a awesome fit for our family and they truly have our best interest at heart. I have full faith and trust in their financial decisions. They are always there when needed and extremely responsive. I am at much more ease rolling into retirement knowing this team is behind us!! THANK YOU!

Response from the owner · 2 years ago

Thank you, Kevin! It has been a pleasure serving you and Patty all these years.

Stefanie Kellogg1 reviewTotal number of Google reviews Stefanie has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Ryan and the team at Asset Strategies have been amazing! They are very personable and treat us like family. They always communicate how our accounts are doing on a monthly basis and even in just the last 2 years of working with them we have already seen exponential growth. The financial advice and goal setting on a semi-annual basis really shows how much they care for their clients and ensuring we understand where our money is going. We highly recommend Ryan to everyone and anyone looking for a financial planner. Thank you Asset Strategies for continuing to take care of us!

Response from the owner · 2 years ago

We're thrilled to hear that you feel like family because that is *exactly* how we view our clients. We've loved being a part of your lives these past couple years and look forward to guiding you on your financial journey for many more years to come!

Theresa Winter5 reviewsTotal number of Google reviews Theresa has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

25+ years we have been working with Chad at Asset Strategies and thankful to feel secure in our retirement.

Response from the owner · 2 years ago

It is incredibly rewarding to help folks like you and Ken achieve your financial goals. Thank you for placing your trust in Chadd & our team!

Anna Lierman4 reviewsTotal number of Google reviews Anna has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

A wonderful company to work with. We recommend Ryan Nelson. Everyone there is so friendly and welcoming even when we bring out little children in too!

Response from the owner · 2 years ago

Thank you, Anna, it's always great seeing you and the kids!

Cynthia MLocal Guide · 37 reviewsTotal number of Google reviews Cynthia has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Has helped us grow our portfolio; conscious of our ages, risk tolerance, and goals. VERY helpful dealing with some estate paperwork that was complicated.

Response from the owner · 2 years ago

Thank you, Cynthia ~ we want to be helpful in any and every way we can!

Tina S10 reviewsTotal number of Google reviews Tina has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Everyone there is great! My Husband and I have been going for a few years now. Mandy is very helpful. She listens to our concerns and addresses them. She has been amazing helping us for a great future after retirement.

Response from the owner · 3 years ago

We enjoy walking alongside you both, guiding you toward your goals. Thank you, Tina!

Asset Strategies on Google Maps →

Business details