The Best Financial Advisors in Nebraska
We graded 10 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 5,038 Google reviews of 51 top-rated financial advisors nationwide; 10 of them in Nebraska. Updated November 5, 2026.
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Best financial advisors in Nebraska for retirement savings consulting
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Unified Legacy AdvisorsHow Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%5.00★Number of such jobs 25%16Overall Experts Score 20%100Job match= 99Stars are pulled toward the category average (4.95★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.99
Envision Wealth StrategiesHow Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%5.00★Number of such jobs 25%14Overall Experts Score 20%100Job match= 97Stars are pulled toward the category average (4.95★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.97
Talon Wealth ManagementHow Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%5.00★Number of such jobs 25%7Overall Experts Score 20%86Job match= 88Stars are pulled toward the category average (4.95★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.88
Jared Good CFP - Mutual of Omaha AdvisorHow Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%5.00★Number of such jobs 25%3Overall Experts Score 20%99Job match= 84Stars are pulled toward the category average (4.95★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.84Job match = this company’s ★ on reviews Google tagged “Retirement savings consulting” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about retirement savings consulting
Jared Good CFP - Mutual of Omaha …Jared has done a great job helping me out when I inherited some assets and wasn't sure what to do with them. He helped me understand my new, current financial situation, guided me while I set some goals for retirement and the future, and helped me make a plan to get where I wanted to go. Jared's professionalism was…
Unified Legacy AdvisorsIf you are looking for very knowledgeable, and professional investment and wealth management, you should talk to ULA! They consistently exceed my expectations. I don’t want to spend my retirement days focusing on my portfolio when I can trust Seth and Mike to do that very well with great results, while I can enjoy…
Envision Wealth StrategiesJill has watched our family grow and not only helped us manage our finances, retirement, etc. but has also given instrumental guidance when other needs surfaced. She is genuine and truly cares about her clients. I couldn't recommend anyone more!
Talon Wealth ManagementI've been with D. Bryant/Talon Wealth for many years and I could not be happier with the level of service I have received. Super nice, knowledgeable people who always have your best interest at the heart of their business.
Jared Good CFP - Mutual of Omaha …Jared is fantastic! Very knowledgeable, professional, calming, and genuinely cares about helping people reach their financial goals. Highly recommend his services!
Unified Legacy AdvisorsWe’ve been with ULA since 2021! The staff is professional! We have annual reviews of our investments. We are glad we picked ULA to manage our retirement investments!
Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial advisors).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-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.Reliability (24%): How 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.Craft & service (0%): Google 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.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises 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.Replies to reviews (7%): How 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.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  Calen Griffin - Mutual of Omaha AdvisorOmaha, NE | A 100How 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 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for 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. | AA–AA– | 5.00 | — |
| 2 |  Stevens Capital Partners (Certified Financial Planner)Omaha, NE | A 100How 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%100+69.2Reliability 31%99+30.5Experts Score= 100Not 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. | AA––A– | 5.00 | — |
| 3 | Unified Legacy AdvisorsOmaha, NE | A 100How 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 59%100+58.7Reliability 26%100+26.1Value 15%100+15.2Experts Score= 100Not enough data for 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. | AA–AA– | 5.00 | — |
| 4 | Envision Wealth StrategiesOmaha, NE | A 100How 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 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for 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. | AA–AA– | 5.00 | — |
| 5 |  Credit Advisors FoundationOmaha, NE | A 99How 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 55%98+53.5Reliability 24%99+24Value 14%100+14.1Replies to reviews 7%100+7.1Experts Score= 99Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAA | 4.96 | — |
| 6 | Jared Good CFP - Mutual of Omaha AdvisorOmaha, NE | A 99How 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 59%99+58.1Reliability 26%99+25.8Value 15%100+15.2Experts Score= 99Not enough data for 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. | AA–AA– | 5.00 | — |
| 7 |  Austin Williams - Financial Advisor, Ameriprise Financial Services, LLCOmaha, NE | A 99How 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%99+68.5Reliability 31%99+30.5Experts Score= 99Not 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. | AA––A– | 5.00 | — |
| 8 |  Asset StrategiesOmaha, NE | A 93How 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. | AA––A– | 4.92 | — |
| 9 | Talon Wealth ManagementOmaha, NE | A 86How 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 55%87+47.5Reliability 24%95+23Value 14%78+11Replies to reviews 7%63+4.5Experts Score= 86Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–BAB | 4.84 | — |
| 10 |  WealthPlan GroupOmaha, NE | A 85How 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%89+61.6Reliability 31%77+23.7Experts Score= 85Not 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. | AB––A– | 4.82 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Financial Advisors in Nebraska at a glance
How the 10 financial advisors we rated in Nebraska compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A10100%
- Grade B00%
- Grade C00%
- Grade D00%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up880%
- 4.80–4.89★220%
- 4.60–4.79★00%
- Below 4.60★00%
What customers praise
Share of Google review highlights.
- Quality16322%
- Professionalism23632%
- Responsiveness19626%
- Punctuality00%
- Value14520%
Was the price fair?
All price verdicts left with reviews.
- Great price19959%
- Reasonable12136%
- Overpriced31%
- Not sure124%
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (54%) — Recency-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.
Reliability (24%) — How 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.
Craft & service (penalty, up to −10) — Google 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.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises 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.
Replies to reviews (7%) — How 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.