Brokerage Specialists

Brokerage Specialists, Inc. is a full service retirement planning company serving Omaha, Lincoln, and Grand Island, NE

General Information
Company Name
Brokerage Specialists
Founded Year
-
Location (Offices)
Grand Island, United States +2
Founders / Decision Makers
Number of Employees
3
Industries
Finance, Financial Services, Insurance +1
Funding Stage
-
Social Media

Brokerage Specialists - Company Profile

Brokerage Specialists is a full service retirement planning company based in the United States and serving the Nebraska communities of Omaha, Lincoln, and Grand Island, NE. The company is a Nebraska Registered Investment Advisor, offering financial planning and asset management services through professional money managers. Their mission is to provide innovative financial strategies, solutions, and planning to families and businesses, aiming to achieve financial clarity and overall financial health.

Brokerage Specialists operates within the industries of finance, financial services, insurance, and wealth management, demonstrating their expertise in these domains. The company emphasizes making strong commitments to clients and building lifelong relationships as the key factors in their success. With a focus on the local community, they aim to provide tailored financial solutions that meet the specific needs of families and businesses in Nebraska.

As of the latest available information, there is no record of the last investment and the associated investors. This indicates that there is potential for external investment or partnership, presenting an opportunity for venture capital firms to collaborate with Brokerage Specialists. Overall, the company's dedication to personalized financial services aligns with the growing market demand for tailored wealth management solutions, making it an interesting prospect for potential investment.

Taxonomy: retirement planning, investment planning, financial planning, Nebraska Registered Investment Advisor, financial clarity, money managers, financial strategies, financial health, lifelong relationships, innovative financial solutions

Funding Rounds & Investors of Brokerage Specialists (0)

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There is no investment information

Latest News of Brokerage Specialists

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No recent news or press coverage available for Brokerage Specialists.

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