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Bob Bennie Wealth Management
- Financial Services
- Lincoln, NE
About this business
Location details
1601 Old Cheney Rd, Lincoln, NE, 68512, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
The entire office greeted me with such kindness and was incredibly welcoming from the moment I walked in. I worked with Jessie, who showed genuine compassion and took the time to help me truly understand my finances. Their philosophy clearly comes through in the way they treat their clients. I can’t recommend them enough. Great job to Bob Bennie Wealth Management for the service and guidance. Thank you!
Bob and his team are incredible! They have helped my husband I grow our retirement beyond what we thought was possible. I am always so excited to go meet with them. I walk away feeling more financially sound, knowledgeable and generous.
The team is very welcoming and extremely knowledgeable about financial wellness; always willing to provide suggestions to get your portfolio where you want it to be—love my team!
My experience with Bob Bennie Wealth Management has been outstanding. Bob and Jessie have been great to work with, they explain everything in terms that my wife and I can easily understand. They helped us set up a living trust and guided us through investing our 401(k), which has been performing very well. Working with them takes the pressure and stress out of financial planning because we know we’re in good hands. The entire staff is friendly, professional, and a pleasure to work with. I highly recommend Bob Bennie Wealth M... read more
Bob and his team have been managing my IRA for over 10 years. These were rollover funds from prior 401(k) accounts. The firm has always been helpful, honest, and friendly. Bob brought my account out of the 2008 dip. He has effectively moved among various products since then, providing a great balance of safety and return. I am 70 years old, still working, with an active 401(k) that he is aware of, but does not directly affect. As an update to my review years ago: I am now 77 years old. I have been retired for a bit over 5 ye... read more
Frequently asked questions about Bob Bennie Wealth Management
How is Bob Bennie Wealth Management rated?
Bob Bennie Wealth Management has a 4.8 star rating with 47 reviews.
When is Bob Bennie Wealth Management open?
Bob Bennie Wealth Management is open now. It will close at 6:00 p.m.
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