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Bob Bennie Wealth Management
- Financial Services
- Lincoln, NE
About this business
Bob Bennie Wealth Management is a full service financial planning firm located in Lincoln, Nebraska. We have been serving clients here in Nebraska, and in 25 other states across this wonderful country, since 1995. Specializing in retirement planning, investment management, and estate planning, Bob Bennie Wealth Management can assist you in achieving a secure financial future for yourself and your family. As a team, we are trustworthy, independent, friendly, and professional. Bob Bennie Wealth Management strives to provide yo... read more
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 |
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
Friendly, knowledgeable staff with solid leadership. I would recommend BBWM to others.
Bob and Jessie have been great to work with, they really care about YOU and what is best for your plan going forward. They have brought many ideas and suggestions in helping me design my retirement plan as well as helping me with creating my trust. Can't say enough good things about them. Thanks Bob and Jessie.
The best service around!
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 43 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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