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Egermier Wealth Management Group
- Financial Advising
- Omaha, NE
About this business
Egermier Wealth Management Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and conserve our client's wealth by delivering an unprecedented level of personal service. Today's investor is faced with a wide array of financial concerns- from providing for a college education, preparing for retirement, planning an estate, or supporting aging parents. With an ever-growing number of investment and insurance prod... read more
Location details
15606 Elm St Ste 103, ste 103, Omaha, NE, 68130, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
The team at Egermier Group Wealth Management has been awesome to work with! They’ve helped us put together a solid investment plan, get our retirement goals on track, and even set up accounts for our kids. Marshall has been incredible through the whole process. Not only is he great at what he does, but he’s also just an awesome person to work with. He really takes the time to explain everything and makes you feel totally confident in the plan. Super grateful for all their help and definitely recommend them to anyone looking ... read more
Highly recommend! Egermier Wealth Management is the definition of a trusted, family run business. Unlike the big firms, they treat you like family, not just another account. Marshall Egermier is not only a local expert, but also one of the most kind and caring professionals you'll meet. He truly listens, offers thoughtful advice, and ensures you feel confident in your financial future. Lastly, you can trust the Egermier team to provide expert financial guidance with integrity and genuine care, helping you build a successful ... read more
I have been with a few financial management firms in Omaha and Egermier Wealth Management Group has been by far the best. Their team is highly knowledgeable, professional, and truly dedicated to helping clients achieve their financial goals. From the very first consultation, they took the time to understand my unique financial situation and crafted a personalized strategy tailored to me and my family's needs. I highly recommend Egermier Wealth Management to anyone looking for a trusted and reliable financial partner.
This is a great company that you can always trust to give the right plan of attack towards your retirement!
Frequently asked questions about Egermier Wealth Management Group
How is Egermier Wealth Management Group rated?
Egermier Wealth Management Group has a 5 star rating with 10 reviews.
When is Egermier Wealth Management Group open?
Egermier Wealth Management Group is closed now. It will open on Monday at 8:00 a.m.
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