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Lutz Financial Svc Llc
- Financial Services
- Omaha, NE
About this business
Lutz: Mind What Matters Based in Omaha, NE, Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial provides comprehensive financial planning and investment advisory services to a premier clientele. We offer investment advisory services to individuals, endowments, foundations and small to medium size business retirement plans. Our goal is to offer the solid financial guidance you need to succeed.
Location details
13616 California St Ste 200, Ste 200, Omaha, NE, 68154, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Used to be employed here, some of my fondest work memories were from here. Great company with integrity.
I approached them for business. After what I thought was a good meeting, nothing went well after that. According to their story, a junior accountant went out of town for almost 2 weeks and was assigned some task for my account. I had to follow up twice, which should not occur. A potential customer should not have to follow up.
Excellent at getting back to you and answering your questions.
Sam Addy has done my business and personal taxes for years. Good communication and great team.
Frequently asked questions about Lutz Financial Svc Llc
How is Lutz Financial Svc Llc rated?
Lutz Financial Svc Llc has a 3.5 star rating with 13 reviews.
When is Lutz Financial Svc Llc open?
Lutz Financial Svc Llc is open now. It will close at 5:00 p.m.
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