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Lutz Financial Svc Llc

3.1

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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
3.115 reviews
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Molly Jenkins's profile image
Molly Jenkins 
on Google
2 weeks ago

It seems they have a different Management. Pretty rude staff 

Addie's profile image
Addie 
on Google
3 weeks ago
Andrew Lambrecht's profile image
Andrew Lambrecht 
on Google
4 months ago

Used to be employed here, some of my fondest work memories were from here. Great company with integrity. 

Darwin Reicks's profile image
Darwin Reicks 
on Google
7 months ago
Nick Spies's profile image
Nick Spies 
on Google
a year ago

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. 

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Frequently asked questions about Lutz Financial Svc Llc

How is Lutz Financial Svc Llc rated?

Lutz Financial Svc Llc has a 3.1 star rating with 15 reviews. 

When is Lutz Financial Svc Llc open?

Lutz Financial Svc Llc is closed now. It will open on Monday at 8:00 a.m. 

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