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Bob Bennie Wealth Management

(on old cheney road)
Financial and Investment Services in Lincoln, NE
Financial and Investment Services
Financial Services

Contact Us

Make a call
402-421-2626

Website

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1601 Old Cheney Road
Lincoln, NE
68512

About

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 you with the secure financial future you desire, while setting the standard for service in the financial planning industry. Our achievements are a testament to the expertise and financial guidance we are known to provide.

CERTIFIED FINANCIAL PLANNER Professional, CFP®
Masters of Business Administration (Finance) Kansas State University
Bachelors of Science (Agriculture) University of Nebraska
Barron's Top 1000 Financial Advisers in the United States
Whether you are a few years shy of retirement, or are already retired, Bob Bennie Wealth Management can help you strategize for a more prosperous life post-career, and plan a legacy you will be proud to leave to your loved ones.

Give us a call today, to learn how we can help you grow, manage, and secure your wealth for generations to come.

Photos

Bob Bennie Wealth Management Photo Bob Bennie Wealth Management Photo Bob Bennie Wealth Management Photo Bob Bennie Wealth Management Photo Bob Bennie Wealth Management Photo

Latest

Did you know? Estate planning is important for everyone, no matter your income level. A good estate strategy starts with an honest conversation. Reach out, and let’s talk about your money’s future.
What would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.
Make retirement saving a priority. Parents may want to prioritize saving for retirement over paying college tuition. Helping your child with college costs is great, but not if it places your retirement at risk.
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF BOBBENNIE.COM Mutual Funds vs. ETFs
Fact of the Week: Historically, 19 out of the last 23 presidential election years have shown positive market returns! Surprising considering the uncertainty of election years always brings volatility. THEBALANCE.COM The Influence of Presidential Elections on the Stock Market
If you want to retire to another location, think about whether it makes sense for you financially as well as socially. Will you be able to find part-time work there, if needed? Could local economic factors make the area less affordable for you someday?
As you know, we are less than 2 weeks away from election day. Uncertainty may breed volatility, but a well planned investment strategy can bring peace of mind. If you are concerned about how the election might effect your investments, lets have a conversation.
Bob was asked to weigh in on this week's market volatility for Channel 8. In case you missed it: 👀 KLKNTV.COM U.S. stocks drop as COVID-19 cases rise and the election nears - KLKN-TV
Where's Bob??? Can you spot him in these pictures from the Trump rally last night?
We are so grateful for those who have laid everything on the line to keep this country free.

Information

Company name
Bob Bennie Wealth Management
Category
Financial and Investment Services
Est
1995

FAQs

  • What is the phone number for Bob Bennie Wealth Management in Lincoln NE?
    You can reach them at: 402-421-2626. It’s best to call Bob Bennie Wealth Management during business hours.
  • What is the address for Bob Bennie Wealth Management on old cheney road in Lincoln?
    Bob Bennie Wealth Management is located at this address: 1601 Old Cheney Road Lincoln, NE 68512.
  • What are Bob Bennie Wealth Management(Lincoln, NE) store hours?
    Bob Bennie Wealth Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

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