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Omaha, Nebraska - Investment Advisory Service search results Premier Listings

Financial Advisor: Brandon T Champion
Making Sense of Investing
Edward Jones
Making Sense of Investing
Edward Jones - Financial Advisor: Brent Kelley
Making Sense of Investing
Edward Jones - Financial Advisor: Johnny Carlisle
Making Sense of Investing
Edward Jones - Financial Advisor: Dave Everson
Making Sense of Investing
Edward Jones - Financial Advisor: Patrick A Tuma
Making Sense of Investing
Edward Jones - Financial Advisor: Kris Callahan
Making Sense of Investing
Edward Jones - Financial Advisor: Valerie DeRocha
Making Sense of Investing
Edward Jones - Financial Advisor: Tonya Bousquet
Making Sense of Investing
Edward Jones--Financial Advisor: Scott Beal
Making Sense of Investing
Popular Investment Terms

Investing can be a great way to increase your wealth, so long as you approach the task correctly. Financial consultants can help you handle your wealth carefully. Following are some terms your investment advisory service may use.

  • Appreciation – Appreciation is a rise in how much an investment is worth.
  • Asset – An asset is something of value that could be readily exchanged for money. This item can be owned by a single person or by a group of people. Cars and houses are assets.
  • Certificates of Deposit – CDs are similar to bank accounts. Money is deposited into a CD for a predetermined time period. CDs are usually very safe investments.
  • Depreciation – Depreciation is a reduction in how much an investment is worth.
  • Dividend – A dividend is money distributed by a corporation to its shareholders. The amount paid to each person is based on past and current profit of the company and the number of shares the individual owns.
  • Mutual Fund – Mutual funds are combined investments. Multiple individuals pool their wealth and invest the combined amount in a variety of ventures. Stocks and bonds are common investment options for mutual funds. An advisory company often manages these large accounts.
  • Portfolio – A portfolio is all of the investment ventures owned by a person or group of people. Portfolios include investments such as stocks, bonds, and mutual funds. Many people hire financial consultants to help them manage their portfolios.
  • Principal – A principal is the initial money invested by a person or group of people. This initial investment is referred to as a capital sum. Knowing the capital sum you invested helps outline how much money has been earned or lost.
  • Return – Return refers to how much money was lost or gained in an investment.
    Investment Adviser Association
    Get superior advice from our experienced investment advisory service in the Omaha area. We offer comprehensive views at your finances from our Omaha area investment advisory service.
    Edward Jones - Financial Advisor: Dan Morehouse
    Making Sense of Investing
    Edward Jones - Financial Advisor: Nathan T Lange
    Making Sense of Investing
    Sort By Limit By City Distance
    2828 S. 87th Street, Omaha, NE 68124
    RIC provides unparalleled service to trustees and fiduciaries managing unique and hard-to-value assets.
    (800) 798-6309
    Bob Bennie Wealth Management
    1601 Old Cheney Rd, Lincoln, NE 68512
    Our financial planning company can help you make provisions for your retirement. Consult with us to understand everything needed to manage your wealth throughout your lifetime.
    (402) 421-2626
    Callahan Financial Planning
    Omaha, NE 68101
    (402) 341-2000
    Black Oak Investment Counsel Inc
    1012 Douglas St Ste 101, Omaha, NE 68102
    (402) 553-5911
    Odin Capital Group
    1623 Farnam St Ste 700, Omaha, NE 68102
    (402) 827-9900
    Affiliated Companies
    1625 Farnam St, Omaha, NE 68102
    (402) 346-2421
    Ruben Investments III
    900 Avenue H, Carter Lake, IA 51510
    (712) 347-5647
    Schrager Partners
    302 S 56th St, Omaha, NE 68132
    (402) 391-7227
    Michael J Butks & Co
    6401 Pacific St, Omaha, NE 68106
    (402) 558-7774
    Genereux Investment Management
    73 Pelican Dr, Council Bluffs, IA 51501
    (712) 256-7500
    Ameriprise Financial
    120 S 6th St, Council Bluffs, IA 51501
    (712) 256-4900
    Russ Kaplan Investments Inc
    5002 Dodge St Ste 302, Omaha, NE 68132
    (402) 614-1321
    Stryker Investment & Counseling
    6846 Pacific St, Omaha, NE 68106
    (402) 553-1011
    Access Capital Group
    6307 Center St Ste 203, Omaha, NE 68106
    (402) 861-8776
    Aqua Capital Management
    444 Regency Parkway Dr Ste 300, Omaha, NE 68114
    (402) 934-0066

    Many people find that they need an investment advisory service to help them make informed decisions about the most effective ways to use their money. Investment advisory service professionals should be able to provide information about stocks, assets, securities, IRA growth funds, and other forms of wealth management. Some of the advisors focus on certain areas of wealth management and investments. For instance, stock brokers might know a lot about securities, capital gains, mutual funds, and trading stocks for financial growth, but they don't necessarily know as much managing assets through home equity, insurance, mortgages, and partnerships. In order to get that level of financial service, you will need to find an investment advisor who has experience with plans that included a broad variety of strategic investments. Before hiring a company to create an investment and wealth management plan for you, you will want to make sure that they have experience providing information that will help you keep as much of your money as possible instead of paying large portions to the IRS. Knowing how to protect dividends, capital gains growth, IRS funds, and liquid assets from taxes will help you save more money for the future. You also need to be sure that you can trust the advisory consultants that you hire. You can often learn about how well they have served their other clients by searching the internet for consumer forums. This will allow you to read reviews written by other people in your area, so you can learn from their experiences.
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