Feltz WealthPLAN

Financial advisor

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Services Offered

401(k) rollovers
retirement planning
investment management
tax strategies
estate planning

About

Feltz WealthPLAN is a fiduciary financial advisor based in Omaha, Nebraska, with over 30 years of experience in the financial services industry. The firm specializes in 401(k) rollovers, retirement planning, investment management, tax strategies, and estate planning. Feltz WealthPLAN serves a diverse clientele, including individuals, families, business owners, and high-net-worth clients across Omaha and surrounding communities. Their experienced team is dedicated to delivering personalized, goal-focused financial planning designed to grow and protect clients' wealth.

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Location

101 S 108th Ave 2nd Fl, Omaha, Nebraska

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Business Information

Address

101 S 108th Ave 2nd Fl
Omaha, Nebraska 68154

Phone

+1402-691-0200

Website

http://www.feltzwealthplan.com/

Business Hours

Contact for business hours