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OWM, Inc.
Financial Services
Omaha, NE 16 followers
Guiding Individuals, Families, and Small Businesses on the road to Financial Independence since 1983.
About us
Clients come to us for guidance on changes throughout their lives. We start our relationships by taking the time to listen. From there we guide our clients in developing a custom financial plan that optimally serves their needs and wants. Since 1983, we've specialized in reviewing financial plans for pre-retirees, especially business owners, educational professionals, and those in the medical field. Our expertise in these areas has allowed us to provide unique insights in building out our custom financial plans. Whether you've worked with Financial Planner before or have had success doing it yourself, we provide simple, customized advice tailored to you. Cetera Investors 1121 N 102nd CT Suite 202 Omaha, NE 68114 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.
- Website
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owm.ceterainvestors.com
External link for OWM, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Omaha, NE
- Type
- Partnership
- Founded
- 1983
- Specialties
- Financial Planning, Estate Planning, Small Business Planning, Retirement Income Planning, Risk Management , Long-Term Care Planning, Life Insurance Planning, and Asset Allocation Planning
Locations
-
Primary
1121 N 102nd CT
Suite 202
Omaha, NE 68114, US
Employees at OWM, Inc.
Updates
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As #FinancialMarkets experience an impressive run, CIO Gene Goldman, CFA suggests taking a cue from the near perfect 2007 New England Patriots team. Join him on this week’s episode of #TheWeekAhead as he explains why he suggests looking out for the unexpected. https://lnkd.in/gGgNC_nU
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Read the latest issue of Financial Watch here: https://lnkd.in/gETaymf9
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Breast Cancer Awareness Month serves as a reminder to prioritize self-care and encourage loved ones to do the same. Regular check-ups, healthy lifestyle choices, and open conversations about breast health can make a significant difference in prevention and early intervention. 🌺 #SelfCareMatters #BreastHealth
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Corporate earnings season begins this week. Join CIO Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he explains why these earnings reports are so important to the stock market. https://lnkd.in/gGgNC_nU