Asset Strategies

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

14450 Meadows Blvd Ste 1, Omaha, Nebrask...

Phone Number

(402) 933-4642

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Asset Strategies

Asset Strategies is a financial advisory firm based in Omaha and Lincoln, Nebraska, specializing in retirement planning, including 401K rollovers and IRA management. With over 18 years of experience, their advisors aim to help clients achieve financial security and establish personalized investment goals. They offer a range of services, including fee-based investing, mutual funds, and life insurance, catering to families and individuals seeking to build a financial legacy. The firm emphasizes a client-focused approach, encouraging clients to understand the investing process and retire on their own terms.Explore more
Asset Strategies's Social MediaPopular SearchesAsset StrategiesWidick Hoeft & Associates LLCAsset Strategies - LLCAsset Strategies LLC2010 Widick Hoeft & Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Asset Strategies Org Chart

PhoneEmail
SN
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Director, Operations

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RB
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Asset Strategies

<$5M
1-10
Private
-
2019
SN
Sarah NigroDirector, Operations
<$5M
11-50
Private
-
2019
RB
Rebecca BuieVice President
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Asset Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Asset Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Asset Strategies.

Asset Strategies Tech Stack

A closer look at the technologies used by Asset Strategies

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Frequently Asked Questions Regarding Asset Strategies

What is Asset Strategies's official website?
Asset Strategies's official website is www.assetstrategies-ne.com
What is Asset Strategies's Revenue?
Asset Strategies's revenue is <$5 Million
What is Asset Strategies's SIC code?
Asset Strategies's SIC: 62,628
What is Asset Strategies's NAICS code?
Asset Strategies's NAICS: 52,523
How many employees does Asset Strategies have?
Asset Strategies has 1-10 employees
What industry does Asset Strategies belong to?
Asset Strategies is in the industry of: Finance, Insurance, Securities Trading
What is Asset Strategies competition?
Asset Strategies top competitors include: Legacy One Financial, Stockade Wealth Management, Great Lakes Wealth Advisors, Eppolito Financial Strategies
What technology does Asset Strategies use?
Some of the popular technologies that Asset Strategies uses are: WordPress.org, Cloudflare Website Optimization, Cloudflare CDN, Microsoft 365
How do I contact Asset Strategies?
Asset Strategies contact info: Phone number: (402) 933-4642 Website: www.assetstrategies-ne.com
What does Asset Strategies do?

Asset Strategies is a financial advisory firm based in Omaha and Lincoln, Nebraska, specializing in retirement planning, including 401K rollovers and IRA management. With over 18 years of experience, their advisors aim to help clients achieve financial security and establish personalized investment goals. They offer a range of services, including f... ee-based investing, mutual funds, and life insurance, catering to families and individuals seeking to build a financial legacy. The firm emphasizes a client-focused approach, encouraging clients to understand the investing process and retire on their own terms.Read More

What are Asset Strategies social media links?
Asset Strategies Linkedin page Asset Strategies Twitter page Asset Strategies Facebook page
Is Asset Strategies a public company?
Asset Strategies is private company therefore does not currently have an official ticker symbol
See more information about Asset Strategies

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