James Kearse - Mutual of Omaha Advisor

Mutual of Omaha is a prominent financial services organization based in Omaha, Nebraska, with a division operating in Colorado Springs, CO. The company offers a variety of insurance products and services through its affiliated companies, ensuring nationwide coverage and compliance with regulatory standards. As a leading provider, Mutual of Omaha is committed to meeting the diverse needs of its clients, with agents and financial representatives dedicated to delivering tailored investment and advisory services. The organization operates under multiple licensed entities, each responsible for its own contractual obligations, affirming its reliability in the financial services industry. Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Colorado Springs is here for you, serving Pueblo, Canon City, Woodland Park and Monument. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Daniel Muguerza, affiliated with Mutual of Omaha in Colorado Springs, CO, is dedicated to providing clients with personalized guidance in navigating life insurance and financial planning services. With a strong emphasis on protecting families and business interests, he assists clients at various life stages, from young families to small business owners, ensuring they are prepared for potential life events. Offering a comprehensive suite of products, including life insurance, Medicare supplement options, long-term care insurance, and annuities, Muguerza collaborates closely with clients to create customized strategies. His commitment to listening to clients' stories and goals allows for tailored recommendations that evolve over time, fostering a relationship built on trust and ongoing communication. Generated from the website