James Dervin - Mutual of Omaha Advisor

Permanently closed
Call
Website
1792 Alysheba Way Ste 180
Lexington, KY 40509
+1 (859) 771-4016
https://agents.mutualofomaha.com

James Dervin is a Mutual of Omaha Advisor based in Lexington, KY, providing a range of financial services, including securities and advisory services through Mutual of Omaha Investor Services Inc. The firm operates under the umbrella of Mutual of Omaha Insurance Company, which is licensed nationwide and offers various insurance products and services.

As a division of Mutual of Omaha, the advisors and financial representatives focus on delivering tailored financial solutions to clients while ensuring compliance with regulatory standards across different jurisdictions. They emphasize that not all representatives are classified as financial advisors, and product availability may vary by state.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Kelsey Fortenberry - Mutual of Omaha Advisor

Kelsey Fortenberry - Mutual of Omaha Advisors, located in Lexington, KY, specializes in providing personalized insurance and investment solutions to meet the unique needs of individuals and families. With a commitment to guiding clients through comprehensive strategies, they focus on protecting what matters most, whether it's planning for retirement, managing healthcare expenses, or supporting small business owners. The firm offers a range of products, including Medicare Supplement Insurance, life insurance, long-term care insurance, and investment options tailored to clients' goals. By fostering ongoing conversations and adapting strategies, Kelsey Fortenberry - Mutual of Omaha Advisors aims to empower clients to take control of their financial futures. Generated from the website
Dave Martin - Mutual of Omaha

Dave Martin - Mutual of Omaha

Dave Martin is a licensed insurance agent with Mutual of Omaha, based in Lexington, KY, dedicated to providing clients with comprehensive strategies for both individual and business insurance needs. His commitment includes guiding young families, professionals nearing retirement, and small business owners in protecting their assets and planning for the future. With a focus on personalized service, Dave engages clients in a thorough process to understand their financial histories and goals, ensuring tailored recommendations that evolve as their needs change. His offerings include a range of insurance products such as life insurance, long-term care insurance, and Medicare solutions, all aimed at helping clients achieve financial security and peace of mind. Generated from the website

Bobby Halloran - Mutual of Omaha

Bobby Halloran - Mutual of Omaha, located in Lexington, KY, is dedicated to providing personalized insurance and investment solutions for individuals and families. As a licensed agent, Bobby offers expert guidance in areas such as Medicare Supplement Insurance, life insurance, retirement planning, and small business solutions. The firm emphasizes a client-centered approach, focusing on understanding each client's unique story and financial goals. With over 100 years of experience in the industry, Mutual of Omaha prioritizes customer needs, fostering long-term relationships and tailored strategies to help clients protect their assets and achieve financial security. Generated from the website
United States›Kentucky›Lexington›James Dervin - Mutual of Omaha Advisor

Partial Data by Foursquare.