Marcotte Insurance

Closed
Call
Website
11422 Miracle Hills Dr Ste 310
Omaha, NE 68154
+1 (402) 970-3301
http://marcotteins.com

Marcotte Wealth Management is a financial services firm based in Omaha, NE, specializing in wealth management and investment advisory services.

With a focus on personalized financial planning and strategic investment solutions, Marcotte Wealth Management aims to help clients achieve their long-term financial goals.

Generated from their business information

Also at this address

Own this business?
See a problem?

You might also like

Investment bankers, Financial consultant, Investment advisory service

Curnes Group

1
"Efficient service, complete services, but... not a fiduciary, and % based fee a little bit higher (due to more "expanded" offerings they say)."
Benefit Plans
Financial consultant, Union funds

Benefit Plans

Benefit Plans, established in 1980 in Omaha, Neb., is an independent third party administrator and facilitator of employee pension plans and retirement funds. The company's President Linn Christensen is a qualified pension administrator, certified by the American Society of Pension Actuaries. The company uses Relius Administration, an integrated system of computer software that is fully-compliant with the regulations defined by the Internal Revenue Service. Some of the company's services include calculation of company contributions, annual reporting, individual participant statements, sample resolutions and IRS documentation. It has of team of more than 25 professionals who administer over 600 retirement plans in the Midwest.
UNICO Group
Pension and retirement plan consultants, Financial consultant, Health insurance carriers

UNICO Group

Progressive Authorized Agent Unico Group Inc is your local Lincoln insurance agency. We provide free insurance quotes for auto, home, business and more.
United States›Nebraska›Omaha›Marcotte Insurance