Sage Point Financial

Sage Point Financial is a financial services firm based in Grand Island, NE, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Sage Point Financial aims to help clients achieve their long-term financial goals through strategic guidance and tailored investment strategies. Generated from their business information

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Brokerage Specialists is a Fee Only Fiduciary financial advisory firm based in Grand Island, NE. Specializing in offering personalized financial solutions, the firm facilitates yearly consulting services for self-managed 401k portfolios. Committed to transparency, Brokerage Specialists adheres to a client-first philosophy, ensuring that all investment management is tailored to individualized plans. With over 30 years of experience in the industry, Brokerage Specialists prides itself on providing fair pricing structures based on client balances. Focused on delivering financial clarity, the firm offers complimentary financial assessments to align investments with client goals and risk profiles. The team's fiduciary responsibility underscores their dedication to putting clients' interests first. Independently managing investments, Brokerage Specialists collaborates with reputable third-party money managers like Gradient Investments to achieve long-term financial objectives. Upholding professional standards, the firm has earned accolades such as the Best of 2024 Financial Advisor in Grand Island and the Honor Roll award from the Nebraska Better Business Bureau. With a commitment to excellence, Brokerage Specialists aims to empower clients to navigate their financial futures with confidence. Generated from the website content