Richard Roman - Mutual of Omaha

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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 Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. 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.

Nick Weber is a dedicated financial representative with Mutual of Omaha, based in Waukesha, Wisconsin. With a background in fleet management and degrees in Sport Management and Business Administration, he is passionate about helping young professionals, families, and small businesses secure their financial futures. Committed to client education and protection, Nick offers a range of services, including life insurance, long-term care insurance, and small business solutions. His personalized approach focuses on understanding clients' unique stories and financial goals, ensuring tailored recommendations and ongoing support. Generated from the website