CalmWater Financial Group

CalmWater Financial Group is a financial planner in Norfolk, NE, located at 3204 W Benjamin Ave Suite 200. It holds a 5.00 rating based on 4 reviews. The firm provides comprehensive wealth management and retirement income planning solutions to clients throughout the country. The team has more than 150 years' combined experience in the financial industry. CalmWater Financial Group is an independent financial planning firm that simplifies financial life by providing credible knowledge and trusted service. The Advisors are Fiduciary Asset Managers, required by law to act in clients’ best interest. The firm puts People First, using a clearly defined Process to give clients greater clarity and confidence. Because of its independence, clients have access to a wider variety of non-proprietary Solutions.

The team includes Dave Amick; Ryan Anderson, CFP; Boden Bierman, CFP; Kyle Fuchtman, CFP; Terry Heimes, CFP; Spencer Heying; Jesse Hinrichs, CFP; Tricia Lammli, CFP; Chuck Olsen, CFP; Brenden M. Olsen, CFP; Travis Riggert, CFP; Jack Rother, CFP; Jack Schutzius, CFP; James Wapelhorst, ChFC; Sara Arlt; Shannon Bloomquist; Jody Carlson; Justine Erbst; Andrea Fritz; Linda Papstein; Nicole Robinson; Loyla Schaefer; Adrienne Synovec; Wendi Zach; and Susie Zaruba. The brand values are Service, Knowledge, Authenticity, and Trust. The firm is part of Commonwealth Financial Network, the nation’s largest, privately held Registered Investment Advisor, independent broker/dealer.

Services include Social Security Planning, Medicare Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning, Corporate Retirement Plans, Financial Planning, Long-Term Care Planning, and a Holistic Approach. CalmWater Financial Group was recognized by Forbes as one of the Best-in-State Wealth Management Teams. It is ranked #12 in Nebraska and is the ONLY firm in the top 25 outside of Omaha or Lincoln. The firm can be reached at (402) 371-5511 or toll-free at (800) 850-6827. Hours are Monday, Thursday 8am-5pm, Friday 8am-3pm. Email is [email protected].

CalmWater Financial Group is situated on W Benjamin Ave in Norfolk, NE, about 0.2 miles from Eldorado Hills Golf Club and 0.5 miles from Berry Hill Neighborhood Park.

BizScoreAI awarded CalmWater Financial Group a Performance score of 91 out of 100, which measures how quickly the website loads to keep visitors on the page and aid in search engine ranking. The firm received a Discoverability score of 75 out of 100.