Financial Services - Lincoln, NE, US
Branched Oak Insurance & Financial Services provides comprehensive financial planning, wealth management, and insurance. Our mission is to help people gain financial security, control risk, achieve their goals, and leave a positive legacy. We pride ourselves on being a local, trusted advisor. We're here to help protect you and all that you work to achieve through personal, prompt and reliable service. We care that our neighbors are protected and that they have the financial stability to help others support our community. We offer a full range of products and services, including but not limited to the following: • Financial Planning• Wealth Management• InsuranceSecurities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC), a registered Broker/Dealer, Member FINRA(www.finra.org)/SIPC(www.sipc.org), and a Registered Investment Advisor. AIC and Branched Oak Insurance & Financial Services are not affiliated. Additional products and services may be available through Shane Jensen, or Branched Oak Insurance & Financial Services that are not offered through AIC. Securities products are limited to residents of states where associates are registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisor Representative. Read it carefully before you invest or send money. A Representative from Branched Oak Insurance & Financial Services will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be form reliable sources; however, their content cannot be guaranteed.
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