Curnes Financial Group
Your Partner for Life's Financial Journey
About Curnes Financial Group
Curnes Financial Group is Here to Assist You With All Of Your Financial Planning and Wealth Management Needs in Omaha.
Our firm's main objective is to provide the very best financial guidance and service for our clients. We have over 175 years of combined experience working in financial services, and our team approach provides our clients with many benefits. Working together, we are able to offer our clients a higher level of financial advice, service, and communication, than they could receive from any one financial advisor.
Curnes Financial Group's history is traced back to 1960 when the original company was located in downtown Omaha, NE. As the city and company grew it changed locations several times but has been located in the western part of Omaha for the past 35 years. The current president Terry Curnes is a third generation owner of the company and he and many of his partners have been with the firm for over thirty years.
Our group enjoys a special camaraderie; we work together with energy, enthusiasm, and genuine care for our clients. When you speak to someone on our team, your issue will get to the right person and will be resolved promptly. We enjoy working together, and with our clients, to produce great results.
Curnes Financial Group Services
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
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Categories
- Financial Planning Consultants Certified near Omaha, NE
- Financial Management & Consulting near Omaha, NE
- Financial Assistants near Omaha, NE
- Financial Advisory Services near Omaha, NE
- Financial Planning Consultants near Omaha, NE
- Investment Services & Advisors near Omaha, NE
- Physicians' Financial Services near Omaha, NE
- Financial Products Annuities near Omaha, NE
- Financial Billing Services near Omaha, NE
- Insurance Advisors near Omaha, NE
Reviews
Staff
Curnes Financial Group Team
Terry W. Curnes is the President of Curnes Financial Group (CFG) located in Omaha, Nebraska. He first became affiliated with the business in 1983 when he applied with the then insurance company as a junior assistant to the late partner...
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Carol is a Certified Financial Planner and a Life Underwriter Training Council Fellow (LUTCF). Having entered the financial services industry in 1981, Carol has built a clientele specializing in educators, employees of Non-Profit...
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Ken Stevens, CLU, ChFC began his career in the financial services industry with New England Mutual Life Insurance Company in November 1974. He believes that the foundation of any business relationship must be honesty and integrity. Ken...
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Paula Anderson Harris is an Investment Advisor Representative with Cetera Advisor Networks LLC. Paula started in the financial advising industry in 1999 and since has attained her LUTCF and FSS designations. Paula left Central States...
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Kyle Miller is a Registered Representative and Investment Adviser Representative of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker/Dealer and Registered Investment Adviser, providing financial...
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As a wealth advisor for Curnes Financial Group Ryan is committed to always doing what is in the best interest of his clients. . His mission is to educate others about the profound, positive impact that sound financial planning will...
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Hello and thanks for stopping by! My philosophy is basically to enjoy each day but have a plan for tomorrow. And let’s have a little fun along the way! Financial planning is usually something people dread but we don’t have to make it...
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Michael Sieler is Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker-Dealer and Registered Investment Advisor providing financial...
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Chris Forcade is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker / Dealer and Registered Investment Advisor providing financial...
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Rick G. Blunk is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker/Dealer and Registered Investment Advisor providing financial...
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Matt Guynan is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Matt prides himself on being a “full service advisor” to all of his clients because of his ability to work with them to...
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Chuck is a Chartered Financial Consultant and a licensed life, health and disability insurance agent. He is a Financial Consultant with Cetera Advisor Networks LLC. Cetera Advisor Networks is a full service broker/dealer and Registered...
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James D. Gilmore is Financial Consultant with Cetera Advisor Networks LLC. He joined Curnes Financial Group in 1993, as a junior in High School, and has since completed studies for the designation of Certified Fund Specialist (CFS) and...
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Matthew Wegehaupt has worked with Curnes Financial Group since 2006. As an Investment Advisor Representative, Matthew is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies,...
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Akil Davis has been helping families and small business owners reach their financial goals since 2009. Over the past six years, more than 300 families have been able to establish solid financial plans with the help of Akil’s experience...
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