Serving Clients Since 1927

Omaha (402) 398-9009 | Kearney (308) 234-5258

Retirement Plans & Fiduciary Support

 

 

With changing regulations and increased scrutiny on fiduciaries, you need an independent consultant that can sit on your side of the table and help you navigate the minefield. Some advisors claim to be independent, yet all of their plans are within a single vendor. We work with dozens of providers, and we work for you – not a vendor of choice. As co-fiduciaries to your plan, we are required to act in your best interest.

Check out the background of firms and investment professional on FINRA’s BrokerCheck.


Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | ME | MO | MS | NE | OK | PA | SD | TX | UT | WA | WY  Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Marcotte Wealth Management, LLC and Cambridge are not affiliated companies.  © Marcotte Insurance Agency, Inc.

 

Sign up for eNews


Marcotte_Connect

Contact

Omaha Office
P 402.398.9009 | P 800.284.7142
F 402.398.0917
Email

Kearney Office
P 308.234.5258 | P 800.284.7142
F 308.234.6802
Email


Marcotte contracts with DataShield to handle and destroy all customer and proprietary information. DataShield is certified through the National Association for Information Destruction (NAID) with an AAA designation.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.