Serving Clients Since 1927

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

Wealth Management

 

 

Marcotte Wealth Management is an independent firm providing clients with individual financial planning and related services. We believe in providing comprehensive financial planning services coupled with sound implementation strategies designed to help you achieve your financial goals. Our services include:

  • Fee-Based Financial Planning Services
  • Personalized Investment Solutions
  • Life and Long-Term Care Insurance

Wealth Management Tools Click here for a set of calculators from Bankrate.com covering Mortgage & Auto Loans, Credit Cards, Investment, Retirement, Savings and College Finance.

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 | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA 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.

 

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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.