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Turner Financial is an independent financial advisor based in Omaha, NE. The firm was founded with the mission to help individuals better prepare for their financial future. They noticed that many friends and family members were struggling to find the help they needed and were concerned about the level of service and trust from other advisors. Turner Financial aims to educate individuals in an easy-to-understand manner and provide personalized advice to help clients pursue their financial objectives.
The team at Turner Financial is led by Levi Turner, who can be reached at (402) 616-4573 or via email at levi.turner@turnerfinancial.com. With years of experience in the finance industry, they have developed a reputation for being honest, valued, and committed to the communities they serve.
Turner Financial offers a wide range of services including retirement planning, investment management, estate planning, insurance, tax planning, and more. They hold themselves to a fiduciary standard, meaning they prioritize their clients' best interests above all else.
Whether you're looking to plan for retirement, manage your investments, or protect your assets through insurance strategies, Turner Financial is dedicated to providing personalized advice tailored to your specific needs.