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Insurance and Financial
Our featured business partners!
Banking & Financial
LEVEL 1 BUSINESS PARTNER - ACCESSbank is a Nebraska-owned community bank, providing outstanding customer service and products to business professionals in the Greater Omaha Community. As a committed contributor to our community, we support all non-profits and offer an excellent array of tools to help improve their cash flow, including an account that pays a competitive interest rate.
LEVEL 1 BUSINESS PARTNER BTC Capital Management is an affiliate of Bankers Trust Company, founded in 1917. As a hallmark of our business philosophy, the entire Bankers Trust organization is committed to Iowa and other communities we serve including Omaha, Sioux Falls and Phoenix.
LEVEL 1 BUSINESS PARTNER - PaymentSpring is a developer-driven payment acceptance solution for everyone doing business online, in person and on the go. The secure gateway is fully customizable, so customers and donors will have a seamless experience. Setup is simple, and our partnership mentality puts a major precedence on transparent pricing and client support. Shared success is our ultimate goal.
DA Davidson & Co. Lincoln - Omaha - Columbus - DA Davdison was founded on five core principles: Partnership, Communication, Education, Solutions, and Trust. Over the years, company objectives have been modified to keep pace with changing customer and market demands. What has remained unchanged are our core principles. We believe that by working together through clear communication, education, and problem solving we earn and build trust from you, our clients. These tools build mutual respect, and these are the tools that we believe differentiate us from others.
Education Programs - We support scholarship programs to educational organizations for students who require financial assistance and mentoring programs for underserved youth.
Health and Human Services - Each year gifts are given directly to nonprofit organizations meeting health and human service needs.
Community Development Programs - We are involved in projects that promote long-term growth for low-to moderate-income communities.
Feltz Wealth PLAN is a full service Wealth Planning firm specializing in Retirement Plan Consulting and Foundation/Endowment Fund Management. We also offer Investment Guidance and Financial Wellness.
Contact Feltz Wealth PLAN today! Website
Wade Behlen, Retirement Plan Director 402-697-7269 Send Email
Jennifer Wilbeck, Key Account Coordinator 402-697-7261 Send Email
Emily Codr, Key Account Executive 402-697-5455 Send Email
Westwood Trust, a wholly owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG), provides fiduciary services to high net worth individuals and families, foundations, endowments, corporations, public pension plans, and private retirement plans. With $5.4 billion in assets under management (as of December 31, 2015), Westwood Trust has offices in Dallas, Omaha, and Houston. Our experienced private wealth management team serves over 2,000 clients nationwide.