At Midwest Wealth Management, we believe that any advisor can offer investments; it’s the trusted relationships that can be harder for individuals to find. With decades of experience and a passion for helping people, we believe our clients benefit from working with us for a number of reasons:
Partnership with Midwest Bank
We work with Midwest Bank, providing services for their investment program, which offers bank customers convenience when working with us, as opposed to another firm. Through our partnership, we work with clients throughout Nebraska, including West Point, Lincoln, Norfolk, Pierce, York, Plainview, Creighton, Deshler, Wisner, and Pilger.
We are truly committed to serving our clients and putting their best interests first. As an independent firm, we have the freedom to offer a wide array of services and solutions. Rather than push products, we focus on getting to know our clients’ needs and only recommending strategies we believe can help them achieve their goals.
Not only do we work closely with our clients, but we also can work with their other advisors and professionals, such as CPAs and attorneys. By doing so, we believe we can provide them with a higher level of service.
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeffry Phillips has the knowledge and experience to offer truly comprehensive financial planning. A CFP® certification means an advisor has met rigorous professional standards and adheres to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients.