Nick Weber - Mutual of Omaha

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Mutual of Omaha in Waukesha, WI is represented by Paul Thomas, a registered representative and licensed insurance agent. With extensive experience in the financial services industry, Paul is committed to providing comprehensive business and individual strategies to his clients. He offers a range of insurance products, including life insurance, long-term care insurance, and disability income insurance, as well as investment solutions and small business solutions. Paul Thomas is dedicated to helping individuals and families protect what matters most to them, whether it's their family, property, or retirement savings. He takes the time to understand his clients' goals and financial history, and then provides tailored recommendations to meet their needs. With his expertise and commitment to service, Paul is a trusted advisor for those looking to secure their financial future.Generated from the website