inSOURCE Financial Advisors
Lincoln, United States (US) · Finance and Banking
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inSOURCE Financial Advisors is a Finance and Banking company based in Lincoln, United States (US), founded in 1992, with 10-20 employees. inSOURCE Financial Advisors's profile is verified on Enterprise League.
Overview
inSOURCE Financial Advisors is a Lincoln, Nebraska-based financial advisory firm specializing in retirement, succession, and business benefits solutions. We partner with clients across diverse industries, providing independent, skilled professional advice to help them achieve their financial goals. Our approach centers on building long-lasting relationships based on trust and a commitment to ethical and industry-leading standards.
Founded in 1999 by James Christensen Jr., inSOURCE began as a single-person operation selling insurance from his car. Over the decades, we’ve grown to a team of 80 financial professionals across 13 states, driven by a core mission: to deliver the best financial outcomes, transparent costs, and total peace of mind to our clients.
From humble beginnings to our current position as a leading financial advisory firm, inSOURCE remains dedicated to serving clients wherever they are – whether it’s a farmhouse table, a factory break room, or a corporate boardroom. We’re proud of our legacy of providing exceptional service and building enduring partnerships. We are committed to providing the best financial outcomes, transparent costs, and total confidence about their financial planning.
Founded in 1999 by James Christensen Jr., inSOURCE began as a single-person operation selling insurance from his car. Over the decades, we’ve grown to a team of 80 financial professionals across 13 states, driven by a core mission: to deliver the best financial outcomes, transparent costs, and total peace of mind to our clients.
From humble beginnings to our current position as a leading financial advisory firm, inSOURCE remains dedicated to serving clients wherever they are – whether it’s a farmhouse table, a factory break room, or a corporate boardroom. We’re proud of our legacy of providing exceptional service and building enduring partnerships. We are committed to providing the best financial outcomes, transparent costs, and total confidence about their financial planning.
Contact Details
+14028274467
info@insourcecentral.com
Lincoln, United States (US), 390 N Cotner Blvd
+1
Founded
1992
Company Type
Private Limited Company
Employees
10-20
Categories
Services
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