Pittenger & Anderson, Inc.
Lincoln, United States (US) · Finance and Banking
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#investment management
#financial planning
#retirement planning
#ira rollovers
#wealth management
#financial advisor
#certified financial planner
#investment advisor
#charitable giving
#high net worth
Pittenger & Anderson, Inc is a fee-only Registered Investment Advisor and fiduciary providing comprehensive financial planning and investment management services to high-net-worth individuals and families across the United States.Based in Lincoln, Nebraska, we specialize in guiding clients through significant life transitions, including retirement planning, business sales, inheritance management, and other complex ‘money-in-motion’ events.
Overview
Based in Lincoln, Nebraska, we specialize in guiding clients through significant life transitions, including retirement planning, business sales, inheritance management, and other complex ‘money-in-motion’ events. We work with clients across 30+ states, assisting them in building and preserving wealth for the long term.
As a fee-only firm, we are committed to putting your best interests first, operating as a fiduciary and never accepting commissions or selling financial products. Our team of experienced professionals offers personalized strategies encompassing investment management, retirement income planning, and charitable giving, all designed to meet your unique financial goals.
Founded in 1995, Pittenger & Anderson, Inc. has a long-standing commitment to client service and financial expertise.
Contact Details
Lincoln, United States (US), 5533 S 27th St
Founded
1995
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#investment management
#financial planning
#retirement planning
#ira rollovers
#wealth management
#financial advisor
#certified financial planner
#investment advisor
#charitable giving
#high net worth
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