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Frank J. Ward

Frank J. Ward

Sales Manager

First National Investments And Planning

Omaha, NE

2 reviews  •   Write a Review

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11404 W Dodge Rd

Omaha, NE 68154

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As a financial advisor with more than 27 years of experience in the financial services industry, Frank has developed a diverse knowledge of the markets and the economic conditions. He introduces portfolio management services to high-net-worth individuals, private corporations and institutions. He places great emphasis on developing a strategic asset allocation strategy based on sound principles of risk and reward. Frank specializes in investment management consulting, pre-retirement planning.

Services Provided by Frank J. Ward

Financial Planning, Investment Management, Estate Planning, College Planning, Retirement Planning, Charitable Giving, Long Term Care Insurance

Specialties:
and any other financial obligations that could impact the recommendation that I make., it is critical that a process be followed that allows me to be as well informed about my clients’ financial situation as possible. A thorough review must include asset mix, risk tolerance, short and long term objectives, tax and estate considerations, To provide total financial money management services to my clients. In this endeavor
Payment
  • Fee
Languages
  • English

Background Information for Frank J. Ward

Education
  • College for Financial Planning
    Master of Science
    2010
  • University of Nebraska at Omaha
    MBA
    1985
  • University of Nebraska-Lincoln
    Bachelor of Science
    1980
Associations


  • 2013
Awards
  • 2013 — Omaha Premier Wealth Advisor ()
Previous Work Experience

Sales Manager First National Investments And Planning

2013 —  Present

Recently Answered Questions by Frank J. Ward

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Reviews of Frank J. Ward

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by Anonymous
ago

Great Human Being

Not only is Frank a fantastic financial advisor, but he is involved in many charitable organizations and generously gives back to his comunity.

+ Read Full Review

Duration: 3+ years

Services: Investments, Charitable Giving, College Savings, Financial Planning, Estate Planning, Retirement Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Anonymous
ago

Fantastic Professional Advice

I have been a client of Frank’s for many years and owe all of my financial sucesses to him.

+ Read Full Review

Duration: current

Services: Tax Planning, Financial Planning, Tax Preparation, Investments, College Savings, Retirement Planning, Charitable Giving, Estate Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

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