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Lutz Financial

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Business Type	:	Financial Services, Business Coaches & Consultants, Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planning Consultants, Insurance
Address	:	13616 California St, Omaha, NE 68154
Coordinate	:	41.26587,-96.12664
Phone	:	(402) 827-2300
Year	:	2021
Payment	:	Amex, Cash, Check, Debit, Discover, Master card, Visa

Opening Hours :
Mon - Fri : 8:00 am - 5:00 pm
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General Info:

Lutz Financial offers a range of investment advisory and financial planning services for individuals, endowments, foundations, and small- and medium-sized business retirement plans. The company focuses in the areas of cash flow, estate and income tax planning and asset, personal risk and debt management. Lutz Financial offers active and passive portfolio management services. It is affiliated with Ameritrade and Dimensional Fund Advisors. The company is an affiliate of Lutz & Company, which was established in 1980 and is one of the largest, locally owned public accounting firms in Nebraska. Lutz & Company provides wealth management and consulting and financial reporting services.

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