Nelson Murphy Insurance and Investments Email Format
Financial ServicesNebraska, United States2-10 Employees
Nelson Murphy Insurance & Investments is a small financial services firm based in Omaha, Nebraska, that provides wealth advisory and planning services. The team works collaboratively to serve clients through both favorable and challenging times, with trust identified as a central element of client relationships. By offering a straightforward approach to complex financial questions, the advisors help individuals and businesses develop personalized plans to reach their goals and address concerns. Its service scope covers wealth management, financial planning, investment management, life and disability insurance, long-term care, estate planning, retirement, Social Security, and Medicare planning. For business clients, the firm provides group benefits, retirement plans, key person life insurance, deferred compensation, and buy-sell agreement planning. Securities and advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser; fixed insurance products are offered separately from Commonwealth.