Richard A. Strevey,  CFP<sup>&reg;</sup> - Financial Advisor

Richard A. Strevey, CFP®

RFC

Strevey Financial Services

440 Regency Parkway Drive, Suite 225
Omaha, NE 68114
(402) 810-6659

General

Richard Strevey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strevey Financial Services in Omaha, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC

Insurance Licenses

  • Life insurance: IA,MO,KS,AZ,NC,GA,TX,CO,KY
  • Health/disability insurance: SAME
  • Fixed annuities: SAME
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Long-term Care, Starting a Family, Medical & Health Issues, Men's Finances, Personal Taxes, Women's Finances

More

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