Kolz Associates, LLC is an independent, fee-only financial planning and investment management firm based in Omaha, Nebraska. As a Registered Investment Adviser (RIA) registered with the U.S. Securities and Exchange Commission, the firm acts as a fiduciary for its clients. It offers comprehensive services including investment management, retirement planning, estate planning, insurance analysis, and education funding. Their stated mission is to provide objective financial advice and personalized strategies to help clients achieve their long-term financial goals.

Founded in

United States