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Grossman Financial Planning

5.0
  • Investment Service
  • Lincoln, NE

About this business

FinanceInvestment Service

Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees. Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes. 

Location details

5715 South 34th Street, Suite 500, Lincoln, NE, 68516, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.034 reviews
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Nalini Maharajh's profile image
Nalini Maharajh 
4 years ago

Kris has been very easy to work with. Answers questions promptly and is always available and personable. He's saved me a ton of money. He's been my one stop shop for insurance and other investments. I recommend him to everyone I meet. 

Jeff Tobin's profile image
Jeff Tobin 
4 years ago

Kris has been amazing in the way he explains information about policies and options to our family, while also going above and beyond to care in a way that creates a family type atmosphere. While working with Kris, it is clear to see that he has our best interest in mind in each situation, and it is also clear to see that he is very knowledgeable about the material he presents! 

justin espland's profile image
justin espland 
2 years ago

Kris is extremely competent and easy to work with. It provides outstanding financial advice in a no pressure environment. Not only do I go to Kris for financial advise, but also with my insurance needs. I highly recommend Ascend Financial! 

Amber's profile image
4 years ago

Kris and Jackie were an excellent team who helped me find an amazing deal on both renters and car insurance. They were extremely conscientious of my time and actually brought me lunch to my workplace! The overview of the insurance plan and other services that they provide was extremely helpful. I feel like I may actually understand insurance for the first time in my life- 25 year later! HA! Thank you for the amazing service! 

Jen Pfeiffer's profile image
Jen Pfeiffer 
4 years ago

Kris has been so great to work with on insurance and investments! He has always been able to help with insurance claims at any time of the day. He is very informative and on top of his game! Always looking out for me! 

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Frequently asked questions about Grossman Financial Planning

How is Grossman Financial Planning rated?

Grossman Financial Planning has a 5 star rating with 34 reviews. 

When is Grossman Financial Planning open?

Grossman Financial Planning is closed now. It will open on Monday at 8:00 a.m.