I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy. I am focused on helping people establish a solid financial plan, as well as, helping people save money when planning for college.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Financial AdvisorJoe Ferrer
I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy. I am focused on helping people establish a solid financial plan, as well as, helping people save money when planning for college.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help establish a financial plans for clients which creates a roadmap for the decisions they need to make today to impact tomorrow.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help clients prepare their family for college without going broke. We explain some of the myths surrounding college planning and by knowing the truth the right decisions can be made.
- Help small business owners protect and grow their wealth by making them aware of all the resources available to them.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
