Koley Financial

Koley Financial Backed by more than 15 years of experience, Koley Financial is a comprehensive financial management firm.

Whether your goals include preparing for milestone events or retirement, or if you are simply looking for life and long-term care insurance, we are dedicated to giving you a new level of attention, insight, and capability. We do not just look at what will give you the best return today, we look at the whole picture throughout your entire lifetime. You deserve the reassurance of knowing your financ

es are on track for your life's changes. Ben Koley, Investment Advisor Representative
Advisory services offered through Arbor Point Advisors, LLC and Securities America Advisors, Inc. Securities offered through Securities America, Inc., Member FINRA/SIPC. Koley Financial, Arbor Point Advisors and Securities America are separate companies.
3rd party comments are not verified and may not be representative of all client experiences. Please see website for additional information and disclosure

Protecting you or your company from a civil claim may require an coverage you have never heard of.
12/04/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Do you really understand how your homeowners insurance works?
12/02/2024

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

For a small business, the loss of a key person could cause financial hardship.
11/29/2024

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Social Security: Retirement's main source of income or monthly bonus? You decide.
11/27/2024

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
11/25/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
11/19/2024

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

If you don’t have an , here's some reasons why you should.
11/16/2024

If you don’t have an , here's some reasons why you should.

Do you have an estate strategy? You should.

Is your retirement portfolio subject to “sequence of returns” danger?
11/12/2024

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Before retiring early, take a look at the cold, hard facts.
11/09/2024

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye ...
11/07/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell 1.34 percent, while the Standard & Poor’s 500 Index (S&P 500) sli...

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
11/05/2024

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Learn the ins and outs of 529 plans before you or your student heads to college.
11/02/2024

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Address

2710 N. Main Street
Elkhorn, NE
68022

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14028275547

Website

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