I entered the financial services industry in 2003 prior to that I worked in the health care industry as an Occupational Therapist. One of the things that I love most about my career is educating my clients. I believe that my healthcare background give me a rare perspective in planning for the unknown. I enjoy helping my clients achieve their goal, but I don't think that financial planning should t
ake up much time. I believe in efficiency automation and my goal is to deliver the most value to my clients with the least amount of work on their end. A few interesting items about me:
30+ years martial arts practice
Huge fan of green technologies and electric transportation
I enjoy traveling. Favorite vacation spot so far is Germany
To learn more about me and my business, visit my webpage at: www.WillekeFinancialGroup.com
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Craig Willeke is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. CA Lic. #4370531
1221 N St Ste 800, Lincoln, NE 68508
(402)483-6656. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Willeke Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Willeke Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.