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Bazata Wealth Management

223 West 16th Street
Kearney, NE 68845

Phone:

(308) 236-9055

Fax:

(308) 234-6829

E-mail:

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Welcome to Bazata Wealth Management

Bazata Wealth Management LLC is an independently owned and operated financial services firm that serves financial advisors and their clients through a strategic "regional" relationship with Cetera Advisor Networks LLC (formerly Financial Network Investment Corporation).  

Based in Kearney, NE, Bazata Wealth Management LLC has experienced tremendous growth since its inception in 1987.

Our goal is to grow and protect assets wisely, with an ongoing commitment to our core values of trust, integrity, and passion. 

Whether you are a prospective or current client, financial professional, or financial institution, we look forward to the opportunity to work with you in the future as we continue to "Set the Standard" in the Investment & Insurance Industry!

Click here to contact us today!

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Lease Payment

How much would your monthly lease payment be?

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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