Wiedeman Financial Services

Wiedeman Financial Services is a wealth management firm in Scottsbluff, Nebraska, serving individuals and families with personalized financial planning and investment strategies. Founded by Dennis W. Wiedeman and locally owned in the panhandle region, the firm has been dedicated to helping clients achieve long-term financial goals for over 35 years. Their services include retirement planning, tax-smart investment strategies, legacy and estate planning, education funding through 529 plans, and family risk management using tax-advantaged insurance products. The firm employs a three-step process, Assess, Strategize, Implement, to guide clients through their financial journey with ongoing support. Clients consistently praise the firm’s expertise and client-first approach, reflected in its strong reputation within the community.

The firm emphasizes a partnership-based model, rooted in transparency and education. Its team, including CFP® Troy Herman and support staff Kimberlee Shepherd and Jeidyn Haworth, brings diverse experience in banking, insurance, and financial operations. They work collaboratively to deliver customized financial plans that evolve with clients’ changing needs. Wiedeman Financial Services uses the Avantax Proprietary 8-Point Tax-Smart Framework to optimize investment placement and minimize tax impact, ensuring clients retain more of their earnings. The firm prioritizes long-term financial success through proactive planning, continuous education, and responsive follow-up.

Located at 1524 10th St, the office sits just a short distance from East Overland Drive, Roosevelt School, and Bea Lovell Park, with East 20th Street and the Guadalupe Center nearby. The firm’s deep roots in Scottsbluff and surrounding areas underscore its commitment to the community, offering trusted guidance to residents navigating complex financial decisions.

Wiedeman Financial Services stands out as a locally trusted advisor, known for its client-focused philosophy, experienced team, and tailored financial strategies. In Scottsbluff, it remains a dependable partner for those seeking clarity, security, and long-term success in their financial lives.