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402.759.3300

Financial Services in Geneva and Shickley, NE

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Walter Insurance and Real Estate is committed to helping you realize your fiscal goals.

At Walter Insurance and Real Estate, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Walter Insurance and Real Estate, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Walter Insurance and Real Estate.

We are proud to provide fiscal planning services for clients near Geneva, Shickley, North Platte, Fillmore County, Thayer County, and Lincoln County.

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Our Locations

Fortify Group - Geneva

209 S. 10th St. PO Box 424
Geneva, NE 68361
Main office: 402-759-3300

Fortify Group - Shickley

207 N. Market St. PO Box 193
Shickley, NE 68436
Main office: 402-627-2055

Our Providers

Testimonials

At a big company what you don't get is that feeling of home; that feeling someone is taking care of you. That has been really nice here.
Dave H.
Thank you,Karla! I really appreciated your knowledge and expertise during this home buying experience! So glad we have you in Geneva!
Shelbi P.
I enjoy our conversations, Karla. You are fun to be around and so authentic. I appreciate that and you! Now go eat some football snacks and relax!
Barbara S.