Broker Check

Turner Financial: Omaha's Top Fiduciary Financial Advisor

Firm History

Firm History

Our reason for creating Turner Financial is deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Client’s shared concerns about the level of service they were receiving and a lack of trust in other advisors that they were not being “sold” a product.

We are confident that with our understanding of personal finance, coupled with our training and experience we can help people better prepare for the future. After years in the finance industry partnering with some of the best fiduciary financial advisors, our Omaha financial consultants have developed a reputation for educating individuals in an easy-to understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our investment consultants and fiduciary financial advisors in Omaha have also developed a reputation for being honest and valued. We feel a strong commitment to the communities we serve

The Turner Financial approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Levi A. Turner

President and Owner

(531) 999-7004

levi.turner@turnerfinancial.com

Born and raised in Oakland, IA, a small town in Southwest Iowa, Levi Turner grew up with an interest in stocks and finance. Levi had family members that worked in finance in different capacities, providing him with an opportunity to...
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Michael Cavaleri, CFA

Investment and Portfolio Manager

Michael Cavaleri, a Chartered Financial Analyst®, co-manages the portfolios and allocations utilized at Turner Financial. In addition, he assists clients to discover their financial goals, design their investment strategy, and to stay...

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