JH
Joe Hefflinger
Principal & Investment Advisor at Lutz
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Work Experience
Jan 2015 - Present · 9 years and 11 months
Principal & Investment Advisor
Jun 2022 - Present · 2 years and 6 months
Director/Manager & Investment Advisor
Jan 2015 - May 2022 · 7 years and 4 months
Financial Advisor
Feb 2012 - Jan 2015 · 2 years and 11 months
Company Details
201-500 Employees
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success. Born and raised in Nebraska since 1980, with offices in Omaha, Lincoln, and Grand Island, our experienced team provides accounting, financial, talent, M&A, and technology services. We work to simplify complexities, help make critical business decisions, and focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive. That’s our promise: to mind what matters. Learn more at www.lutz.us.
Year Founded
1980
Social Media
LinkedinFacebookTwitter
Industry
Accounting, Accounting Services, Family Attorneys, Tax Services, Taxation Services
HQ Location
13616 California St, Suite 300 Omaha, NE 68154, US
Keywords
AccountantsTax ServicesFinancial AdvisingAuditTax Planning and PreparatioManagement Advisory ServicesAccounting and ConsultingBusiness ValuatioWealth ManagementSoftware SolutionsMergers and AcquisitionsForensics
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