Insights

Cross-Sell Synergy The firm's offerings span personal wealth management and business services such as group benefits, retirement plans, and key person insurance, creating natural cross-sell opportunities with current clients and local SMBs in Omaha.

Holistic Advisory Position NMII as a one-stop advisor for families and business owners, delivering integrated wealth, retirement, estate, and insurance planning to increase client lifetime value and referrals.

SMB Growth With a lean team, there is substantial potential to target small and medium local companies for retirement plans, group benefits, and deferred compensation offerings.

Digital Marketing The existing tech stack indicates readiness for enhanced digital marketing, content education, and lead generation through SEO, analytics, video, and web optimization.

Compliance & Tech Operating through Commonwealth Financial Network, there is opportunity to propose scalable practice management, CRM, and security solutions to support growth while ensuring regulatory compliance.

Similar companies to Nelson Murphy Insurance and Investments

Nelson Murphy Insurance and Investments Tech Stack

Nelson Murphy Insurance and Investments uses 8 technology products and services including MySQL, Webpack, JSON-LD, and more. Explore Nelson Murphy Insurance and Investments's tech stack below.

  • MySQL
    Database
  • Webpack
    Development
  • JSON-LD
    Javascript Frameworks
  • Elementor
    Page Builders
  • Yoast SEO
    Search Engines
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

Media & News

Nelson Murphy Insurance and Investments's Email Address Formats

Nelson Murphy Insurance and Investments uses at least 1 format(s):
Nelson Murphy Insurance and Investments Email FormatsExamplePercentage
First@nelsonmurphyinvest.comJohn@nelsonmurphyinvest.com
100%

Frequently Asked Questions

Where is Nelson Murphy Insurance and Investments's headquarters located?

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Nelson Murphy Insurance and Investments's main headquarters is located at 9290 West Dodge Road 402 Dodge, Nebraska United States. The company has employees across 1 continents, including North America.

What is Nelson Murphy Insurance and Investments's phone number?

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You can contact Nelson Murphy Insurance and Investments's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Nelson Murphy Insurance and Investments's official website and social media links?

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Nelson Murphy Insurance and Investments's official website is nelsonmurphyinvest.com and has social profiles on LinkedIn.

What is Nelson Murphy Insurance and Investments's NAICS code?

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Nelson Murphy Insurance and Investments's NAICS code is 52 - Finance and Insurance.

How many employees does Nelson Murphy Insurance and Investments have currently?

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As of June 2026, Nelson Murphy Insurance and Investments has approximately 9 employees across 1 continents, including North America. Key team members include President: A. N.Partner: T. D.Managing Partner: B. N.. Explore Nelson Murphy Insurance and Investments's employee directory with LeadIQ.

What industry does Nelson Murphy Insurance and Investments belong to?

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Nelson Murphy Insurance and Investments operates in the Financial Services industry.

What technology does Nelson Murphy Insurance and Investments use?

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Nelson Murphy Insurance and Investments's tech stack includes MySQLWebpackJSON-LDElementorYoast SEOYouTubeGoogle AnalyticsAdobe Fonts.

What is Nelson Murphy Insurance and Investments's email format?

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Nelson Murphy Insurance and Investments's email format typically follows the pattern of First@nelsonmurphyinvest.com. Find more Nelson Murphy Insurance and Investments email formats with LeadIQ.

When was Nelson Murphy Insurance and Investments founded?

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Nelson Murphy Insurance and Investments was founded in 2012.

Nelson Murphy Insurance and Investments

Financial ServicesNebraska, United States2-10 Employees

Nelson Murphy Insurance & Investments is a small financial services firm based in Omaha, Nebraska, that provides wealth advisory and planning services. The team works collaboratively to serve clients through both favorable and challenging times, with trust identified as a central element of client relationships. By offering a straightforward approach to complex financial questions, the advisors help individuals and businesses develop personalized plans to reach their goals and address concerns.

Its service scope covers wealth management, financial planning, investment management, life and disability insurance, long-term care, estate planning, retirement, Social Security, and Medicare planning. For business clients, the firm provides group benefits, retirement plans, key person life insurance, deferred compensation, and buy-sell agreement planning. Securities and advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser; fixed insurance products are offered separately from Commonwealth.

Section iconCompany Overview

Headquarters
9290 West Dodge Road 402 Dodge, Nebraska United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Nelson Murphy Insurance and Investments's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Nelson Murphy Insurance and Investments's revenue is estimated to be in the range of $1M$10M

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