Working with Brett has been a fantastic experience. Before meeting him, I felt overwhelmed by my retirement and insurance options, but he immediately put my mind at ease. He explained everything in simple terms and took the time to truly understand my specific goals and I couldn't be happier. Unlike other experiences, I never felt pushed into a generic product. I feel completely confident and secure in the plan we created. If you are looking for an advisor who is trustworthy, patient, and incredibly knowledgeable, I highly recommend Brett.
LL
Larry
Sep 12, 2025
5.0
Brett was a pleasure to work with, he guided me through the process of obtaining life coverage. He explained the product well and made the application and underwriting process easy.
AS
aubrey spaulding
Sep 11, 2025
5.0
I had a wonderful experience with Brett! He was very friendly and did a great job with his work.
Frequently Asked Questions About Brett Spaulding - Mutual of Omaha
What types of insurance does Brett Spaulding - Mutual of Omaha offer?
They offer Life Insurance, Medicare Supplement Insurance, Annuities, Disability Income Insurance, Long-Term Care Insurance, Dental Insurance, Critical Illness Insurance, and Cancer, Heart Attack & Stroke Insurance.
Can I get investment services at Brett Spaulding - Mutual of Omaha?
Yes, investment services are among the offerings provided.
How can I schedule an appointment with Brett Spaulding?
You can schedule an appointment online through their reservation link at https://outlook.office365.com/owa/calendar/SchedulewithBrettSpauldingMutualofOmaha@mutualofomaha.com/bookings/.
What languages does Brett Spaulding - Mutual of Omaha speak?
They provide services in English.
Where is Brett Spaulding - Mutual of Omaha located?
Their office is located at N16w23217 Stone Ridge Dr, Ste 120, Waukesha, WI 53188, USA.
What is the best way to contact Brett Spaulding - Mutual of Omaha?
You can call them at +1 262-408-2926 or email brett.spaulding@mutualofomaha.com.
Are there other insurance agencies near Brett Spaulding - Mutual of Omaha?
Yes, nearby insurance agencies include Allison Walker, Jeffrey Walker - Mutual of Omaha Advisor, Burns & Wilcox, Stephanie Odegard - Mutual of Omaha, Paul Thomas - Mutual of Omaha, and Rosie Weiss: Financial Representative at Mutual of Omaha.
Can I find financial advisory services near Brett Spaulding's office?
Yes, there are several financial advisors nearby including Edward Jones - Financial Advisor: Brian J Lewis, Edward Jones - Financial Advisor: Mark R Neitzel, Edelman Financial Engines, Trustampersand, and Edward Jones.
Are there mortgage services available close to Brett Spaulding - Mutual of Omaha?
Yes, mortgage services nearby include Accunet Mortgage and Parkside Home Loans, which can assist with mortgage lending and installment loans.
What nearby amenities can I visit when I come to Brett Spaulding's office?
Nearby amenities include Sports Freak 365 for recreation, Mathematics Institute of Wisconsin for education, and Westbury Bank for banking services, making it convenient to combine errands with your visit.