Wealth Management

Keeping your assets current and staying on top of your portfolio are essential to keeping your financial plan on track. Daniel S. Grieb, CPA is happy to assist you with a holistic approach to managing your investments and reaching your goals.

Wealth Management with Castlerock

Castlerock Financial Group is willing to help you succeed in your wealth management goals. Our experience can help you navigate the challenges that arise with investing. We are committed to helping individuals with their retirement assets. As soon as we better understand your risk tolerance and goals, we will develop a program that can help you better utilize investment strategies.

If you need wealth management services, Daniel S. Grieb and the team at Castlerock can help!

Daniel S. Grieb, CPA | Omaha, NE | financial planning

Business Services

Are you a small to mid-sized business owner? We’ve got you covered! Find out more about our payroll services and bookkeeping to see how we can make your company run more smoothly.

Contact Daniel S. Grieb, CPA

Contact the team at Daniel S. Grieb, CPA to find out how best to manage your unique financial situation today!

Whether you’re looking for Omaha bookkeeping, payroll, tax preparation, or financial advisors, Daniel S. Grieb, CPA is the best choice for individuals and small businesses in the Omaha metro area. You can count on our financial team to help you in a timely and affordable manner, with a focus on your individual needs and goals.



Daniel S. Grieb, CPA
18035 Oak Street
OMAHA, NE 68130
(402) 399-0832

Monday: 8:00 am - 4:00 pm
Tuesday: 8:00 am - 4:00 pm
Wednesday: 8:00 am - 4:00 pm
Thursday: 8:00 am - 4:00 pm
Friday: 8:00 am - 12:00 pm
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Daniel S. Grieb, CPA and JWC/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click hereBy following the link, you consent to receipt of the Form CRS electronically.

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