Filter Options
Required*
Filter
Merrillville / Indiana / United States
0.0
For nearly two decades, we’ve helped business owners and individuals define and prioritize their financial objectives, and then developed sound strategies for attaining success. Unlike most financial professionals, we’re process-driven, rather than product-driven. In simple terms, our primary focus isn’t on generating commissions -- it’s on creating long-term relationships with people like you. We’ve earned their trust by delivering the guidance they need and creating working relationships based upon mutual understanding.
Kokomo / Indiana / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Fort Wayne / Indiana / United States
0.0
CLN Financial is a full-service consulting firm located in Fort Wayne, Indiana. With over 30 years experience in financial services, our team offers incredible insight into all areas of planning, and focuses on retirement strategies for members of the telecom industry. Family-owned and operated, CLN Financial is the result of a joint venture between Chad E. Tallman and his brother-in-law, Corey L. Nigg. As an independent, family-owned consulting firm, we help individuals and families plan for long-term financial well-being, peace of mind and confidence — regardless of age, gender or net worth.
You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why we take the time to understand whats truly important to you. We can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Indianapolis / Indiana / United States
0.0
The Windsor Group is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we don’t work on commission, so we can provide truly unbiased advice. Second, we have an amazing team. We’re tech savvy, we do our homework and we have deep knowledge in lots of different areas. Third, we keep our advisor- to-client ratio low, which allows us to deliver exceptional value to the people we serve. Our team is broadly knowledgeable, but also includes many specialists. So, you can rely on us for informed answers to virtually any finance-related question.
We have been providing personalized financial advice since 1998 and take pride in the one-on-one relationships we have built with every client. We understand the needs and goals our clients have set for themselves, their family, their business, and employees. We believe this knowledge anchors the advice we deliver and influences the risk tolerance suggested for each portfolio. Our advisors deliver personalized financial planning, investment management services, and retirement planning strategies. Every day, we are on a mission is to engage, inform, and empower our clients so they can confidently navigate lifes journey. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Richmond / Indiana / United States
0.0
For 30 years, Ive provided my clients with the support they need to help them identify their goals and develop targeted plans for their financial future. I believe youll enjoy the added confidence of knowing that in addition to my professional experience, I am supported by other professionals at Ameriprise Financial. Ameriprise has more than 120 years of history helping clients reach their financial goals, and has more than 2 million individual, business and institutional clients. Backed by a team of Ameriprise corporate office professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management strategies, we have the resources to support your financial needs throughout your life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Greenwood / Indiana / United States
0.0
The Edelman Financial Engines Advisor Center in Greenwood is conveniently located off State Road 135, just north of Main Street and serves the southern portion of the Indianapolis metro area. Our investment advisors can develop a personalized investment strategy to help you meet your financial goals. Talk with us about our investment advisory services, including Easy 401(k) Rollover and Retirement Paycheck.
Fort Wayne / Indiana / United States
0.0
Old National Bank is your bank for Fort Wayne. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Indiana, Michigan, Wisconsin, Kentucky and Minnesota. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online & mobile banking and much more. We promise to listen, find the best solutions for you and work to exceed your expectations, because we want to be your bank for life.
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why we care and take the time to understand whats truly important to you. We can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to us. Over time, well work together to help you achieve what matters most. Let us help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Evansville / Indiana / United States
0.0
Providing the best in Wealth and Financial Services in Evansville, IN
Indianapolis / Indiana / United States
0.0
Strong Retirement Income Solutions was founded by Roy Strong. Mr. Strong and his team are committed to educating people regarding their options to properly structure and manage their financial resources. As president of Strong Retirement Income Solutions in Indianapolis, Indiana, Roy uses his thirty years of experience to counsel individuals and corporations on socially responsible ways to accumulate conserve and transfer wealth. Our firm specializes in customizing financial strategies to help pre-retirees and retirees have peace of mind in retirement. Strong Retirement Income Solutions offers expertise across the gamut of financial services. Our combination of licenses, registrations, and special education qualify us to work with all types of investments. This breadth of knowledge, gained in years of experience with large financial services firms, enables us to provide a comprehensive approach to your financial goals.
Fort Wayne / Indiana / United States
0.0
The advisor listed is an Ameriprise financial advisor in Fort Wayne. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. We understand that many people may feel overwhelmed with the financial decisions they face or feel frustrated with the dealings theyve had with other financial advisors. Our passion is to help our clients by simplifying complex strategies, avoiding the use of confusing jargon, and reducing financial stress from their lives. Our goal is to help clients feel more comfortable with financial decisions by serving them based on the golden rule of treating others the way we would want to be treated. We do this by "landing one plane at a time," or addressing one goal, one topic at a time. We identify the issues and goals that need to be addressed, prioritize them with you, and concentrate on them one by one. This process helps you feel more engaged and comfortable as we work through each goal in progression. As Christian financial advisors, we draw on Biblical principles of stewardship to provide advice. We focus on helping you make decisions that align with your values and keeping you accountable at every step in your financial journey. We work with you to reduce debt, develop contentment in your lifestyle, retire with purpose, and make wise financial decisions.
Bloomington / Indiana / United States
0.0
Old National Bank is your bank for Bloomington. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Indiana, Michigan, Wisconsin, Kentucky and Minnesota. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online & mobile banking and much more. We promise to listen, find the best solutions for you and work to exceed your expectations, because we want to be your bank for life.
Indianapolis / Indiana / United States
0.0
The advisor listed is an Ameriprise financial advisor in Indianapolis. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
Plymouth / Indiana / United States
0.0
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Committed to putting your best interest firstAmeriprise earned a #1 rating among investment firms in several key independent customer research categories, including:#1 most trusted#1 in customer loyalty#1 in customer serviceWere proud to work with a firm recognized for premium service and trustworthiness by clients, because serving your best interests is our #1 priority. We offer personalized financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Lafayette / Indiana / United States
0.0
Old National Bank is your bank for Lafayette. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Indiana, Michigan, Wisconsin, Kentucky and Minnesota. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online & mobile banking and much more. We promise to listen, find the best solutions for you and work to exceed your expectations, because we want to be your bank for life.