Geist Family Wealth
About the Business
Geist Family Wealth is a premier finance institution located at 10142 Brooks School Road in Fishers, Indiana, United States. Our team of experienced professionals is dedicated to helping families grow and preserve their wealth for future generations. With personalized financial planning and investment strategies, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about how Geist Family Wealth can help you achieve your financial goals.
Photos
Location & Phone number
10142 Brooks School Rd #198, Fishers, IN 46037, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Aaron Short is a thoughtful financial advisor with a great financial planning process at Geist Family Wealth. About 5 years ago my wife and I spent considerable time researching financial advisors in the area and specifically wanted to work with someone who listens, is transparent about fees and cared about our family. Aaron helped us retire successfully then and he and his team continue to serve our family, contacts us regularly and meets with us several times throughout the year to review our situation. We highly recommend Aaron and are confident in his processes."
"Aaron is very knowledgeable and willing to sit down and discuss any questions we may have. He has been able to help us understand the investing process and I feel like I'm able to talk to my advisor directly."
"Aaron is amazing at what he does and a genuine human being who cares about his community and neighbors. I wouldn’t hesitate to use his team for wealth management."
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