Megan Hamand, 1st Source Asset Advisors
316 North Center Street, Plymouth, Indiana, United States
About the Megan Hamand, 1st Source Asset Advisors
Megan Hamand, 1st Source Asset Advisors is a finance institution located at 316 North Center Street, Plymouth, Indiana, United States. The financial consultants at 1st Source Asset Advisors offer personalized financial plans tailored to each client's unique goals, circumstances, and time horizons. Services include rollover services, IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing.
The institution follows a client-centric process focused on achieving specific milestones together with the client. Their three-step planning process involves gaining a deep understanding of the client's financial situation and goals, providing a detailed analysis, developing customized strategies, and implementing a personalized plan. The experienced financial consultants at Megan Hamand, 1st Source Asset Advisors listen to clients' financial objectives and simplify their lives with personalized care.
Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also offered through LPL or its licensed affiliates. 1st Source Bank provides referrals to financial professionals of LPL Financial LLC, creating an incentive for the bank to make these referrals.
Overall, Megan Hamand, 1st Source Asset Advisors is committed to assisting clients with important financial considerations and helping them take important steps towards their future with confidence.
Photos of Megan Hamand, 1st Source Asset Advisors
316 N Center St, Plymouth, IN 46563, United States
Opening hours of Megan Hamand, 1st Source Asset Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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