Angie Banicki, 1st Source Asset Advisors

Angie Banicki, 1st Source Asset Advisors is a financial institution located at 316 North Center Street in Plymouth, Indiana, United States. Their team of financial consultants specialize in creating, managing, and providing assistance with customized financial plans that are tailored to each client's unique goals, circumstances, and time horizons. Services offered include rollover services, traditional and Roth IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long term care insurance, risk management, and automated investing through Guided Wealth Portfolios.

Their client-centric process involves a comprehensive three-step planning approach that helps identify needs, implement strategies, and monitor progress to ensure clients stay on track towards their financial goals. The experienced financial consultants at Angie Banicki, 1st Source Asset Advisors genuinely listen to understand each client's financial objectives and provide personalized care to simplify their financial life.

As a registered investment advisor and broker-dealer, Angie Banicki, 1st Source Asset Advisors offers securities and advisory services through LPL Financial, a reputable financial firm. They also provide insurance products through LPL or its licensed affiliates. It's important to note that 1st Source Bank provides referrals to financial professionals of LPL Financial LLC, creating an incentive for these referrals. Securities and insurance offered through LPL or its affiliates are not insured by the FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, and may lose value.

The LPL Financial Registered Representatives associated with Angie Banicki, 1st Source Asset Advisors may only discuss and/or transact securities business with residents of specific states listed on their website. Overall, Angie Banicki, 1st Source Asset Advisors is committed to assisting clients in achieving their financial goals and providing them with the confidence that comes from working with an experienced partner.