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TOP 30 Best financial advisor services in De Motte, IN
8 results found
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Financial Arts, Inc.
Financial Arts, Inc. is a comprehensive financial, health, and insurance agency located at 921 South Halleck Street in De Motte, Indiana, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, our dedicated team is here to assist you every step of the way. Visit us today to see how Financial Arts, Inc. can help you secure a brighter financial future.
Joseph Drury - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Drury is a Financial Advisor at Ameriprise Financial Services, LLC, located at 401 15th Street Southeast, De Motte, Indiana, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Joseph Drury provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and continuously expanding his knowledge to best serve his clients.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 432 North Halleck Street in De Motte, Indiana, United States. Our tax advance loans may have ended for this year, but our Tax Pros are still here to help you maximize your refund! Simply drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan allows you to borrow money against your tax refund, providing you with funds before your refund arrives from the IRS. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.
First Merchants Bank
First Merchants Bank in DeMotte, Indiana, is a trusted financial institution that offers a wide range of personal and commercial banking services. Conveniently located near US-231, our banking center provides easy access to a drive-through and drive-up ATM. Our friendly staff is always available to assist customers with various banking needs, including deposits, safe deposit boxes, and more. We also offer mobile and online banking options for added convenience. Whether you're looking to open a new checking account, apply for a loan, or get a credit card, you can rely on First Merchants Bank to provide quality service. Our commercial banking services cater to businesses of all sizes, offering solutions such as treasury management and lending expertise. At First Merchants Bank, we prioritize customer satisfaction and strive to provide optimal convenience for all your financial needs. Visit us today to experience the difference of banking with First Merchants Bank.
DSB Wealth Management
DSB Wealth Management is a leading financial institution located at 210 South Halleck Street in De Motte, Indiana, United States. As a trusted provider of wealth management services, DSB offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, DSB Wealth Management is dedicated to providing expert guidance and superior customer service to individuals and families seeking to grow and protect their wealth. Whether you are planning for retirement, saving for education, or building a diversified investment portfolio, DSB Wealth Management is committed to helping you secure a stable financial future.
Donis CPA
Donis CPA is a reputable accounting and finance institution located at 617 South Halleck Street in De Motte, Indiana, United States. With a team of experienced and knowledgeable Certified Public Accountants, Donis CPA offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Donis CPA is dedicated to providing top-notch solutions tailored to meet your specific needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Donna Martin - Thrivent
Donna Martin - Thrivent is a finance institution located at 10700 West 1300 North, De Motte, Indiana, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may also choose to engage in Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
H&R Block
H&R Block is a well-established accounting and finance institution located at 522 South Halleck Street in De Motte, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive financial advice, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office in De Motte today to learn more about how they can assist you with your financial goals.
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