Comprehensive financial planning in Newburgh, Indiana

Edward Jones - Financial Advisor: Lawrence W Taylor is a trusted finance institution located at 8429 Bell Oaks Drive in Newburgh, Indiana, United States. As a dedicated financial advisor, Lawrence W Taylor provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to learn how we can help secure your financial future.

Ameriprise Financial: Jay D Jacobs is a finance institution located at 4266 Bell Oaks Drive, Newburgh, Indiana, United States. They offer a range of certifications and designations 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®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications cover areas such as asset management, estate planning, retirement planning, investment strategies, and more. They provide comprehensive financial planning services for individuals and businesses, with a focus on meeting the specific needs of their clients.

Mark Nicholson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8859 High Pointe Drive, Newburgh, Indiana, United States. Mark Nicholson holds various 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Mark Nicholson is also a Certified Military Financial Advisor® (CFMA®) and offers a wide range of services including asset management, retirement planning, estate planning, investment strategies, and insurance products. Mark Nicholson is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on ethical practices and real-world solutions.

Andrew Thacker - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8859 High Pointe Drive in Newburgh, Indiana, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. Andrew Thacker holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®, among others. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Thacker is equipped to provide you with personalized financial advice and solutions to help you achieve your goals.

Jennifer Casten-Juhl is a Financial Advisor at Ameriprise Financial Services, LLC located at 8859 High Pointe Drive in Newburgh, Indiana, United States. She holds various 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and expertise in asset management, estate planning, retirement planning, and investment strategies, Jennifer is committed to helping her clients achieve their financial goals.

L&I Insurance Solutions is a comprehensive finance, health, and insurance agency located at 8164 Robin Hill Road in Newburgh, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help. Contact us today to learn more about how L&I Insurance Solutions can assist you in securing your financial future.

Paul Watzlavik - State Farm Insurance Agent is a well-established insurance agency located at 8688 Ruffian Lane in Newburgh, Indiana. With over 100 years of combined experience in auto insurance, home insurance, health insurance, and life insurance, our dedicated team is committed to safeguarding families with comprehensive State Farm insurance coverage and discounts. As your local State Farm Agent in Newburgh, we strive to protect your home and vehicles while building a strong and enduring relationship with you and your family. Our agency is licensed in IN, KY, IL, and FL, allowing us to assist with a wide range of insurance and financial services, including future planning, life insurance, health insurance, and more.

Rivertown Advisors - Greg Curtis is a reputable insurance agency located at 129 Reston in Newburgh, Indiana, United States. With a focus on providing personalized insurance solutions to individuals and businesses, our team of experienced advisors is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to help you navigate the complexities of the insurance world and find the coverage that best fits your needs. Contact us today to schedule a consultation and let us guide you towards a secure financial future.

Old National Bank, located at 8577 Ruffian Lane in Newburgh, Indiana, is a trusted financial institution offering a range of services including ATM access, banking, and finance solutions. As part of our commitment to providing comprehensive financial guidance, we partner with LPL Financial LLC to offer referrals to their financial professionals. Please be aware that this partnership creates a conflict of interest as LPL compensates us for these referrals. However, we are not current clients of LPL for brokerage or advisory services. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer, while insurance products are available through LPL or its licensed affiliates. Old National Bancorp, Old National Bank, and Old National Investments are not registered as broker-dealers or investment advisors. Our registered representatives offer products and services through Old National Investments, and may also be employees of Old National Bank.

Vision Accounting is a reputable accounting and finance institution located at 7941 Bell Oaks Drive in Newburgh, Indiana, United States. We specialize in providing comprehensive financial services to individuals and businesses, helping them navigate the complexities of tax laws, financial planning, and budgeting. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Vision Accounting is your trusted partner in financial success.

Welcome to Bob Oderwald - State Farm Insurance Agent, proudly serving the Dyer, Indiana community and the entire state! Conveniently located at the strip mall on the northeast corner of Joliet Street (Route 30) and Great Lakes Road, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to your needs. With over 80 years of combined insurance experience, our knowledgeable team is here to guide you through a range of insurance products, including Car/Auto, Homeowners, Renters, Condo, Life, and Business/Commercial Insurance, among others. As a 3rd generation State Farm Agent, Bob Oderwald has been committed to making a difference since 1985, ensuring that you receive the protection you need for what matters most.