Customized financial planning solutions in Fort Wayne, Indiana

Howard Bailey Financial, Inc. is a finance institution located at 5916 Covington Road, Fort Wayne, Indiana, United States. We specialize in building custom retirement strategies that aim to reduce risk, increase income, and mitigate tax for our clients. Our process starts with understanding your unique financial philosophy and the true purpose of your money in retirement. Through personalized one-on-one meetings, continued education, and a comprehensive team-planning approach, we have helped retirees nationwide secure their financial futures. Our team of advisors and support specialists are dedicated to providing the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started on defining your Purpose, Financial Planning, and Creating Meaning in retirement. Our L.I.F.E. Plan covers key pillars for your money in retirement, including Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We aim to deliver a customized framework that allows you to find meaning in retirement and live your purpose every day.

STAR Financial Bank is a trusted financial institution located at 5920 Saint Joe Center Road in Fort Wayne, Indiana, United States. As a full-service bank, STAR Financial Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their accounts and manage their finances. Whether you're looking to open a new account, apply for a loan, or simply need to withdraw cash, STAR Financial Bank is here to help with all your banking needs.

Mac Donald Insurance & Financial Services is a reputable insurance agency located at 4233 East State Boulevard in Fort Wayne, Indiana. With a strong commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect their assets and plan for their financial future. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are ready to assist you in finding the right coverage to meet your needs. Trust Mac Donald Insurance & Financial Services to provide you with peace of mind and financial security.

Retirement Plan Concepts & Services, Inc. is a leading institution specializing in retirement planning and financial services. Located at 10319 Dawsons Creek Boulevard in Fort Wayne, Indiana, this company offers expert guidance and personalized solutions to help individuals and businesses achieve their retirement goals. With a team of experienced professionals, Retirement Plan Concepts & Services, Inc. is dedicated to providing comprehensive and innovative retirement planning strategies tailored to each client's unique needs. Whether you are looking to build your retirement savings, maximize your investments, or create a customized retirement plan, this institution is committed to helping you secure a comfortable and financially stable future.

Reimbold & Miller - Ameriprise Financial Services, LLC is a finance institution located at 5750 Coventry Lane in Fort Wayne, Indiana, United States. Recognized as Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients save for retirement, grow college funds for their children, and achieve their financial goals. We provide personalized financial advice and services tailored to each client's specific needs, utilizing our extensive experience, integrated team approach, and innovative resources from Ameriprise Financial. Our commitment to helping clients stay on track towards their goals has earned us the trust and loyalty of our clients, leading to our inclusion in the prestigious Forbes list. Our advisors provide valuable insights on topics such as Social Security benefits, inheritance, tax law changes, and the importance of financial planning for both retired individuals and younger people. With over 125 years of history, Ameriprise Financial Advisors offer personalized advice to help clients achieve financial success in the short and long term. Contact us today to start your financial planning journey with a trusted advisor.

Edward Jones - Financial Advisor: Kirk R Davis, AAMS™ is a reputable finance institution located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. Kirk R Davis, a trusted financial advisor with the Accredited Asset Management Specialist™ designation, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Kirk R Davis, AAMS™ is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Waterman Financial Services is a leading financial institution located at 3250 Mallard Cove Lane in Fort Wayne, Indiana. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Waterman Financial Services is here to help. With a commitment to excellence and a focus on customer satisfaction, we strive to build long-lasting relationships with our clients based on trust and integrity. Visit us today to see how we can help you secure your financial future.

F&M Bank - Fort Wayne Lima Rd is a trusted financial institution located at 12106 Lima Road in Fort Wayne, Indiana, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for personal banking solutions, business loans, or investment opportunities, our experienced team is here to help you achieve your financial goals. Visit us today and experience the convenience and personalized service that sets F&M Bank apart from the rest.

Foster Financial Services is a boutique retirement and investment services firm located at 2720 Dupont Commerce Court, Suite 170 in Fort Wayne, Indiana. Our team of experienced financial professionals is committed to providing personalized financial planning solutions for individuals and employers. We offer a wide range of services including Investment Management, Retirement Plans, 401(k) Management, Pension Option Strategies, Health Insurance/Medicare Plans, Life Insurance Strategies, Tax Strategies, Estate Planning, and more. Whether you are planning for retirement or need assistance with a special financial situation, we can help you create a customized financial action plan to secure your future.

Fort Financial Credit Union is a trusted financial institution located at 8815 Lima Road in Fort Wayne, Indiana. As a credit union, we are dedicated to providing our members with personalized financial solutions and exceptional customer service. Whether you're looking for a loan, savings account, or other financial services, our team of experts is here to help you achieve your financial goals. Join us today and experience the benefits of being a member of Fort Financial Credit Union.

TradeWell Tax & Financial is a boutique financial planning and professional services firm located at 130 West Main Street, Fort Wayne, Indiana. Our team of professionals includes EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals, all under one roof. Our mission is to help retirees and pre-retirees reach their financial goals through custom-tailored financial guidance designed to maximize retirement potential. We offer services such as income planning, investment planning, tax planning, healthcare planning, and estate planning. Our focus is on risk management and creating comprehensive plans for our families. We believe in tax diversity in retirement planning and strive to minimize overall tax burdens. At TradeWell, each client is unique and we work to build a personalized investment plan to help achieve their retirement dreams. Initial meetings are at no charge or obligation, as we listen and learn about your situation and goals. We take our fiduciary obligation seriously and prioritize your best interests.

OneMain Financial is a finance institution located at 10353 Illinois Road in Fort Wayne, Indiana, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet the unique needs of each customer, OneMain Financial strives to help individuals achieve their financial goals and improve their overall financial well-being. Their experienced team of professionals is dedicated to providing excellent customer service and guiding clients through the loan process with transparency and integrity. Visit OneMain Financial to explore your financial options and take control of your finances today.

Prudential | Andy Ehrman | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana, United States. With a focus on providing comprehensive life insurance and financial services, our experienced team is dedicated to helping clients protect their assets and plan for the future. Whether you are looking to secure your family's financial well-being or plan for retirement, we offer personalized solutions to meet your specific needs. Trust in Prudential | Andy Ehrman | Life Insurance & Financial Services for expert guidance and reliable support in achieving your financial goals.

Thrivent Financial, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is an insurance agency with 18 Thrivent Financial Professionals on staff. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products in select states. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. The institution's licensed agents and financial advisors offer a range of services, including financial planning and investment advice. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about the institution's professionals.

Zachary Jennings is a Financial Advisor at Ameriprise Financial Services, LLC located at 409 East Cook Road in Fort Wayne, Indiana, United States. Specializing in finance, Zachary Jennings holds various certifications such as 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 demonstrate Zachary Jennings' expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial planning, exit planning, securities analysis, mutual funds, financial planning principles, long-term care planning, life insurance, and military financial advising. With a strong commitment to ethical practices and ongoing education, Zachary Jennings provides comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement."

Prudential | Kyle Metzger | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping individuals and families secure their financial future. Whether you are looking for life insurance coverage or need assistance with retirement planning, Prudential | Kyle Metzger | Life Insurance & Financial Services is here to help you every step of the way. Contact us today to learn more about our comprehensive range of services.

Allstate Financial Services: Lee McAllister is a reputable finance and insurance agency located at 5830 East State Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Allstate Financial Services: Lee McAllister offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Allstate Financial Services: Lee McAllister to provide expert guidance and support.

Qbox Fiduciary Solutions, LLC is a finance institution located at 3601 Hobson Road in Fort Wayne, Indiana, United States. We pride ourselves on our true open architecture strategy, which allows us to research, recommend, and select investments that are best suited to each client's needs. We work closely with independent RIAs, broker dealers, institutional money managers, and other financial firms to provide a superior service experience. Our journey began with a scandal during the Mutual Fund Scandals of the early 2000s, which led us to adopt an open architecture investment platform. This platform allows us to assist our clients in meeting their fiduciary obligations and creating successful retirement outcomes for plan participants. We have obtained our Accredited Investment Fiduciary designation (AIF®), which guides our practice and processes, focusing on organizing, formalizing, implementing, and monitoring a sound fiduciary process.

Frank Financial Group is a leading finance institution located at 6223 Constitution Drive in Fort Wayne, Indiana, United States. With a strong reputation for providing expert financial advice and services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, Frank Financial Group is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique needs and circumstances. Visit us today to learn more about how we can help you secure a brighter financial future.

Financial Focus is a leading finance institution located at 10305 Dawsons Creek Boulevard in Fort Wayne, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or save for the future, Financial Focus is here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on customer satisfaction, we strive to be your trusted partner in achieving financial success.

Merrill Lynch Financial Advisor Tyler Haire, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, offers personalized financial services to high-net-worth individuals and families. Tyler, who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, joined Merrill Lynch Wealth Management in 2017 and has over 6 years of experience in the financial services industry. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their goals. Tyler works closely with clients to understand their financial situation, risk tolerance, and goals, and recommends a financial strategy aligned with their objectives. He has access to research from BofA Global Research and can provide assistance with income management, education funding, retirement planning, wealth transfer, and estate planning. Tyler also collaborates with clients' other professionals, such as attorneys and accountants, to help achieve their goals.

Merrill Lynch Financial Advisor Daniel B Finley is a reputable finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. The institution is known for its outstanding advisors who have received recognition from financial industry publications and Bank of America Corporation. They are dedicated to providing exemplary client service and have been featured in Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors" lists. At Merrill Lynch, the focus is on understanding your full financial picture and creating a personalized wealth management strategy tailored to your goals and priorities. The team, supported by the global resources of Merrill and Bank of America, is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Ian McCormick is a finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. Ian McCormick began his career in financial services in 2011 after graduating from Indiana University and joined Merrill in 2019. With the Accredited Asset Management SpecialistSM designation and the CERTIFIED FINANCIAL PLANNERTM certification, Ian offers a comprehensive approach to managing wealth by listening to clients' needs and ensuring every strategy is grounded in understanding their goals and values. Ian follows the Merrill tradition of community involvement and volunteers with organizations in the community. With the support of Merrill's global resources, Ian's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Ian focuses on family, goals, and priorities, adapting to changes over time to help clients pursue their financial goals.

Kolkman Group Financial is a reputable insurance agency located at 203 West Wayne Street in Fort Wayne, Indiana, United States. With a strong commitment to providing top-notch insurance services, Kolkman Group Financial offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance coverage and find the best solutions to protect their assets and loved ones. Trust Kolkman Group Financial for all your insurance needs.

Brett Thomas - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a background in television news, Brett brings a unique perspective to financial advising and is dedicated to helping clients achieve their financial goals. Through regular meetings and updates, Brett will work with you to track your progress and adjust your approach as needed. As a registered advisor with FINRA, Brett can only conduct securities business in certain states. Contact Brett Thomas today to schedule a complimentary initial consultation and learn more about how he can help you reach your financial goals. Please visit the FINRA BrokerCheck website for more information on Brett Thomas' qualifications and background.

Merrill Lynch Financial Advisor Krista A Hamilton-Smith is a finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. The institution takes pride in their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They are known for their exemplary client service and have been ranked in various Forbes publications, such as "Best-in-State Wealth Management Teams" and "America's Top Women Wealth Advisors". The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, with a focus on understanding each client's goals and priorities. They offer personalized investment strategies and comprehensive financial solutions to help clients achieve their financial goals. The advisors at Merrill are committed to helping clients navigate the complexities of their financial lives and provide ongoing support to help them stay on track. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a customized approach to address their financial needs. The institution also offers resources such as the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. Merrill Lynch Financial Advisor Krista A Hamilton-Smith is dedicated to helping clients achieve their financial goals and navigate the ever-changing financial landscape.

Horace Mann - Travis Shuman Agency is a reputable finance institution located at 2200 Lake Avenue in Fort Wayne, Indiana, United States. Specializing in insurance and financial services, this agency offers a wide range of products to meet the needs of individuals and businesses alike. With a dedicated team of professionals, Horace Mann - Travis Shuman Agency is committed to providing personalized solutions and exceptional customer service. Whether you are looking for insurance coverage or financial planning advice, this agency is here to help you achieve your goals and secure your financial future.

Eagle Finance is a finance institution located at 279 East Coliseum Boulevard, Fort Wayne, Indiana, United States. We pride ourselves on providing fast personal loans ranging from $1,000 to $10,000 with affordable monthly payments. Our friendly and professional staff is dedicated to providing excellent customer service and ensuring a hassle-free loan process. With over 70 locations throughout Kentucky, Ohio, & Indiana, we are here to help you with your financial needs. Whether you need a loan for auto repair, home repair, medical bills, vacations, or any other expenses, Eagle Finance is here to assist you. We welcome individuals with previous bankruptcy and are committed to helping you establish or re-establish credit. Beware of scams - Eagle Finance will never ask you to send cash, checks, money orders, gift cards, or any other payment as a condition for loan approval. If you have any questions, please contact your local office. Thank you for choosing Eagle Finance for your financial needs!

Heights Finance is a reputable financial institution located at 2468 Getz Road in Fort Wayne, Indiana. With a strong presence in the United States, Heights Finance offers a range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for personal loans, debt consolidation, or other financial solutions, Heights Finance is committed to providing excellent customer service and tailored financial advice. Visit Heights Finance today to learn more about how they can assist you with your financial needs.

ACE Cash Express is a financial institution located in Fort Wayne, Indiana. We provide a variety of financial services including payday loans, check cashing, bill payment, and prepaid debit cards. Our experienced staff is dedicated to helping customers with their financial needs in a quick and convenient manner. Visit us at 1575 Goshen Avenue to learn more about how ACE Cash Express can assist you with your financial goals.