TOP 30 Best Estate and trust planning services in Lafayette, Indiana
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Family Tax & Financial Services
Family Tax & Financial Services is a trusted accounting and finance institution located in Lafayette, Indiana. Our experienced professionals are dedicated to providing personalized financial solutions for individuals and families. Whether you need help with tax preparation, financial planning, or investment management, our team is here to assist you every step of the way. Visit us at 3990 State Route 38 to learn more about how we can help you achieve your financial goals.
BB&C Attorneys at Law | Bennett, Boehning, and Clary, LLP
BB&C Attorneys at Law, also known as Bennett, Boehning, and Clary, LLP, is a prestigious law firm located at 415 Columbia Street in Lafayette, Indiana, United States. Specializing in a wide range of legal services, the dedicated team of lawyers at BB&C are committed to providing expert advice and representation to their clients. With a strong reputation for professionalism and integrity, BB&C Attorneys at Law is a trusted institution for individuals and businesses seeking legal assistance in the Lafayette area.
Landmark Financial Services
Landmark Financial Services is a trusted finance institution located at 35 Executive Drive in Lafayette, Indiana, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Landmark Financial Services can help you reach your financial objectives.
Lightning Tax Services Inc
Lightning Tax Services Inc is a professional accounting and finance institution located at 1613 Kossuth Street in Lafayette, Indiana, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Lightning Tax Services Inc to handle all your financial needs with precision and expertise.
TIAA Financial Services
TIAA Financial Services is a reputable institution located at 1330 Win Hentschel Boulevard in West Lafayette, Indiana, United States. As a comprehensive financial services provider, TIAA offers a wide range of services including banking, finance, and insurance solutions. With a commitment to helping individuals and businesses achieve their financial goals, TIAA provides expert guidance and personalized solutions to meet the unique needs of each client. Whether you are looking for banking services, investment opportunities, or insurance coverage, TIAA Financial Services is dedicated to helping you secure a stable financial future.
Tori Notary Services, LLC
Tori Notary Services, LLC is a reputable finance institution located in Lafayette, Indiana, United States. Our team of experienced professionals provides expert notary services for a wide range of financial transactions. Whether you need documents notarized for loans, real estate transactions, or other financial matters, we are here to assist you with efficiency and accuracy. Trust Tori Notary Services, LLC for all your notary needs in the Lafayette area.
Gettings Reed Financial Services
Gettings Reed Financial Services, located at 672 Main Street in Lafayette, Indiana, is a trusted finance institution dedicated to helping clients navigate the ever-changing market landscape. With a focus on keeping fees low and goals in sight, we provide a range of services including investment management, financial planning, and life insurance. Our experienced team, led by Bill Gettings, CFP®, has over 40 years of expertise in the field. As fiduciaries, we are committed to acting in our clients' best interests, offering advice you can trust. Whether you're setting up a 401(k) plan or planning for the future, we're here to help. Contact us at Gettings Reed Financial for personalized financial solutions that work for you now and in the years to come. Securities and investment advisory services are offered through BCGM Wealth Management, LLC, a SEC Registered Investment Adviser.
Financial Planning Consultants, Inc
Financial Planning Consultants, Inc is a trusted financial institution located at 3721 Rome Drive in Lafayette, Indiana. Our team of experienced consultants is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and guidance. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Cardwell, King, and Downey Wealth Management of Raymond James
Cardwell, King, and Downey Wealth Management of Raymond James is a leading finance institution located at 201 Main Street in Lafayette, Indiana, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we offer comprehensive solutions to meet your unique needs. Trust in our expertise and commitment to excellence to secure your financial future with confidence.
Kathleen Dunnuck-Mundy - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen Dunnuck-Mundy is a financial advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Kathleen Dunnuck-Mundy offers background and qualification information available at FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to help clients understand their financial options. Find out more about what is driving the stock market and whether the current bull market rally will continue into 2024. If you are not already a client, take the next step towards a more confident financial future by setting up a complimentary initial consultation. Investment products are not insured by the FDIC, NCUA or any federal agency and involve investment risks. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Kathleen Dunnuck-Mundy may only conduct securities business with residents of certain states. Let's meet to discuss your financial goals and aspirations. Ameriprise Financial cannot guarantee future financial results. Refer friends or family members to Kathleen Dunnuck-Mundy for help in achieving their financial goals. Your referral will be contacted soon. Trust in Ameriprise Financial Services, LLC for privacy and security in all financial matters.
Stephen Wien - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Wien is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 839 Main Street in Lafayette, Indiana. With years of experience in the finance industry, Stephen provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Stephen Wien can provide expert guidance and support every step of the way. Contact him today to schedule a consultation and take control of your financial future.
Lafayette Wealth Management Group - David Sharp
Lafayette Wealth Management Group - David Sharp is a finance institution located at 2920 Conservation Club Road in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.
Joseph Drury - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Drury - Financial Advisor at Ameriprise Financial Services, LLC is located at 839 Main Street in Lafayette, Indiana. As a dedicated financial advisor, Joseph Drury offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on individualized strategies and long-term success, Joseph Drury provides expert guidance in areas such as retirement planning, wealth management, and investment strategies. Trust Joseph Drury and Ameriprise Financial Services, LLC to help you secure your financial future.
David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC
David Vorbeck is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 839 Main Street in Lafayette, Indiana, United States. David holds several prestigious 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®. These certifications demonstrate David's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, insurance advice, or assistance with special needs planning, David Vorbeck has the knowledge and experience to help you achieve your financial goals. Contact David Vorbeck at Ameriprise Financial Services, LLC for personalized wealth management solutions tailored to your unique needs.
Lightning Tax Services Inc
Lightning Tax Services Inc is a reputable accounting and finance institution located at 2075 Main Street in Lafayette, Indiana, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, ensuring accuracy and compliance with tax laws. Our goal is to help our clients maximize their financial success and minimize their tax liabilities. Trust Lightning Tax Services Inc for all your accounting and tax needs.
Vaughan & Vaughan
Vaughan & Vaughan is a reputable law firm located at 201 Main Street in Lafayette, Indiana, United States. Specializing in various areas of law, the experienced team at Vaughan & Vaughan is dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, Vaughan & Vaughan is a trusted choice for individuals seeking legal representation in the Lafayette area. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Vaughan & Vaughan is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Ball Eggleston, PC
Ball Eggleston, PC is a reputable law firm located at 201 Main Street in Lafayette, Indiana. With a team of experienced lawyers, they provide a wide range of legal services to clients in the United States. Their expertise covers various areas of law, including personal injury, family law, estate planning, and business law. Known for their dedication to providing high-quality legal representation, Ball Eggleston, PC is committed to helping clients navigate complex legal issues and achieve favorable outcomes. Whether you are in need of legal advice or representation, you can trust the professionals at Ball Eggleston, PC to advocate for your rights and best interests.
Forbes Law Firm, LLC
Forbes Law Firm, LLC is a reputable legal institution located at 331 Columbia Street in Lafayette, Indiana, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable lawyers, Forbes Law Firm, LLC is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Forbes Law Firm, LLC to provide expert advice and representation. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Coulter Law Office
Coulter Law Office is a reputable law firm located at 133 North 4th Street in Lafayette, Indiana. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with criminal defense, Coulter Law Office is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal matters with professionalism and care. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Rice & Rice
Rice & Rice Attorneys is a trusted law firm located at 635 South Earl Avenue in Lafayette, Indiana. Serving Indiana, Illinois, and Michigan with offices in Valparaiso, Lafayette, and Granger, our experienced team specializes in Estate Planning, Probate, and Elder Law. With a focus on caring for your family, we offer reasonable rates and compassionate service. Are you in need of updating your Will, Estate Plan, or Powers of Attorney? Our team at Rice & Rice can help. Schedule a free consultation today to review your current needs and ensure your documents reflect your wishes.
Jeff Onken - State Farm Insurance Agent
Jeff Onken - State Farm Insurance Agent is an established insurance agency located at 3831 Union Street in Lafayette, Indiana. With over 33 years of experience as a State Farm affiliate, Jeff L Onken offers a range of insurance services including auto, homeowners, renters, and life insurance. His office is conveniently located east of the Creasy Lane and Union St. intersection, next to Merry Maids. Jeff Onken has been a proud sponsor of The Tippecanoe Latino Festival with The Latino Center of Wellness and Education. He is dedicated to serving the community of Lafayette and surrounding cities, providing insurance services in both English and Spanish. Jeff is a former football coach at LCC and enjoys spending time with his family and dog Louie.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3540 State Route 38 in Lafayette, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is a reliable choice for all your accounting and finance needs.
Herr & Phillips LLC
Herr & Phillips LLC is a reputable law firm located at 121 North 4th Street in Lafayette, Indiana. Specializing in various legal services, their team of experienced lawyers are dedicated to providing top-notch representation and guidance to their clients. With a strong commitment to professionalism and client satisfaction, Herr & Phillips LLC is known for their expertise in handling a wide range of legal matters. Whether you need assistance with personal injury cases, family law issues, or business disputes, you can trust Herr & Phillips LLC to provide you with the legal support you need. Contact them today to schedule a consultation and see how they can help you with your legal needs.
Dukes Sandra S
Dukes Sandra S is a reputable law firm located at 324 Main Street in Lafayette, Indiana, United States. Specializing in various areas of law, the skilled attorneys at Dukes Sandra S provide top-notch legal services to clients in need. With a strong commitment to professionalism and integrity, this institution is dedicated to advocating for their clients' best interests and achieving successful outcomes in legal matters. Whether you are seeking legal advice or representation, Dukes Sandra S is the trusted choice for expert legal assistance in Lafayette and beyond.
Monica Doerr Law Office
Monica Doerr Law Office is a trusted legal institution located at 459 Sagamore Parkway West in West Lafayette, Indiana, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, Monica Doerr and her team are dedicated to providing expert legal counsel and representation to their clients. With a commitment to professionalism and personalized service, Monica Doerr Law Office is the go-to destination for those seeking reliable legal advice and support in the West Lafayette area.
Bartlett Law USA
Bartlett Law USA is a reputable law firm located at 710 Brown Street in Lafayette, Indiana, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of legal advice, representation, or assistance with a legal matter, Bartlett Law USA is here to help. Trust us to handle your case with professionalism, expertise, and dedication. Contact us today to schedule a consultation.
Murtaugh Reid D
Murtaugh Reid D is a lawyer institution located at 1527 Kossuth Street in Lafayette, Indiana, United States. Our vision is to create a better prepared and better protected community through customized legal services. Our mission is to support individuals, families, and business owners in Tippecanoe County in protecting their livelihood and legacy. We strive to provide value to our clients by offering education, comprehensive planning, and sound legal advice in every interaction. To pay your invoice or trust request, simply visit our secure payment portal, complete the form, and submit payment. We value your feedback and encourage you to share your experiences and thoughts on our website.
Kennedy & Schrader Law Office
Kennedy & Schrader Law Office is a reputable legal firm located at 313 Columbia Street in Lafayette, Indiana. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with family law matters, or require help with estate planning, our skilled attorneys are here to help. Trust Kennedy & Schrader Law Office for professional and reliable legal services in Lafayette, Indiana.
Hoffman Luhman & Masson: Salsbery Matthew A
Hoffman Luhman & Masson: Salsbery Matthew A is a reputable law firm located at 200 Ferry Street in Lafayette, Indiana, United States. Specializing in various areas of law, the firm is known for its experienced attorneys who provide top-notch legal services to clients in need of representation. Whether you are facing a criminal charge, dealing with a family law matter, or seeking legal advice for a business issue, the team at Hoffman Luhman & Masson: Salsbery Matthew A is dedicated to helping you navigate the complexities of the legal system with professionalism and expertise. Contact them today for a consultation.
Riley Kevin J
Riley Kevin J is a law firm located at 250 Main Street in Lafayette, Indiana, United States. Specializing in corporate law, employee concerns, conflict resolution, real estate, estate planning, probate, banking, financing, tax law, trademarks, employer representation, administrative law, and education, Riley Kevin J is dedicated to providing efficient and personalized legal services to its clients. With a focus on finding solutions for their clients, Riley Kevin J offers mediation and litigation services to help resolve legal issues. Their team of experienced attorneys are committed to providing skilled and efficient service in a variety of legal matters.
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