Estate planning services near me in Lafayette, Indiana

Kise Estates Apartments is a premier residential community located at 1935 Lafayette Avenue in Lebanon, Indiana. Our luxurious apartments offer modern amenities and spacious floor plans, perfect for individuals and families alike. Situated in a peaceful neighborhood, our residents enjoy a serene atmosphere while still being conveniently close to shopping, dining, and entertainment options. With a dedicated management team and maintenance staff, Kise Estates Apartments provides top-notch customer service and a comfortable living experience. Come home to Kise Estates Apartments and experience the best in upscale apartment living in Lebanon, Indiana.

Fairington Apartments of Lafayette is a premier real estate agency located at 225 Fairington Court in Lafayette, Indiana. Our apartments offer a luxurious and comfortable living experience for our residents. With spacious floor plans, modern amenities, and a convenient location, Fairington Apartments is the perfect place to call home. Our dedicated team is committed to providing top-notch customer service and ensuring that our residents feel right at home. Come experience the best in apartment living at Fairington Apartments of Lafayette.

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 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.

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.

CFS of Lafayette is a reputable finance institution located at 1349 Sagamore Parkway North in Lafayette, Indiana, United States. At CFS, our dedicated team of financial experts offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, CFS of Lafayette is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a stable financial future.

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.

Financial Education Services is a leading institution located on Sagamore Parkway West in West Lafayette, Indiana, United States. Our institution specializes in providing comprehensive financial education and services to individuals looking to improve their financial literacy and achieve their financial goals. With a team of experienced finance professionals, we offer a wide range of courses and resources to help our clients make informed decisions about their finances. Whether you are looking to learn about budgeting, investing, credit management, or retirement planning, Financial Education Services is here to support you every step of the way. Join us and take control of your financial future today!

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 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.

Jennifer Sterrett is a financial advisor at Ameriprise Financial Services, LLC located at 136 North 3rd Street in Lafayette, Indiana, United States. Jennifer 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Jennifer specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest standards of ethics and professionalism in the field of financial advising.

Richard Jenness is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street in Lafayette, Indiana, United States. With a focus on providing personalized financial solutions, Richard and his team offer expertise in various areas such as retirement planning, investment management, and estate planning. By reviewing their backgrounds, credentials, and experience, clients can determine the best approach to align with their financial goals. To get started, simply fill out the "Request consultation" form on their website to connect with Richard or another desired advisor. They will then reach out to schedule a complimentary initial consultation to discuss your financial needs and create a customized plan for your future.

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.

Dorvin Christner is a financial advisor at Ameriprise Financial Services, LLC located at 136 North 3rd Street in Lafayette, Indiana, United States. As a finance institution, Dorvin Christner offers personalized financial advice to help clients achieve their financial goals. With a focus on specific areas of expertise, clients can review Dorvin Christner's background, credentials, and experience to determine the best approach for their financial needs. By filling out a "Request consultation" form, clients can connect with Dorvin Christner for a complimentary initial consultation to discuss their financial goals and create a customized plan for success.

Oak Wealth And Retirement Planning is a finance institution located at 635 South Earl Avenue in Lafayette, Indiana, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their wealth and retirement goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide personalized and comprehensive financial planning services. At Oak Wealth And Retirement Planning, we prioritize our clients' financial well-being and work tirelessly to create customized strategies that align with their unique financial objectives. Contact us today to schedule a consultation and start planning for a secure and prosperous future.

Stephen Dunnuck is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. Stephen 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®. These certifications demonstrate Stephen's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Stephen is dedicated to helping clients make informed decisions and achieve their financial goals through personalized investment strategies, estate planning, retirement planning, and risk management. Contact Stephen Dunnuck for expert financial advice and guidance.

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 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.

Lafayette Business, Mortgage & Investment Center is a financial institution located at 201 Main Street in Lafayette, Indiana, United States. We offer a range of services including ATM access, banking, mortgage services, and investment opportunities. Our experienced team is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.

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 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 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.

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.

GCP Consulting Services LLC is a reputable accounting and finance firm located at 5510 Lafayette Road in Indianapolis, Indiana, United States. With a team of experienced professionals, we provide a wide range of consulting services tailored to meet the financial needs of our clients. From tax preparation to financial planning, our experts are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how GCP Consulting Services LLC can assist you with your accounting and finance needs.

Swift Tax Service is a professional accounting and finance institution located at 2802 Lafayette Road in Indianapolis, Indiana, United States. With a team of experienced tax professionals, we provide a wide range of services including tax preparation, bookkeeping, financial consulting, and more. Our goal is to help individuals and businesses navigate the complexities of tax laws and financial regulations to ensure compliance and maximize savings. Whether you need assistance with filing your taxes or managing your finances, Swift Tax Service is here to help you every step of the way.

Rice & Rice is a reputable institution located at 100 Lincolnway in Valparaiso, Indiana, United States. Specializing in estate planning, probate, and elder law, Rice & Rice serves clients in Indiana, Illinois, and Michigan with offices in Valparaiso, Lafayette, and Granger. With a focus on caring for families, the firm offers reasonable rates and has been awarded the Martindale-Hubbell AV Preeminent Rating and an A Rating with the BBB. Founded in 1972, Rice & Rice is deeply rooted in the community and is known for its compassionate and faith-based approach to legal services. Whether you need to review your will, estate plan, or powers of attorney, or are interested in attending an educational workshop on estate planning, the team at Rice & Rice is dedicated to helping you protect your assets and provide for your loved ones. Contact Rice & Rice today for a free consultation with their experienced team of attorneys.

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.

Rice & Rice is a reputable law firm located at 1237 East University Drive in Granger, Indiana, United States. They serve clients in Indiana, Illinois, and Michigan with additional offices in Valparaiso, Lafayette, and Granger. Specializing in estate planning, probate, and elder law, Rice & Rice offers reasonable rates and a compassionate approach to serving their clients. With a focus on Christian values and principles, the firm has been deeply rooted in the community since 1972. They have received prestigious ratings such as the Martindale-Hubbell AV Preeminent Rating and an A Rating with the BBB. If you are in need of legal assistance regarding your estate plan, probate matters, or elder law issues, contact Rice & Rice for a free consultation with their experienced team of attorneys.

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.

Rodriguez Law P.C. is a reputable law firm located at 1440 Sagamore Parkway North in Lafayette, Indiana. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a criminal charge, dealing with a family law matter, or need assistance with estate planning, Rodriguez Law P.C. is here to help. With a commitment to excellence and a passion for justice, you can trust in their expertise to guide you through the legal process. Contact Rodriguez Law P.C. today for a consultation.