Expert financial planners in Fort Wayne, Indiana

SYM Financial Advisors is a finance institution located at 7030 Pointe Inverness Way in Fort Wayne, Indiana, United States. Our team of experienced financial advisors is dedicated to helping you leverage your wealth to achieve your life goals and secure your financial future, including retirement planning. We take a personalized approach to financial planning, considering your unique priorities and lifestyle choices. Our team consists of professionals with designations like CFA®, CFP®, and CPA, among others, ensuring that you receive expert advice tailored to your needs. As an independent Registered Investment Advisor, we prioritize transparency and act in your best interest, free from outside influences. Contact us at (260) 387-6822 to discuss how our financial advisors can help you navigate life's financial complexities and build a solid financial plan for the future.

Edward Jones - Financial Advisor: Jason Korner, CFP® is a reputable finance institution located at 7329 West Jefferson Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning services, Jason Korner, a Certified Financial Planner, helps clients achieve their financial goals through strategic investment and wealth management solutions. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones offers expert advice and guidance to help you make informed decisions for a secure financial future.

Galecki Financial Management is a trusted and experienced fee-only financial planning institution located in Fort Wayne, Indiana. With a focus on providing personalized financial solutions to clients, their team of experts is dedicated to helping individuals and families achieve their financial goals. Located at 7743 West Jefferson Boulevard, Galecki Financial Management offers a range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Galecki Financial Management is committed to providing top-notch service and guidance every step of the way.

Jehl & Kreilach Financial Management is a leading finance institution located at 6209 Constitution Drive in Fort Wayne, Indiana, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, retirement planning, and estate planning. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can help you manage your finances effectively.

Nicholas Harter, CFP, Fort Wayne Financial Advisor is a reputable finance and insurance agency located at 110 West Berry Street in Fort Wayne, Indiana. As a Certified Financial Planner, Nicholas Harter provides expert financial advice and guidance to individuals and businesses in the Fort Wayne area. With a strong commitment to helping clients achieve their financial goals, Nicholas Harter offers personalized financial planning services tailored to each client's unique needs and objectives. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Nicholas Harter, CFP, Fort Wayne Financial Advisor is dedicated to helping you secure a stable financial future.

Life Financial Wealth Management, located at 1910 Saint Joe Center Road in Fort Wayne, Indiana, is a finance institution dedicated to providing long-term, value-added financial counsel and exceptional service to its clients. With a focus on education and personalized financial planning, Life Financial works alongside clients to articulate, establish, and achieve their financial life goals. The institution believes in a mature simplicity approach to financial planning, emphasizing the importance of family, friends, faith, and community in living a life of purpose and service to others. Life Financial offers a wide variety of products and services tailored to each client's unique needs and goals, ensuring a personalized and comprehensive financial strategy. Advisory services are offered through Advisory Advocates, a registered investment adviser, and insurance products are offered through Life Financial Wealth Management. With a commitment to honesty, hard work, and respect, Life Financial strives to build trust and lasting relationships with its clients.

Edward Jones - Financial Advisor: Sean P Asiala, CFP®|AAMS™ is a trusted financial institution located at 991 Chestnut Hills Parkway in Fort Wayne, Indiana. Specializing in personalized financial planning and investment services, Sean P Asiala, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), provides expert advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future.

Nikole L Middleton - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5750 Coventry Lane, Fort Wayne, Indiana, United States. Nikole Middleton holds multiple 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 cover a wide range of financial planning and investment topics, ensuring that Nikole Middleton is well-equipped to provide expert advice and guidance to clients. Nikole Middleton also specializes in serving veterans, active duty, Reserve, National Guard, and their families through the Certified Military Financial Advisor® (CFMA®) designation. With a commitment to ethics and ongoing education, Nikole Middleton is dedicated to helping individuals achieve their financial goals and secure their financial future.

Olson Financial Services is a reputable finance institution located at 3252 Mallard Cove Lane in Fort Wayne, Indiana, United States. With a focus on providing comprehensive financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. Trust Olson Financial Services to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Greg Solon, CFP®|AAMS™ is a reputable financial institution located at 4011 West Jefferson Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning services, Greg Solon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance and advice to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in Greg Solon and the team at Edward Jones to help you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Paul W Phillips, CFP®|ADPA™ is a reputable finance institution located at 1210 Ruston Pass in Fort Wayne, Indiana, United States. With a focus on providing expert financial advice and planning services, Paul W Phillips, a Certified Financial Planner and Accredited Domestic Partnership Advisor, is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is committed to providing personalized solutions tailored to your individual needs. Visit us today to start securing your financial future with confidence.

Edward Jones - Financial Advisor: Sun K Park, CFP® is a reputable finance institution located at 838 Mill Lake Road in Fort Wayne, Indiana, United States. Sun K Park, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Tracie Luley is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Tracie holds multiple certifications including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tracie is highly trained and experienced in various areas of financial planning and asset management, providing expert advice and services to clients in need of financial guidance.

Grabill Financial Services is a reputable finance institution located at 1505 West Dupont Road in Fort Wayne, Indiana. With a team of experienced financial experts, Grabill Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance solutions, Grabill Financial Services is dedicated to providing personalized and reliable financial advice. Visit us today to see how we can help you secure your financial future.

Preferred Financial Group is a reputable institution located at 11130 Coldwater Road in Fort Wayne, Indiana, United States. Specializing in accounting and finance, they offer a range of services to help individuals and businesses manage their financial needs. With a focus on financial planning, they aim to help clients see the big picture and achieve their goals. Securities are offered through American Portfolios Financial Services, Inc., a trusted partner in the industry. As a client, you can access a variety of calculators on their website to assist with your financial decisions. Rest assured, Preferred Financial Group is committed to providing expert advice and personalized solutions to meet your financial needs. Be sure to check the background of their investment professionals for added peace of mind.

Edward Puglise is a financial advisor at Ameriprise Financial Services, LLC located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. He 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Edward Puglise is dedicated to providing expert financial advice, specializing in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and ongoing education, Edward Puglise ensures that his clients receive the highest level of service and expertise in the field of finance.

Edward Jones - Financial Advisor: Michael C Caley is a reputable finance institution located at 7525 West Jefferson Boulevard in Fort Wayne, Indiana, United States. Michael C Caley is a dedicated and experienced financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael C Caley is committed to helping individuals and families make informed decisions about their finances and secure their financial future.

Robert Veenstra is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road, Fort Wayne, Indiana, United States. Robert 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 Robert's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. As an experienced financial advisor, Robert is dedicated to providing comprehensive and personalized financial solutions to individuals and small business owners. Contact Robert Veenstra today for expert financial advice and guidance.

Tracie Luley - Ameriprise Financial Services, LLC is a finance institution located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States. They offer a range of services and 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®. They are dedicated to providing expert financial advice and planning for individuals and businesses, with a focus on specialized areas such as estate planning, retirement planning, investment management, and more. Their team of professionals are highly trained and committed to upholding the highest standards of ethics and expertise in the field of finance.

Optare Financial Partners is a leading financial institution located at 6714 Pointe Inverness Way in Fort Wayne, Indiana. As a trusted partner in finance, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment management, retirement planning, or assistance with financial planning, Optare Financial Partners is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Tonja Rutsey - Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. They offer a range of services and certifications to help individuals with their financial planning needs. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover topics such as asset management, estate planning, retirement planning, and investment strategies. The institution also offers certifications for specific areas such as Chartered Financial Analyst®, Certified Financial Planner™, and Certified Fund Specialist. The team at Tonja Rutsey - Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and guidance to their clients.

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."

LTC Financial Partners is a leading finance, health, and insurance agency located at 10729 Coldwater Road in Fort Wayne, Indiana, United States. Specializing in long-term care planning, the institution offers expert guidance and personalized solutions to help individuals and families prepare for their future healthcare needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing top-notch service and support to ensure clients are well-equipped to navigate the complexities of long-term care. Contact them today to start planning for a secure and healthy future.

Keiffer Fries Tax & Business Solutions is a leading accounting and finance institution located at 3718 Allen Avenue in Fort Wayne, Indiana, United States. Formerly known as Fries & Wolfe Financial Services, this institution offers a wide range of services including tax preparation, business consulting, and financial planning. With a team of experienced professionals, Keiffer Fries Tax & Business Solutions is dedicated to providing personalized and high-quality services to help individuals and businesses achieve their financial goals.

Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC, located at 9017 Coldwater Rd, Fort Wayne, IN, United States, is a finance institution that offers a wide range of services to meet the financial needs of individuals and businesses. The institution boasts a team of professionals with 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, 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 ensure that clients receive expert advice on asset management, estate planning, retirement planning, investment strategies, insurance products, and more. The institution is dedicated to providing high-quality financial services and helping clients make informed decisions to achieve their financial goals.

Kathy Crager - Thrivent is a finance institution located at 3711 Rupp Drive in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning services, Kathy Crager - Thrivent helps individuals and families achieve their financial goals through a variety of investment and insurance products. The institution prides itself on offering expert advice and guidance to help clients make informed decisions about their financial future. Whether you are looking to save for retirement, protect your assets, or plan for the future, Kathy Crager - Thrivent is dedicated to helping you secure a stable and prosperous financial future.

Roscoe & Keithley Associates is a reputable finance institution located at 7911 Decatur Road in Fort Wayne, Indiana, United States. With a strong commitment to providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Visit us today to learn more about how Roscoe & Keithley Associates can help you secure your financial future.

Ronald Looney - Raymond James is a respected financial institution located at 6329 Constitution Drive in Fort Wayne, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Ronald Looney - Raymond James has the expertise and resources to assist you. Trustworthy and reliable, they prioritize the financial well-being of their clients and strive to provide personalized solutions tailored to individual needs. Visit Ronald Looney - Raymond James today to start building a secure financial future.

Edward Jones is a reputable finance institution located on Illinois Road in Fort Wayne, Indiana, United States. With a focus on personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provides expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your investments, Edward Jones offers a comprehensive range of services to support your financial needs. Visit their office on Illinois Road to start your journey towards a secure financial future with Edward Jones.