Familial wealth transfer in Sullivan, Indiana

Edward Jones - Financial Advisor: Lana G Sullivan is a reputable finance institution located at 17 Public Square in Salem, Indiana, United States. Lana G Sullivan 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, Lana G Sullivan is committed to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Lana G Sullivan and the team at Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Amy Sullivan, CFP®|AAMS™ is a finance institution located at 58 East Hill Street in Wabash, Indiana, United States. Amy Sullivan, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Amy Sullivan helps clients navigate the complex world of finance with confidence and clarity.

Edward Jones - Financial Advisor: Gretchen K Burkhart is a reputable finance institution located at 2110 North Hospital Boulevard in Sullivan, Indiana, United States. Specializing in personalized financial planning and investment services, Gretchen K Burkhart is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Gretchen K Burkhart is committed to helping you make informed decisions and achieve financial success.