Family financial planner in Fort Wayne, Indiana

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.

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: Pam Covington, CFP®|RICP® is a reputable financial institution located at 6525 Constitution Drive in Fort Wayne, Indiana, United States. Pam Covington, a Certified Financial Planner and Retirement Income Certified Professional, leads the team of experienced professionals who provide personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Pam Covington and her team offer comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or managing your investments, Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

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.

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.

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.

Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States. The institution offers a variety of certifications and designations for financial professionals, 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®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics including asset management, retirement planning, estate planning, and more. The institution aims to provide comprehensive financial planning services for individuals and businesses, with a focus on ethical practices and client needs.

Daniel Arnold - UBS Financial Services Inc. is a reputable finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Daniel Arnold - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence and 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.

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.

Matthew Reynolds - Ameriprise Financial Services, Inc. is a finance institution located at 415 East Cook Road, Fort Wayne, Indiana, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the Chartered Financial Analyst® designation for securities analysts, the advisors at Matthew Reynolds - Ameriprise Financial Services, Inc. have the expertise to provide comprehensive financial planning services. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Certified Kingdom Advisor, ensuring that clients receive tailored and informed financial advice. With a commitment to ethical practices and ongoing education, Matthew Reynolds - Ameriprise Financial Services, Inc. is dedicated to providing high-quality financial services to individuals and businesses.

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.

Wealth Advisors Group is a reputable finance institution located at 12726 Coldwater Road in Fort Wayne, Indiana, United States. At Wealth Advisors Group, every financial planner is a fiduciary, meaning they adhere to a strict code of conduct in providing investment advice and financial planning services. This commitment to ethical standards ensures that clients receive trustworthy and reliable guidance for their financial goals. Wealth Advisors Group, LLC is a registered investment advisor, offering personalized and professional financial services to help clients achieve their financial aspirations.

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.

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.