TOP 30 Family tax assistance in Fort Wayne, Indiana

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Family Tax Company is a trusted accounting and finance institution located at 1925 Calhoun Street in Fort Wayne, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for families and individuals. Whether you need help with tax preparation, planning, or financial consulting, we are here to assist you every step of the way. Trust Family Tax Company to help you navigate the complexities of tax laws and ensure that you are maximizing your financial opportunities. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

TradeWell Tax & Financial is a boutique financial planning and professional services firm located at 130 West Main Street, Fort Wayne, Indiana. Our team of professionals includes EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals, all under one roof. Our mission is to help retirees and pre-retirees reach their financial goals through custom-tailored financial guidance designed to maximize retirement potential. We offer services such as income planning, investment planning, tax planning, healthcare planning, and estate planning. Our focus is on risk management and creating comprehensive plans for our families. We believe in tax diversity in retirement planning and strive to minimize overall tax burdens. At TradeWell, each client is unique and we work to build a personalized investment plan to help achieve their retirement dreams. Initial meetings are at no charge or obligation, as we listen and learn about your situation and goals. We take our fiduciary obligation seriously and prioritize your best interests.

Terry Anderson - State Farm Insurance Agent is a local insurance agency located at 5668 Saint Joe Road in Fort Wayne, Indiana. With over 138 years of experience in providing State Farm Insurance in the area, Terry Anderson and his team are dedicated to offering professional and personalized service to all policyholders. Terry Anderson, a native of Fort Wayne, has been working in the insurance industry since 1992. He is a graduate of Indiana University’s Kelley School of Business with a degree in finance & insurance. Terry is a stepdad and grandfather who enjoys spending time with his family and two dogs, Lucy and Shirley. As a Good Neighbor, he is actively involved in local charities in the community.

Brad Taylor - State Farm Insurance Agent is an insurance agency located at 4308 Flagstaff Cove, Fort Wayne, Indiana, United States. Situated off Stellhorn Rd near Wheelock Rd in Stellhorn Professional Village, Brad has been in the insurance business with State Farm Insurance since 1987. The service goal of the institution is to "Make A Difference" in all things. Brad's team is licensed to assist customers with their insurance needs, including auto insurance, home insurance, and life insurance. When not working, Brad enjoys spending time on a pontoon, golfing, and most importantly, with his family. He is a leader at NorthEast Church and serves as an elder. The institution's goal is to help customers plan for the future and be there for them in times of need.

Jeff Lewis - State Farm Insurance Agent is an insurance agency located at 6034 East State Boulevard in Fort Wayne, Indiana, United States. During Safe Toys and Gifts Month in December, the institution raises awareness about selecting safe and age-appropriate toys for children. With a combined 55 years of experience with State Farm, the team offers a variety of insurance products including auto, home, renters, and life insurance. Born and raised in Fort Wayne, Jeff Lewis has worked for State Farm for over 22 years. The institution also provides tips on using extension cords safely, preventing backover deaths, and doing DIY auto maintenance. For inquiries, please call (260) 749-7688. DISCLAIMERS: Life Insurance and annuities are issued by State Farm Life Insurance Company. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for third party content or products. State Farm VP Management Corp. is separate from banking and insurance entities. Consult a tax or legal advisor for personal advice.

Robert Polston is a trusted financial advisor at Ameriprise Financial Services, LLC, located in Fort Wayne, Indiana. With years of experience in the finance industry, Robert is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or need assistance with financial planning, Robert Polston is here to provide personalized and professional guidance. Visit the office at 4239 Flagstaff Cove to start your journey towards financial success.

Perry Law Office, located at 5532 Saint Joe Road in Fort Wayne, Indiana, is a trusted institution specializing in various legal services. Whether you need assistance with estate planning, estate administration, debt collection, eviction, or discrimination claims, our experienced attorneys are here to help. We prioritize communication with our clients and strive to provide excellent service tailored to your individual needs. With over 150 years of combined experience, our team at Perry Law Office is dedicated to upholding integrity, professionalism, and respect for our clients. Trust us to guide you through the legal system and achieve successful outcomes. Contact us today for assistance with your legal matters.

Law Offices is a reputable legal institution located at 229 West Berry Street in Fort Wayne, Indiana, United States. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, criminal defense, family law matters, or estate planning, our skilled lawyers are here to help. We strive to deliver excellent results and are committed to serving our clients with professionalism and integrity. Contact Law Offices today for expert legal assistance.

Merrill Lynch Wealth Management, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is a finance institution that specializes in working with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. The experienced advisors at this branch offer financial strategies based on years of combined knowledge and experience in wealth management. They can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. Additionally, the branch is involved in charitable outreach to support the communities in which they operate. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help clients pursue their financial and life goals. The institution offers continuing professional training, mentoring, and technology for new and experienced advisors, as well as individually customized investment approaches and wealth management advice. Clients should consult legal and tax advisors before making financial decisions, as Merrill Lynch does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Additional information about Merrill Lynch's services and offerings can be found on their website.

Baird Private Wealth Management is a leading finance institution located at 127 West Berry Street in Fort Wayne, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and organizations. With a focus on building long-term relationships and delivering tailored solutions, Baird Private Wealth Management strives to help clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.