TOP 30 Best Family wealth management in Terre Haute, Indiana

Valley Group Wealth Management is a premier finance institution located at 7205 Indiana 46 in Terre Haute, Indiana, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through tailored investment strategies and personalized wealth management services. With a focus on building long-term relationships and providing exceptional customer service, Valley Group Wealth Management is committed to helping clients secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.

Structured Wealth Management is a leading financial institution located at 1326 East Davis Drive in Terre Haute, Indiana, United States. Our team of expert financial advisors specialize in creating customized wealth management solutions for individuals, families, and businesses. With a focus on strategic planning and risk management, we help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you build and protect your wealth.

Certus Wealth Partners - UBS Financial Services Inc. is a renowned financial institution located at 528 Wabash Avenue in Terre Haute, Indiana, United States. As a part of UBS Financial Services Inc., they provide comprehensive wealth management services to clients in the area. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more. Their dedication to providing top-notch financial solutions has earned them a reputation as a trusted partner for individuals and families looking to secure their financial future.

Welcome to the Brain & Spine Center in collaboration with Goodman Campbell Brain & Spine, located at 1513 North 6th 1/2 Street, Terre Haute, Indiana. Our center is dedicated to providing exceptional neurological and spinal care to the local community and beyond. As a leading health facility, we specialize in a comprehensive range of services including diagnosis, treatment, and management of various brain and spine conditions. Our team of highly skilled and experienced specialists is committed to delivering personalized and compassionate care tailored to meet the unique needs of each patient. By collaborating with Goodman Campbell Brain & Spine, we ensure access to cutting-edge medical advancements and a wealth of expertise in neurosurgery and spine care.

Welcome to Joy Whitt, APRN, FNP, your trusted healthcare provider in Terre Haute, Indiana. Conveniently located at 1378 Indiana 46, we are dedicated to offering compassionate and personalized medical care to our community. As a highly qualified Advanced Practice Registered Nurse and Family Nurse Practitioner, Joy Whitt brings a wealth of experience and knowledge to ensure the well-being of every patient. Our practice is committed to delivering comprehensive health services tailored to meet the needs of individuals and families alike. We offer a wide range of primary care services, including routine check-ups, preventive care, chronic disease management, and health education. At Joy Whitt, APRN, FNP, we believe in fostering a welcoming and supportive environment where patients feel comfortable discussing their health concerns.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 401 Wabash Avenue in Terre Haute, Indiana, United States. As a leading financial advisory firm, Morgan Stanley offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly experienced and knowledgeable advisors, clients can expect personalized investment strategies, wealth management solutions, and expert financial guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Morgan Stanley Financial Advisors is dedicated to helping you navigate the complex world of finance with confidence and success.

Edward Jones - Financial Advisor: Mark A Metheny, CFP®|CEPA® is a trusted financial institution located at 674 Ohio Street in Terre Haute, Indiana, United States. Mark A Metheny, a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), provides personalized financial advice and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families plan for a secure financial future. Whether you are looking to save for retirement, invest for your children's education, or create a comprehensive financial plan, Mark A Metheny and his team are dedicated to providing tailored solutions to meet your unique needs. Visit Edward Jones - Financial Advisor: Mark A Metheny, CFP®|CEPA® today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Cogan Keith is a reputable finance institution located at 400 Wabash Avenue in Terre Haute, Indiana, United States. Cogan Keith is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Cogan Keith offers expert guidance and tailored solutions to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Cogan Keith is committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Mark E Monahan, AAMS™ is a reputable finance institution located at 506 East Davis Drive in Terre Haute, Indiana, United States. Mark E Monahan, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term relationships and a commitment to exceptional customer service, Edward Jones - Financial Advisor: Mark E Monahan, AAMS™ is a trusted partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Kyle J Simpson, AAMS™|CRPC™ is a reputable financial institution located at 652 East Springhill Drive in Terre Haute, Indiana, United States. Specializing in providing personalized financial advice and services, Kyle J Simpson, AAMS™|CRPC™ is dedicated to helping clients achieve their financial goals and secure their future. With a strong background in finance and a commitment to excellence, clients can trust in the expertise and professionalism of this institution. Whether you are planning for retirement, investing for the future, or seeking guidance on financial matters, Edward Jones - Financial Advisor: Kyle J Simpson, AAMS™|CRPC™ is here to help you every step of the way.

Welcome to Megan Schofield – Your Trusted COUNTRY Financial Agent in Terre Haute, Indiana Located at 231 Helen Avenue, Terre Haute, Indiana, Megan Schofield is your local expert in finance, health, and insurance. As part of the esteemed COUNTRY Financial team, we have been safeguarding the dreams and assets of our clients since 1925. Whether you are looking to protect your car, home, business, or more, we are here to provide you with comprehensive insurance solutions tailored to your unique needs.

Welcome to Sunshine Insurance Indiana, your trusted local insurance agency located in the heart of Terre Haute. Situated at 2918 South 1st Street, our dedicated team is committed to providing exceptional service and comprehensive insurance solutions tailored to meet your unique needs. At Sunshine Insurance Indiana, we understand the importance of safeguarding what matters most to you, whether it's your home, vehicle, business, or personal well-being. Our experienced professionals work diligently to offer you a wide range of coverage options from leading insurance providers, ensuring you receive the best protection at competitive rates. We pride ourselves on building lasting relationships with our clients, based on trust, transparency, and personalized attention. Visit us today and discover how Sunshine Insurance Indiana can help you secure a brighter, more secure future.

Welcome to Jeff Jewell, Coldwell Banker Real Estate Group, your trusted partner in the heart of Terre Haute, Indiana. Located at 788 South 3rd Street, our business is dedicated to providing exceptional real estate services to the Wabash Valley community. With over 15 years of experience as a Realtor, Jeff Jewell takes pride in delivering unparalleled satisfaction to clients, ensuring their real estate journey is smooth and successful. Rooted in a family tradition of real estate expertise since 1979, Jeff understands that the key to success is happy clients. He is committed to listening to your needs, staying ahead of industry trends, and leveraging the latest technologies and tools to give you a competitive edge, whether you are buying or selling a home.

Welcome to Caring Transitions of The Wabash Valley, your trusted partner in financial management and transition services located in Terre Haute, Indiana. Situated at 2475 Kings Court, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of our clients in the Wabash Valley region. Our expert team is dedicated to delivering personalized financial guidance and support, ensuring a smooth and stress-free transition during significant life changes. Whether you're planning for retirement, managing an estate, or navigating the complexities of financial planning, we are here to assist you every step of the way.

Welcome to First Farmers Bank and Trust, your trusted financial partner located at 2359 Indiana 46, Terre Haute, Indiana. With a rich history of serving the community, we are proud to offer a comprehensive range of banking services to meet your financial needs. At First Farmers Bank and Trust, we prioritize exceptional customer service. Our dedicated staff is known for their helpfulness and politeness, consistently going above and beyond to ensure a positive banking experience for every customer. Many of our team members have been with us for years, forming strong relationships with our clients and treating them like family.

Welcome to Hannig Construction, Inc. Located at 815 Swan Street, Terre Haute, Indiana, Hannig Construction, Inc. has been a cornerstone in the construction industry since its founding on December 1, 1960. As a trusted general contractor, our team is dedicated to delivering high-quality commercial and industrial projects with a focus on honesty, reliability, and affordability.

Sackrider & Company, Inc. is a reputable financial institution located at 1925 Wabash Avenue in Terre Haute, Indiana, United States. With a strong focus on providing personalized financial services to individuals and businesses, Sackrider & Company, Inc. offers a wide range of solutions including investment management, retirement planning, estate planning, and tax services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Sackrider & Company, Inc. today to learn more about how they can assist you with your financial needs.

Edward Jones - Financial Advisor: Kris Comar is a renowned financial institution located at 2500 College Avenue in Terre Haute, Indiana, United States. As a trusted financial advisor, Kris Comar provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Kris Comar is dedicated to helping individuals and families secure their financial future.

Northwestern Mutual is a trusted finance and insurance agency located at 1210 South 3rd Street in Terre Haute, Indiana, United States. With a strong reputation for providing comprehensive financial planning services and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored strategies to help clients navigate the complexities of financial planning and insurance. Visit Northwestern Mutual today to start planning for a secure and prosperous future.

Edward Jones - Financial Advisor: Paul A Clapp, AAMS™ is a reputable financial institution located at 1318 Ohio Street in Terre Haute, Indiana, United States. As a trusted advisor, Paul A Clapp, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to invest, plan for retirement, or save for your child's education, Paul A Clapp, AAMS™ can provide expert guidance and support every step of the way.

Mel Krueger is a financial advisor at Ameriprise Financial Services, LLC, located at 2963 Erie Canal Road in Terre Haute, Indiana, United States. As part of The Volkers Group, Mel and his team have been recognized on the 2024 Forbes Best-in-State Wealth Management Teams list. With a focus on helping clients feel more confident and in control of their financial lives, Mel offers complimentary initial consultations to those looking to secure a more stable financial future. Ameriprise Financial Services, LLC provides investment products and advisory services, with Mel conducting securities business in states where he is properly registered. Clients can expect personalized attention and support in reaching their financial goals. Members of the community are encouraged to refer friends and family to Mel for expert financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC, ensuring the protection of clients' sensitive information.

Edward Jones - Financial Advisor: Jim Faro is a trusted financial institution located at 2800 Poplar Street in Terre Haute, Indiana, United States. Specializing in finance, Jim Faro provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Jim Faro offers a range of investment options and financial planning strategies tailored to each individual's unique needs and objectives. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Jim Faro is dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Jessica L Leggette is a trusted finance institution located at 1171 East Canvasback Drive in Terre Haute, Indiana, United States. With a focus on providing personalized financial planning and investment services, Jessica L Leggette is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jessica L Leggette can provide expert advice and guidance to help you make informed decisions. Contact Edward Jones - Financial Advisor: Jessica L Leggette today to start planning for a secure financial future.

Scott Minton - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 2963 Erie Canal Road in Terre Haute, Indiana, United States. Specializing in finance, Scott Minton offers expert advice and personalized financial planning services to help clients achieve their financial goals. With years of experience in the industry, Scott Minton is dedicated to providing top-notch financial guidance and support to individuals and families. Whether you are looking to invest, save for retirement, or plan for the future, Scott Minton - Financial Advisor is here to help you every step of the way.

Fifth Third Securities - Benjamin McConnell is a finance institution located at 5627 South US Highway 41 in Terre Haute, Indiana, United States. As a part of the Fifth Third Bank family, they offer a range of investment and financial services to help clients achieve their financial goals. With a team of experienced professionals, Fifth Third Securities - Benjamin McConnell provides personalized financial guidance and support to individuals and businesses in the Terre Haute area. Whether you are looking to invest, plan for retirement, or grow your wealth, they are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Frank Volkers, a financial advisor at Ameriprise Financial Services, LLC, located at 2963 Erie Canal Road in Terre Haute, Indiana, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Frank helps clients track their financial goals and make informed decisions. Clients can access their investments and accounts from any device, securely sharing information with Frank. Schedule a complimentary initial consultation to learn more about how Frank can help you achieve your financial goals. As a registered advisor, Frank Volkers can only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results. Reach out to Frank to discuss your financial priorities and refer friends and family to help them achieve their financial goals.

Welcome to the practice of Dr. Marcia S. Favali, MD, where compassionate care meets medical excellence. Conveniently located at 1739 North 4th Street in Terre Haute, Indiana, Dr. Favali is dedicated to serving the health needs of our community with a personalized approach to medicine. Specializing in comprehensive healthcare, Dr. Favali brings a wealth of experience and a deep commitment to patient well-being. Whether you are seeking routine check-ups, preventive care, or management of chronic conditions, our practice is equipped to provide high-quality medical services tailored to your individual needs. At Dr. Marcia S. Favali's practice, we prioritize building lasting relationships with our patients, ensuring you receive the attention and care you deserve. Visit us today and experience healthcare that truly cares.

Welcome to Josh Hubbell - Indiana Farm Bureau Insurance, your trusted insurance agency located at 4811 South 7th Street, Terre Haute, Indiana. As your dedicated Vigo County agent, Josh Hubbell brings a wealth of experience from his diverse background in sales and management to provide you with comprehensive and personalized insurance solutions. Understanding the importance of building strong relationships, Josh is committed to helping you prepare for the unexpected, ensuring peace of mind for you and your family. Residing in Linton with his three children—Kaitlynne, Kaileigh, and Kaileb—Josh is deeply connected to the community and actively participates in activities at Cross Tabernacle Church.

Welcome to Ameriprise Financial Services, LLC, your trusted partner in achieving financial success. Conveniently located in Terre Haute, Indiana, our dedicated team of financial advisors is committed to helping you reach your financial goals with confidence and clarity. Specializing in personalized financial planning, investment management, and retirement solutions, we offer a comprehensive suite of services tailored to meet your unique needs. At Ameriprise Financial Services, LLC, we understand that every client's journey is different. That's why we take the time to listen and provide customized strategies that align with your aspirations and lifestyle. Whether you're planning for retirement, managing your investments, or securing your family's financial future, our experienced professionals are here to guide you every step of the way.

Welcome to Brenda Voll, your trusted partner in banking and finance located in the heart of Terre Haute, Indiana. Situated at 1 1st Financial Plz, our institution is dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Brenda Voll, we pride ourselves on our personalized approach, ensuring each client receives the attention and expertise they deserve. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way.