TOP 10 Financial advisor fees in Indiana
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Credent Wealth Management - Auburn Fee-Only Financial Planner
● ClosedCredent Wealth Management is a fee-only financial planning institution located in Auburn, Indiana. Our dedicated team of financial planners provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experienced professionals are here to guide you every step of the way. At Credent Wealth Management, we prioritize transparency and integrity in all our dealings, ensuring that our clients receive unbiased and objective financial advice. Visit us at 200 East 7th Street in Auburn to start your journey towards financial security and success.
200 E 7th St, Auburn, IN 46706, United States -
Jake Courtney - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJake Courtney is a financial advisor at Ameriprise Financial Services, LLC, located at 1110 South A Street in Richmond, Indiana, United States. With a focus on finance, Jake Courtney offers personalized financial advice to help clients reach their goals. Each Ameriprise advisor has “Top areas of focus,” so you can review their backgrounds, credentials, and experience to find the advisor that best aligns with your financial needs. To get started, simply fill out the “Request consultation” form to connect with Jake Courtney for a complimentary initial consultation. Take the first step towards securing your financial future with Ameriprise Financial Services, LLC.
1110 S A St, Richmond, IN 47374, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 9014 Indiana 101 in Brookville, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assist in assessing your financial situation and help you make informed decisions. With a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can grow rain or shine. Utilize the value in your home to fund your projects, and learn how to reduce the risk of tax identity theft. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. We are dedicated to supporting communities and helping individuals thrive financially. Sign up for our emails to receive valuable tips and tools for improving your financial future. Online banking services are available for individuals and small/medium-sized businesses. Visit us at First Financial Bank & ATM for personalized service and expert financial advice.
9014 IN-101, Brookville, IN 47012, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 104 Links Way in Aurora, Indiana, United States. We offer a range of services including banking, finance, and ATM access. Our team of Wealth Advisors can help assess your financial situation and provide personalized advice. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the value in your home to fund your projects with our equity options. Protect yourself from tax identity theft by taking precautions such as regularly changing online passwords. Enjoy a $0 monthly fee when using a debit card or making direct deposits. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. For business owners, we provide tailored solutions for lending and employee needs. Learn about maximizing retirement savings with a Roth 401(k) through our Yellow Cardinal Advisory Group. We are committed to supporting communities and offer $1.075 billion in community development lending and investments. Stay informed with our helpful articles and sign up for financial tips via email. Take advantage of our special offers, such as our money market and CD rates, but act quickly as these offers have expiration dates. Contact us for more information on our services and how we can help you achieve your financial goals.
104 Links Wy, Aurora, IN 47001, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 221 East Main Street in Crawfordsville, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. With a team of Wealth Advisors ready to assess your financial situation, you can watch your savings grow with competitive rates on money market accounts and CDs. Utilize the equity in your home for big projects, and take steps to protect yourself from tax identity theft. Enjoy fee-free options like the Choice Checking account, and receive personalized service for your business needs. The institution is committed to community development and offers a variety of lending and investment options. Sign up for helpful emails and access online banking services for individuals and businesses. With a focus on improving lives and helping communities thrive, First Financial Bank is dedicated to providing meaningful tips and guidance for a successful financial future.
221 E Main St, Crawfordsville, IN 47933, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 450 West Lincoln Highway Highway, Schererville, Indiana, United States. Our team of Wealth Advisors is ready to assist you in assessing your financial situation. Whether rain or shine, watch your savings grow with our competitive APY rates for money market and CD accounts. Utilize the equity in your home to complete your projects, whether you prefer DIY or hiring a professional. Take steps to protect yourself from tax identity theft by regularly changing passwords and reviewing credit reports. Enjoy a $0 monthly fee with debit card usage or direct deposits. Our Choice Checking account offers expanded ATM access and lower loan rates. Receive personalized service for your business needs, from lending to employee solutions. Learn about maximizing retirement savings through Roth 401(k)s with our Yellow Cardinal Advisory Group. We are committed to supporting low- and moderate-income clients and communities through investments and lending. Access helpful articles and sign up for emails to receive tips on improving your financial future. Take advantage of our special rates and offers, but act fast as they may end soon. Join us in building a prosperous future for yourself and your community.
450 W Lincoln Hwy Hwy, Schererville, IN 46375, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 555 East 3rd Street in Hobart, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assist in assessing your financial situation. With competitive rates such as our 4.50% APY money market rate and 5.00% APY 5-month CD special, your savings can flourish. Use the equity in your home for projects, and take steps to reduce tax identity theft risks. Enjoy a $0 monthly fee with debit card use or direct deposits. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. Business clients receive personalized attention and services, from lending to employee solutions. Explore the benefits of Roth 401(k)s through our Yellow Cardinal Advisory Group. We are committed to community development, with over $1 billion in lending and investments. Our helpful articles cover various financial topics, and signing up for our emails provides tips for improving your financial future. Terms and conditions apply, and online banking services are available for individuals and small/medium-sized businesses. Enroll in online banking to access f1RSTNAVIGATOR tools for managing your accounts. First Financial Bank is dedicated to helping you achieve your financial goals.
555 E 3rd St, Hobart, IN 46342, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 120 North Monroe Street in Williamsport, Indiana, offers a wide range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can help assess your situation and help you make informed financial decisions. Whether you're looking to watch your savings grow with our competitive rates or leverage the value of your home for big projects, we have the tools and expertise to help you achieve your financial goals. From personal accounts to business solutions, we provide personalized service and attention to help you succeed. Our commitment to community development and support for low- and moderate-income clients sets us apart in building paths for prosperity. Sign up for our emails to receive helpful tips and tools for improving your financial future. With a range of special offers and promotions, including high APY rates and reduced fees, we strive to provide value and support to our customers. Enroll in online banking today to access our convenient services and tools for managing your finances. Visit us at First Financial Bank & ATM and let us help you build a successful financial future.
120 N Monroe St, Williamsport, IN 47993, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 817 East Columbia Street in Flora, Indiana, United States. We offer a range of services including banking, finance, and ATM access. Our team of Wealth Advisors is ready to assist you with assessing your financial situation. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the value in your home for big projects, and learn how to protect yourself from tax identity theft. With our Choice Checking account, enjoy expanded fee-free ATM access and lower loan rates. We prioritize personalized service for your business needs, from lending to employee solutions. Our commitment to community development includes over $1 billion in lending and investments. Sign up for our emails to receive financial tips and tools. For more information, visit our website or stop by a local financial center.
817 E Columbia St, Flora, IN 46929, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 751 City Center Drive in Carmel, Indiana, offers a variety of financial services including banking, lending, and investment options. Our team of Wealth Advisors can help assess your financial situation and provide personalized guidance. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the equity in your home to fund your projects, whether you prefer DIY or hiring a professional. We also provide tips on avoiding tax identity theft and offer fee-free checking options. Our commitment to community development is evident through our lending and investment support for low- and moderate-income clients. Sign up for our emails for financial tips and tools to improve your financial future. Visit us to learn more about our services and how we can help you achieve your financial goals.
751 City Center Dr, Carmel, IN 46032, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 1180 West 86th Street in Indianapolis, Indiana, offers a range of financial services including banking and ATM facilities. Our team of Wealth Advisors is ready to assist you with assessing your financial situation. Take advantage of our competitive rates with a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Use the value in your home to fund your projects, and reduce your risk of tax identity theft by following our tips. Enjoy a $0 monthly fee when using a debit card or making direct deposits, and explore our popular Choice Checking account with expanded ATM access. For business owners, we offer personalized service and solutions tailored to your needs. Learn about maximizing retirement savings with our Roth 401(k) options. We are committed to supporting communities through lending and investments. With over $1 billion in community development lending and investments, we are dedicated to building paths for prosperity. Sign up for our emails to receive financial tips and tools. Take advantage of our special rates and offers, but act fast as they may be subject to change. Join us at First Financial Bank & ATM to build and maintain a successful financial future.
1180 W 86th St, Indianapolis, IN 46260, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 50 Branigin Road in Franklin, Indiana, United States. Offering a range of financial services including banking, finance, and ATM facilities, our team of Wealth Advisors is dedicated to helping assess your financial situation. With competitive rates such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can thrive no matter the economic climate. Utilize the value in your home with our equity options for completing your projects. Protect yourself from tax identity theft by taking proactive steps like changing passwords regularly and monitoring your credit report. Enjoy a $0 monthly fee with debit card use or direct deposits, and explore our popular Choice Checking account for expanded ATM access and lower loan rates. Our commitment to community development lending and investments, totaling $1.075 billion, demonstrates our dedication to helping communities thrive. Sign up for our emails for valuable financial tips and tools, and access our helpful articles for guidance on building a successful financial future. Take advantage of our Roth 401(k) options through the Yellow Cardinal Advisory Group to maximize your retirement savings. With a focus on personalized service and attention to detail, First Financial Bank is here to support you every step of the way.
50 Branigin Rd, Franklin, IN 46131, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 3880 West Presidential Way in Edinburgh, Indiana, United States. We offer a range of banking and finance services, including wealth advisory, money market rates, CD specials, home equity options, and tax identity theft prevention tips. Our Choice Checking account is popular for its fee-free ATM access and lower loan rates. We also provide personalized services for businesses, including lending and employee solutions. Our commitment to community development is evident through our support for low- and moderate-income clients. With over $1 billion in community development lending and investments, we strive to build paths for prosperity. Sign up for our emails to receive tips and guidance on improving your financial future. Our online banking services cater to individuals and small/medium-sized businesses. Enroll in online banking today to access tools like f1RSTNAVIGATOR. Visit or call a local financial center for more information on our offerings.
3880 W Presidential Way, Edinburgh, IN 46124, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 3950 Jonathan Moore Pike in Columbus, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. With a team of Wealth Advisors ready to assess your situation, you can watch your savings grow with competitive APY rates on money market and CD accounts. Utilize your home equity for big projects, protect yourself from tax identity theft, and enjoy fee-free checking options with direct deposits. The institution is committed to community development and offers resources and guidance to help you build a successful financial future. Take advantage of special offers on deposit accounts, loans, and more. Enroll in online banking for convenient access to your accounts, and explore f1RSTNAVIGATOR for business account management tools. Trust First Financial Bank for personalized service and support in achieving your financial goals.
3950 Jonathan Moore Pike, Columbus, IN 47201, United States -
Riki Cooke, CFP® | Certified Financial Planner™ | Financial Advisor
● ClosedLocated at 9089 Rider Drive in Fishers, Indiana, Riki Cooke, CFP® is a Certified Financial Planner™ and Financial Advisor who is dedicated to helping clients achieve their financial goals and dreams. At 2Point0 Financial, the mission is to empower individuals with the knowledge and tools needed to make travel a significant part of their lives while also ensuring a solid financial foundation. Specializing in working with millennials who have a passion for travel, 2Point0 Financial offers a platform designed to help clients unlock the world and achieve financial freedom. Whether you need assistance with managing cash flow, saving for major purchases, or investing for retirement, Riki Cooke is there to provide guidance and support every step of the way.
9089 Rider Dr, Fishers, IN 46038, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a full-service institution located at 2253 Indiana 54, Linton, Indiana, United States. We offer a range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can help assess your situation and provide personalized solutions to help you achieve your financial goals. Whether you're looking to grow your savings with our competitive money market rates or leverage the equity in your home for big projects, we have you covered. We also offer a variety of checking and savings account options, including our popular Choice Checking account with expanded fee-free ATM access.
2253 IN-54, Linton, IN 47441, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a leading institution located at 7700 Indiana 64, Georgetown, Indiana, United States. Specializing in banking, finance, and ATM services, our dedicated team of Wealth Advisors is here to assess your financial situation and help you achieve your goals. With our competitive rates, including a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can flourish rain or shine. Utilize the value in your home with our equity options for DIY projects or professional services.
7700 IN-64, Georgetown, IN 47122, United States -
Smart Choice Financial Planning Inc
● ClosedSmart Choice Financial Planning Inc is a finance institution located at 9421 Joliet Street in Saint John, Indiana, United States. As a fee-only NAPFA member registered investment advisory firm, we specialize in financial planning and engineering client portfolios for greater efficiency at a very affordable cost. Our experienced CERTIFIED FINANCIAL PLANNER™, Joseph W. Harowski, has over 40 years of experience in the investment industry. Whether you need a one-time review of your current plan or ongoing portfolio monitoring and rebalancing, Smart Choice can work for you. Contact us to learn more about our low fees and quality investments, and start building towards a smarter financial future. Visit us by appointment only at our location in St. John, IN.
9421 Joliet St, St John, IN 46373, United States -
Waverly Advisors, LLC
● ClosedWaverly Advisors, LLC is a finance institution located at 101 East 90th Drive, Merrillville, Indiana, United States. With an intense client focus, our dedicated team of advisors offers forward-thinking advice and guidance for financial decisions tailored to both personal and corporate needs. We have recently acquired StrategIQ Financial Group and Prosper Financial Advisers, expanding our reach and expertise in the industry. With over $10.6 billion in assets under management, we are an Independent Registered Investment Advisor (RIA) and fee-only fiduciary. Our team of 150 members across 18 locations in 8 states of the U.S. offers collaborative investment, tax, estate, and financial planning services, holding prestigious industry credentials. Waverly Advisors also provides comprehensive financial planning and investment management services for women, high performing families, academic institutions, religious foundations, and community grant makers. Additionally, we offer 401(k) Complete, a comprehensive retirement plan solution. Join us at Waverly Advisors for expert financial guidance and personalized services to help you achieve your financial goals.
101 E 90th Dr Suite A, Merrillville, IN 46410, United States -
Market Street Wealth Management Advisors, LLC
● ClosedMarket Street Wealth Management Advisors, LLC is a finance institution located at 120 South Green Street in Crawfordsville, Indiana, United States. They offer financial planning services that are straightforward and easy to understand, focusing on making your money work for the life you want to live. With no ongoing commitments, they prioritize your financial future while also encouraging active involvement and honesty from your end. Their services include sound financial planning, investment management, and employee education to help you make the most of your assets. Market Street believes in fee-only wealth management to ensure that your needs come first, with no hidden fees or conflicts of interest. Their team of personable experts is dedicated to helping you achieve a more confident financial future. Schedule a free consultation with Market Street to start simplifying your finances today.
120 S Green St, Crawfordsville, IN 47933, United States -
Gettings Reed Financial Services
● OpenGettings Reed Financial Services, located at 672 Main Street in Lafayette, Indiana, is a trusted finance institution dedicated to helping clients navigate the ever-changing market landscape. With a focus on keeping fees low and goals in sight, we provide a range of services including investment management, financial planning, and life insurance. Our experienced team, led by Bill Gettings, CFP®, has over 40 years of expertise in the field. As fiduciaries, we are committed to acting in our clients' best interests, offering advice you can trust. Whether you're setting up a 401(k) plan or planning for the future, we're here to help. Contact us at Gettings Reed Financial for personalized financial solutions that work for you now and in the years to come. Securities and investment advisory services are offered through BCGM Wealth Management, LLC, a SEC Registered Investment Adviser.
672 Main St #300, Lafayette, IN 47901, United States -
SWAA Tax & Financial Consultant
● OpenSWAA Tax & Financial Consultant is a trusted institution located at 2110 West 38th Street, Indianapolis, Indiana. Our Certified grant writer offers grant consultation and grant writing services, providing guidance on non-profit start-ups, 501c3 applications, and more. We understand the impact of bad credit and are dedicated to providing options and advice to help you improve your financial situation. Our services include managing all paperwork related to the Income Tax Department and offering expert advice on tax planning and strategies. With our excellent quality service, we have been recommended A by our clients. Whether you need assistance with tax document fees or credit control, we are here to help. Contact us today for personalized financial solutions tailored to your needs.
2110 W 38th St, Indianapolis, IN 46228, United States -
SYM Financial Advisors
● Closedthe most out of their retirement plans and help employees achieve their financial goals. SYM Financial Advisors at 9100 Keystone Crossing in Indianapolis, Indiana, is a trusted finance institution with over 40 years of experience. Our team of knowledgeable and dedicated financial advisors is committed to understanding your unique financial situation and goals, and creating personalized strategies to help you achieve success. Whether you need assistance with retirement planning, investment management, debt repayment, or business succession planning, our team of experts is here to help. We believe in fee transparency, independence, and acting in the best interest of our clients.
9100 Keystone Crossing #560, Indianapolis, IN 46240, United States -
Market Street Wealth Management Advisors, LLC
● ClosedMarket Street Wealth Management Advisors, LLC is a finance institution located at 3105 East 98th Street in Indianapolis, Indiana, United States. We believe in providing financial planning that’s straightforward and easy to understand, without all the unnecessary complexity. Our goal is to help you create a clear and actionable plan that aligns with the life you want to live. At Market Street, we are committed to working with you to secure your financial future. We understand the importance of your active involvement in the financial planning process and being honest about your goals. If our services are not meeting your needs, there are no ongoing commitments, giving you the flexibility to explore other options.
3105 E 98th St Suite #170, Indianapolis, IN 46280, United States -
Oxford Financial Group, Ltd.
● OpenOxford Financial Group, Ltd. is a finance institution located at 11711 North Meridian Street, Carmel, Indiana, United States. With over 43 years of experience, we specialize in providing multigenerational estate planning advice and forward-thinking investment solutions to families and institutions. Our core beliefs and aspirations drive us to work closely with owners, families, and discerning institutions to help them achieve their financial goals. We offer charitable giving vehicles such as Private Foundations to assist with philanthropic endeavors. Oxford Financial Group, Ltd. is proud to be recognized in the Financial Advisor’s RIA Survey & Ranking for our independent registered investment advisor services. We did not pay a fee for inclusion in the rankings but have purchased the rights to utilize the ranking and logo.
11711 N Meridian St Suite 600, Carmel, IN 46032, United States -
Integrity Wealth Advisors
● ClosedIntegrity Wealth Advisors is a finance institution located at 600 East Carmel Drive in Carmel, Indiana, United States. At Integrity Wealth Advisors, we understand that life can be stressful, but your finances don't have to be. Our mission is to help you create an organized and prioritized financial plan, so you can make informed and smart decisions for your future. With a focus on being proactive rather than reactive, we work with you to clarify your financial goals and create a plan to support those goals. Our independent status allows us to remain objective and always act in your best interest. We are fee-only fiduciaries, meaning we don't work on commission and prioritize transparency in all our dealings.
600 E Carmel Dr #269, Carmel, IN 46032, United States -
BRIGHTSTONE ADVISORS LLP
● ClosedBrightstone Advisors LLP is a financial institution located in Fishers, Indiana, specializing in accounting and finance services. They offer investment management and financial wellness services, striving to build long-lasting relationships with their clients based on trust, competence, and technical expertise. As members of the CFP profession, they adhere to high standards of competence, integrity, and objectivity in all their services. As fee-only planners and investment managers, they prioritize their clients' interests and provide advice free from conflicts of interest. Their approach focuses on designing strategies that have an optimal impact on clients' complete financial picture, considering tax consequences in all actions. Brightstone Advisors LLP aims to foster positive client-advisor relationships for the benefit of all, distinguishing themselves with their unique approach known as the Brightstone Way.
11650 Lantern Rd, Fishers, IN 46038, United States -
Galecki Financial Management - Fort Wayne Fee-Only Financial Planner
● ClosedGalecki 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.
7743 W Jefferson Blvd, Fort Wayne, IN 46804, United States -
Thrivent Financial
● ClosedThrivent Financial, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is an insurance agency with 18 Thrivent Financial Professionals on staff. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products in select states. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. The institution's licensed agents and financial advisors offer a range of services, including financial planning and investment advice. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about the institution's professionals.
9921 Dupont Cir Dr W #150, Fort Wayne, IN 46825, United States -
Merrill Lynch Financial Advisor Derek S Braggs
● ClosedMerrill Lynch Financial Advisor Derek S Braggs is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The financial advisors focus on understanding your family, goals, and priorities, adapting as they change over time. By listening to your needs and aspirations, they design and implement personalized plans to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The institution believes in the importance of having conversations with clients, identifying and prioritizing goals that matter most. Through tools like the Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. Regular check-ins and updates ensure that your financial approach reflects changes in your life and goals. The institution offers a range of services, from retirement planning to funding education, all centered around your unique needs and priorities. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Derek S Braggs is committed to helping you achieve your financial goals.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States
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