Financial advisor near me in Lafayette, Indiana
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H&R Block
H&R Block is a well-known accounting and finance institution located at 1020 Sagamore Parkway West in West Lafayette, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of accounting services, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.
Craig Whitlock - State Farm Insurance Agent
Craig Whitlock - State Farm Insurance Agent is located at 750 Park East Boulevard in Lafayette, Indiana, United States. Situated between the Wal-Mart on 26 and the Work One Building near McCarty Lane, this insurance agency is dedicated to helping individuals navigate the complexities of insurance and financial planning. Driving on rural roads may seem serene, but it comes with its own set of risks, especially when sharing the road with farm vehicles. Craig Whitlock offers tips to stay safe while driving in the countryside. Additionally, the agency provides insights on the role of financial advisors and when individuals may need their services.
RamZs Emporium
RamZs Emporium is a one-stop shop for all your electronic, financial, home goods, and jewelry needs. Located at 205 Farabee Drive North in Lafayette, Indiana, this institution offers a wide range of products and services to cater to your every need. Whether you're looking for the latest gadgets, stylish jewelry, home decor items, or financial services, RamZs Emporium has it all. Visit us today and experience the convenience and quality that sets us apart from the rest.
Ivy Tech Community College - Craig Porter Energy Center
The Ivy Tech Community College - Craig Porter Energy Center is located at 3282 Ross Road in Lafayette, Indiana, United States. This university serves Benton, Carroll, Clinton, Fountain, Montgomery, Newton, Tippecanoe, Warren, and White counties. Offering skills training classes for industry certifications, professional development, and personal enrichment, Ivy Tech welcomes community members to participate without the need to pursue a degree. The institution also hosts a summer program for high school students in the Greater Lafayette Region, providing hands-on experiences, industry insights, and networking opportunities. Additionally, Ivy Tech collaborates with Saab to offer workforce development programs for employees. The application process is simple and flexible, with multiple start dates throughout the year. Financial aid options are available to support students in achieving their educational goals. With resources such as MyIvy and IvyLearn, students can easily navigate their academic journey and access necessary course information. Advisors are available to assist students with academic planning and support throughout their time at Ivy Tech.
Heman Lawson Hawks LLP
Heman Lawson Hawks LLP is a renowned accounting and finance firm located at 2549 Yeager Road in West Lafayette, Indiana, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and dedication to our clients sets us apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Heman Lawson Hawks LLP is here to help you achieve your goals. Contact us today to learn more about how we can assist you with your financial needs.
Banker Investment Group
Banker Investment Group is a leading finance institution located at 1241 Cumberland Avenue in West Lafayette, Indiana, United States. With a strong focus on providing expert financial services and investment solutions, our team of experienced bankers are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Banker Investment Group offers personalized strategies tailored to your individual needs. Trust us to guide you towards a secure financial future.
Raymond James & Associates
Raymond James & Associates is a finance institution located at 201 Main Street in Lafayette, Indiana, United States. Specializing in investment services, financial planning, and wealth management, Raymond James & Associates offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to individuals, families, and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for college, or investing for the future, Raymond James & Associates is dedicated to helping you make informed decisions and secure your financial future.
Elements Wealth Management
Elements Wealth Management is a premier financial institution located at 1527 Kossuth Street in Lafayette, Indiana. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing comprehensive financial solutions, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Elements Wealth Management is committed to providing the highest level of service and expertise. Visit us today to learn how we can help you reach your financial goals.
Clarify Wealth Management
Clarify Wealth Management is a premier finance institution located at 2925 Union Street in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We offer a range of services including investment management, retirement planning, estate planning, and more. At Clarify Wealth Management, we strive to clarify your financial future and provide you with the guidance and support you need to make informed decisions about your wealth. Contact us today to learn more about how we can help you secure your financial future.
Turquoise Wealth Management
Turquoise Wealth Management, located at 300 Main Street in Lafayette, Indiana, is a finance institution that offers a comprehensive range of investment services. With a motto of "Plan for confidence," the team at Turquoise Wealth Management specializes in working with smart, analytical clients, particularly engineers, who value efficiency and thoroughness in their financial planning. Led by Jessica, a former rocket scientist turned financial planner, and Jeanna, a seasoned Registered Client Service Associate, the team at Turquoise Wealth Management is dedicated to engineering a solid financial plan tailored to each individual client's needs. They believe that the best results require the best processes and inputs, and they are committed to helping clients build and preserve their wealth.
Northwestern Mutual
Northwestern Mutual is a trusted finance and insurance agency located in Lafayette, Indiana, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment options, or insurance coverage, Northwestern Mutual offers personalized solutions tailored to your unique needs. With a team of experienced professionals, Northwestern Mutual is committed to providing top-notch service and guidance to help you secure a stable financial future.
Lindell Orvin A Cpa
Lindell Orvin, A CPA is a reputable accounting and finance institution located at 5 North 10th Street in Lafayette, Indiana, United States. With a team of experienced certified public accountants, Lindell Orvin offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Lindell Orvin for accurate and reliable financial advice and assistance.
Starlight Bookkeeping LLC
Starlight Bookkeeping LLC, located at 17 South 6th Street in Lafayette, Indiana, is a trusted institution specializing in accounting and finance services. Our team is dedicated to helping you build strong financial foundations for lasting success. We understand that when you first started your business, keeping track of finances may not have been your top priority. However, as your business grows and your dreams become reality, it is crucial to have a solid financial base. Let us help you put the foundations under your castles in the air, so you can focus on boldly going where no man has gone before. Trust Starlight Bookkeeping LLC to support your financial journey and ensure your business's success.
Centier Bank
Centier Bank is a trusted financial institution located at 1020 Sagamore Parkway West in West Lafayette, Indiana. As a full-service bank, Centier offers a wide range of products and services including personal checking and savings accounts, consumer loans, home loans, mortgages, small business loans, and large commercial lending solutions. The dedicated team at Centier is committed to providing personalized financial guidance to help individuals and businesses reach their financial goals. With five branches in the Lafayette area, including West Lafayette Meijer, Lafayette Downtown, Lafayette East, and Lafayette South, Centier is your local partner for all your banking needs. Visit us today and experience banking excellence at Centier.
Bryan H Stapleton - Morgan Stanley
Bryan H Stapleton - Morgan Stanley is a finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. With a focus on providing top-notch financial services and expertise, this institution offers a wide range of investment and wealth management solutions for individuals, families, and businesses. Whether you are looking to plan for your retirement, grow your investment portfolio, or secure your financial future, the experienced professionals at Bryan H Stapleton - Morgan Stanley are dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in navigating the complex world of finance.
Stifel
Stifel is a leading financial institution located at 250 Main Street in Lafayette, Indiana, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and securities trading. With a commitment to providing personalized financial solutions and expert guidance, Stifel helps clients achieve their financial goals and secure their futures. Visit Stifel today to learn more about their comprehensive financial services and experienced team of professionals.
Gold Sail Capital LLC
Gold Sail Capital LLC is a finance institution located at 216 North 4th Street in Lafayette, Indiana, United States. We specialize in providing expert financial services to individuals and businesses, helping them navigate the complexities of the financial world and achieve their goals. Our team of experienced professionals is dedicated to delivering personalized solutions and exceptional customer service. Whether you are looking to invest, plan for the future, or secure a loan, Gold Sail Capital LLC is here to help you sail towards financial success.
Purdue Federal Business Services
Purdue Federal Business Services is a finance institution located at 340 Main Street in Lafayette, Indiana, United States. We provide a wide range of financial services to businesses, including loans, credit lines, and investment advice. Our experienced team of professionals is dedicated to helping businesses achieve their financial goals and grow their operations. Whether you are a small startup or a large corporation, Purdue Federal Business Services is here to support your financial needs. Visit us today to learn more about how we can help your business succeed.
Centier Bank
Centier Bank, located at 5 Executive Drive in Lafayette, Indiana, is a customer-focused institution offering comprehensive financial solutions for individuals and businesses. We are dedicated to enriching lives through financial guidance, ensuring an enhanced tomorrow for our customers. Our commitment to exceptional service sets us apart from other financial institutions. At Centier, we specialize in personal and business banking, providing a wide range of services including personalized checking accounts, savings accounts, consumer loans, home loans, mortgages, small business loans, and commercial lending solutions. Our convenient online banking platform and personalized financial options make managing your finances easy and efficient.
GCP CONSULTING SERVICES LLC
GCP Consulting Services LLC is a reputable accounting and finance firm located at 5510 Lafayette Road in Indianapolis, Indiana, United States. With a team of experienced professionals, we provide a wide range of consulting services tailored to meet the financial needs of our clients. From tax preparation to financial planning, our experts are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how GCP Consulting Services LLC can assist you with your accounting and finance needs.
Swift Tax Service
Swift Tax Service is a professional accounting and finance institution located at 2802 Lafayette Road in Indianapolis, Indiana, United States. With a team of experienced tax professionals, we provide a wide range of services including tax preparation, bookkeeping, financial consulting, and more. Our goal is to help individuals and businesses navigate the complexities of tax laws and financial regulations to ensure compliance and maximize savings. Whether you need assistance with filing your taxes or managing your finances, Swift Tax Service is here to help you every step of the way.
Scott L Clark, CPA
Scott L Clark, CPA is a reputable accounting and finance institution located at 5020 Denise Way in Floyds Knobs, Indiana, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of skilled professionals is dedicated to providing personalized and efficient solutions to meet the unique needs of each client. Whether you are an individual or a business owner, Scott L Clark, CPA is committed to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
Ivy Tech Community College Monticello
Ivy Tech Community College Monticello is a university located at 1017 O'Connor Boulevard in Monticello, Indiana, United States. Serving Benton, Carroll, Clinton, Fountain, Montgomery, Newton, Tippecanoe, Warren, and White counties, Ivy Tech offers skills training classes to help individuals prepare for industry certifications, learn new skills, or meet professional needs. The institution also offers a two-week summer program for high school students in the Greater Lafayette Region, providing hands-on experiences, site visits, and opportunities to connect with industry leaders. Ivy Tech has received funding to expand its nursing program to meet the growing demand for registered nurses in the healthcare industry. With employment projections showing a 16% growth in the field, a nursing career at Ivy Tech can make a real difference in people's lives. Additionally, Ivy Tech has partnered with Saab to offer a program for employees to enhance skills and earn college credits.
Centier Bank
Centier Bank, located at 52 Sagamore Parkway West in West Lafayette, Indiana, is your trusted financial institution in the region. We offer a wide range of banking services to individuals and companies, with a focus on personalized solutions for all your financial needs. Our experienced team is here to help you make informed decisions and plan for a more secure future. Whether you need a checking account, savings account, personal loan, home loan, or mortgage, we are here to guide you towards a brighter tomorrow. Visit our conveniently located branch in West Lafayette to experience why Centier is the top choice for reliable banking solutions in the area. With additional branches in Downtown Lafayette, Lafayette East, and Lafayette South, we are here to serve all your banking needs. Please call ahead for any products or services listed with an "*" to ensure availability.
Perfect Balance at 12pts Inc
Perfect Balance at 12pts Inc is a premier accounting and finance institution located at 1205 Lafayette Avenue in Terre Haute, Indiana. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to ensure that our clients achieve the perfect balance in their financial lives. Trust Perfect Balance at 12pts Inc to help you navigate the complexities of accounting and finance with ease and confidence.
Old National Bank
Old National Bank, located at 140 South Creasy Lane in Lafayette, Indiana, is a full-service financial institution offering a range of banking and finance services. As an ATM, bank, and finance provider, Old National Bank is committed to helping individuals and businesses achieve their financial goals. Please note that Old National Bank provides referrals to financial professionals of LPL Financial LLC, with whom they have an agreement to receive payment for these referrals. This may create a conflict of interest, but it is important to know that the Financial Institution is not a current client of LPL for brokerage or advisory services.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 250 Main Street, Lafayette, Indiana, United States, is a trusted finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to your specific goals and needs, drawing on years of combined knowledge and expertise in wealth management. Beyond traditional wealth planning advice, our advisors can assist with retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. We are committed to client service and satisfaction, striving to understand your current financial situation and collaborate on long-term financial strategies to help you achieve your objectives.
Chandler & Associates
Chandler & Associates is a reputable accounting and finance institution located at 2302 Kossuth Street in Lafayette, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you need assistance with tax preparation, financial planning, or business consulting, Chandler & Associates is dedicated to helping you achieve your financial goals.
Pherson & Associates, PC CPAs
Pherson & Associates, PC CPAs is a reputable accounting and finance institution located at 410 South 18th Street in Lafayette, Indiana, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, consulting, and financial planning. Clients can expect personalized service and expert advice to help them achieve their financial goals.
Old National Bank
Old National Bank, located at 3503 Paramount Drive in West Lafayette, Indiana, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. The bank partners with LPL Financial LLC to provide referrals to financial professionals, creating an incentive for the institution to make these referrals. Securities and advisory services are offered through LPL, while insurance products are offered through LPL or its licensed affiliates. Old National Bank is dedicated to helping customers on their financial journey, offering savings tools, personal loans, debt consolidation, auto refinancing, and more. Please note that by visiting the Old National website, you may be redirected to a third-party site. Your privacy is important, and you have the option to opt-out of the sale of your personal information. For more information on privacy choices and California Consumer Privacy Disclosures, visit the Privacy information page on the Old National website. Start your financial journey with Old National Bank today.
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