TOP 30 Financial advisor recommendations in Indiana

159 results found

Ricke Financial Advisory Group - Ameriprise Financial Services, LLC, located at 425 Bank Street in New Albany, Indiana, is a finance institution specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer regular meetings to review progress, update strategies, and track goals, with easy access to investments and accounts from any device. The institution also hosts monthly "Coffee Talks" with local Financial and Legal Advisors to provide free knowledge-sharing events for the community. Their personalized approach involves engaging each generation in meaningful conversations about their financial priorities, emphasizing financial literacy and empowering every family member to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer tailored, multi-generational financial planning experiences.

Beyond Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1110 South A Street, Richmond, Indiana, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances.

Jake 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.

Richard A Lammering, a financial advisor at Ameriprise Financial Services, LLC, located at 724 Green Boulevard in Aurora, Indiana, is dedicated to helping clients achieve their financial goals. With personalized advice, investment recommendations, and a focus on tracking progress, Richard can assist with saving for major purchases or meeting current needs. Background and qualification information is available on FINRA's BrokerCheck website, and clients can review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Richard A Lammering is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The initial consultation provides an overview of financial planning concepts, though written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can expect professionalism, privacy, and security when working with Ameriprise Financial Services, LLC. Member FINRA and SIPC. Feel free to refer friends or family members to Richard for assistance with their financial goals.

McCourt & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3340 Hickory Road, Mishawaka, Indiana, United States. They have been recognized as the Ameriprise Client Experience Award Recipient for 2023. The institution focuses on understanding the individual goals and risk tolerance of their clients to provide personalized investment, asset allocation, and portfolio recommendations. They offer regular progress reviews, updates to financial strategies as life changes, and secure online access to track investments and goals. The team at McCourt & Associates is dedicated to providing a great client experience every day. They offer complimentary initial consultations to help clients get started on their financial planning journey. The institution is a member of FINRA and SIPC, and users of their website agree to abide by their rules and regulations. They prioritize privacy and security for their clients and are committed to helping friends and family members achieve their financial goals.

Kotecki & Associates - Ameriprise Financial Services, LLC is a finance institution located at 515 Park Place Circle in Mishawaka, Indiana, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their investments and accounts securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can refer friends or family members to help them achieve their financial goals. The institution emphasizes privacy and security, with details available on their website.

Smith & Associates - Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. If you have any questions or would like to schedule a complimentary initial consultation, please get in touch. The financial advisors at Ameriprise are registered to do business in certain U.S. states and can provide personalized advice to help you reach your financial goals. The institution offers an overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can find background and qualification information on FINRA's BrokerCheck website. The institution also offers insights into stock market trends and the current bull market rally. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with resources available on the website to protect against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to help friends or family members achieve their financial goals. Feel free to inform your referral that they will be contacted soon.

Located at 1700 Chapel Drive in Valparaiso, Indiana, the Financial Aid and Student Accounts office at Valparaiso University is dedicated to providing affordable tuition rates, undergraduate scholarships, and financial aid resources to ensure that everyone has access to quality education. As a university, our goal is to be transparent about the costs associated with attending Valparaiso University and to assist students in navigating the financial aid process. We encourage prospective students to apply for admission as soon as possible, as many scholarships are dependent on academic details included in the application. Additionally, we recommend completing the FAFSA as soon as it opens in December to determine eligibility for need-based financial aid.

Boys And Collins Financial is a finance institution located at 458 South Main Street in Martinsville, Indiana, United States. Their motto is to live every day as if it were your last, and plan every day as if you are going to live forever. By scheduling a meeting with them, you can discover what your ideal retirement looks like. Using their unique process, they will examine your current financial situation and help determine your retirement needs. You will receive a custom strategy to help you reach your unique retirement goals. They also offer a four-page guide addressing common misconceptions about annuities. It is their responsibility to assess your financial situation and make recommendations that fit your retirement strategy with integrity and transparency. Their founders, James Boys and Dallas Collins, offer investment advisory products and services through AE Wealth Management and securities through Madison Avenue Securities. Insurance products are offered through Boys and Collins Financial Group. Boys And Collins Financial, AEWM/MAS, and Nitrogen Wealth Inc. are not affiliated companies. Contact them today to start planning for your financial future.

SWAA 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.

Market 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.

Valeo Financial Advisors, LLC is a finance institution located at 10 West Carmel Drive in Carmel, Indiana, United States. We pride ourselves on being professional advisors who work for a limited number of clients, allowing us to provide personalized and focused financial advice. While investments are an important part of our services, we also emphasize other aspects of our clients' financial well-being, including insurance, taxes, cash flow, educational funding, retirement, and estate planning. At Valeo, we strive to provide peace of mind by ensuring that all aspects of our clients' financial lives are working well together. Our team integrates all areas of financial planning, including taxes, estate planning, education funding, and investments, to create a comprehensive financial strategy. We believe in developing the talent of our team members and always putting our clients' interests first as fiduciaries.

Dolen & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8900 Keystone Crossing in Indianapolis, Indiana, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution is committed to putting clients first and was recognized as one of the Most Trusted Wealth Management Companies in 2022. Potential clients can schedule a complimentary initial consultation to learn more about how Dolen & Associates can help them achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of professionalism and security for clients.

PVA Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2900 East 96th Street, Indianapolis, Indiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized investment and portfolio recommendations based on your individual goals and risk tolerance. We provide regular reviews and updates to help you track your progress towards achieving your financial objectives. Our team is dedicated to helping clients focus on their long-term financial goals, with a priority on providing exceptional service and support. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on FINRA's BrokerCheck website. Join us for fun events like trivia nights and charitable activities, as we strive to give back to our community. Contact us today to begin a discussion on what matters most to you and how we can help you achieve financial success.

Knepp Financial Group, located at 11413 Lantern Road in Fishers, Indiana, is a finance institution specializing in retirement planning. With a focus on building strong client relationships, we offer personalized financial retirement strategies tailored to your individual needs and goals. Our team believes in the importance of prioritizing safety and works with clients to understand potential risks and provide secure alternatives. Our guiding principles include Protecting Your Principal, RRR (Risk, Return, Reward), and Keeping It Simple. Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Knepp Wealth Management), a SEC Registered Investment Advisor, while insurance products and services are offered through Knepp Financial Group. Please note that e-mails sent to or from our institution may be subject to review and disclosure. We recommend caution when transmitting sensitive information over the Internet. If you have received this message in error, please notify us immediately.

Rockford Group Investment Advisor, located at 412 South Maple Street in Fortville, Indiana, is a finance institution that operates as a Registered Investment Advisor (RIA). branding themselves as a fiduciary, they are legally required to always make recommendations that are in the best interests of their clients. Their advisors are fully independent and offer objective and client-centric advice, working with a variety of companies, strategies, and solutions. The goal of Rockford Group Investment Advisor is to educate clients about financial concepts and strategies, empowering them to make informed decisions and be active participants in their financial journey. They provide customized financial advice and services to help clients meet their future financial goals.

Foster Financial Services is a boutique retirement and investment services firm located at 2720 Dupont Commerce Court, Suite 170 in Fort Wayne, Indiana. Our team of experienced financial professionals is committed to providing personalized financial planning solutions for individuals and employers. We offer a wide range of services including Investment Management, Retirement Plans, 401(k) Management, Pension Option Strategies, Health Insurance/Medicare Plans, Life Insurance Strategies, Tax Strategies, Estate Planning, and more. Whether you are planning for retirement or need assistance with a special financial situation, we can help you create a customized financial action plan to secure your future.

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.

Millard Financial Group (MFG) is a comprehensive financial planning firm located at 9604 Coldwater Road in Fort Wayne, Indiana. Our team specializes in creating personalized retirement plans that cover all aspects of your finances, including Medicare, Social Security, tax planning, investments, and income strategies. As an independent firm, we work closely with our clients to identify their short-term and long-term financial goals, develop tailored strategies to achieve those goals, and provide ongoing guidance to help them stay on track. We offer investment advisory services through Brookstone Capital Management, LLC (BCM), a registered investment advisor. While we are independent of BCM, we work together to provide our clients with the best possible financial solutions. Insurance products and services are not offered through BCM but are available through our licensed and appointed agents.

Thrivent 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.

Kenneth A Youga, a financial advisor at Ameriprise Financial Services, LLC located at 2300 Ramblewood Drive in Highland, Indiana, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze your progress, Kenneth helps you adjust your approach as life changes and tracks your progress towards your financial goals. You can easily access your investments and accounts from any device, securely sharing information with Kenneth along the way. By scheduling a complimentary initial consultation, you can learn more about how Kenneth can assist you in achieving your financial objectives. With a focus on retirement, education, major purchases, and more, Kenneth is dedicated to helping you navigate the complexities of financial planning. As a member of FINRA and SIPC, Kenneth is registered to conduct securities business in certain states and adheres to strict regulations to ensure the security and privacy of your information. Take the first step towards financial success by contacting Kenneth A Youga today.

Nicole Dewes is a financial advisor at Ameriprise Financial Services, LLC, located at 11480 Broadway in Crown Point, Indiana, United States. With a focus on helping clients achieve their financial goals, Nicole offers personalized advice and guidance tailored to each individual's needs. As part of Ameriprise, she has access to a wide range of resources and tools to help clients make informed decisions about their finances. Nicole has a strong background in finance and has earned various credentials to demonstrate her expertise in the field. Clients can trust in her experience and knowledge to provide sound financial advice and recommendations. By filling out the "Request consultation" form, individuals can connect with Nicole and schedule a complimentary initial consultation to discuss their financial goals and develop a plan to achieve them. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Nicole Dewes can help you navigate the complexities of financial planning and make informed decisions for your future.

Edward Jones - Financial Advisor: Tina Jacks is a trusted finance institution located at 400 Poplar Street in Terre Haute, Indiana, United States. With a focus on personalized financial planning and investment strategies, Tina Jacks is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Tina Jacks provides expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Tina Jacks today to start your journey towards financial success.

Janet Volkers - Financial Advisor at Ameriprise Financial Services, LLC, located at 2963 Erie Canal Road in Terre Haute, Indiana, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Janet provides investment recommendations and portfolio analysis to help you track and achieve your financial objectives. By scheduling a complimentary initial consultation, you can learn more about how Janet can assist you in reaching your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security in managing your investments. Contact Janet Volkers today to start planning for a secure financial future.

Ken Warner - Financial Advisor at Ameriprise Financial Services, LLC, located at 2901 Ohio Boulevard in Terre Haute, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Ken provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure that your plan evolves with your changing life circumstances. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Ken can help you reach your financial goals. As a registered advisor with FINRA, Ken Warner can only conduct securities business in certain states. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for your financial needs. Contact Ken Warner today to start planning for a secure financial future.

MidCoast Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 300 East 90th Drive, Merrillville, Indiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients achieve their financial goals. We offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, we help clients track their progress and adjust their approach as needed. Clients can access their accounts and track progress towards goals securely from any device. We believe in providing financial advice without sales pressure, and our team is committed to helping clients make informed decisions about their money. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Remember, Ameriprise financial advisors are registered to do business in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck website for more details. Let's meet and discuss what's most important to you.

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.

Merrill 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.

Merrill Lynch Financial Advisor Jorge Dominguez is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Jorge Dominguez, a Financial Advisor with over 15 years of experience, can assist you in building a personalized wealth management strategy to address your individual needs. He focuses on delivering a comprehensive approach to managing wealth, starting by listening and helping you make informed decisions as you develop your strategy. Jorge Dominguez follows the Merrill tradition of community service and volunteers with local organizations. He offers Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Supported by the global resources of Merrill, Jorge's team is dedicated to building strong client relationships based on trust and personalized service.

Edward Vacca, a financial advisor at Ameriprise Financial Services, LLC, is located at 839 Main Street in Lafayette, Indiana, United States. Specializing in finance, Edward Vacca offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial goals securely from any device. Those interested can schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Edward Vacca is registered in select states and adheres to FINRA regulations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect a high level of privacy and security when working with Edward Vacca and Ameriprise Financial Services, LLC.