TOP 10 Financial advisor reviews in Indiana

EPIC Insurance Midwest is a leading insurance agency located at 45 West Union Street in Liberty, Indiana, United States. With a commitment to providing exceptional coverage and personalized service, we strive to meet the insurance needs of individuals and businesses in the Midwest region. Our team of experienced agents is dedicated to helping clients navigate the complexities of insurance and find the best policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, EPIC Insurance Midwest is here to provide you with peace of mind and financial security. Contact us today to learn more about our comprehensive insurance solutions.

Karen Shields - State Farm Insurance Agent is a trusted insurance agency located at 549 Walnut Street in Lawrenceburg, Indiana, United States. Conveniently situated on the corner of Highway 50 & Walnut St, it is the first brick building on the right. Serving the Tri-State Area, this agency specializes in insuring boats, motorcycles, ATVs, and other recreational vehicles as spring approaches. The dedicated team at Karen Shields State Farm Insurance office proudly serves various Indiana areas such as Lawrenceburg, Aurora, Bright, Rising Sun, Milan, Dillsboro, and more. With a focus on resident relocations to the Dearborn County area, they offer a wide range of insurance services including Car Insurance, Renters Insurance, Home Insurance, Life Insurance, Business & Commercial Insurance, and Financial Services.

Danette Volpenhein - State Farm Insurance Agent is a first-generation State Farm Agent located at 202 4th Street, Lawrenceburg, Indiana. Serving the Lawrenceburg, Indiana, surrounding Cincinnati, Ohio, and Northern Kentucky areas for the last 12 years, Danette is passionate about insurance and takes a holistic approach to educating insureds on their insurance needs. The agency is conveniently situated on the corner of 4th Street and Front Street in Lawrenceburg, Indiana, just off of HWY 50. Offering a range of insurance products including auto insurance, home insurance, condo insurance, renters insurance, life insurance, and Senior Advantage Plans, the agency caters to individuals, families, and businesses in the area and beyond. The team at Danette Volpenhein - State Farm Insurance Agent is dedicated to providing personalized service and ensuring that each client's insurance needs are met. With a focus on community involvement and customer satisfaction, the agency is committed to guiding and inspiring clients to protect their valuable possessions and assets. Contact Danette Volpenhein - State Farm Insurance Agent for all your insurance needs and experience exceptional service tailored to your individual requirements.

Nate Lauer - State Farm Insurance Agent is a well-established insurance agency located at 1201 North Wayne Street in Angola, Indiana. Since 2014, Nate Lauer and his team have been dedicated to serving the Steuben, Lagrange, Dekalb, and Auburn counties communities. They are passionate about educating and taking care of their insureds, offering a wide range of State Farm insurance products including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, Health Insurance, Financial products, and Small Business Insurance. With over 50 years of combined insurance experience, Nate Lauer and his team are committed to helping customers make informed decisions to protect themselves, their families, and their businesses from day-to-day risks. They offer personalized service and treat their customers like family.

Morgan Hefty - State Farm Insurance Agent is an established insurance agency located at 367 West Seventh Street in Auburn, Indiana. As a trusted State Farm agent, Morgan Hefty provides a wide range of insurance products and services to meet the needs of individuals and families in the community. With a commitment to excellent customer service and personalized insurance solutions, Morgan Hefty is dedicated to helping clients protect what matters most to them. Contact them today to learn more about their insurance offerings and how they can assist you in securing your financial future.

William Simmons: Allstate Insurance is a reputable insurance agency located at 704 West Seventh Street in Auburn, Indiana, United States. With a strong commitment to providing excellent customer service and comprehensive insurance coverage, this institution is a trusted choice for individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at William Simmons: Allstate Insurance are dedicated to helping you find the best policy to suit your needs. Contact them today to discuss your insurance options and secure your peace of mind.

Steve Rich - State Farm Insurance Agent is a local insurance agency located at 230 South 2nd Street in Decatur, Indiana. Our goal is to provide personalized insurance coverage to protect you and your family from life's risks at the right price. With over 40 years of experience, Steve Rich has been serving the Decatur community since 1980. Our friendly team, including licensed members Lauren and Sam, is here to help you understand your policies and find the right coverage for your needs. Whether you need auto, health, life, or pet insurance, we are here to assist you. Stop by our office for a free quote and let us help you navigate through the process of protecting what matters most to you. Your State Farm neighbors are here to support you every step of the way.

Kapocius Family Insurance: Allstate Insurance is an insurance agency located at 5830 East State Boulevard in Fort Wayne, Indiana, United States. Our dedicated team of professionals is committed to providing top-notch insurance services to protect you and your family's assets. With a focus on personalized customer service and a wide range of insurance products, we strive to offer peace of mind and financial security to our clients. Contact us today to discuss your insurance needs and let us help you find the perfect coverage for your unique situation.

Matt Booker American Family Insurance is a reputable insurance agency located at 6070 East State Boulevard in Fort Wayne, Indiana. As a trusted provider of insurance services, they offer a wide range of coverage options to meet the needs of individuals and families. With a focus on customer service and personalized attention, clients can feel confident that they are in good hands when working with Matt Booker American Family Insurance. Whether you are looking for auto, home, life, or business insurance, their knowledgeable agents are dedicated to helping you find the right policy to protect what matters most. Visit their office or contact them today to learn more about their insurance offerings and how they can assist you in securing your future.

MedPro Group is a leading medical professional liability insurance company located at 5814 Reed Road in Fort Wayne, Indiana, United States. With over 100 years of experience, MedPro Group is dedicated to providing healthcare professionals with comprehensive coverage and risk management solutions. Their team of experts works tirelessly to protect healthcare providers from the financial and reputational risks associated with medical malpractice claims. MedPro Group is committed to delivering exceptional service and support to their policyholders, helping them navigate the complex world of medical liability insurance with confidence and peace of mind.

Brian Fuller: Allstate Insurance is a reputable insurance agency located at 2901 East Main Street in Richmond, Indiana. With a focus on providing top-notch insurance services, Brian Fuller and his team are dedicated to helping clients protect what matters most to them. From auto and home insurance to life and business insurance, they offer a wide range of coverage options to meet the diverse needs of their customers. With a strong commitment to customer satisfaction and personalized service, Brian Fuller: Allstate Insurance is a trusted choice for individuals and businesses looking for reliable insurance solutions in the Richmond area.

Welcome to Jason Stewart - State Farm Insurance Agent located at 1050 East Main Street in Centerville, Indiana. Our insurance agency is like an Easter egg, offering a hidden treasure of financial security for your family's future. Just as Easter symbolizes new beginnings and hope, life insurance provides a fresh start and a plan for the future. Our office is conveniently located at the front of Winding Brook Subdivision near Casey's gas station. Jason Stewart, a local agent who grew up in Darke County, Ohio, is dedicated to helping you with all your insurance needs. Whether you're looking for car insurance, home insurance, boat insurance, business insurance, or life insurance, we've got you covered. Our office is licensed in Indiana, Ohio, and Kentucky, so we can assist your friends and family out of state as well.

Warren Cunningham - State Farm Insurance Agent is a trusted insurance agency located at 1322 North A Street in Richmond, Indiana, United States. With a commitment to providing personalized and reliable insurance coverage, Warren Cunningham and his team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, you can count on this agency to offer tailored solutions to meet your specific needs. Contact Warren Cunningham - State Farm Insurance Agent today to discuss your insurance requirements and secure peace of mind for the future.

John Hostetler - State Farm Insurance Agent, located at 3225 East Main Street in Richmond, Indiana, offers a wide range of insurance products to help protect what's important to you. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or coverage for your recreational vehicles, John Hostetler can help you customize a plan that fits your needs and budget. With State Farm, you can also explore options for life insurance, health insurance, and business insurance. The institution also offers banking services through an alliance with U.S. Bank, as well as investment planning services to help you achieve your financial goals.

The Geiger Agency LLC American Family Insurance is a reputable insurance agency located at 13920 Wilson Creek Road in Aurora, Indiana, United States. With a strong focus on providing quality insurance coverage to individuals and families, they offer a range of insurance products to suit various needs. Their team of experienced agents is dedicated to helping clients find the best insurance solutions to protect what matters most to them. Whether it's auto, home, life, or business insurance, The Geiger Agency LLC American Family Insurance is committed to providing excellent customer service and personalized insurance plans. Contact them today to discuss your insurance needs and secure peace of mind for the future.

Greg Stuart - State Farm Insurance Agent is a reputable insurance agency located at 535 Green Boulevard, Aurora, Indiana, United States. The institution offers a range of insurance products and services to meet the needs of individuals and businesses. Employee theft prevention, long-term disability risk assessment, and auto repair cost management are some of the key services provided by Greg Stuart - State Farm Insurance Agent. Customers can rest assured that their sensitive personal information is protected when dealing with Greg Stuart - State Farm Insurance Agent. The institution also offers investment options through State Farm VP Management Corp. and life insurance and annuities through State Farm Life Insurance Company.

Bath State Bank is a trusted financial institution located at 3828 US Highway 27 in West College Corner, Indiana, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our experienced team of professionals is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Visit us today to experience the difference that Bath State Bank can make in your financial future.

Agnes Schoch - Thrivent is a finance institution located at 203 North 12th Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

H&R Block is a well-established accounting, finance, and insurance agency located at 104 Pleasant Street in Fremont, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and insurance solutions. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of financial management with expert advice and personalized solutions. Visit us at our convenient location in Fremont for all your accounting and financial needs.

Barnhizer & Associates Inc. is a reputable general contractor and laundry service located at 165 Industrial Parkway in Richmond, Indiana, United States. Specializing in Water Restoration, Mold Remediation, and Fire Restoration since 1983, Barnhizer & Associates has become a trusted source for cleaning and restoration services in Indiana and Ohio. Whether it's for residential, commercial, or healthcare facilities, the institution strives to provide efficient and effective procedures to complete restoration projects of any size. With a commitment to meeting the needs of their clients, Barnhizer & Associates Inc. is a leader in the industry.

Phillip Sollman - Thrivent is a finance institution located at 320 Winchester Street, Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, as per the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Donna Fosdick-Baumann - Thrivent is a finance institution located at 320 Winchester Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.

Longbons Brian is an established insurance agency located at 651 South A Street in Richmond, Indiana, United States. With a reputation for providing personalized and comprehensive insurance solutions, Longbons Brian is committed to helping individuals and businesses protect what matters most. Their team of experienced insurance professionals offers a wide range of coverage options and strives to deliver exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Longbons Brian is dedicated to finding the right policy to meet your specific needs. Visit their office today to discuss your insurance requirements and secure peace of mind for the future.

Jackson Hewitt Tax Service, located at 126 Northwest 5th Street in Richmond, Indiana, is a finance institution dedicated to helping you maximize your tax refund. While tax advance loans are no longer available this year, our Tax Pros are still ready to assist you in getting the most out of your return. Simply drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan, which is repaid with your tax refund, can provide you with much-needed funds before your refund arrives from the IRS. Although Refund Advance is not available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Synergy Insurance Group, located at 13800 Jackson Road in Mishawaka, Indiana, is an insurance agency dedicated to providing peace of mind to its clients through proactive risk management strategies. With a focus on organized risk reduction, the agency offers solutions to manage ongoing risks, enhance safety programs, review claim trends, and secure competitive markets at renewal. The vision of Synergy Insurance is to be a trusted insurance advisor, protecting clients from unexpected disasters. The agency's mission is to bring peace of mind to clients, serve communities, and develop leaders, guided by core values that prioritize service over financial gain.

John Hamilton American Family Insurance is a trusted insurance agency located at 6375 Melton Road in Portage, Indiana. We are dedicated to providing top-notch insurance solutions to protect you and your family from life's uncertainties. Our experienced agents are committed to helping you find the right coverage for your unique needs, whether it's auto, home, life, or business insurance. Visit us today to discuss your insurance needs and let us help you secure a brighter future for you and your loved ones.

Edward Jones is a renowned financial institution located on Cleveland Road in South Bend, Indiana, United States. Specializing in personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of services including retirement planning, wealth management, and investment advice tailored to each client's unique needs. Whether you are planning for the future or looking to grow your wealth, Edward Jones is committed to providing top-notch financial guidance and support.

The Patzer Group Wealth Management is a finance institution located at 1736 East Day Road, Mishawaka, Indiana, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). Securities-related services may only be provided to residents of specific states listed on their website. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that information on social media platforms reflects the views of third parties and may not necessarily represent the views of The Patzer Group Wealth Management. It is important to review the terms and conditions of any third-party websites linked to the institution's profile. Residents outside of the U.S. should be aware that the information provided is for informational purposes only and should not be considered an offer to participate in any investment or financial services.

H&R Block is a renowned accounting and finance institution located at 828 West McKinley Avenue in Mishawaka, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.

Jackson Hewitt Tax Service is a finance institution located at 2304 Lincolnway East in Goshen, Indiana, United States. While their tax advance loans have ended for this year, their Tax Pros are still ready to help you maximize your refund. You can conveniently drop off your tax documents at this location inside Walmart and let a Tax Pro take care of the rest, including a final review and e-signing. Refund Advance loans, which allow you to receive money before your tax refund arrives, were available at select locations during specific dates. Appointments for in-person tax preparation, drop-off services, and assistance with IRS letters can be scheduled online or by calling (888) 800-1040. Whether you choose to drop off your documents or have a one-on-one appointment with a Tax Pro, rest assured that your taxes will be handled by English-speaking professionals. Trust Jackson Hewitt Tax Service to make every dollar count when it comes to your taxes.