TOP 30 Financial advisors in Aurora, Indiana
12 results found
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Eric Oatman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Oatman, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping individuals in Aurora, Indiana achieve their financial goals. With a focus on personalized financial planning, Eric offers expertise in areas such as retirement planning, investment management, and estate planning. Clients can trust in Eric's extensive background, credentials, and experience to provide them with sound financial advice and guidance. To schedule a complimentary initial consultation with Eric Oatman, fill out the "Request consultation" form on the Ameriprise website. Take the first step towards securing your financial future with Eric Oatman as your trusted advisor.
724 Green Blvd, Aurora, IN 47001, United States -
Richard A Lammering - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard 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.
724 Green Blvd, Aurora, IN 47001, United States -
Edward Jones - Financial Advisor: Todd Thompson
● ClosedEdward Jones - Financial Advisor: Todd Thompson is a finance institution located at 320 Importing Street in Aurora, Indiana, United States. Todd Thompson is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Todd Thompson offers tailored financial solutions to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Todd Thompson is committed to providing expert guidance and support every step of the way.
320 Importing St, Aurora, IN 47001, 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 -
Aurora Financial Strategies
● ClosedAurora Financial Strategies is a leading finance institution located at 2705 South Berkley Road in Kokomo, Indiana, United States. With a team of experienced financial advisors, we provide personalized strategies to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, our experts are here to guide you every step of the way. Trust Aurora Financial Strategies to help you secure a brighter financial future.
2705 S Berkley Rd STE 1B, Kokomo, IN 46902, United States -
Aurora Asset Management
● ClosedAurora Asset Management is an independent finance institution located at 801 Shelby Street, Indianapolis, Indiana, United States. We are dedicated to our investors' long-term success and focus on driving returns in an evolving market. We do not follow short-term trends or fads, but instead, uncover opportunities hidden in plain sight and apply strategies that have stood the test of time. Our Chief Investment Officer, Austin Crites, CFA, is responsible for all investment decisions in our portfolios. We offer securities and investment advisory services through BCGM Wealth Management, LLC, a SEC Registered Investment Adviser. Our firm is committed to providing personalized financial services based on each client's specific needs, goals, and risk tolerance. Contact us today to learn more about how we can help you achieve your financial objectives.
801 Shelby St suite 204, Indianapolis, IN 46203, United States -
Mansfield Insurance Agency Inc
● ClosedMansfield Insurance Agency Inc, located at 24244 State Line Road in Lawrenceburg, Indiana, is not your average insurance agency. Our dedication to our customers sets us apart, as we truly care about protecting our clients. We take the time to listen to your needs and find the best insurance coverage for you. Our motto is caring, listening, and protecting - it's who we are, not just a tagline. At Mansfield Insurance Agency, we offer a range of insurance solutions to fit your unique risks. Whether you're a contractor in need of commercial general liability insurance or looking to protect your business property with commercial property insurance, we have you covered. We also offer contractors' equipment insurance to protect your tools on the move, as well as builders risk and installation insurance for buildings under construction.
24244 State Line Rd, Lawrenceburg, IN 47025, United States -
Karen Shields - State Farm Insurance Agent
● ClosedKaren 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.
549 Walnut St, Lawrenceburg, IN 47025, United States -
The Geiger Agency LLC American Family Insurance
● ClosedThe 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.
13920 Wilson Creek Rd, Aurora, IN 47001, United States -
Greg Stuart - State Farm Insurance Agent
● ClosedGreg 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.
535 Green Blvd, Aurora, IN 47001, United States -
Bottom Line Services
● ClosedBottom Line Services is a trusted accounting and finance institution located at 312 2nd Street in Aurora, Indiana. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we have the expertise to help you achieve your financial goals. Contact us today to schedule a consultation and see how Bottom Line Services can help you take control of your finances.
312 2nd St, Aurora, IN 47001, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 519 Green Boulevard in Aurora, Indiana, United States. We specialize in providing tax preparation services to individuals and businesses, ensuring that our clients receive the maximum refund possible. Our experienced team of tax professionals is dedicated to providing accurate and efficient service, helping our clients navigate the complex world of taxes with ease. Whether you need help filing your annual tax return or require assistance with tax planning and consulting, Liberty Tax is here to help. Visit us today to experience our friendly service and expertise in all things tax-related.
519 Green Blvd, Aurora, IN 47001, United States
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