TOP 30 Financial advisory services in Fort Wayne, Indiana

41 results found

Allstate Financial Services: Lee McAllister is a reputable finance and insurance agency located at 5830 East State Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Allstate Financial Services: Lee McAllister offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Allstate Financial Services: Lee McAllister to provide expert guidance and support.

Strategic Executive Advisory by John Minnich, LLC is a premier consulting firm located at 2101 East Coliseum Boulevard in Fort Wayne, Indiana, United States. Led by industry expert John Minnich, the firm offers top-notch executive advisory services to help businesses develop and implement strategic plans for growth and success. With a focus on innovative solutions and personalized guidance, Strategic Executive Advisory by John Minnich, LLC is committed to helping clients achieve their business goals and thrive in today's competitive market.

Howard Bailey Financial, Inc. is a finance institution located at 5916 Covington Road, Fort Wayne, Indiana, United States. We specialize in building custom retirement strategies that aim to reduce risk, increase income, and mitigate tax for our clients. Our process starts with understanding your unique financial philosophy and the true purpose of your money in retirement. Through personalized one-on-one meetings, continued education, and a comprehensive team-planning approach, we have helped retirees nationwide secure their financial futures. Our team of advisors and support specialists are dedicated to providing the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started on defining your Purpose, Financial Planning, and Creating Meaning in retirement. Our L.I.F.E. Plan covers key pillars for your money in retirement, including Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We aim to deliver a customized framework that allows you to find meaning in retirement and live your purpose every day.

Elvis Services Inc is a reputable institution located at 825 Conrad Street in Fort Wayne, Indiana, United States. We specialize in providing top-notch services to our clients, including financial consulting, tax preparation, and business advisory services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, Elvis Services Inc is your trusted partner for all your financial needs. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 409 East Cook Road, Fort Wayne, Indiana, United States. Todd Larson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and more. Todd Larson is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Todd Larson is committed to helping clients achieve their financial goals.

Frank Financial Group is a leading finance institution located at 6223 Constitution Drive in Fort Wayne, Indiana, United States. With a strong reputation for providing expert financial advice and services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, Frank Financial Group is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique needs and circumstances. Visit us today to learn more about how we can help you secure a brighter financial future.

Life Financial Wealth Management, located at 1910 Saint Joe Center Road in Fort Wayne, Indiana, is a finance institution dedicated to providing long-term, value-added financial counsel and exceptional service to its clients. With a focus on education and personalized financial planning, Life Financial works alongside clients to articulate, establish, and achieve their financial life goals. The institution believes in a mature simplicity approach to financial planning, emphasizing the importance of family, friends, faith, and community in living a life of purpose and service to others. Life Financial offers a wide variety of products and services tailored to each client's unique needs and goals, ensuring a personalized and comprehensive financial strategy. Advisory services are offered through Advisory Advocates, a registered investment adviser, and insurance products are offered through Life Financial Wealth Management. With a commitment to honesty, hard work, and respect, Life Financial strives to build trust and lasting relationships with its clients.

Leman Financial Advisors, located at 10319 Dawsons Creek Boulevard in Fort Wayne, Indiana, is a finance institution dedicated to helping individuals plan for a secure and fulfilling retirement. With the help of their partner, Momentum Wealth, clients can address common concerns such as whether they have saved enough money to retire comfortably and if their funds will last throughout their retirement years. The experienced team at Leman Financial Advisors understands that retirement can be overwhelming and intimidating for many people. By becoming a client, individuals gain access to personalized guidance and support to shape their ideal retirement lifestyle. Clients are paired with a dedicated advisor, but the entire team works collaboratively to ensure that each client's needs are met.

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.

Eagle Finance is a finance institution located at 279 East Coliseum Boulevard, Fort Wayne, Indiana, United States. We pride ourselves on providing fast personal loans ranging from $1,000 to $10,000 with affordable monthly payments. Our friendly and professional staff is dedicated to providing excellent customer service and ensuring a hassle-free loan process. With over 70 locations throughout Kentucky, Ohio, & Indiana, we are here to help you with your financial needs. Whether you need a loan for auto repair, home repair, medical bills, vacations, or any other expenses, Eagle Finance is here to assist you. We welcome individuals with previous bankruptcy and are committed to helping you establish or re-establish credit. Beware of scams - Eagle Finance will never ask you to send cash, checks, money orders, gift cards, or any other payment as a condition for loan approval. If you have any questions, please contact your local office. Thank you for choosing Eagle Finance for your financial needs!

Capital Strategies Group is a leading health and hospital institution located at 623 Airport North Office Park in Fort Wayne, Indiana, United States. With a team of experienced professionals, they provide innovative strategies and solutions to help healthcare organizations thrive in today's complex and ever-changing industry. Whether it's financial management, operational efficiency, or strategic planning, Capital Strategies Group is dedicated to helping their clients achieve their goals and deliver the highest quality care to their patients.

Heather L Johnston, LLC is a health institution located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana. Our dedicated team of healthcare professionals is committed to providing high-quality care and personalized treatment plans to help our patients achieve optimal health and wellness. Whether you are seeking preventative care, treatment for a specific condition, or rehabilitation services, our experienced staff is here to support you every step of the way. Visit us today and experience the compassionate care and expertise that sets Heather L Johnston, LLC apart.

Short Associates, Inc. is a reputable insurance agency located at 2855 East Dupont Road in Fort Wayne, Indiana. With years of experience in the industry, they specialize in providing a wide range of insurance products and services to meet the needs of their clients. Their dedicated team of professionals is committed to offering personalized and comprehensive insurance solutions to protect what matters most to their customers. Whether you are looking for auto, home, life, or business insurance, Short Associates, Inc. is your trusted partner in safeguarding your assets and providing peace of mind. Contact them today to learn more about their offerings and how they can assist you with your insurance needs.

Osita Ezeakudo is a reputable health institution located at 11115 Parkview Plaza Drive in Fort Wayne, Indiana, United States. Specializing in providing top-quality medical care, Dr. Osita Ezeakudo and his team offer a range of services to cater to the health needs of their patients. With a focus on personalized care and a commitment to excellence, Osita Ezeakudo is dedicated to promoting health and wellness in the community. Whether you are in need of routine check-ups, specialized treatments, or preventative care, you can trust Osita Ezeakudo to provide compassionate and expert medical services.

Beachy Wealth Management LLC is a finance institution located at 3484 Stellhorn Road in Fort Wayne, Indiana, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Tim Metel CPA & Associates is a reputable accounting and finance institution located at 6605 East State Boulevard in Fort Wayne, Indiana. Our team of experienced professionals is dedicated to providing high-quality services to individuals and businesses in need of financial guidance. Whether you require assistance with tax preparation, auditing, or financial planning, our team is here to help. With a commitment to excellence and personalized service, Tim Metel CPA & Associates is the go-to institution for all your accounting and finance needs.

LCPA Group LTD is a certified public accountant group located in Fort Wayne, Indiana. Our services include accounting, tax, and payroll services for businesses in the area. We can help you with budgeting, balance sheets, tax planning, payroll processing, and more. Our mission is to improve our clients' financial outlook and provide professional, comprehensive services. Contact us at 1900 Inwood Drive, Fort Wayne, IN 46815 or call (260) 493-4493 for more information.

Accent Consulting is a leading institution located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana. Since 2002, we have been providing top-notch IT support services to businesses in the Greater Fort Wayne area. Our team of Certified Technicians is dedicated to ensuring that your business technology meets the growing needs of your organization and sets your team up for efficiency and success. At Accent Consulting, we understand the challenges that businesses face when it comes to IT support and infrastructure. That's why we offer 100% managed IT services to meet all of your information technology needs. From network security to data recovery, our experienced team is here to help keep your business compliant with NIST 800-171, CMMC, HIPAA, PCI, and SOC regulations.

Wealth Management Accounting is a finance institution located at 10425 Oak Valley Road in Fort Wayne, Indiana, United States. Our team of experienced professionals specializes in providing comprehensive accounting services tailored to meet the unique needs of high-net-worth individuals and families. From investment tracking to tax planning and estate management, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Wealth Management Accounting can help you manage your wealth effectively.

Magley & Associates LLC is a reputable accounting and finance institution located at 5525 Oak Valley Place in Fort Wayne, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Their dedication to providing top-notch service and personalized solutions sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Magley & Associates LLC is the go-to institution for all your accounting and finance needs.

Hartley Tax & Accounting LLC is a reputable accounting and finance institution located at 6066 East State Boulevard in Fort Wayne, Indiana. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world and achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Wagner Associates Integrated Solutions is a leading accounting and finance institution located at 2330 Beacon Street in Fort Wayne, Indiana, United States. Our team of experienced professionals offers a wide range of integrated solutions to help individuals and businesses achieve their financial goals. From tax planning and preparation to financial consulting and bookkeeping services, we are dedicated to providing personalized and comprehensive support to our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

APEX Tax & Small Business Advisors is a leading accounting and finance institution located at 7337 West Jefferson Boulevard in Fort Wayne, Indiana, United States. Our team of experienced professionals provide expert tax and small business advisory services to help individuals and companies navigate the complex world of finance. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help you achieve your financial goals. Trust APEX Tax & Small Business Advisors to provide you with personalized and reliable services to ensure your financial success.

Imperial Business Management is a prestigious finance institution located at 2318 Calhoun Street in Fort Wayne, Indiana, United States. Our institution is dedicated to providing top-notch education and training in the field of finance, equipping students with the knowledge and skills needed to excel in the competitive business world. With a focus on practical application and real-world experience, Imperial Business Management prepares students for successful careers in finance and beyond. Join us and take the first step towards a bright and lucrative future in the world of business.

BW Accounting Solutions is a reputable institution located at 1713 Creamer Ave in Fort Wayne, Indiana, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise and resources to meet your needs. Trust BW Accounting Solutions to handle all your financial needs with precision and care.

Old National Bank, located at 6430 West Jefferson Boulevard in Fort Wayne, Indiana, is a full-service financial institution offering a range of banking and finance services. As an ATM, bank, and finance institution, Old National Bank provides customers with the tools and resources they need to reach their financial goals. Please note that Old National Bank provides referrals to financial professionals of LPL Financial LLC, creating an incentive for the institution to make these referrals. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Old National Bancorp, Old National Bank, and Old National Investments are not registered as a broker-dealer or investment advisor.

Old National Bank, located at 10140 Lima Road in Fort Wayne, Indiana, is a full-service financial institution offering a range of services including banking, ATM access, and financial advice. As a part of their services, they provide referrals to financial professionals from LPL Financial LLC, with whom they have a partnership agreement. This partnership allows LPL to compensate the bank for referrals, creating a potential conflict of interest. Old National Bank is not a current client of LPL for brokerage or advisory services. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also available through LPL or its licensed affiliates. Old National Bancorp, Old National Bank, and Old National Investments are not registered as broker-dealers or investment advisors. Registered representatives of LPL may offer products and services through Old National Investments, and may also be employees of Old National Bank.

Rehmann is a leading accounting and finance institution located at 6714 Pointe Inverness Way in Fort Wayne, Indiana, United States. With a reputation for excellence and expertise in accounting services, financial planning, and business consulting, Rehmann is committed to helping individuals and businesses achieve their financial goals. Their team of professionals provides personalized solutions and strategic guidance to clients, ensuring they receive the highest level of service and support. Whether you are looking for tax assistance, investment advice, or assistance with financial planning, Rehmann is dedicated to helping you succeed.

Block Advisors is a trusted institution located at 6433 West Jefferson Boulevard in Fort Wayne, Indiana. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate complex financial matters with confidence. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and a reputation for professionalism, Block Advisors is the go-to institution for all your accounting and finance needs in Fort Wayne.