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TOP 30 Financial analysis in Fort Wayne, IN
20 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor Tyler Haire
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.
Kolkman Group Financial
Kolkman Group Financial is a reputable insurance agency located at 203 West Wayne Street in Fort Wayne, Indiana, United States. With a strong commitment to providing top-notch insurance services, Kolkman Group Financial offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance coverage and find the best solutions to protect their assets and loved ones. Trust Kolkman Group Financial for all your insurance needs.
Walburn Financial Management
Walburn Financial Management, located at 14413 Illinois Road in Fort Wayne, Indiana, is a trusted institution specializing in accounting and finance services. Founded by Joseph Walburn in 2001, the company is dedicated to establishing long-term relationships with clients to provide the best financial guidance possible. With a focus on assisting small to medium-sized businesses and individuals, Walburn Financial offers services such as accounting, tax preparation, financial analysis, and strategic planning. Joseph Walburn, a CPA with a background in accounting, leads the team alongside associate Thomas Norris, who brings extensive experience in operational analysis and financial reporting.
Thomas Russell - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Russell - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9017 Coldwater Road, Fort Wayne, Indiana, United States. Thomas Russell holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas Russell's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and more. Thomas Russell is dedicated to providing comprehensive financial advice to individuals, including retirees, small business owners, and high net worth clients. Whether you need assistance with investment strategies, insurance products, or estate planning, Thomas Russell - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals.
Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC
Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed 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 or recommendations at this time. While we cannot guarantee future financial results, we strive to provide personalized financial solutions tailored to your needs. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we are dedicated to helping you and your loved ones navigate the complexities of financial planning. Contact us today to schedule a consultation and start planning for a secure financial future.
Robert Veenstra - Associate Financial Advisor, Ameriprise Financial Services, LLC
Robert Veenstra is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road, Fort Wayne, Indiana, United States. Robert holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. As an experienced financial advisor, Robert is dedicated to providing comprehensive and personalized financial solutions to individuals and small business owners. Contact Robert Veenstra today for expert financial advice and guidance.
Zachary Jennings - Financial Advisor, Ameriprise Financial Services, LLC
Zachary Jennings is a Financial Advisor at Ameriprise Financial Services, LLC located at 409 East Cook Road in Fort Wayne, Indiana, United States. Specializing in finance, Zachary Jennings holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Zachary Jennings' expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial planning, exit planning, securities analysis, mutual funds, financial planning principles, long-term care planning, life insurance, and military financial advising. With a strong commitment to ethical practices and ongoing education, Zachary Jennings provides comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement."
Joseph Miller - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 5750 Coventry Lane in Fort Wayne, Indiana, offers a range of financial services and expertise. Joseph Miller is registered to conduct securities business in specific states and encourages potential clients to check FINRA's BrokerCheck website for more information. The institution provides consultations on financial planning concepts, though no written analysis or recommendations are given during the initial meeting. Ameriprise Financial does not guarantee future financial results. The institution also offers family activities like tennis, soccer, football, and show choir, as well as outdoor activities. Clients can expect professionalism and dedication to helping achieve their financial goals. Please refer to the Ameriprise Financial Website Rules and Regulations for more information on privacy, security, and email fraud prevention.
Merrill Lynch Financial Advisor Krista A Hamilton-Smith
Merrill Lynch Financial Advisor Krista A Hamilton-Smith is a finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. The institution takes pride in their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They are known for their exemplary client service and have been ranked in various Forbes publications, such as "Best-in-State Wealth Management Teams" and "America's Top Women Wealth Advisors". The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, with a focus on understanding each client's goals and priorities. They offer personalized investment strategies and comprehensive financial solutions to help clients achieve their financial goals. The advisors at Merrill are committed to helping clients navigate the complexities of their financial lives and provide ongoing support to help them stay on track. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a customized approach to address their financial needs. The institution also offers resources such as the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. Merrill Lynch Financial Advisor Krista A Hamilton-Smith is dedicated to helping clients achieve their financial goals and navigate the ever-changing financial landscape.
Merrill Lynch Financial Advisor Kirkland G Johnson
Merrill Lynch Financial Advisor Kirkland G Johnson is a finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. The Johnson/Stogdill Team believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. With over 35 years of experience in the financial services industry, Kirk and his team focus on client goals and concerns, providing personalized wealth management services tailored to each individual's needs. Kirk holds various FINRA registrations and insurance licenses, as well as designations such as Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist. He is committed to helping clients optimize their resources and achieve their financial objectives. Through Merrill Personal Wealth Analysis™, the team can build and document a personalized plan centered on each client's goals. By regularly checking in and revisiting the financial approach, the team aims to help clients stay on track to achieve what's most important to them. With a focus on understanding what matters most to each client, the team at Merrill Lynch Financial Advisor Kirkland G Johnson works to create a financial approach that reflects each individual's personality and priorities. Let them help you reach your financial goals and navigate the complexities of your financial life.
Oscar C Mitson Insurance
Oscar C Mitson Insurance is a reputable insurance agency located at 6500 East State Boulevard in Fort Wayne, Indiana, United States. With years of experience in the industry, our dedicated team of professionals is committed to providing high-quality insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at competitive rates. Trust Oscar C Mitson Insurance for all your insurance needs.
Short Associates, Inc.
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
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.
Magley & Associates LLC
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.
Tony Choi Investment Management
Tony Choi Investment Management is a leading finance institution located at 10470 Maysville Road in Fort Wayne, Indiana, United States. With a strong track record of successful investments and financial management, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, Tony Choi Investment Management is here to provide personalized guidance and support. Trust us to help you make informed decisions and secure your financial future.
Schwartzel & Co
Schwartzel & Co is an accounting and finance institution located at 187 Fort Wayne Avenue in Richmond, Indiana, United States. Our team of experts is dedicated to helping you with all your financial needs, from payroll processing to tax support. With our deep analysis and strategic guidance, we can assist you in making smart business decisions. Our personalized services extend beyond just numbers, allowing you to focus on the quality of your work while we manage the books. We also provide support in managing business debt effectively and navigating supply chain disruptions. Additionally, our online apps make it easy to conduct business with us, ensuring a seamless and stress-free experience. Trust Schwartzel & Co to take the stress out of running your business and help you get back to what you do best.
Advantage Scan Thermography
Advantage Scan Thermography is a health institution located at 9921 Coldwater Road, Fort Wayne, Indiana, United States. Specializing in thermology, they use digital infrared thermal imaging (DITI) to diagnose problems in the body. Their noninvasive diagnostic technique allows for the visualization and quantification of changes in skin surface temperature using an infrared scanning device. Medical DITI is highly sensitive to pathology in the vascular, muscular, neural, and skeletal systems, providing valuable information for clinicians in pathogenesis and diagnosis. The institution aims to define the extent of lesions, localize abnormal areas, detect early lesions, and monitor the healing process before patients return to work or training.
Morken Valuation Professionals
Morken Valuation Professionals is a leading finance institution located at 2241 Longleaf Drive in Fort Wayne, Indiana, United States. Specializing in valuation services, their team of professionals provides expert financial analysis and appraisal services to clients in a wide range of industries. With a commitment to accuracy and integrity, Morken Valuation Professionals is dedicated to helping clients make informed decisions and achieve their financial goals.
Monarch Capital Management Inc
Monarch Capital Management Inc. is a finance institution located at 127 West Berry Street in Fort Wayne, Indiana, United States. As a Registered Investment Advisor with the Securities and Exchange Commission, we specialize in investing your portfolio directly into high-quality growth companies and bonds. Our personalized approach involves assessing your financial needs to create a customized investment strategy that aligns with your objectives, income needs, and tolerance for volatility. In addition to managing your investments with prudence as a fiduciary, we offer services to help you plan for retirement, make financial decisions, save for education expenses, and be more charitable efficiently. Our fee structure is based on the size of your portfolio, and we do not charge commissions or sell products. With over 40 years of experience serving families in northeast Indiana, we strive to provide peace of mind and be a reliable resource for your financial well-being.
Bill Rohwer, 1st Source Asset Advisors
Bill Rohwer, 1st Source Asset Advisors is a finance institution located at 7821 Carnegie Boulevard in Fort Wayne, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating, managing, and providing assistance with customized financial plans that cater to each client's unique goals, circumstances, and time horizons. Services offered include rollover services, traditional and Roth IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing through Guided Wealth Portfolios. The institution follows a client-centric process focused on pursuing specific milestones created in collaboration with the client. Their comprehensive three-step planning process helps identify needs, implement strategies, and monitor progress to ensure clients stay on course. By starting with a confidential personal profile, the financial consultants gain a deep understanding of each client's financial situation and goals, providing detailed analysis, customized strategies, and recommendations for the future.
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