Financial analysis in Indiana
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Merrill Lynch Financial Advisor David S McGaughey
● ClosedMerrill Lynch Financial Advisor David S McGaughey, located at 250 Main Street, Lafayette, Indiana, United States, is a prestigious finance institution recognized for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a customized financial strategy aligned with your aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps you manage, grow, and preserve your wealth while considering the impact for years to come. The institution believes in the importance of a personalized approach that helps you pursue your goals, whether it's planning for retirement, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor a plan centered on your unique needs and financial situation. The team is committed to helping you stay on track to achieve what matters most to you, adapting your approach as your life and goals evolve. With a dedicated Merrill advisor, you receive personalized investment strategies and comprehensive financial solutions to guide you through the complexities of your financial journey. Let Merrill Lynch Financial Advisor David S McGaughey assist you in reaching your financial goals and priorities.
250 Main St Suite 460, Lafayette, IN 47901, United States -
Merrill Lynch Financial Advisor Jeffrey Bannon
● ClosedMerrill Lynch Financial Advisor Jeffrey Bannon, located at 250 Main Street, Lafayette, Indiana, United States, is a leading finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. The MBNB Wealth Management Group team offers a personalized approach that focuses on your goals and priorities, putting you at the center of the planning process. With access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. The team will work with you to develop a personalized financial strategy aligned with your goals.
250 Main St Suite 460, Lafayette, IN 47901, United States -
Edward Jones - Financial Advisor: Mick Isgrigg
● ClosedEdward Jones - Financial Advisor: Mick Isgrigg is a trusted financial institution located at 1309 South Jackson Street in Frankfort, Indiana, United States. Specializing in finance, Mick Isgrigg offers personalized investment advice and financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and expert financial guidance, Edward Jones - Financial Advisor: Mick Isgrigg is a reliable partner in helping individuals and families secure their financial future.
1309 S Jackson St, Frankfort, IN 46041, United States -
Adam Beck - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam Beck is a financial advisor at Ameriprise Financial Services, LLC, located at 401 East Jefferson Street in Plymouth, Indiana, United States. Specializing in finance, Adam Beck offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and make adjustments as needed, clients can track their financial goals securely from any device. Those interested can schedule a complimentary initial consultation to learn more about how Adam Beck can help achieve financial objectives. Additionally, Adam Beck is only able to conduct securities business with residents of specific states where properly registered, as listed on FINRA's BrokerCheck website. Clients can expect a thorough overview of financial planning concepts during the initial consultation, though written analysis and recommendations will not be provided. While Ameriprise Financial cannot guarantee future financial results, clients can rest assured that their information is protected by strict privacy and security measures. By referring friends or family members to Adam Beck, individuals can help others achieve their financial goals with the support of a trusted advisor.
401 E Jefferson St Ste 100, Plymouth, IN 46563, United States -
Russell Shartzer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRussell Shartzer, a financial advisor at Ameriprise Financial Services, LLC, located at 401 East Jefferson Street in Plymouth, Indiana, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Russell provides investment recommendations and portfolio analysis tailored to each client's needs. Regular meetings and updates ensure that strategies are adjusted as life changes, allowing clients to track their progress towards their goals securely from any device. As a registered investment adviser with Ameriprise Financial Services, LLC, Russell Shartzer offers solutions for insurance needs such as health, life, disability, income, and long-term care coverage to protect clients and their loved ones from the unexpected. By scheduling a complimentary initial consultation, clients can take the first step towards a more secure financial future.
401 E Jefferson St Ste 100, Plymouth, IN 46563, United States -
Merrill Lynch Financial Advisor Connor T Ryan
● OpenMerrill Lynch Financial Advisor Connor T Ryan is a prestigious finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. Merrill's advisors are known for their exemplary client service and have been ranked in various categories such as "Best-in-State Wealth Advisors," "America's Top Wealth Advisors," and "Top Next-Generation Wealth Advisors" by Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors focus on understanding clients' goals, priorities, and aspirations to develop personalized financial plans that help manage investment risk and pursue financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, the advisors at Merrill Lynch work with clients to address their financial needs and help them achieve their goals. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to tailor financial approaches to individual goals and preferences. As life and goals change, the advisors at Merrill Lynch help clients stay on track by revisiting and adjusting their financial approach. Merrill Lynch Wealth Management Advisors prioritize the client's needs and goals, offering personalized investment strategies and comprehensive financial solutions. The institution is committed to providing dedicated one-on-one relationships and guidance to help clients navigate the financial complexities of life and achieve their goals.
10800 N Michigan Rd, Zionsville, IN 46077, United States -
Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC
● OpenPaladin Legacy Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 919 East 9th Street in Rochester, Indiana, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although no written analysis or recommendations will be provided. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with measures in place to protect against email fraud. Members of FINRA and SIPC, Ameriprise Financial Services, LLC appreciates referrals and looks forward to helping friends and family members with their financial needs.
919 E 9th St, Rochester, IN 46975, United States -
John Kaiser - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Kaiser - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 6249 South East Street in Indianapolis, Indiana, United States. John Kaiser is a registered advisor and can only conduct securities business in certain states. The initial consultation offers an overview of financial planning concepts without written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial guidance to help them achieve their goals. The institution prioritizes privacy and security, and users agree to abide by the website rules and regulations. Feel free to refer friends or family members for financial assistance, as Ameriprise Financial Services, LLC is committed to helping clients reach their financial goals.
6249 S East St ste h, Indianapolis, IN 46227, United States -
Halter Ferguson Financial Inc
● ClosedHalter Ferguson Financial Inc is a leading finance institution located at 13080 Grand Boulevard in Carmel, Indiana, United States. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. With a commitment to excellence and personalized service, Halter Ferguson Financial Inc is your trusted partner in financial success.
13080 Grand Blvd Ste 130, Carmel, IN 46032, United States -
Len Grabovsky - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLen Grabovsky - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8945 North Meridian Street, Indianapolis, Indiana, United States, is a finance institution offering a wide range of services to help individuals manage and grow their wealth. Len Grabovsky holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized and ethical financial advice, Len Grabovsky is dedicated to helping clients achieve their financial goals and secure their future. Additionally, Len Grabovsky offers specialized services such as behavioral financial advising, philanthropy advising, and divorce financial analysis, catering to the unique needs of each client. Contact Len Grabovsky - Private Wealth Advisor at Ameriprise Financial Services, LLC for expert financial guidance and support.
8945 N Meridian St Ste 200, Indianapolis, IN 46260, United States -
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Gehrke is a financial advisor at Ameriprise Financial Services, LLC located at 919 East 9th Street, Rochester, Indiana, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and comprehensive knowledge in fiduciary practices, Douglas Gehrke provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, he is trained in behavioral finance, philanthropy, divorce financial analysis, and exit planning, offering a wide range of services to meet the diverse needs of his clients. Contact Douglas Gehrke for expert financial guidance and personalized solutions to help achieve your financial goals.
919 E 9th St, Rochester, IN 46975, United States -
Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC
● OpenClearwater Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 3755 East 82nd Street, Indianapolis, Indiana, United States. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states and are here to discuss what's most important to you. During the initial consultation, we provide an overview of financial planning concepts. Please note that you will not receive written analysis and/or recommendations. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Users of our site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. We are members of FINRA and SIPC, and value the opportunity to assist your friends or family members with their financial planning needs. Feel free to refer them to us, and they will hear from us soon. Your privacy and security are important to us, and we provide online security guarantees to protect your information.
3755 E 82nd St Suite 40, Indianapolis, IN 46240, United States -
Merrill Lynch Financial Advisor Samantha Fogg
● ClosedMerrill Lynch Financial Advisor Samantha Fogg is a finance institution located at 301 East Market Street, Suite 117, Indianapolis, Indiana, United States. The institution is dedicated to building and maintaining strong relationships with clients, helping them make important financial decisions for themselves and their families. The team is passionate about what they do and strive to understand each client's goals and priorities. By listening and learning about each individual, they tailor financial approaches to help clients pursue their passions and achieve their most meaningful goals. The institution offers personalized investment strategies, comprehensive financial solutions from Bank of America, and access to the global resources of Merrill Lynch. The team of talented and experienced individuals is committed to providing exemplary client service, as evidenced by various recognitions from financial industry publications.
301 E Market St Ste 117, Indianapolis, IN 46204, United States -
Lisa Catherine Lacayo - Associate Advisor, Ameriprise Financial Services, LLC
● OpenLisa Catherine Lacayo is an Associate Advisor at Ameriprise Financial Services, LLC located at 501 Pennsylvania Parkway in Carmel, Indiana, United States. Specializing in finance, Lisa offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Lisa helps clients track their progress and adjust their approach as life changes. Clients can access their investments and accounts securely from any device and receive regular updates and analysis on their financial goals. To schedule a complimentary initial consultation and learn more about Lisa's services, visit the FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with a secure and reliable financial planning experience.
501 Pennsylvania Pkwy Ste 200, Carmel, IN 46280, United States -
Merrill Lynch Financial Advisor Brian Keith Schuman
● ClosedMerrill Lynch Financial Advisor Brian Keith Schuman is a finance institution located at 510 East 96th Street, Indianapolis, Indiana, United States. They believe in starting every relationship with a conversation to prioritize your financial goals. By listening to you and your family, they customize a financial approach to help you pursue your passions and make informed decisions. They offer an Investment Personality Assessment to gain a deeper understanding of how you think and feel about investing, allowing them to develop a personalized financial plan tailored to your specific goals and priorities. Their team is comprised of experienced individuals committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to help build a personalized plan centered on your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they will work with you to address your financial needs and help you achieve your goals. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to manage, grow, and preserve your wealth. They have received recognition from financial industry publications for their exemplary client service. Contact Merrill Lynch Financial Advisor Brian Keith Schuman to start your journey towards financial success.
510 E 96th St Suite 500, Indianapolis, IN 46240, United States -
Edward Jones - Financial Advisor: Lonnie D Tate
● OpenEdward Jones - Financial Advisor: Lonnie D Tate is a trusted finance institution located at 3200 Sycamore Court in Columbus, Indiana, United States. With a commitment to personalized service and tailored financial solutions, Lonnie D Tate helps clients achieve their financial goals through strategic planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Lonnie D Tate is dedicated to providing expert guidance and support every step of the way. Visit us today to start your journey towards financial success.
3200 Sycamore Ct STE 1A, Columbus, IN 47203, United States -
Merrill Lynch Financial Advisor Tara Schnaus
● ClosedMerrill Lynch Financial Advisor Tara Schnaus is a finance institution located at 246 Third Avenue, Jasper, Indiana, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized financial plan to help you pursue your goals while managing investment risk. We begin every relationship with a conversation to identify and prioritize your goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice to help you stay informed. We use the Investment Personality Assessment to understand you better as an investor and customize our approach to help you achieve what matters most to you. Our advisors have received recognition from financial industry publications, setting the standard for exemplary client service. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service.
246 Third Ave, Jasper, IN 47546, United States -
Jeremy Overton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeremy Overton is a financial advisor at Ameriprise Financial Services, LLC located at 102 East Gibson Street, Haubstadt, Indiana, United States. Jeremy 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®, CFP®, 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 his expertise in asset management, retirement planning, estate planning, investment analysis, and financial planning for individuals, retirees, small business owners, and high net worth clients. Jeremy is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals.
102 E Gibson St Ste 1, Haubstadt, IN 47639, United States -
Edward Jones - Financial Advisor: Lawrence W Taylor
● OpenEdward Jones - Financial Advisor: Lawrence W Taylor is a trusted finance institution located at 8429 Bell Oaks Drive in Newburgh, Indiana, United States. As a dedicated financial advisor, Lawrence W Taylor provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to learn how we can help secure your financial future.
8429 Bell Oaks Dr, Newburgh, IN 47630, United States -
Andrew Thacker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAndrew Thacker - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8859 High Pointe Drive in Newburgh, Indiana, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. Andrew Thacker 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®, among others. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Thacker is equipped to provide you with personalized financial advice and solutions to help you achieve your goals.
8859 High Pointe Dr, Newburgh, IN 47630, United States -
Mark Powers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Powers is a Financial Advisor at Ameriprise Financial Services, LLC located at 7517 Eagle Crest Boulevard, Evansville, Indiana, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, and exit planning. Mark is also a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, ensuring he meets high standards of excellence in personal financial planning. With his extensive knowledge and qualifications, Mark Powers is dedicated to providing top-notch financial advice and services to his clients.
7517 Eagle Crest Blvd, Evansville, IN 47715, United States -
Merrill Lynch Financial Advisor Jeffrey Rhymer
● ClosedMerrill Lynch Financial Advisor Jeffrey Rhymer is a finance institution located at 7300 Eagle Crest Boulevard, Evansville, Indiana, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor focuses on your family, goals, and priorities, adapting as they change over time. By offering investment insights and banking convenience, we help you grow, preserve, and distribute your wealth. Our personalized approach is designed to help you pursue your goals through proactive communication and ongoing financial education. We believe in understanding your unique needs and priorities to create a comprehensive financial strategy that can turn your goals into reality. With Merrill Personal Wealth Analysis™, we can build a personalized plan centered on your goals and focused on what you want to achieve. Let's work together to help you achieve your financial goals.
7300 Eagle Crest Blvd, Evansville, IN 47715, United States -
Eric Olimb - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Olimb is a Financial Advisor at Ameriprise Financial Services, LLC, located at 501 Pennsylvania Parkway in Carmel, Indiana, United States. Eric Olimb 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 Eric Olimb's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. With a commitment to ethical standards and continuing education, Eric Olimb is dedicated to providing comprehensive financial planning services to clients in need of expert guidance in various financial matters.
501 Pennsylvania Pkwy Ste 200, Carmel, IN 46280, United States -
Walburn Financial Management
● OpenWalburn 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.
14413 Illinois Rd Ste A, Fort Wayne, IN 46814, United States -
Thomas Russell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas 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.
9017 Coldwater Rd Ste 350, Fort Wayne, IN 46825, United States -
Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedClearwater 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.
9017 Coldwater Rd Ste 350, Fort Wayne, IN 46825, United States -
Robert Veenstra - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert 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.
6226 Covington Rd, Fort Wayne, IN 46804, United States -
Zachary Jennings - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedZachary 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."
409 E Cook Rd Ste 300, Fort Wayne, IN 46825, United States -
Joseph Miller - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph 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.
5750 Coventry Ln Ste 110, Fort Wayne, IN 46804, United States -
Merrill Lynch Financial Advisor Krista A Hamilton-Smith
● ClosedMerrill 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.
9921 Dupont Cir Dr W, Fort Wayne, IN 46825, United States
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