TOP 10 Financial consulting in Covington, Indiana
24 results found
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Howard Bailey Financial, Inc.
● ClosedHoward 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.
5916 Covington Rd, Fort Wayne, IN 46804, United States -
Paddwell Financial LLC
● OpenPaddwell Financial LLC is a reputable finance institution located at 159 South Stringtown Road in Covington, Indiana, United States. With a commitment to providing top-notch financial services, Paddwell Financial LLC offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Trust Paddwell Financial LLC to help you achieve your financial goals and secure your financial future.
159 S Stringtown Rd, Covington, IN 47932, United States -
Joel Henline - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoel Henline is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road, Fort Wayne, 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, retirement planning, and investment strategies. Joel is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Joel ensures that his clients receive the highest level of financial advice and guidance. Contact Joel Henline for all your financial planning needs.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP®
● ClosedEdward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is a reputable financial institution located at 6525 Constitution Drive in Fort Wayne, Indiana, United States. Pam Covington, a Certified Financial Planner and Retirement Income Certified Professional, leads the team of experienced professionals who provide personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Pam Covington and her team offer comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or managing your investments, Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
6525 Constitution Dr, Fort Wayne, IN 46804, United States -
Christopher P Moore - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher P Moore is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, United States. Christopher 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a trusted advisor, Christopher is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Tracie Luley - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenTracie Luley is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Tracie holds multiple certifications including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tracie is highly trained and experienced in various areas of financial planning and asset management, providing expert advice and services to clients in need of financial guidance.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Brett Thomas - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrett Thomas - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a background in television news, Brett brings a unique perspective to financial advising and is dedicated to helping clients achieve their financial goals. Through regular meetings and updates, Brett will work with you to track your progress and adjust your approach as needed. As a registered advisor with FINRA, Brett can only conduct securities business in certain states. Contact Brett Thomas today to schedule a complimentary initial consultation and learn more about how he can help you reach your financial goals. Please visit the FINRA BrokerCheck website for more information on Brett Thomas' qualifications and background.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
James Weber - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Weber is a financial advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. With a focus on helping clients achieve their financial goals, James Weber offers personalized financial planning and investment advice. Each Ameriprise advisor has their own areas of focus, so clients can choose an advisor that aligns best with their needs. Clients can review James Weber's background, credentials, and experience before filling out a request for a consultation. James Weber will then reach out to schedule a complimentary initial consultation to discuss financial goals and create a customized financial plan.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Moore & Associates - Ameriprise Financial Services, LLC
● OpenMoore & Associates - Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road in Fort Wayne, Indiana, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss retirement, education, major purchases, and other financial objectives. Ameriprise financial advisors are registered to do business in specific U.S. states and cannot guarantee future financial results. Clients can refer friends or family members to achieve their financial goals through Ameriprise Financial Services, LLC.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Lee Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenLee Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Lee provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. Regular progress reviews, goal documentation, and adjustments to your financial approach ensure that your plan evolves with your changing life circumstances. Access your investments and accounts securely from any device, track your progress towards your goals, and stay informed about market trends with Lee Morris by your side.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEd Brower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. Ed Brower holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Ed Brower provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Ed Brower is dedicated to helping you achieve your financial goals.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Elizabeth Holtzman - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedElizabeth Holtzman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Elizabeth 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®. Elizabeth specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, Elizabeth is dedicated to helping clients achieve their financial goals.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, 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 -
Tonja Rutsey - Ameriprise Financial Services, LLC
● OpenTonja Rutsey - Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. They offer a range of services and certifications to help individuals with their financial planning needs. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover topics such as asset management, estate planning, retirement planning, and investment strategies. The institution also offers certifications for specific areas such as Chartered Financial Analyst®, Certified Financial Planner™, and Certified Fund Specialist. The team at Tonja Rutsey - Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and guidance to their clients.
6226 Covington Rd, Fort Wayne, IN 46804, United States -
Jeana Born - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeana Born is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Jeana Born 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 Jeana Born's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jeana Born is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Mark Etter - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Etter is a financial advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Mark is dedicated to helping individuals make informed financial decisions and offers specialized services for retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or tax planning, Mark Etter can provide expert guidance tailored to your specific needs. Contact Mark Etter at Ameriprise Financial Services, LLC for comprehensive financial advice and personalized solutions.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Steve Sandkuhler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteve Sandkuhler - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. Steve Sandkuhler 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 his expertise in various financial planning areas such as asset management, retirement planning, estate planning, and more. Steve Sandkuhler is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, United States -
Holmes Law Office
● ClosedHolmes Law Office is a reputable institution located at 310 4th Street in Covington, Indiana, United States. Specializing in accounting, finance, and legal services, the dedicated team at Holmes Law Office provides expert guidance and support to clients seeking assistance with their financial and legal matters. With a commitment to excellence and a personalized approach to each case, Holmes Law Office is a trusted resource for individuals and businesses in need of professional advice and representation. Whether you are facing a complex legal issue or seeking financial guidance, Holmes Law Office is here to help you navigate the complexities of the legal and financial world.
310 4th St, Covington, IN 47932, United States -
The Fountain Trust Company
● ClosedThe Fountain Trust Company is a trusted financial institution located at 615 3rd Street in Covington, Indiana, United States. As a full-service bank, we offer a range of financial services including personal and business banking, loans, and investments. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to customer service and financial expertise, The Fountain Trust Company is dedicated to helping our clients achieve their financial goals.
615 3rd St, Covington, IN 47932, United States -
Old National Bank
● ClosedOld National Bank, located at 401 Washington Street in Covington, Indiana, is a full-service financial institution offering a range of services including ATMs, banking, and financing options. Start your financial journey with us and discover the savings tools to put you on the right path. Whether you need a personal loan, debt consolidation, or auto refinancing, our team is here to help. Please note that you may be redirected to a third-party site when leaving our website. Your privacy is important to us, and you can opt-out of the sale of your personal information at any time. For more information on managing your privacy choices, visit our Privacy information page. Thank you for choosing Old National Bank for your financial needs.
401 Washington St, Covington, IN 47932, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 305 Union Street in Covington, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need assistance with filing your taxes, managing your finances, or planning for the future, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch accounting services in a welcoming and professional environment.
305 Union St, Covington, IN 47932, United States -
Amy Hay CPA LLC
● OpenAmy Hay CPA LLC is a trusted accounting and finance institution located at 2553 US Highway 136 in Covington, Indiana, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2553 US Hwy 136, Covington, IN 47932, United States -
Fountain County Treasurer
● ClosedWelcome to the Fountain County Treasurer's Office, your trusted local government office dedicated to serving the financial and accounting needs of Covington, Indiana, and the surrounding community. Conveniently located at 301 4th Street, our office plays a crucial role in managing the county's finances and ensuring fiscal responsibility. At the Fountain County Treasurer's Office, we are committed to providing exceptional service with transparency and integrity. Our experienced team is here to assist you with a variety of services, including property tax collection, financial reporting, and the management of county funds. We strive to make the process as seamless as possible for our residents and taxpayers, offering guidance and support every step of the way.
301 4th Street, Covington, Indiana 47932, United States -
Shelby & Keller Funeral Home & Cremation Service
● OpenWelcome to Shelby & Keller Funeral Home & Cremation Service, a compassionate and dedicated funeral home serving the Covington, Indiana community and surrounding areas. Located at 622 3rd Street, our family-owned and operated establishment is committed to providing personalized and respectful funeral and cremation services to honor your loved ones. At Shelby & Keller, we understand that saying goodbye is never easy. Our experienced and caring team is here to support you every step of the way, ensuring that each service reflects the unique life and personality of those you cherish. We offer a range of services, including traditional funerals, memorial services, and cremations, all tailored to meet your specific needs and wishes.
622 3rd Street, Covington, Indiana 47932, United States
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