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TOP 30 Financial guidance for seniors in Indiana
19 results found
A convenient service for searching for businesses, places and services
Senior Financial Solutions Inc.
Senior Financial Solutions Inc. is a trusted finance and insurance agency located at 710 Cameron Woods Drive in Angola, Indiana. Our experienced team specializes in providing personalized financial solutions for seniors, helping them navigate the complexities of retirement planning, insurance policies, and investment options. With a commitment to integrity and exceptional customer service, we strive to empower our clients to make informed decisions that secure their financial future. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1110 South A Street, Richmond, Indiana, United States. Joshua is a certified AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), Behavioral Financial Advisor, CAP® (Chartered Advisor in Philanthropy), CAS® (Certification in Annuity Sales), CASL® (Chartered Advisor for Senior Living), CDFA® (Certified Divorce Financial Analyst), CEP™ (Certified Estate Planner), CEPA® (Certified Exit Planning Advisor), CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner), CFS® (Certified Fund Specialist), ChFC® (Chartered Financial Consultant), ChSNC® (Chartered Special Needs Consultant), CIMA® (Certified Investment Management Analyst), CKA® (Certified Kingdom Advisor), CLTC® (Certification in Long-Term Care), CLU® (Chartered Life Underwriter), and CFMA® (Certified Military Financial Advisor). Joshua's expertise in finance and wealth management is unparalleled, with a focus on providing personalized and comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a commitment to ethical practices and ongoing education, Joshua ensures that clients receive top-notch advice and guidance in areas such as asset management, investment strategies, estate planning, retirement planning, insurance products, and more.
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana, offers a wide range of financial services and expertise. Douglas Gehrke holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Douglas Gehrke has the knowledge and experience to assist you. Additionally, the institution offers specialized services for individuals in unique situations, such as domestic partners, seniors, and those going through a divorce. With a focus on ethics and continuous education, Douglas Gehrke ensures that clients receive the best possible financial guidance tailored to their specific needs.
Edward Jones - Financial Advisor: Matthew B Carroll
Edward Jones - Financial Advisor: Matthew B Carroll is a reputable finance institution located at 1704 East Day Road in Mishawaka, Indiana, United States. With a focus on providing personalized financial advice and services, Matthew B Carroll and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones - Financial Advisor: Matthew B Carroll is dedicated to providing top-notch financial solutions tailored to your individual needs.
Senior Solutions of Bloomington
Senior Solutions of Bloomington is a trusted insurance agency located at 901 West Countryside Lane in Bloomington, Indiana. We specialize in providing tailored insurance solutions for seniors, ensuring they have the coverage they need to protect their health and financial well-being. Our experienced agents are dedicated to helping seniors navigate the complexities of insurance options and find the best policies to meet their individual needs. Whether you are looking for Medicare supplements, long-term care insurance, or final expense coverage, Senior Solutions of Bloomington is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your future with peace of mind.
Financial Planning Services
Financial Planning Services is a finance institution located at 6920 Pointe Inverness Way in Fort Wayne, Indiana. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Kevin Gutwein, Financial Advisor
Kevin Gutwein, Financial Advisor is a reputable finance institution located at 900 East 96th Street in Indianapolis, Indiana, United States. Specializing in personalized financial planning, investment strategies, and wealth management, Kevin Gutwein provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kevin Gutwein, Financial Advisor is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Merrill Lynch Financial Advisor Tara Schnaus
Merrill 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.
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."
Richard McFall, Bankers Life Agent and Bankers Life Securities Financial Representative
Richard McFall, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3620 Blackiston Boulevard in New Albany, Indiana, is your go-to insurance agency for all your insurance needs. Our experienced agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Richard McFall, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., is here to help you navigate the complex world of insurance. Whether you're looking for Medicare Advantage plans or long-term care coverage, we can provide you with the information and guidance you need to make the right decisions for your future.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is an insurance agency located at 233 East 84th Drive, Merrillville, Indiana, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and tailored solutions can help you navigate through the many decisions involved in financial planning. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to providing high-quality products and services, we can assist you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Contact us at our Insurance Office INDIANA NORTHWEST, IN for more information about our services. Securities are offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. Remember to consult legal or tax advisors for specific advice, as Western & Southern and its affiliates do not provide such services. Each company affiliated with Western & Southern is financially responsible for its own products and services. Visit our website for more information and to access external resources related to our offerings."
HealthMarkets Insurance-Kevin McIntire
HealthMarkets Insurance-Kevin McIntire is a trusted health insurance agency located at 1710 North Main Street in Auburn, Indiana. With a focus on providing personalized and comprehensive insurance solutions, Kevin McIntire and his team are dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for individual, family, or Medicare plans, HealthMarkets Insurance-Kevin McIntire is committed to guiding you through the insurance process and ensuring you have the coverage you need. Contact them today to learn more about their services and how they can help you protect your health and financial well-being.
Prudential| Rob Hiatt | Life Insurance & Annuities
Prudential | Rob Hiatt | Life Insurance & Annuities is a reputable finance and insurance agency located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana, United States. Specializing in providing comprehensive life insurance and annuity solutions, the institution is dedicated to helping individuals and families protect their financial futures. With a team of experienced professionals, Prudential | Rob Hiatt offers personalized services tailored to meet the unique needs of each client. Whether you are looking for life insurance coverage or planning for retirement with annuities, you can trust Prudential | Rob Hiatt to provide expert guidance and support every step of the way.
OMNI Home Care
OMNI Home Care, located at 215 Industrial Parkway in Richmond, Indiana, is a healthcare institution dedicated to providing quality service to communities across East Central Indiana. Our team of healthcare professionals is committed to getting to know our patients on a personal level, understanding their unique needs, and tailoring healthcare to ensure the best possible journey to health. We lead the industry in clinical excellence and service quality, empowering our clinicians and staff to build strong relationships within the communities they serve. Each patient and family we care for is unique, and our mission is to design a specific plan to help them achieve their best possible health in the comfort of their own home.
College & 12th
College & 12th is a bustling transit station located in the heart of Goshen, Indiana, United States. As a vital hub for commuters and travelers, this institution provides easy access to various modes of transportation, including buses, trains, and taxis. Whether you're a student heading to class or a visitor exploring the city, College & 12th offers convenient connections to help you reach your destination. With its central location and efficient services, this transit station is a key part of the local transportation network in Goshen.
Terry Fleckenstein - State Farm Insurance Agent
Terry Fleckenstein - State Farm Insurance Agent is a reputable insurance agency located at 808 West National Highway in Washington, Indiana, United States. Terry Fleckenstein, the agent, is a highly qualified professional with a wealth of experience in the insurance industry. He holds prestigious designations such as Chartered Property Casualty Underwriter (CPCU) and Charterd Life Underwriter (CLU), and has also earned an Executive Juris Doctor (EJD) from Concord Law School. With over 35 years of experience, including senior executive positions in various insurance companies, Terry is dedicated to providing exceptional service to his clients. At Terry Fleckenstein - State Farm Insurance Agent, the team's mission is to help customers manage everyday risks, recover from unexpected events, and achieve their dreams. They offer a range of insurance and financial services, including life insurance and annuities. The agency takes the time to understand each client's specific needs and financial goals, ensuring that they are well protected and supported.
Sheets, Charles & Charles, Elder Law Attorneys
Sheets, Charles & Charles, Elder Law Attorneys is a reputable law firm located at 4828 Lincoln Avenue in Evansville, Indiana, United States. Specializing in elder law, the experienced attorneys at this institution provide expert legal guidance and support for elderly clients and their families. From estate planning to long-term care issues, Sheets, Charles & Charles is dedicated to helping seniors navigate the complexities of the legal system with compassion and expertise. With a focus on protecting the rights and well-being of older individuals, this law firm is committed to providing top-notch legal services tailored to the unique needs of elderly clients.
Best Human Capital & Advisory Group
Best Human Capital & Advisory Group is a premier institution located at 5809 North Post Road in Indianapolis, Indiana, United States. In today's rapidly changing business landscape, BEST offers expertise and tools for leadership, human resources, succession planning, and workforce planning to revitalize and energize your organization. If you are considering exiting or selling your business, the experienced team at BEST Exit Planning Advisory can provide the special attention and guidance needed for this significant financial and emotional transaction. Attend our seminar to kickstart your exit planning process.
CarePatrol of Kentuckiana
CarePatrol of Kentuckiana, located at 7026 Brenlee Drive in Georgetown, Indiana, is dedicated to providing senior care options that prioritize the care needs and quality of life for your loved ones. Our services come at no cost to you, ensuring that you can make the best decision for your family without financial burden. Todd Lamkin, a respected professional in the industry, is known for his calm demeanor and exceptional knowledge. He goes above and beyond to assist families in finding the right facility for their loved ones, offering support and guidance throughout the entire process. Todd's expertise and dedication have been praised by many families who have benefited from his assistance.
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- Financial guidance for seniors in Angola
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List of businesses, places and services in Indiana
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