TOP 30 Financial management in New Albany, Indiana

28 results found

Ricke Financial Advisory Group - Ameriprise Financial Services, LLC, located at 425 Bank Street in New Albany, Indiana, is a finance institution specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer regular meetings to review progress, update strategies, and track goals, with easy access to investments and accounts from any device. The institution also hosts monthly "Coffee Talks" with local Financial and Legal Advisors to provide free knowledge-sharing events for the community. Their personalized approach involves engaging each generation in meaningful conversations about their financial priorities, emphasizing financial literacy and empowering every family member to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer tailored, multi-generational financial planning experiences.

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.

Trimingham Financial is a leading finance institution located at 110 Trimingham Road in the heart of New Albany, Indiana, United States. With a team of experienced financial experts, Trimingham Financial is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Trimingham Financial is committed to helping you navigate the complexities of the financial world with confidence and ease. Visit us today to see how we can help you secure your financial future.

Axiom Financial Strategies Group, located at 101 West Spring Street in New Albany, Indiana, is a finance institution dedicated to helping individuals, businesses, and non-profit organizations achieve their financial goals. With decades of experience, our team specializes in creating comprehensive financial plans tailored to your needs and life goals. For family businesses, we offer unique planning and strategies to benefit all parties involved, ensuring a successful future for generations to come. We understand the importance of non-profit organizations and work to ensure their financial plans position them for continued success in perpetuity.

Cason Financial Services is a reputable accounting and finance institution located at 1934 East Spring Street in New Albany, Indiana, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can assist you with your financial needs.

Horizon Wealth Management, LLC is a finance institution located at 222 East Market Street in New Albany, Indiana, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized financial solutions tailored to your individual needs. Trust Horizon Wealth Management, LLC to guide you towards a brighter financial horizon.

First Financial Bank & ATM is a full-service financial institution located at 3610 Grant Line Road in New Albany, Indiana, United States. Our team of Wealth Advisors is dedicated to helping you assess your financial situation and make the most of your money. Whether you're looking to save with our competitive money market rate or take advantage of our special CD offers, we have the tools to help your savings grow. We also offer a range of services for homeowners, including leveraging the value of your home for big projects. Our commitment to community development and support for low- and moderate-income clients sets us apart as a bank that cares about helping individuals and communities thrive.

Raymond James Financial Services is a renowned finance institution located at 100 East Spring Street in New Albany, Indiana, United States. With a strong reputation for providing top-notch financial services and investment advice, Raymond James Financial Services is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Raymond James Financial Services are here to assist you every step of the way. Trust in their expertise and personalized approach to financial planning to secure your financial future.

Emily Ricke Andrada is a financial advisor at Ameriprise Financial Services, LLC located at 425 Bank Street in New Albany, Indiana, United States. With a focus on your individual goals and risk tolerance, Emily provides investment recommendations, asset allocation strategies, and portfolio management services. She helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access their investments and track their progress online from any device. Emily offers complimentary initial consultations to help clients get started on their path to a more confident financial future. She can assist with retirement planning, education savings, major purchases, and more. Additionally, Emily can work with your attorney and CPA to help with estate planning and wealth transfer to the next generation.

Edward Jones - Financial Advisor: Travis L Mahan is a reputable finance institution located at 3626 Grant Line Road in New Albany, Indiana, United States. Travis L Mahan is a skilled financial advisor who offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Travis L Mahan is committed to providing expert financial guidance and support to individuals and families in the New Albany area. Whether you are planning for retirement, saving for education, or looking to grow your investments, Travis L Mahan can help you navigate the complexities of the financial market and make informed decisions to secure your financial future.

John W Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4104 Charlestown Road in New Albany, Indiana, United States. John W Smith holds multiple 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 areas of finance, including asset management, retirement planning, estate planning, investment management, and more. John W Smith is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals.

Edward Jones - Financial Advisor: Todd E Klinglesmith, AAMS™ is a reputable financial institution located at 3833 Charlestown Road, New Albany, Indiana, United States. Specializing in finance, Todd E Klinglesmith is a knowledgeable and experienced advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. With a commitment to providing personalized financial guidance and investment strategies, clients can trust Todd E Klinglesmith to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, Edward Jones - Financial Advisor: Todd E Klinglesmith, AAMS™ is dedicated to helping you navigate the complexities of the financial world.

American Capital Management is a leading finance institution located at 4222 Grant Line Road in New Albany, Indiana, United States. Our experienced team of financial experts provides comprehensive investment management services to help clients achieve their financial goals. With a focus on personalized service and strategic planning, we are committed to delivering top-notch financial solutions tailored to each client's unique needs. Trust American Capital Management to guide you towards a secure financial future.

Bryan Jackson - State Farm Insurance Agent is a trusted insurance agency located at 2123 Veterans Parkway in Jeffersonville, Indiana. Serving customers in Clarksville, New Albany, Charlestown, Floyd Knobs, Sellersburg, Charlestown, and all of Southern Indiana, Bryan Jackson has been a State Farm Agent since 2006. With a second office in Sellersburg since 2019, Bryan and his team are dedicated to providing excellent customer service and finding insurance solutions that fit each individual's needs. Licensed in Indiana, Kentucky, and Florida, they offer a variety of insurance products including auto, home, renters, boat, recreational vehicles, motorcycle, life, and business insurance. The team at Bryan Jackson - State Farm Insurance Agent is committed to helping customers manage their risks and meet their insurance and financial service needs. With a focus on good customer service and understanding each customer's unique situation, they aim to provide the best insurance options possible. Contact Bryan Jackson and his team for quotes, questions, or to file a claim - they are available 24/7 to assist you.

Bankers Life, located at 3620 Blackiston Boulevard in New Albany, Indiana, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents are dedicated to providing the best coverage for our clients, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as other options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our team can help you compare Advantage plans to find the right coverage for your needs. As the need for long-term care becomes increasingly important, we are here to help you plan for the future and have those important discussions with your loved ones.

Theresa Lamb - State Farm Insurance Agent is a trusted insurance agency located at 1523 State Street in New Albany, Indiana. Conveniently situated just two blocks down and across the street from Floyd Memorial Hospital, Theresa and her team proudly serve both the Southern Indiana and Greater Louisville area. With licenses to advise on insurance and financial products in both Indiana and Kentucky, they are committed to being your trusted "risk advisors" by providing personalized coverage tailored to your unique needs. Prior to becoming a State Farm Insurance Agent, Theresa spent 21 years in management and customer service at Sherwin-Williams Paint. Her experience in working closely with customers and developing innovative solutions makes her a perfect fit for helping clients with their insurance needs. Theresa, along with her husband Rusty, have been residents of Floyd County for 26 years and are actively involved in the community and local charities.

Mariner Wealth Advisors is a finance institution located at 3707 Charlestown Road in New Albany, Indiana, United States. With a focus on providing comprehensive wealth management services, Mariner Wealth Advisors offers personalized financial planning, investment management, and retirement planning solutions to individuals and families. Their team of experienced advisors work closely with clients to develop tailored strategies to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Mariner Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Michael Murray is a reputable finance institution located at 3035 Charlestown Crossing Way in New Albany, Indiana, United States. With a focus on providing top-notch financial services, Michael Murray is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Michael Murray is here to help. Trustworthy and reliable, Michael Murray is committed to providing personalized solutions to meet your unique financial needs. Contact us today to learn more about how we can help you secure a strong financial future.

5 Star Car Title Loans is a finance institution located at 834 East 8th Street in New Albany, Indiana, United States. We understand that unexpected expenses can cause stress, even for those with regular jobs and good financial management. That's why we offer affordable and easy auto title loans to help residents of New Albany get quick access to funds. With an auto title loan, you can use your car title as collateral to secure a short-term loan. The process is fast and easy, with funds available in as little as one business day. We don't require you to submit your keys or car, as the loan is based on the title, not the whole vehicle.

Newman Miyahara Investments is a reputable finance institution located at 1370 Veterans Parkway in New Albany, Indiana, United States. With a strong focus on providing personalized financial solutions for their clients, they offer a wide range of investment services including wealth management, retirement planning, and portfolio analysis. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through strategic investment strategies and expert advice. Visit Newman Miyahara Investments today to start planning for a secure financial future.

Dustin Kostalek - WesBanco Wealth Advisor is a trusted financial institution located at 101 West Spring Street in New Albany, Indiana, United States. As a dedicated wealth advisor, Dustin Kostalek provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Dustin Kostalek is committed to helping clients navigate the complexities of the financial world and make informed decisions about their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Dustin Kostalek - WesBanco Wealth Advisor is here to help you every step of the way.

Elder Advisers, located at 2867 Charlestown Road in New Albany, Indiana, is a finance institution dedicated to helping seniors protect and manage their assets. Specializing in assisting clients with Medicaid planning, Elder Advisers can help create a plan that guarantees the preservation of retirement savings. The institution is part of a suite of services offered by Live Fully, which aims to support clients in living a full and happy life through various healthcare resources. Please note that Elder Advisers is not a law firm and does not provide tax advice. For a free consultation to discuss your financial situation, contact Elder Advisers at (800) 763-7930. Visit their website for more information and resources.

Kraemer & Kraemer Accounting is a trusted financial institution located at 509 Pearl Street in New Albany, Indiana, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you are an individual looking for personal tax assistance or a business in need of comprehensive financial planning, Kraemer & Kraemer Accounting is here to help you achieve your financial goals. Contact us today to schedule a consultation and learn more about how we can assist you in managing your finances effectively.

JMM Business Services is a reputable accounting and finance institution located at 1315 East Willis Road in New Albany, Indiana, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial consulting. Our goal is to provide our clients with accurate and timely financial information to help them make informed decisions and achieve their business goals. Contact us today to learn more about how we can help you with your accounting and finance needs.

Bailey's Tax Service and Bookkeeping is a reputable accounting and finance institution located at 824 University Woods Drive in New Albany, Indiana, United States. With a team of experienced professionals, they offer a range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Bailey's Tax Service and Bookkeeping is dedicated to helping you manage your finances effectively and efficiently. Contact them today to schedule a consultation and take control of your financial future.

McGehee Judith F CPA is a reputable accounting and finance institution located at 821 Mount Tabor Road in New Albany, Indiana, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing top-notch financial solutions and guidance to help clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, McGehee Judith F CPA is the trusted choice for all your accounting needs.

Welcome to AFLAC Insurance: David Cichon, your trusted insurance agency located at 3026 45th Street, Highland, Indiana. We understand that health insurance doesn’t cover everything, which is why we offer a range of supplemental insurance policies to help you manage the expenses your health insurance may not cover. Our goal is to provide you with financial peace of mind so you can focus on the things that matter most. Our offerings include:

Welcome to Aflac, your trusted insurance agency located at 103 North Main Street, Crown Point, Indiana 46307. At Aflac, we understand that health insurance doesn’t cover everything, which is why we offer a range of supplemental insurance policies designed to help you manage expenses that health insurance doesn’t address. Our mission is to provide you with financial peace of mind, allowing you to focus on what truly matters. Our comprehensive insurance solutions include: