TOP 30 Financial planning and management in Decatur, Indiana

14 results found

Thrivent Financial is a finance institution located at 320 Winchester Street in Decatur, Indiana, United States. As a trusted financial services provider, Thrivent Financial offers a wide range of products and services to help individuals and families achieve their financial goals. With a focus on helping clients make wise financial decisions and plan for the future, Thrivent Financial is dedicated to providing personalized guidance and support. Whether you are looking to invest for retirement, save for your child's education, or protect your assets, Thrivent Financial can help you navigate the complexities of the financial world with confidence.

Blythe Financial Group is a finance institution located at 1043 South 13th Street in Decatur, Indiana, United States. We offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Navigator Financial is a trusted finance institution located at 104 South 3rd Street in Decatur, Indiana, United States. We offer a wide range of financial services to help individuals and businesses navigate their financial goals and achieve success. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to meet our clients' unique needs. Whether you are looking to invest, save for the future, or secure a loan, Navigator Financial is here to guide you every step of the way. Visit us today to start charting your course to financial success.

Edward Puglise is a financial advisor at Ameriprise Financial Services, LLC located at 209 Court Street in Decatur, Indiana, United States. With a range of 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®, Edward Puglise is equipped to provide expert financial advice tailored to individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Edward Puglise has the knowledge and experience to help you achieve your financial goals.

Edward Jones - Financial Advisor: Brad Martz, AAMS™, located at 125 North 2nd Street in Decatur, Indiana, offers personalized financial services to help clients achieve their financial goals. Brad Martz, an Accredited Asset Management Specialist, provides expert advice on investments, retirement planning, and wealth management. With a focus on building long-term relationships, Edward Jones aims to help individuals and families navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Hailey B. Beer is a reputable finance institution located at 1620 Morningstar Boulevard in Decatur, Indiana, United States. Hailey B. Beer is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Hailey B. Beer offers a wide range of investment options and financial strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Hailey B. Beer is committed to helping you secure a stable financial future.

MidWest America Federal Credit Union - Decatur Office is a financial institution located at 900 South 13th Street in Decatur, Indiana, United States. As a member-owned credit union, we offer a range of financial services including savings accounts, loans, and online banking. Our friendly staff is dedicated to helping our members achieve their financial goals and providing personalized service. Visit us today to see how we can help you with your financial needs.

Midwest Capital Resources, Inc. is a finance and insurance agency located at 226 North 12th Street in Decatur, Indiana, United States. Our firm focuses on what's important in your life, providing financial planning services to help you achieve your goals with confidence. Reputation is key to us, and we value every relationship with our clients in our small community. We tailor our approach to your portfolio based on your specific needs and preferences, ensuring that your investments are right for you. Whether managing investments in-house or through a third party, we work to create a plan that suits your unique situation. We also offer advice on maximizing your company retirement plan and making important decisions regarding Social Security and Medicare.

Agnes Schoch - Thrivent is a finance institution located at 203 North 12th Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

inBalance Books is a reputable accounting and finance institution located at 238 South 2nd Street in Decatur, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, we are here to help you achieve financial balance and success. Contact us today to schedule a consultation and see how inBalance Books can help you reach your financial goals.

Phillip Sollman - Thrivent is a finance institution located at 320 Winchester Street, Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, as per the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Donna Fosdick-Baumann - Thrivent is a finance institution located at 320 Winchester Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.

Dylan Rose - Thrivent is a financial institution located at 203 North 12th Street in Decatur, Indiana, United States. We offer a range of financial services including investment planning, retirement planning, insurance, and wealth management. Our experienced team of professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial objectives.

First Merchants Bank is a trusted financial institution located at 520 North 13th Street in Decatur, Indiana, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of individuals and businesses in the community. Our experienced team is dedicated to providing personalized solutions and exceptional customer service. Whether you need assistance with banking, loans, investments, or insurance, you can count on First Merchants Bank to help you achieve your financial goals. Visit us today to experience the difference that our commitment to excellence makes.