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TOP 30 Financial planning for small businesses in Indiana
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U.S. Small Business Administration - Indianapolis
The U.S. Small Business Administration in Indianapolis is a finance institution dedicated to supporting small businesses in the local community. Located at 5726 Professional Circle, Indianapolis, Indiana, this branch offers a variety of financial resources and assistance programs to help small business owners thrive and succeed. Whether you are looking for funding, guidance on business planning, or help navigating government regulations, the SBA in Indianapolis is here to support you every step of the way. Reach out to their experienced team of professionals to learn how they can help your small business grow and prosper.
OneMain Financial
OneMain Financial is a finance institution located at 1885 Old Highway 135 in Corydon, Indiana, United States. They provide a variety of financial services such as personal loans, auto loans, and debt consolidation. With a focus on helping individuals achieve their financial goals, OneMain Financial offers personalized solutions and competitive rates to meet the needs of their customers. Their experienced team of professionals is dedicated to providing excellent customer service and guidance throughout the loan process. Whether you are looking to consolidate debt or fund a major purchase, OneMain Financial is committed to helping you navigate your financial journey with confidence.
Diversified Accounting & Financial Services Inc
Diversified Accounting & Financial Services Inc is a reputable institution located at 3800 Wheeling Avenue in Muncie, Indiana, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. With a focus on accuracy, transparency, and personalized attention, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, financial planning, or bookkeeping, you can trust Diversified Accounting & Financial Services Inc to deliver reliable and efficient solutions. Contact us today to learn more about how we can assist you with your accounting and financial needs.
Economical Financial Services
Economical Financial Services is a reputable institution located at 223 North Broad Street in Griffith, Indiana, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial services tailored to meet the unique needs of our clients. Whether you are an individual looking for tax planning assistance or a business in need of financial consulting, Economical Financial Services is here to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, we strive to be your trusted partner in all your financial endeavors.
Nietert Insurance & Financial
Nietert Insurance & Financial is a reputable insurance agency located at 900 Indiana 930 in New Haven, Indiana. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we are here to help you find the right coverage at the right price. With a commitment to exceptional customer service and a wide range of insurance options, Nietert Insurance & Financial is your trusted partner for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.
Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC is a leading financial institution located at 4571 County Road 35 in Auburn, Indiana, United States. Specializing in providing personalized financial advice and services, our team of experienced advisers is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Pathway Financial Advisers, LLC is here to guide you every step of the way. Contact us today to schedule a consultation and start on the pathway to financial success.
Robert Polston - Financial Advisor, Ameriprise Financial Services, LLC
Robert Polston is a trusted financial advisor at Ameriprise Financial Services, LLC, located in Fort Wayne, Indiana. With years of experience in the finance industry, Robert is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or need assistance with financial planning, Robert Polston is here to provide personalized and professional guidance. Visit the office at 4239 Flagstaff Cove to start your journey towards financial success.
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.
Jake Courtney - Financial Advisor, Ameriprise Financial Services, LLC
Jake Courtney is a financial advisor at Ameriprise Financial Services, LLC, located at 1110 South A Street in Richmond, Indiana, United States. With a focus on finance, Jake Courtney offers personalized financial advice to help clients reach their goals. Each Ameriprise advisor has “Top areas of focus,” so you can review their backgrounds, credentials, and experience to find the advisor that best aligns with your financial needs. To get started, simply fill out the “Request consultation” form to connect with Jake Courtney for a complimentary initial consultation. Take the first step towards securing your financial future with Ameriprise Financial Services, LLC.
OneMain Financial
OneMain Financial is a finance institution located at 4086 Pendleton Way in Indianapolis, Indiana, United States. They provide a range of financial services including personal loans, debt consolidation, and credit insurance. With a focus on helping individuals achieve their financial goals, OneMain Financial offers personalized solutions and competitive rates to their customers. Whether you need to cover unexpected expenses or consolidate debt, OneMain Financial is dedicated to providing reliable and transparent financial assistance.
Korhorn Financial Group, Inc.
Korhorn Financial Group, Inc. is a comprehensive financial institution located at 6910 North Main Street in Granger, Indiana, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to helping you achieve your dreams through personalized financial planning. With our unique OnePlan™ process, our team of Certified Financial Planners (CFPs) will work with you to align your financial goals with the right strategies for clarity, confidence, and creativity. We offer customized investment management, experienced tax professionals, personalized insurance strategies, and integrated financial solutions for small businesses.
McLemore Financial Strategies LLC
McLemore Financial Strategies LLC is a finance and insurance agency located at 23319 Shorelane, Elkhart, Indiana, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, long-term customizable coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to sickness or injury, professionally managed investments, college savings plans, estate planning, and insurance options for employees and small businesses. They strive to create custom solutions for clients' financial needs and goals, offering support through various life stages. As a financial advisor for Eagle Strategies, a subsidiary of New York Life, Brandon McLemore specializes in creating personalized insurance and financial solutions for clients. They work closely with clients to choose and customize insurance products to protect what matters most, such as family, assets, or business. By offering a range of services from life insurance to financial planning, McLemore Financial Strategies LLC aims to help clients achieve their financial goals and protect their loved ones.
Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. Scott Smith holds various certifications and designations 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Scott Smith's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. With a commitment to ethics and continuing education, Scott Smith provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.
Michael K Jones - Financial Advisor, Ameriprise Financial Services, LLC
Michael K Jones is a financial advisor at Ameriprise Financial Services, LLC located at 4440 Edison Lakes Parkway in Mishawaka, Indiana, United States. Michael holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Michael K Jones can help you navigate the complex world of finance with confidence and expertise.
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.
Las Americas Financial Services & Taxes
Las Americas Financial Services & Taxes is a reputable institution located at 212 North Main Street in Goshen, Indiana, United States. Specializing in accounting and finance, we offer a wide range of services to individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch financial guidance and tax preparation services. Whether you need help with bookkeeping, tax planning, or investment advice, we are here to assist you every step of the way. Trust Las Americas Financial Services & Taxes for all your financial needs.
Principal Financial Group
Principal Financial Group, located at 8910 Purdue Road in Indianapolis, Indiana, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security and success. As part of the nationwide network of financial professionals within the Principal Financial Group, our team offers a range of services to meet the diverse needs of our clients. Whether you are looking to protect what matters most through insurance products or plan for your financial future with investment options, our experienced professionals are here to help. We are committed to building a team of passionate and talented individuals who are dedicated to improving the financial well-being of our community. If you are interested in joining us or learning more about our services, please contact us today.
First Financial Bank & ATM
First Financial Bank & ATM is a financial institution located at 220 South Newton Street in Goodland, Indiana, United States. We offer a range of services including banking, ATM access, and financial advice from our team of Wealth Advisors. Our current promotions include a 4.50% APY money market rate and a 5.00% APY 5-month CD special. We also provide resources on tax identity theft prevention and maximizing retirement savings through Roth 401(k)s. At First Financial Bank, we are committed to supporting our communities through lending and investments to low- and moderate-income clients. Our helpful articles cover a variety of financial topics to help you build a successful financial future. Sign up for our emails to receive tips and guidance on improving your financial well-being. We offer a variety of checking and savings accounts, as well as business solutions tailored to your needs. Visit us today to learn more about how we can help you achieve your financial goals.
Indiana Business Advisors
Indiana Business Advisors is the premier business brokerage firm located at 9333 North Meridian Street in Indianapolis, Indiana. Specializing in marketing and selling Main Street and Lower Middle Market businesses, we have over 175 Indiana businesses available for acquisition and over 220 franchisers seeking to expand in the state. With access to a network of 10,000 businesses nationally and internationally, we are at the forefront of business brokerage. Since 1981, Indiana Business Advisors has been demystifying the process of buying a business, providing discreet, full-service, investment banking-level professionalism. Our team has the knowledge, experience, and key relationships necessary to guide you through every step of the transaction, covering a wide range of industries including business services, consumer products, manufacturing, and distribution.
Northwest Bank Business Office
Northwest Bank Business Office, located at 650 East Carmel Drive in Carmel, Indiana, offers a wide range of financial services to help you achieve your goals. With a focus on security and customer service, we are dedicated to providing the best banking experience possible. Our institution is currently experiencing a high volume of fraudulent messages, so please be cautious and visit our Security Center for more information on how to protect yourself. We offer competitive rates on CDs and personal loans, as well as the Northwest CashBack Visa Signature® credit card with 1.5% cash back on purchases.
Harrell Law LLC - Estate Planning & Probate, Divorce and Family Law
Harrell Law LLC is a reputable institution located in Avon, Indiana, specializing in Estate Planning & Probate, Divorce, and Family Law. As a dedicated lawyer, I work closely with clients and their families to create personalized estate plans using Wills, Trusts, Power-of-Attorneys, and other essential documents. Additionally, I offer probate and non-probate asset planning services to ensure a smooth transfer of assets. Whether you need assistance with real estate transfers, beneficiary designations, or small estate administration, I am here to help. My goal is to provide guidance and support to address your legal, financial, and long-term health-care planning concerns as you age. I also offer expertise in advising and assisting Trustees and Successor Trustees with the creation and administration of various types of trusts, including Living Trusts, Grandchildren's Trusts, and Special Needs Trusts. With a focus on estate and probate law, guardianships, wills, and trusts, I am committed to helping you navigate complex legal matters with ease.
Korhorn Financial Group Inc
Korhorn Financial Group Inc is an accounting, finance, and insurance agency located at 320 Dal Mar Way, Nappanee, Indiana, United States. Our dedicated team of experts offers personalized financial planning through our OnePlan™ process, aligning your financial goals with the right strategies for clarity, confidence, and creativity. Our team of CFPs, CPAs, Enrolled Agents, and Health Insurance Experts collaborate seamlessly to prioritize your financial success with tailored solutions. We offer customized investment management, experienced tax professionals, personalized insurance strategies, and integrated financial solutions for small businesses. Join us on The Wise Money Show for practical financial guidance and empower yourself on your journey to financial success. Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Advisory services offered through KFG Wealth Management, LLC dba Korhorn Financial Group.
Sanders & Bales Financial Services
Sanders & Bales Financial Services is a trusted institution located at 2106 East 86th Street in Indianapolis, Indiana, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team provides deep analysis and strategic guidance to assist you in making sound business decisions. We are experts in optimizing the use of QuickBooks and managing cash flow effectively. With practical insight into the numbers, we aim to keep your business financially strong and help reduce the burden of tax season. Our focus is on utilizing the right technology to have a big impact on your small business, while also promoting wellness for your business, body, and mind. Trust us to help you manage your business debt effectively and navigate supply chain disruptions with resilience. Additionally, we offer tips for creating a joyful and satisfying holiday feast for all dietary preferences. Tim Bales offers securities through Sigma Financial Corporation, with investment advisory services through Sigma Planning Corporation. Sanders & Bales Financial Services is independent of Sigma Financial Corp and SPC. Visit us to explore our online apps and discover how we can support your business growth and success.
Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 409 East Cook Road, Fort Wayne, Indiana, United States. Todd Larson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and more. Todd Larson is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Todd Larson is committed to helping clients achieve their financial goals.
Tradewell Tax & Financial
TradeWell Tax & Financial is a boutique financial planning and professional services firm located at 130 West Main Street, Fort Wayne, Indiana. Our team of professionals includes EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals, all under one roof. Our mission is to help retirees and pre-retirees reach their financial goals through custom-tailored financial guidance designed to maximize retirement potential. We offer services such as income planning, investment planning, tax planning, healthcare planning, and estate planning. Our focus is on risk management and creating comprehensive plans for our families. We believe in tax diversity in retirement planning and strive to minimize overall tax burdens. At TradeWell, each client is unique and we work to build a personalized investment plan to help achieve their retirement dreams. Initial meetings are at no charge or obligation, as we listen and learn about your situation and goals. We take our fiduciary obligation seriously and prioritize your best interests.
Edward Jones - Financial Advisor: Mike Mulkey
Edward Jones - Financial Advisor: Mike Mulkey is a trusted financial institution located at 303 Ridge Road in Munster, Indiana, United States. Specializing in finance, Mike Mulkey provides personalized financial advice and services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Edward Jones - Financial Advisor: Mike Mulkey offers a range of financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Mike Mulkey is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Sara E Green - Financial Advisor, Ameriprise Financial Services, LLC
Sara E Green is a Financial Advisor at Ameriprise Financial Services, LLC located at 11480 Broadway, Crown Point, Indiana, United States. Sara has 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 Sara's expertise in various areas of financial planning including asset management, estate planning, retirement planning, investment management, and more. Sara is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Sara E Green for all your financial planning needs.
Jeannie Ilievski - Financial Advisor, Ameriprise Financial Services, LLC
Jeannie Ilievski is a Financial Advisor at Ameriprise Financial Services, LLC, located at 300 East 90th Drive in Merrillville, Indiana, United States. Jeannie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As an Accredited Portfolio Management Advisor and a Behavioral Financial Advisor, Jeannie is dedicated to helping clients make informed financial decisions and achieve their financial goals. With a focus on ethics and professionalism, Jeannie provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jeannie Ilievski is committed to guiding you through the process with expertise and care.
John Zandstra - Financial Advisor, Ameriprise Financial Services, LLC
John Zandstra is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 East 90th Drive, Merrillville, Indiana, United States. John holds several 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®. John provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, John is dedicated to helping clients achieve their financial goals.
Sonya Doty - Financial Advisor, Ameriprise Financial Services, LLC
Sonya Doty is a financial advisor at Ameriprise Financial Services, LLC located at 2963 Erie Canal Road in Terre Haute, Indiana, United States. Sonya Doty holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Sonya Doty is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest standards of ethics and professionalism in the finance industry. Contact Sonya Doty at Ameriprise Financial Services, LLC for expert financial advice and personalized investment solutions.
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