Financial professionals network in Carmel, Indiana

CPA Network LLC is a leading accounting and finance institution located at 320 2nd Avenue Southwest in Carmel, Indiana, United States. Our team of experienced professionals offers a wide range of services including tax preparation, financial planning, and audit support. We are dedicated to providing our clients with accurate and reliable financial solutions to help them achieve their goals. Contact us today to learn more about how CPA Network LLC can assist you with your accounting and finance needs.

Marathon Health @ The Olivia is a state-of-the-art advanced primary care medical center located at 1111 West Main Street, Carmel, Indiana. Our focus is on improving the patient-provider relationship and delivering a better patient experience to enhance the health and quality of life for every employee. Our unique employer-sponsored Network offers health centers conveniently located where your employees live, work, and shop. In addition to onsite services, we also provide comprehensive virtual advanced primary care available 24/7. Our mission is to improve lives through our advanced primary care model, which includes onsite, Network, and virtual access for employees. By spending more time with patients and building deeper connections, we are able to facilitate actual behavior change and provide support through Care Navigators when needed. Our client retention rate is an impressive 98%, showcasing our commitment to improving health outcomes one relationship at a time.

Milestone Home Lending is a reputable finance institution located at 254 East Carmel Drive in Carmel, Indiana, United States. We specialize in providing a wide range of mortgage and lending services to help individuals achieve their dream of homeownership. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Milestone Home Lending is here to guide you every step of the way. Visit us today to learn more about our services and how we can help you reach your financial milestones.

Cowles Wealth Partners is a finance institution located at 880 Monon Green Boulevard in Carmel, Indiana, United States. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges, and offering an elevated level of service. We empower decision making with expert guidance, offer seamless financial management for your family and future, and convene our network to deliver a full suite of financial solutions. Our bespoke investment strategies are aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to relevant advice and resources. Our comprehensive services cater to individuals and institutions, offering a suite of solutions for holistic financial planning. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services. We think not only about your needs for today and tomorrow, but also about your passions, the life you want to lead, and the legacy you want to leave behind. Check the background of our firm and investment professionals on FINRA's BrokerCheck. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the SEC, FINRA, and SIPC. Investment products offered through Rockefeller Financial LLC involve risk and may lose value. Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Consult your tax advisor and attorney for relevant matters.

Rockefeller Capital Management, located at 880 Monon Green Boulevard in Carmel, Indiana, United States, is a renowned finance institution with a rich history spanning over seven generations alongside the Rockefeller family. Serving families, individuals, institutional investors, and corporations, we offer individualized service at every stage of wealth management. Our team of experienced professionals seeks to provide innovative financial solutions and insights to meet the diverse needs of our clients. With a commitment to integrity and independence, we offer strategic business advice for private and public companies through our team of senior investment bankers. Our unique approach to financial services, guided by our historic success, sets us apart in the industry. Our principles, shaped by over 140 years of collaboration with the Rockefeller family, continue to drive our growth and success.

John Sandlin - Thrivent is a finance institution located at 11711 North Meridian Street in Carmel, Indiana, United States. John Sandlin is a Dave Ramsey SmartVestor Pro, part of a network of financial professionals who prioritize a client-first mentality and are committed to educating and empowering their clients. While affiliated with Thrivent, neither Dave Ramsey nor the SmartVestor program are endorsed by Thrivent. John Sandlin offers virtual meetings via Zoom or in-person meetings by appointment. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.