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TOP 30 Financial solutions provider in New Albany, IN
50 results found
A convenient service for searching for businesses, places and services
Ricke Financial Advisory Group - Ameriprise Financial Services, LLC
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.
Bedrock Financial Group
Bedrock Financial Group is a reputable insurance agency located at 204 Pearl Street in New Albany, Indiana. Our dedicated team of professionals is committed to providing the best insurance solutions for our clients. With years of experience and expertise in the industry, we strive to offer personalized service tailored to meet the unique needs of each individual. Whether you are looking for auto, home, life, or business insurance, Bedrock Financial Group has got you covered. Contact us today to learn more about how we can help protect what matters most to you.
Senior Solutions, LLC
Senior Solutions, LLC is a comprehensive finance, health, and insurance agency located at 204 Pearl Street in New Albany, Indiana, United States. Our dedicated team specializes in providing tailored solutions for seniors to help them navigate the complexities of financial planning, healthcare options, and insurance coverage. With a focus on personalized service and expertise in senior-specific needs, we strive to empower our clients to make informed decisions for their future well-being. Visit us today to learn more about how Senior Solutions, LLC can support you in achieving financial security and peace of mind in your golden years.
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.
Richard Anderson - Prudential Financial
Richard Anderson - Prudential Financial is a reputable finance and insurance agency located at 1501 State Street in New Albany, Indiana, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team of experienced professionals at Richard Anderson - Prudential Financial is committed to delivering personalized services and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Richard Anderson - Prudential Financial to provide expert guidance and support.
Trimingham Financial
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.
First Financial Bank & ATM
First Financial Bank & ATM, located at 100 East Spring Street in New Albany, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. Our team of Wealth Advisors can assist in assessing your financial situation and help you make informed decisions. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Utilize the value in your home for projects by tapping into your equity. Protect yourself from tax identity theft by taking preventative measures. Enjoy benefits such as $0 monthly fees with debit card use or direct deposits. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. For businesses, we provide personalized service and solutions tailored to your needs. Learn about maximizing retirement savings with Roth 401(k)s through our Yellow Cardinal Advisory Group. We are committed to supporting communities and offering resources for financial success. Sign up for our emails to receive helpful tips and tools for improving your financial future. Take advantage of our special offers and promotions, such as our money market and CD rates. With First Financial Bank, you can trust in our expertise and dedication to helping you achieve your financial goals.
First Financial Bank & ATM
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.
Edward Jones - Financial Advisor: Adam K Miller
Edward Jones - Financial Advisor: Adam K Miller is a trusted finance institution located at 3626 Grant Line Road in New Albany, Indiana, United States. With a focus on personalized financial planning and investment strategies, Adam K Miller is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Adam K Miller is committed to providing expert guidance and tailored solutions to meet your unique needs. Contact Edward Jones - Financial Advisor: Adam K Miller today to start building a secure financial future.
Edward Jones - Financial Advisor: Jeanine Morris
Edward Jones - Financial Advisor: Jeanine Morris is a reputable financial institution located at 3833 Charlestown Road in New Albany, Indiana, United States. Jeanine Morris is a trusted and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or plan for the future, Jeanine Morris can provide expert guidance and tailored solutions to meet your individual needs. With a commitment to integrity, professionalism, and exceptional customer service, Edward Jones - Financial Advisor: Jeanine Morris is dedicated to helping clients secure their financial future.
Better Returns Tax, LLC
Better Returns Tax, LLC is a trusted accounting and finance institution located at 819 Mount Tabor Road in New Albany, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses, ensuring that our clients receive the best possible returns. With a focus on accuracy and efficiency, we strive to help our clients maximize their financial outcomes. Whether you need assistance with tax preparation, planning, or consulting, Better Returns Tax, LLC is here to help you achieve your financial goals.
Heights Finance
Heights Finance is a reputable financial institution located at 2206 State Street in New Albany, Indiana, United States. Specializing in providing personalized financial solutions, Heights Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Heights Finance offers a wide range of services including personal loans, debt consolidation, and credit rebuilding. Visit Heights Finance today to experience top-notch customer service and expert financial advice.
Everwise Credit Union
Everwise Credit Union, located at 33 Putnam Plaza in Greencastle, Indiana, is a trusted financial institution offering personal and business banking services as well as loans. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account, helping you save effortlessly. Start earning high rates on deposits with a Share Certificate, requiring just a minimum investment of $500. Our goal is to provide financial confidence to all our members with every interaction. We offer a wide range of banking solutions, including checking accounts, savings accounts, mortgages, auto loans, home equity loans, and HELOCs. Bank conveniently online or through our mobile app, or visit one of our branches in Indiana and southwest Michigan. Our full-service institution has locations in Avon, Carmel, Chesterton, Crawfordsville, Elkhart, Fishers, Gary, Goshen, Granger, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks.
Everwise Credit Union
Everwise Credit Union, located at 18 Providence Drive in Greenwood, Indiana, is a trusted financial institution offering personal and business banking services, as well as loans. Our Round-Up Savings program automatically rounds up your debit transactions and transfers the extra change to your savings account, helping you save effortlessly. Start earning our highest deposit rates with a Share Certificate, requiring just a $500 minimum investment. At Everwise Credit Union, we strive to provide financial confidence with every interaction. Our branches in Indiana and southwest Michigan offer a range of banking solutions, including checking accounts, savings accounts, mortgages, auto loans, home equity loans, and more. Whether you prefer banking online, through our mobile app, or in person at one of our conveniently located branches, we are here to serve you.
Everwise Credit Union
Everwise Credit Union, located at 1424 West Carmel Drive in Carmel, Indiana, offers a variety of personal and business banking services, including loans. Our Round-Up Savings program automatically rounds up your debit transactions and transfers the extra funds to your savings account. With a minimum investment of just $500, you can start earning our highest rate on deposits with a Share Certificate. We strive to provide financial confidence for all of our members with every interaction. Our branches in Indiana and southwest Michigan, including locations in Avon, Carmel, Chesterton, Crawfordsville, Elkhart, Fishers, Gary, Goshen, Granger, Greencastle, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks, offer valuable banking solutions such as checking accounts, savings accounts, mortgages, auto loans, and more. You can bank online or with our mobile app, and our friendly staff is always ready to assist you.
Bryan Jackson - State Farm Insurance Agent
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.
Fox Insurance & Investments
Fox Insurance & Investments is a leading insurance agency located at 3120 Blackiston Mill Road in New Albany, Indiana, United States. 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 auto, home, life, or business insurance, we have you covered. In addition to insurance services, we also offer investment options to help you secure your financial future. Trust Fox Insurance & Investments to protect what matters most to you.
Athena Walls, Bankers Life Agent
Athena Walls, Bankers Life Agent is an insurance agency located at 3707 Charlestown Road in New Albany, Indiana, United States. Specializing in providing insurance solutions from Bankers Life, Athena Walls offers personalized service and expert advice to help clients protect their financial future. With a focus on building long-term relationships and providing top-notch customer service, Athena Walls, Bankers Life Agent is dedicated to helping individuals and families find the right insurance coverage to meet their needs.
Theresa Lamb - State Farm Insurance Agent
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.
Camryn Schmidt, Bankers Life Agent
Camryn Schmidt, Bankers Life Agent is an insurance agency located at 3707 Charlestown Road in New Albany, Indiana, United States. Specializing in providing personalized insurance solutions, Camryn Schmidt offers a range of insurance products from Bankers Life to meet the individual needs of each client. With a commitment to exceptional customer service and a dedication to helping clients protect their financial future, Camryn Schmidt, Bankers Life Agent is a trusted partner in insurance planning. Contact them today to discuss your insurance needs and explore the options available to you.
Landon Patel, Bankers Life Agent
Landon Patel, Bankers Life Agent is a reputable insurance agency located at 3620 Blackiston Boulevard in New Albany, Indiana, United States. As a dedicated Bankers Life Agent, Landon Patel provides expert guidance and personalized insurance solutions to clients looking to secure their financial future. With a focus on building long-lasting relationships and offering top-notch customer service, Landon Patel is committed to helping individuals and families find the right insurance coverage to meet their unique needs. Contact Landon Patel, Bankers Life Agent today for a consultation and start protecting what matters most to you.
Amy Hamblin, Bankers Life Agent
Amy Hamblin, Bankers Life Agent is an insurance agency located at 3707 Charlestown Road in New Albany, Indiana, United States. As a dedicated Bankers Life agent, Amy Hamblin specializes in helping clients protect their financial future through a variety of insurance products. With a strong commitment to personalized service and attention to detail, Amy works closely with each client to understand their unique needs and provide tailored insurance solutions. Whether you're looking for life insurance, long-term care insurance, or retirement planning services, Amy Hamblin, Bankers Life Agent is here to help you secure a stable and secure future. Contact us today to schedule a consultation and start planning for tomorrow.
Eric Striegel, Bankers Life Agent
Eric Striegel, Bankers Life Agent is an insurance agency located at 3620 Blackiston Boulevard in New Albany, Indiana, United States. As a trusted representative of Bankers Life, Eric Striegel offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Eric Striegel strives to provide each client with tailored insurance solutions that meet their unique needs and goals. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Eric Striegel, Bankers Life Agent is dedicated to helping you secure your financial well-being. Contact us today to schedule a consultation and learn more about how we can help you plan for the future.
Elisa Rodriguez, Bankers Life Agent
Elisa Rodriguez, Bankers Life Agent is an insurance agency located at 3707 Charlestown Road in New Albany, Indiana, United States. Specializing in providing insurance products and services from Bankers Life, Elisa Rodriguez is dedicated to helping clients protect their financial futures. With a focus on personalized service and tailored insurance solutions, Elisa Rodriguez, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance coverage to ensure peace of mind and security for the future.
Kyle Sea, Bankers Life Agent
Kyle Sea, Bankers Life Agent is an insurance agency located at 3620 Blackiston Boulevard in New Albany, Indiana, United States. Specializing in providing personalized insurance solutions, Kyle Sea is dedicated to helping clients protect their financial future. With a focus on Bankers Life products, this agency offers a range of insurance options including life, health, and retirement plans. Whether you are looking to secure your family's future or plan for your retirement, Kyle Sea, Bankers Life Agent is committed to providing expert advice and superior customer service. Contact them today to learn more about how they can help you meet your insurance needs.
Tyrell Nickelson, Bankers Life Agent
Tyrell Nickelson, Bankers Life Agent is an insurance agency located at 3707 Charlestown Road in New Albany, Indiana, United States. Specializing in life insurance and retirement planning, Tyrell Nickelson offers personalized services to help clients protect their financial future. With a focus on providing expert advice and tailored solutions, this agency is dedicated to helping individuals and families achieve their insurance and retirement goals. Contact Tyrell Nickelson, Bankers Life Agent today to learn more about their services and how they can support your financial needs.
Carol Fisher, Bankers Life Agent
Carol Fisher, Bankers Life Agent is a reputable insurance agency located at 3620 Blackiston Boulevard in New Albany, Indiana, United States. As a Bankers Life Agent, Carol Fisher provides personalized insurance solutions to help individuals and families protect their financial futures. With a strong focus on customer service and a deep understanding of insurance products, Carol Fisher is dedicated to helping clients find the right coverage to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Carol Fisher, Bankers Life Agent is here to provide expert guidance and support. Contact us today to schedule a consultation and start securing your financial well-being.
Ricke & Associates
Ricke & Associates is a reputable finance and insurance agency located at 425 Bank Street in New Albany, Indiana, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance policies, Ricke & Associates is committed to delivering top-notch services tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Horizon Wealth Management, LLC
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.
Mike Ricke CLU, ChFC
Mike Ricke CLU, ChFC is a reputable finance institution located at 810 East Market Street in New Albany, Indiana, United States. Specializing in insurance and financial planning services, the institution is led by experienced professionals who hold the prestigious designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). With a commitment to providing personalized and comprehensive financial solutions, Mike Ricke CLU, ChFC is dedicated to helping clients achieve their financial goals and secure their future.
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