Importance of personalized financial advice in Greenwood, Indiana

Shawna Ballard, a financial advisor at Ameriprise Financial Services, LLC, located at 435 East Main Street in Greenwood, Indiana, offers personalized financial advice to help clients prepare for their future goals. With over 125 years of history, Ameriprise Financial Services, LLC is dedicated to building trusting relationships with clients to guide them towards financial success. By understanding what is important to each individual, Shawna Ballard can provide tailored advice to assist in saving for college, planning for retirement, making smart investments, and more. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. It is important to note that investment products are not insured by the FDIC or any federal agency and may involve risks. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment advisory products and services. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Welcome to Mary Haluska & Associates - Ameriprise Financial Services, LLC, your trusted partner in financial planning located at 1401 East Greenwood Avenue, Crown Point, Indiana. Our mission is to prioritize what's most important to you, whether it's planning for retirement, funding education, or making significant purchases like a second home. With personalized investment strategies, asset allocation, and portfolio recommendations, we tailor our services to align with your individual goals and risk tolerance. Our approach is comprehensive and dynamic. We meticulously document your goals, regularly review your progress, and adjust your strategies as life evolves, ensuring you stay on track. You can easily access your investments and monitor your progress from any device, sharing information with us securely.

Steve Oleksiw - State Farm Insurance Agent is a local insurance agency located at 4010 East Southport Road in Indianapolis, Indiana. Our mission is to make protecting your assets, family, and income easy to understand while providing excellent service and value. With over 50 years of combined experience, our dynamic team is dedicated to serving families and business owners in the Indianapolis area. We offer a wide range of insurance products, including auto, homeowners, renters, condo, life, health, and business insurance. Whether you're cruising down the highway on a motorcycle, motorhome, or RV, enjoying water activities, or off-roading, we have the right insurance coverage for you. We also specialize in retirement planning and educational savings options.