Independent financial advisors in Fort Wayne, Indiana

Edelman Financial Engines is a leading finance institution located at 2890 East Dupont Road in Fort Wayne, Indiana, United States. With a strong reputation for providing expert financial advice and guidance, Edelman Financial Engines offers a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, the experienced team at Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world. Visit their office today to learn more about how they can help you secure your financial future.

Merrill Lynch Financial Advisor Tyler Haire, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, offers personalized financial services to high-net-worth individuals and families. Tyler, who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, joined Merrill Lynch Wealth Management in 2017 and has over 6 years of experience in the financial services industry. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their goals. Tyler works closely with clients to understand their financial situation, risk tolerance, and goals, and recommends a financial strategy aligned with their objectives. He has access to research from BofA Global Research and can provide assistance with income management, education funding, retirement planning, wealth transfer, and estate planning. Tyler also collaborates with clients' other professionals, such as attorneys and accountants, to help achieve their goals.

Millard Financial Group (MFG) is a comprehensive financial planning firm located at 9604 Coldwater Road in Fort Wayne, Indiana. Our team specializes in creating personalized retirement plans that cover all aspects of your finances, including Medicare, Social Security, tax planning, investments, and income strategies. As an independent firm, we work closely with our clients to identify their short-term and long-term financial goals, develop tailored strategies to achieve those goals, and provide ongoing guidance to help them stay on track. We offer investment advisory services through Brookstone Capital Management, LLC (BCM), a registered investment advisor. While we are independent of BCM, we work together to provide our clients with the best possible financial solutions. Insurance products and services are not offered through BCM but are available through our licensed and appointed agents.

SMS Benefit Advisors LLC is a reputable insurance agency located at 1910 Saint Joe Center Road in Fort Wayne, Indiana, United States. With years of experience in the industry, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for health, life, disability, or other types of insurance, their team of experts is dedicated to helping you find the right coverage at the best value. Trust SMS Benefit Advisors LLC to protect what matters most to you and your loved ones.

Thrivent Financial, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is an insurance agency with 18 Thrivent Financial Professionals on staff. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products in select states. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. The institution's licensed agents and financial advisors offer a range of services, including financial planning and investment advice. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about the institution's professionals.

Gregg Keele - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. Gregg Keele holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, Gregg Keele is committed to providing excellent financial advice and assistance to his clients. Whether you are looking for help with wealth management, retirement planning, estate planning, or investment advice, Gregg Keele has the knowledge and experience to guide you towards your financial goals. Contact Gregg Keele at Ameriprise Financial Services, LLC for personalized and professional financial services tailored to your specific needs.

Edward Jones - Financial Advisor: Sean P Asiala, CFP®|AAMS™ is a trusted financial institution located at 991 Chestnut Hills Parkway in Fort Wayne, Indiana. Specializing in personalized financial planning and investment services, Sean P Asiala, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), provides expert advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Daniel R DeBolt is a reputable financial institution located at 7030 Pointe Inverness Way in Fort Wayne, Indiana, United States. As a trusted financial advisor, Daniel R DeBolt provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert financial guidance and support. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Daniel R DeBolt is dedicated to helping you secure a solid financial foundation.

John Reimbold - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5750 Coventry Lane in Fort Wayne, Indiana, is a prestigious finance institution offering a wide range of services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are well-equipped to provide expert financial advice tailored to each client's unique situation. Whether you are looking for assistance with asset management, retirement planning, estate planning, or investment opportunities, the team at John Reimbold - Private Wealth Advisor is dedicated to helping you achieve your financial goals. With a commitment to ethics and ongoing education, the advisors at this institution are prepared to guide you through complex financial decisions with confidence and expertise.

Dickmeyer Boyce Financial Management is a reputable institution located at 6506 Constitution Drive in Fort Wayne, Indiana, United States. Specializing in accounting and finance, our goal is to help you focus on the important aspects of your life by providing a comprehensive financial planning process. We believe in a conservative, fact-based investment philosophy that aligns with your personal needs for long-term results. Our dedicated team works closely with you to implement your financial plan, offering access to resources every step of the way. We prioritize understanding the fundamentals of your financial plan and investment strategy to ensure peace of mind. At Dickmeyer Boyce Financial Management, we value a well-rounded approach to life and strive to enable the same for our clients.

Logan McDirmit is a financial advisor at Ameriprise Financial Services, LLC located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana. With a focus on helping clients achieve their financial goals, Logan offers personalized financial planning services tailored to each individual's needs. As a part of Ameriprise, Logan has access to a wide range of resources and tools to provide comprehensive financial solutions. Clients can review Logan's background, credentials, and experience to ensure they are the right fit for their financial needs. By filling out a "Request consultation" form, clients can connect with Logan for a complimentary initial consultation to discuss their financial goals and create a personalized plan for the future.

Edward Jones - Financial Advisor: David P Groholski is a trusted financial institution located at 5720 Coventry Lane in Fort Wayne, Indiana, United States. Specializing in personalized financial planning services, David P Groholski and his team are dedicated to helping clients achieve their financial goals through strategic investing and wealth management. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David P Groholski is committed to providing top-notch financial guidance and support to individuals and families in the Fort Wayne area.

Edward Jones - Financial Advisor: Karen M Rupert, AAMS™ is a reputable finance institution located at 7127 Homestead Road in Fort Wayne, Indiana, United States. Karen M Rupert is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ designation. With a focus on personalized financial planning and investment strategies, Karen M Rupert is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Karen M Rupert, AAMS™ is committed to providing expert guidance and tailored solutions to meet your individual needs.

Edward Jones - Financial Advisor: Greg Solon, CFP®|AAMS™ is a reputable financial institution located at 4011 West Jefferson Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning services, Greg Solon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance and advice to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in Greg Solon and the team at Edward Jones to help you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Colleen A Maloney, AAMS™ is a reputable finance institution located at 9512 Lima Road in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning and investment services, Colleen A Maloney, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong commitment to professionalism and integrity, clients can trust in the expertise and guidance provided by this experienced financial advisor.

Edward Jones - Financial Advisor: Paul W Phillips, CFP®|ADPA™ is a reputable finance institution located at 1210 Ruston Pass in Fort Wayne, Indiana, United States. With a focus on providing expert financial advice and planning services, Paul W Phillips, a Certified Financial Planner and Accredited Domestic Partnership Advisor, is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is committed to providing personalized solutions tailored to your individual needs. Visit us today to start securing your financial future with confidence.

Edward Jones - Financial Advisor: Scott E Shepherd is a reputable finance institution located at 9434 Lima Road in Fort Wayne, Indiana, United States. As a trusted financial advisor, Scott E Shepherd is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and expert financial planning. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott E Shepherd provides top-notch financial services tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Scott E Shepherd and his team are committed to guiding you every step of the way towards financial success.

Edward Jones - Financial Advisor: Kevin R Rothgeb is a reputable finance institution located at 4011 West Jefferson Boulevard in Fort Wayne, Indiana, United States. With years of experience in the financial industry, Kevin R Rothgeb offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Kevin R Rothgeb is dedicated to providing expert advice and guidance every step of the way. Trust Edward Jones - Financial Advisor: Kevin R Rothgeb to help you secure your financial future.

Tracie Luley is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Tracie holds multiple certifications including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tracie is highly trained and experienced in various areas of financial planning and asset management, providing expert advice and services to clients in need of financial guidance.

Allen Blackall is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Allen Blackall specializes in certain areas of focus, which can be tailored to align with your specific needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. To get started, fill out the "Request consultation" form to connect with Allen Blackall for a complimentary initial consultation. Take the first step towards securing your financial future by partnering with Allen Blackall and Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Blayne Hammel, AAMS™ is a finance institution located at 7525 West Jefferson Boulevard in Fort Wayne, Indiana, United States. Blayne Hammel, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Blayne provides comprehensive financial planning, investment strategies, and retirement planning. Whether you are looking to save for the future, plan for retirement, or grow your wealth, Edward Jones - Financial Advisor: Blayne Hammel, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Scott G Cook, AAMS™ is a reputable finance institution located at 12912 Coldwater Road in Fort Wayne, Indiana, United States. Scott G Cook, an Accredited Asset Management Specialist, offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones provides a comprehensive range of financial solutions tailored to meet each individual's unique needs. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Scott G Cook and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.

Joel Targgart is a Financial Advisor at Ameriprise Financial Services, LLC located at 5750 Coventry Lane in Fort Wayne, Indiana. Joel is dedicated to helping clients achieve their financial goals and offers personalized financial planning services. In addition to his work as a financial advisor, Joel is actively involved in his community, volunteering at his son's school and at the Community Harvest Food Bank. Joel enjoys reading business and financial books, attending sporting events, and spending time with his family. He particularly enjoys keeping up with his son's sports activities, including baseball, basketball, and football. Joel Targgart is registered to conduct securities business in certain states, and clients can refer to FINRA's BrokerCheck website for more information. Ameriprise Financial cannot guarantee future financial results, but Joel is committed to helping his clients plan for a secure financial future. If you are interested in discussing your financial goals with Joel Targgart, contact him for an initial consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and clients can rest assured that their financial information is secure. Feel free to refer your friends and family to Joel Targgart for expert financial advice.

Daniel Arnold - UBS Financial Services Inc. is a reputable finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Daniel Arnold - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Wells Fargo Advisors is a financial institution located at 6702 Pointe Inverness Way in Fort Wayne, Indiana, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Wells Fargo Advisors can help you navigate the complex world of finance with confidence.

Grabill Financial Services is a reputable finance institution located at 1505 West Dupont Road in Fort Wayne, Indiana. With a team of experienced financial experts, Grabill Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance solutions, Grabill Financial Services is dedicated to providing personalized and reliable financial advice. Visit us today to see how we can help you secure your financial future.

Edward Jones - Financial Advisor: Justin Berger is a reputable finance institution located at 1697 Carroll Road in Fort Wayne, Indiana, United States. Justin Berger is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or invest for the future, Justin Berger can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Justin Berger is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Romeo T Morris is a trusted financial institution located at 838 Mill Lake Road in Fort Wayne, Indiana, United States. With a focus on personalized service and tailored financial solutions, Romeo T Morris and his team strive to help clients achieve their long-term financial goals. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Edward Jones is dedicated to providing expert guidance and support every step of the way. Contact Romeo T Morris today to start building a strong financial foundation for tomorrow.

Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this time. While we cannot guarantee future financial results, we strive to provide personalized financial solutions tailored to your needs. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we are dedicated to helping you and your loved ones navigate the complexities of financial planning. Contact us today to schedule a consultation and start planning for a secure financial future.

Embassy Wealth Advisors - Ameriprise Financial Services, LLC, located at 409 East Cook Road in Fort Wayne, Indiana, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, we provide investment recommendations and asset allocation strategies tailored to each client's needs. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards their goals, and securely share information with us. Our advisors, including those listed on the Forbes Best-in-State Wealth Advisors list, offer comprehensive financial advice to help clients achieve their unique goals. We offer complimentary initial consultations to get started on creating a personalized financial plan. While we cannot guarantee future financial results, we are committed to providing exceptional service and guidance to our clients.