Institutional values in Indianapolis, Indiana

RiceBarrett Family Wealth is a finance institution located at 250 West 96th Street, Indianapolis, Indiana, United States. Our focus is on preserving, growing, and stewarding your family's wealth to create lasting legacies. We believe in building strong relationships based on core values such as family life, prosperity, and true happiness. Our highly personalized approach to family wealth management supports your financial objectives as well as retirement, health, philanthropic, leisure, and family life priorities. We involve both older and younger family members in the process, providing education and support programs for rising generations. Our team specializes in tax-efficient strategies to preserve and expand your family wealth, including maximizing tax benefits and unique investment tools. We operate in our clients' best interest at all times, providing sophisticated and relevant solutions. Contact us at RiceBarrett Family Wealth to achieve your family wealth goals.

VonLehman CPA & Advisory Firm, now part of Dean Dorton, is a leading accounting and finance institution located at 5975 Castle Creek Parkway Drive North in Indianapolis, Indiana, United States. Our team is dedicated to providing value-added advisory services and creating a remarkable client experience that drives growth for our clients. With over 75 years of experience, we have a strong focus on building lasting relationships and making a difference in our employees' lives. Download our top 5 tips for navigating tax legislation in the COVID-19 reality and see for yourself why VonLehman is a trusted partner for mission and business success. Join us and develop your leadership, technical, and professional skills on challenging and exciting engagements.

R Wilson Advisors is a finance institution located at 6525 East 82nd Street, Indianapolis, Indiana, United States. Specializing in tax consultation, we have over 40 years of experience serving individuals, business owners, and farm families. Our team works to minimize tax costs and take advantage of available opportunities to help you reach your business and personal goals. We offer services such as business succession planning, estate planning, and asset transfer strategies to ensure a smooth transition for future generations. Our commitment to excellence is evident through our investment in professional education, technology, and business relationships.

Cavo Health, located at 9465 Counselors Row in Indianapolis, Indiana, is a premier institution specializing in risk adjustment coding solutions. Using their innovative Cavo Coder technology, which utilizes Precise Word Matching AI, they are able to accurately identify over 96% of risk adjustable ICDs and HCCs before the coding process even begins. This results in higher accuracy and completeness compared to other coding tools on the market. In addition to their coding solution, Cavo Health also offers chart retrieval services and coding services to provide clients with a comprehensive risk adjustment solution. Their technology allows for faster coding speeds and auto detection capabilities, making the coding process more efficient and cost-effective.

Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 3755 East 82nd Street, Indianapolis, Indiana, United States. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states and are here to discuss what's most important to you. During the initial consultation, we provide an overview of financial planning concepts. Please note that you will not receive written analysis and/or recommendations. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Users of our site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. We are members of FINRA and SIPC, and value the opportunity to assist your friends or family members with their financial planning needs. Feel free to refer them to us, and they will hear from us soon. Your privacy and security are important to us, and we provide online security guarantees to protect your information.

Don Schofield - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable finance institution located at 3925 River Crossing Parkway in Indianapolis, Indiana, United States. Don Schofield holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. As an Accredited Portfolio Management Advisor, Don Schofield provides tailored financial advice to clients, ensuring their investment goals are met. With a focus on ethical practices and comprehensive knowledge, Don Schofield is dedicated to helping individuals make informed financial decisions. Whether you are planning for retirement, managing your assets, or seeking advice on insurance products, Don Schofield can provide the expertise and guidance you need.

William Kult - Thrivent is a finance institution located at 4425 Primrose Avenue in Indianapolis, Indiana, United States. If you're looking to achieve your goals while supporting causes and people you value, this is the place for you. Build a trusting, long-lasting relationship with us as we work together to create a plan for a more secure financial future. Licensing information can be found on your State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for additional recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Visit Thrivent.com for more information on our financial advisors and services.

First Command Financial Advisor - Ernesto Hernandez is a finance institution located at 50 91st Street, Indianapolis, Indiana, United States. This institution provides financial services to clients, helping them achieve their financial goals and secure their future. With a dedication to client satisfaction, First Command Financial Advisor - Ernesto Hernandez offers personalized financial advice and guidance. The institution values client feedback, as evidenced by the testimonials provided by satisfied clients. These testimonials are given voluntarily and without any compensation, ensuring transparency and trust. While individual experiences may vary, First Command Financial Advisor - Ernesto Hernandez strives to provide exceptional service and support to all clients.

Merrill Lynch Private Wealth Advisor Conrad M. Gregor, located at 510 East 96th Street in Indianapolis, Indiana, offers personalized wealth management solutions to a limited number of wealthy individuals and families. With a focus on building lasting relationships based on trust and personalized service, the institution combines industry-leading research and expert analysis to help clients stay ahead of their financial goals. The team of private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs and provide insights to help keep priorities front and center. Recognized by financial industry publications such as Financial Times, Barron's, and Forbes, the advisors at Merrill Lynch are dedicated to exemplary client service. With a goals-based wealth management approach, Merrill Private Wealth Management offers services and resources typically reserved for large institutions to individuals, families, business owners, executives, and entrepreneurs. The institution believes in putting clients' unique goals at the center of all financial decisions and building strategies that reflect their aspirations for themselves and future generations. Whether it's balancing personal finances with a business, passing on values to future generations, or navigating the complexities of executive compensation, Merrill Private Wealth Management provides tailored solutions to help clients achieve their financial goals.

Vuoch Tan Minnich - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8900 Keystone Crossing, Indianapolis, Indiana, is a leading finance institution that has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information is available on FINRA's BrokerCheck website.

BD Consulting is a leading institution located at 500 East Springhill Drive in Terre Haute, Indiana, United States. Specializing in Cost Segregation Studies, our team of experts helps clients maximize tax savings on real estate investments. As recommended by the U.S. Treasury, cost segregation is a lucrative tax strategy that can greatly benefit property owners. With our comprehensive studies and personalized approach, BD Consulting is dedicated to helping clients make the most of their real estate purchases.

Wonch Valuation Advisors, LLC is a professional institution located at 3905 Vincennes Road in Indianapolis, Indiana, United States. Specializing in the valuation of privately owned businesses, we understand the importance of considering factors such as lack of control when determining the value of an ownership interest. With years of experience in the field, our team at Wonch Valuation Advisors is dedicated to providing accurate and reliable business valuations. As the International Glossary of Business Valuation Terms defines it, business valuation is the act or process of determining the value of a business. Trust Wonch Valuation Advisors to provide expert valuation services for your business needs.

VonLehman: Todd Richardson, CPA is a leading accounting and finance institution located at 8250 Woodfield Crossing Boulevard, Indianapolis, Indiana, United States. Our team of experts offers value-added advisory services and an exceptional client experience that allows our clients to focus on their mission and business success. With over 75 years of experience, we have a proven track record of making a difference in our employees' lives by providing opportunities for growth and development. Download our top 5 tips for navigating tax legislation in the Covid-19 reality and experience the VonLehman difference today.

Barnes Dennig is a well-established accounting and finance institution located at 8470 Allison Pointe Boulevard in Indianapolis, Indiana, United States. Our team of consultants, accountants, and tax advisors are dedicated to providing in-depth insights and game-changing strategies to help move your organization forward with confidence. Whether you are a fast-growing organization in need of a SOC report or a business owner looking to achieve your goals, Barnes Dennig is here to help. Director Harold Kremer is passionate about helping business owners succeed, and our clients have expressed high levels of satisfaction with our services. From simple and complex trusts to the new PCI DSS Standard, our experts can guide you through a variety of financial matters. We also offer a flexible work environment and value diversity within our team.

VonLehman & Company, Inc is a leading accounting and finance institution located at 5975 Castle Creek Parkway Drive North, Indianapolis, Indiana, United States. We specialize in providing value-added advisory services with a focus on creating a remarkable client experience. Our goal is to help our clients drive growth by allowing them to focus their resources on mission and business success. With over 75 years of experience, we have a proven track record of making a difference in our employees' lives by offering opportunities to develop leadership, technical, and professional skills. Download our top 5 tips for navigating tax legislation in the COVID-19 reality and see for yourself why VonLehman is trusted by businesses of all sizes.

Kehlenbrink Lawrence Pauckner, CPA's is a reputable accounting and finance institution located at 6296 Rucker Road in Indianapolis, Indiana, United States. With a dedicated team of professionals, our goal is to exceed our clients' expectations by proactively working with them to enhance their businesses and personal wealth in today's ever-changing world. Our certified public accountants utilize technology to improve performance and deliver measurable results. We prioritize creating a stimulating and enjoyable work environment for our employees, fostering opportunities for professional growth and advancement. With deep industry experience, our experts are well-versed in the law and specific industry nuances, providing you with invaluable support and guidance. At KLP, our primary focus is on our clients, offering personalized services and building strong relationships. We are committed to understanding your business needs, responding promptly, and delivering optimal outcomes efficiently.