TOP 30 Best Investment advice for seniors in Indiana

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.

Bart Emig - Old National Investments is a reputable finance institution located at One Main Street in Evansville, Indiana, United States. With a focus on providing personalized investment services, Bart Emig - Old National Investments offers expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, the experienced team at Bart Emig - Old National Investments is dedicated to helping you make informed decisions and secure your financial future.

Tim Swickard - Old National Investments is a reputable finance institution located at 7144 East Virginia Street in Evansville, Indiana, United States. With a focus on providing top-notch investment services, Tim Swickard and his team at Old National Investments are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experts at this institution are here to provide personalized guidance and support. Trust Tim Swickard - Old National Investments for all your financial needs.

Senior MoneyLife is a comprehensive finance, health, and insurance agency located at 1180 North Main Street in Bluffton, Indiana, United States. Our experienced team is dedicated to helping seniors navigate the complexities of managing their money, maintaining their health, and securing the right insurance coverage. Whether you need assistance with retirement planning, healthcare options, or finding the best insurance policies, Senior MoneyLife is here to provide personalized guidance and support. Visit us today to start living your best senior life with confidence and peace of mind.

Senior Financial Solutions Inc. is a trusted finance and insurance agency located at 710 Cameron Woods Drive in Angola, Indiana. Our experienced team specializes in providing personalized financial solutions for seniors, helping them navigate the complexities of retirement planning, insurance policies, and investment options. With a commitment to integrity and exceptional customer service, we strive to empower our clients to make informed decisions that secure their financial future. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

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.

Northwest Investment Services is a leading finance institution located at 119 East Main Street in Crawfordsville, Indiana, United States. With a team of experienced financial advisors, Northwest Investment Services offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Northwest Investment Services has the expertise and resources to assist you every step of the way. Trust Northwest Investment Services for all your financial needs and start building a secure financial future today.

Jade Investments & Retirement Solutions is a reputable finance institution located at 600 North Weinbach Avenue in Evansville, Indiana, United States. Specializing in investment and retirement planning, our experienced team is dedicated to helping individuals achieve their financial goals and secure their future. With personalized solutions and expert guidance, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about how Jade Investments & Retirement Solutions can help you plan for a successful financial future.

Fletcher Investment Management is a well-respected finance institution located at 6319 South East Street in Indianapolis, Indiana, United States. With a team of experienced professionals, they offer a wide range of investment services to help their clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fletcher Investment Management is dedicated to providing personalized and strategic solutions to meet your needs. Trustworthy and reliable, they are committed to helping you build a secure financial future.

Troyer Retirement is a trusted financial institution located at 10351 Dawsons Creek Boulevard in Fort Wayne, Indiana. Specializing in retirement planning, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals for the future. Whether you are just starting to save for retirement or looking to maximize your current investments, Troyer Retirement offers personalized guidance and expert advice to help you secure a comfortable and stable financial future. Contact us today to schedule a consultation and start planning for your retirement with confidence.

Welcome to The Cummings Group with Keller Williams Preferred Realty, your trusted partner in real estate and general contracting services located in Dyer, Indiana. Situated at 14821 101st Avenue, our team is proud to be part of the largest brokerage by agent count, volume, and units sold. Whether you are looking to buy, sell, or invest, our dedicated agents are equipped with limitless resources to ensure a seamless and successful experience. At The Cummings Group, we live by a belief system centered around integrity, trust, and success for all parties involved. Our commitment is to provide exceptional service and expert guidance tailored to your unique needs. Discover the difference of working with a team that prioritizes your goals and strives to make your real estate journey as rewarding as possible. Contact us today to learn more about how we can assist you in achieving your real estate dreams.

Welcome to Scott Phegley, Ruoff Mortgage, your trusted partner in home financing located at 2439 North 6th Street, Vincennes, Indiana. As a Senior Mortgage Loan Officer with over 15 years of experience in real estate and mortgage lending, I am committed to providing exceptional service to clients in both Indiana and Illinois. My mission is to deliver the best home-buying experience possible, continuously striving to exceed your expectations. Whether you're a first-time homebuyer, looking to refinance, build, or upgrade your current home, I am here to guide you through the process with expertise and personalized solutions tailored to your financial needs. Communication is key to excellent customer service, which is why I prioritize keeping you informed every step of the way.

Welcome to John Yelkich - State Farm Insurance Agent, your trusted partner in securing your future and protecting what matters most to you. Conveniently located at 409 Main Street, Hobart, Indiana, just north of Centier Bank on the east side of Main Street, we proudly serve the vibrant Northwest Indiana community, affectionately known as "da Region." As a dedicated insurance professional with over a decade of experience, John Yelkich brings a wealth of knowledge and a deep connection to the local area. A proud graduate of Valparaiso University with a bachelor's degree in Sociology, John has been passionately meeting the insurance needs of Northwest Indiana residents. Born and raised in Hobart Township, John understands the unique needs and challenges of the community and is committed to providing personalized service with integrity and care.

Welcome to Bob Burkett - State Farm Insurance Agent, your trusted local insurance agency located at 312 South Main Street, Clinton, Indiana. We understand that everyone loves saving money and ensuring peace of mind for what matters most – your family, possessions, and financial well-being. That's why we offer customized coverage plans designed to protect your interests. With a variety of insurance options, Bob Burkett is here to help you create the perfect solution tailored to your needs. Whether it's auto insurance with options ranging from collision and comprehensive to rental and rideshare, or motorcycle insurance that has been reliably offered since 1962, we have you covered. Plus, you can save even more by bundling auto and home policies.

Advance Financial Federal Credit Union is a trusted financial institution located at 31 West Lincoln Highway, Schererville, Indiana, United States. As a full-service credit union, we offer a wide range of financial services including ATM access and personalized finance solutions. Our dedicated team is committed to helping our members achieve their financial goals and providing exceptional customer service. Visit us today to experience the convenience and benefits of banking with Advance Financial Federal Credit Union.

Welcome to Larry Fairris - State Farm Insurance Agent, your trusted local insurance agency located at 4603 Indianapolis Boulevard, East Chicago, Indiana 46312. Our mission is to provide comprehensive insurance solutions tailored to your needs, ensuring peace of mind for you and your loved ones. At Larry Fairris - State Farm, we specialize in a wide range of insurance products, including auto, home, life, and health insurance. We also offer specialized services like moving insurance to protect your belongings during a move and tips to help you avoid the risks of drinking and driving. Our expert team is here to guide you through preparing for unexpected events such as power outages, ensuring you're well-equipped to handle any situation.

IU Credit Union is a trusted financial institution located at 105 East Winslow Road in Bloomington, Indiana, United States. As a full-service credit union, IU offers a wide range of financial products and services, including ATM access for convenient cash withdrawals. Whether you're looking to open a savings account, apply for a loan, or simply manage your finances, IU Credit Union is committed to providing exceptional service and personalized solutions to meet your needs. Visit us today to experience the difference of banking with a local, member-owned institution.

Indiana Members Credit Union is a trusted financial institution located at 9710 Butterfly Drive in Noblesville, Indiana. As a member-owned credit union, we are dedicated to providing excellent banking services and financial products to our members. Whether you need to access our convenient ATMs or speak with one of our knowledgeable finance experts, we are here to help you achieve your financial goals. Join us today and experience the difference of banking with Indiana Members Credit Union.

Billie Treber, 1st Source Asset Advisors is a financial institution located at 100 North Michigan Street, South Bend, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating personalized financial plans that cater to the unique goals and circumstances of each client. Services offered include Rollover Services, Traditional & Roth IRAs, Mutual Funds, Stocks & Bonds, Retirement Planning, Education Planning, Long Term Care Insurance, Risk Management, Automated Investing, and Guided Wealth Portfolios. The institution follows a client-centric process involving a comprehensive three-step planning approach to identify needs, implement strategies, and monitor progress. The experienced financial consultants at Billie Treber, 1st Source Asset Advisors strive to simplify their clients' financial lives and provide personalized care.

Retirement Solutions, Inc. is a reputable health and insurance agency located at 9020 Farmington Drive in Fort Wayne, Indiana, United States. With a team of experienced professionals, they specialize in providing comprehensive retirement solutions to help individuals plan for their future. Whether you are looking for health insurance options or retirement planning advice, Retirement Solutions, Inc. is dedicated to helping you make informed decisions that will secure your financial future. Contact them today to learn more about their services and how they can assist you in achieving your retirement goals.

Edward Jones - Financial Advisor: Justin R Moon is a reputable finance institution located at 9071 Stellhorn Crossing Parkway in Fort Wayne, Indiana, United States. Justin R Moon is a dedicated financial advisor who provides personalized investment advice and guidance to help clients achieve their financial goals. With a focus on building long-lasting relationships based on trust and integrity, Justin R Moon offers a range of financial services including retirement planning, wealth management, and investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Justin R Moon is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Joshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1110 South A Street, Richmond, Indiana, United States. Joshua is a certified AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), Behavioral Financial Advisor, CAP® (Chartered Advisor in Philanthropy), CAS® (Certification in Annuity Sales), CASL® (Chartered Advisor for Senior Living), CDFA® (Certified Divorce Financial Analyst), CEP™ (Certified Estate Planner), CEPA® (Certified Exit Planning Advisor), CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner), CFS® (Certified Fund Specialist), ChFC® (Chartered Financial Consultant), ChSNC® (Chartered Special Needs Consultant), CIMA® (Certified Investment Management Analyst), CKA® (Certified Kingdom Advisor), CLTC® (Certification in Long-Term Care), CLU® (Chartered Life Underwriter), and CFMA® (Certified Military Financial Advisor). Joshua's expertise in finance and wealth management is unparalleled, with a focus on providing personalized and comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a commitment to ethical practices and ongoing education, Joshua ensures that clients receive top-notch advice and guidance in areas such as asset management, investment strategies, estate planning, retirement planning, insurance products, and more.

Centier Bank is a trusted financial institution located at 108 North Main Street in South Bend, Indiana. As a full-service bank, Centier offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a commitment to providing exceptional customer service and personalized financial solutions, Centier Bank is dedicated to helping individuals and businesses achieve their financial goals. Additionally, Centier Bank provides convenient ATM services for quick and easy access to cash. Visit Centier Bank today to experience the difference of banking with a local, community-focused institution.

Edward Jones - Financial Advisor: Rick Yoder is a trusted financial institution located at 1841 West Lincoln Avenue in Goshen, Indiana, United States. Specializing in finance, Rick Yoder and his team provide personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer a wide range of financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Rick Yoder is committed to helping you navigate the complexities of the financial world and secure your financial future.

Hoosier Hills Credit Union is a trusted financial institution located at 960 North Gospel Street in Paoli, Indiana, United States. As a credit union, they provide a wide range of financial services to their members, including checking and savings accounts, loans, and investment options. With a focus on community and member satisfaction, Hoosier Hills Credit Union offers personalized service and competitive rates. Whether you need to access their convenient ATM or speak with a financial advisor, Hoosier Hills Credit Union is dedicated to helping you achieve your financial goals.

Envoy Wealth Management LLC is a finance institution located at 9800 Connecticut Drive in Crown Point, Indiana, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are seeking investment advice, retirement planning, or estate planning services, Envoy Wealth Management LLC is here to help you secure a prosperous financial future.

Boys And Collins Financial is a finance institution located at 458 South Main Street in Martinsville, Indiana, United States. Their motto is to live every day as if it were your last, and plan every day as if you are going to live forever. By scheduling a meeting with them, you can discover what your ideal retirement looks like. Using their unique process, they will examine your current financial situation and help determine your retirement needs. You will receive a custom strategy to help you reach your unique retirement goals. They also offer a four-page guide addressing common misconceptions about annuities. It is their responsibility to assess your financial situation and make recommendations that fit your retirement strategy with integrity and transparency. Their founders, James Boys and Dallas Collins, offer investment advisory products and services through AE Wealth Management and securities through Madison Avenue Securities. Insurance products are offered through Boys and Collins Financial Group. Boys And Collins Financial, AEWM/MAS, and Nitrogen Wealth Inc. are not affiliated companies. Contact them today to start planning for your financial future.

Doak Financial is a reputable finance institution located at 350 Westfield Road in Noblesville, Indiana, United States. With a strong commitment to providing top-notch financial services, our experienced team of professionals are dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Doak Financial is here to assist you every step of the way. Visit us today and let us help you secure your financial future.

Financial Planning Services is a finance institution located at 6920 Pointe Inverness Way in Fort Wayne, Indiana. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Robert J Scalzitti is a finance institution located at 9805 Prairie Avenue in Highland, Indiana, United States. Robert J Scalzitti is a dedicated financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Robert J Scalzitti is committed to providing top-notch financial advice and guidance to individuals and families in the Highland area.