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TOP 30 Investment portfolio management in Fort Wayne, IN
33 results found
Search for local businesses, places and services near you
Beachy Wealth Management LLC
Beachy Wealth Management LLC is a finance institution located at 3484 Stellhorn Road in Fort Wayne, Indiana, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Wealth Management Accounting
Wealth Management Accounting is a finance institution located at 10425 Oak Valley Road in Fort Wayne, Indiana, United States. Our team of experienced professionals specializes in providing comprehensive accounting services tailored to meet the unique needs of high-net-worth individuals and families. From investment tracking to tax planning and estate management, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Wealth Management Accounting can help you manage your wealth effectively.
Tony Choi Investment Management
Tony Choi Investment Management is a leading finance institution located at 10470 Maysville Road in Fort Wayne, Indiana, United States. With a strong track record of successful investments and financial management, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, Tony Choi Investment Management is here to provide personalized guidance and support. Trust us to help you make informed decisions and secure your financial future.
Select Property Management
Select Property Management is a top-tier real estate agency located at 416 South Scott Road in Fort Wayne, Indiana. Our licensed agents are experts in managing single family homes, multi-family homes, and condominiums. With a focus on providing the highest level of service, our proprietary operating system ensures that your property is well taken care of. Whether you are a first-time investor or looking to expand your portfolio, our brokerage services can help you find the perfect rental property. We understand that property management can be overwhelming, which is why we offer stress-free solutions to maximize your rental investment’s potential. Prospective and current residents can easily find, apply for, and manage their rental homes through our online platform. Trust Select Property Management to treat your property as our own and help you achieve success in the real estate market.
Miller & Christian Asset Management Corp.
Miller & Christian Asset Management Corp. is a renowned finance institution located at 229 West Berry Street in Fort Wayne, Indiana, United States. With a strong reputation for providing top-notch financial services, the institution specializes in asset management for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and portfolio management. Whether you are looking to grow your wealth or secure your financial future, Miller & Christian Asset Management Corp. is committed to providing personalized solutions tailored to your unique needs.
Monarch Capital Management Inc
Monarch Capital Management Inc. is a finance institution located at 127 West Berry Street in Fort Wayne, Indiana, United States. As a Registered Investment Advisor with the Securities and Exchange Commission, we specialize in investing your portfolio directly into high-quality growth companies and bonds. Our personalized approach involves assessing your financial needs to create a customized investment strategy that aligns with your objectives, income needs, and tolerance for volatility. In addition to managing your investments with prudence as a fiduciary, we offer services to help you plan for retirement, make financial decisions, save for education expenses, and be more charitable efficiently. Our fee structure is based on the size of your portfolio, and we do not charge commissions or sell products. With over 40 years of experience serving families in northeast Indiana, we strive to provide peace of mind and be a reliable resource for your financial well-being.
Mabry Wealth Management
Mabry Wealth Management, located at 3262 Mallard Cove Lane in Fort Wayne, Indiana, is a finance institution dedicated to helping individuals take control of their financial future. Founded in 2018 by a highly experienced professional who has worked with top-ranked financial firms, Mabry Wealth Management offers a range of services to help clients achieve financial peace and build lasting wealth. Whether you are looking to pay off debt, save for retirement, or invest wisely, Mabry Wealth Management can provide the guidance and expertise you need. As a Registered Investment Advisor and fee-only fiduciary, the institution is committed to acting in your best interest and ensuring that your financial goals are met.
Capital Strategies Group
Capital Strategies Group is a leading health and hospital institution located at 623 Airport North Office Park in Fort Wayne, Indiana, United States. With a team of experienced professionals, they provide innovative strategies and solutions to help healthcare organizations thrive in today's complex and ever-changing industry. Whether it's financial management, operational efficiency, or strategic planning, Capital Strategies Group is dedicated to helping their clients achieve their goals and deliver the highest quality care to their patients.
Retirement Solutions, Inc.
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.
Prudential | Kyle Metzger | Life Insurance & Financial Services
Prudential | Kyle Metzger | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping individuals and families secure their financial future. Whether you are looking for life insurance coverage or need assistance with retirement planning, Prudential | Kyle Metzger | Life Insurance & Financial Services is here to help you every step of the way. Contact us today to learn more about our comprehensive range of services.
Allstate Financial Services: Lee McAllister
Allstate Financial Services: Lee McAllister is a reputable finance and insurance agency located at 5830 East State Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Allstate Financial Services: Lee McAllister offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Allstate Financial Services: Lee McAllister to provide expert guidance and support.
ProFed Financial Advisors
ProFed Financial Advisors is a leading finance institution located in Fort Wayne, Indiana. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan for your business, our experts are here to provide personalized guidance and support. Visit us at 4315 Flagstaff Cove to learn more about how ProFed Financial Advisors can help you secure your financial future.
Ruth Springer - Raymond James
Ruth Springer - Raymond James is a reputable finance institution located at 9910 Dupont Circle Drive East in Fort Wayne, Indiana, United States. With a strong focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we offer expert guidance and tailored solutions to meet your individual needs. Trust Ruth Springer - Raymond James for all your financial needs and start building a secure financial future today.
Robert Polston - Financial Advisor, Ameriprise Financial Services, LLC
Robert Polston is a trusted financial advisor at Ameriprise Financial Services, LLC, located in Fort Wayne, Indiana. With years of experience in the finance industry, Robert is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or need assistance with financial planning, Robert Polston is here to provide personalized and professional guidance. Visit the office at 4239 Flagstaff Cove to start your journey towards financial success.
Summit Consultants, Inc.
Summit Consultants, Inc. is a leading finance institution located at 7912 Carnegie Boulevard in Fort Wayne, Indiana, United States. With a dedicated team of experts, Summit Consultants offers a wide range of financial services including investment advice, retirement planning, wealth management, and more. Their commitment to excellence and personalized approach to client relationships sets them apart in the industry. Whether you are looking to grow your portfolio or secure your financial future, Summit Consultants, Inc. is the trusted partner you can rely on.
Financial Planning Services
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.
Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors is a leading financial institution located at 9121 Illinois Road in Fort Wayne, Indiana, United States. Our team of experienced advisors is dedicated to helping individuals achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Vestia Personal Wealth Advisors is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure a brighter financial future.
Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 409 East Cook Road, Fort Wayne, Indiana, United States. Todd Larson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and more. Todd Larson is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Todd Larson is committed to helping clients achieve their financial goals.
Frank Financial Group
Frank Financial Group is a leading finance institution located at 6223 Constitution Drive in Fort Wayne, Indiana, United States. With a strong reputation for providing expert financial advice and services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, Frank Financial Group is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique needs and circumstances. Visit us today to learn more about how we can help you secure a brighter financial future.
Kolkman Group Financial
Kolkman Group Financial is a reputable insurance agency located at 203 West Wayne Street in Fort Wayne, Indiana, United States. With a strong commitment to providing top-notch insurance services, Kolkman Group Financial offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance coverage and find the best solutions to protect their assets and loved ones. Trust Kolkman Group Financial for all your insurance needs.
Thrivent Financial
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.
Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States. The institution offers a variety of certifications and designations for financial professionals, 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®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics including asset management, retirement planning, estate planning, and more. The institution aims to provide comprehensive financial planning services for individuals and businesses, with a focus on ethical practices and client needs.
Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC
Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1102 Chestnut Hills Parkway, Fort Wayne, Indiana, United States. Karl Barske holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution provides comprehensive financial services to individuals, small business owners, retirees, and high net worth clients. Whether you need assistance with portfolio management, retirement planning, estate planning, or insurance products, Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals. With a focus on ethics and professionalism, Karl Barske is dedicated to providing personalized financial advice tailored to your unique needs. Contact Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC today for expert financial guidance and support.
Reimbold & Miller - Ameriprise Financial Services, LLC
Reimbold & Miller - Ameriprise Financial Services, LLC is a finance institution located at 5750 Coventry Lane in Fort Wayne, Indiana, United States. Recognized as Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients save for retirement, grow college funds for their children, and achieve their financial goals. We provide personalized financial advice and services tailored to each client's specific needs, utilizing our extensive experience, integrated team approach, and innovative resources from Ameriprise Financial. Our commitment to helping clients stay on track towards their goals has earned us the trust and loyalty of our clients, leading to our inclusion in the prestigious Forbes list. Our advisors provide valuable insights on topics such as Social Security benefits, inheritance, tax law changes, and the importance of financial planning for both retired individuals and younger people. With over 125 years of history, Ameriprise Financial Advisors offer personalized advice to help clients achieve financial success in the short and long term. Contact us today to start your financial planning journey with a trusted advisor.
Edward Jones - Financial Advisor: Kirk R Davis, AAMS™
Edward Jones - Financial Advisor: Kirk R Davis, AAMS™ is a reputable finance institution located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. Kirk R Davis, a trusted financial advisor with the Accredited Asset Management Specialist™ designation, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Kirk R Davis, AAMS™ is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Tracie Luley - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
Edward Jones - Financial Advisor: Carrie Lamb
Edward Jones - Financial Advisor: Carrie Lamb is a trusted financial institution located at 808 Ley Road in Fort Wayne, Indiana. As a dedicated finance professional, Carrie Lamb provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Carrie Lamb is committed to guiding clients towards financial success. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Carrie Lamb is here to help you every step of the way.
Preferred Financial Group
Preferred Financial Group is a reputable institution located at 11130 Coldwater Road in Fort Wayne, Indiana, United States. Specializing in accounting and finance, they offer a range of services to help individuals and businesses manage their financial needs. With a focus on financial planning, they aim to help clients see the big picture and achieve their goals. Securities are offered through American Portfolios Financial Services, Inc., a trusted partner in the industry. As a client, you can access a variety of calculators on their website to assist with your financial decisions. Rest assured, Preferred Financial Group is committed to providing expert advice and personalized solutions to meet your financial needs. Be sure to check the background of their investment professionals for added peace of mind.
Lee Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lee Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Lee provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. Regular progress reviews, goal documentation, and adjustments to your financial approach ensure that your plan evolves with your changing life circumstances. Access your investments and accounts securely from any device, track your progress towards your goals, and stay informed about market trends with Lee Morris by your side.
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. Ed Brower holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Ed Brower provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Ed Brower is dedicated to helping you achieve your financial goals.
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