TOP 30 Investment research in Fort Wayne, Indiana
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Purdue Fort Wayne Doermer School of Business
Located at 3000 East Coliseum Boulevard in Fort Wayne, Indiana, the Purdue Fort Wayne Doermer School of Business is where ambitious individuals come to turn their dreams into reality. With a focus on providing students with hands-on experiences and top-notch programs, the Doermer School of Business is dedicated to helping students succeed in the competitive business world. The faculty at the Doermer School of Business are not only experts in their field but also mentors who are committed to guiding students towards achieving their goals. With a strong emphasis on professional development and student success, the Doermer School of Business equips students with the skills and knowledge needed to excel in their careers.
Indiana Tech
Indiana Tech, located at 1600 East Washington Boulevard in Fort Wayne, Indiana, is a leading institution in both online and on-campus education. Known for offering quality degrees at an affordable price, Indiana Tech provides generous scholarships, grants, and financial aid to nearly 95% of its students. The institution has a strong focus on helping students achieve success and significance in their lives. Recent achievements include the Cyber Warriors earning a spot in the national finals, recognition as a top workplace for women, and the Women's Track and Field team winning their fourth consecutive national indoor title. Indiana Tech is dedicated to creating opportunities for students to excel and reach their full potential.
Qbox Fiduciary Solutions, Llc
Qbox Fiduciary Solutions, LLC is a finance institution located at 3601 Hobson Road in Fort Wayne, Indiana, United States. We pride ourselves on our true open architecture strategy, which allows us to research, recommend, and select investments that are best suited to each client's needs. We work closely with independent RIAs, broker dealers, institutional money managers, and other financial firms to provide a superior service experience. Our journey began with a scandal during the Mutual Fund Scandals of the early 2000s, which led us to adopt an open architecture investment platform. This platform allows us to assist our clients in meeting their fiduciary obligations and creating successful retirement outcomes for plan participants. We have obtained our Accredited Investment Fiduciary designation (AIF®), which guides our practice and processes, focusing on organizing, formalizing, implementing, and monitoring a sound fiduciary process.
Edward Jones - Financial Advisor: Sun K Park
Edward Jones - Financial Advisor: Sun K Park is a finance institution located at 4616 East Dupont Road in Fort Wayne, Indiana, United States. As a trusted financial advisor, Sun K Park provides 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: Sun K Park is dedicated to helping individuals and families secure their financial future.
Next Financial Group
Next Financial Group is a leading finance institution located at 1001 Chestnut Hills Parkway in Fort Wayne, Indiana, United States. We specialize in providing a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Next Financial Group is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
Charles Schwab
Charles Schwab is a renowned finance institution located at 3220 Mallard Cove Lane in Fort Wayne, Indiana, United States. With a strong reputation for providing personalized financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted partner for individuals and businesses seeking expert financial guidance.
Kolpien Financial Solutions of Raymond James
Kolpien Financial Solutions of Raymond James is a reputable finance institution located at 9910 Dupont Circle Drive East in Fort Wayne, Indiana, United States. With a commitment to providing top-notch financial services, Kolpien Financial Solutions offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to plan for retirement, grow your wealth, or manage your investments, Kolpien Financial Solutions of Raymond James is here to help you every step of the way.
Midland Group
Midland Group is a reputable institution located in Fort Wayne, Indiana, United States. We are dedicated to providing top-quality services in various fields such as finance, healthcare, and technology. Our team of professionals is committed to delivering exceptional results and exceeding our clients' expectations. With a strong focus on innovation and customer satisfaction, Midland Group is the go-to institution for all your needs. Contact us today to learn more about how we can help you achieve your goals.
Merrill Lynch Financial Advisor Tyler Haire
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.
Glen McCormick - Raymond James
Glen McCormick - Raymond James is a reputable finance institution located at 7030 Pointe Inverness Way in Fort Wayne, Indiana, United States. With a focus on providing personalized financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in Glen McCormick - Raymond James for expert financial guidance and support.
Addie Reimbold - Associate Financial Advisor, Ameriprise Financial Services, LLC
Addie Reimbold is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 5750 Coventry Lane in Fort Wayne, Indiana, United States. Addie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial advice, Addie is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Addie Reimbold is a trusted advisor who can provide personalized solutions tailored to your needs. Contact Addie Reimbold at Ameriprise Financial Services, LLC for expert financial guidance and support.
Thom Albright - Raymond James
Thom Albright - Raymond James is a reputable finance institution located at 9910 Dupont Circle Drive East in Fort Wayne, Indiana, United States. With a focus on providing top-notch financial services and investment advice, Thom Albright - Raymond James 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 financial markets, the experienced professionals at Thom Albright - Raymond James are here to assist you every step of the way. Trust in their expertise and personalized approach to financial management to secure your financial future.
Stifel
Stifel is a reputable finance institution located at 7030 Pointe Inverness Way in Fort Wayne, Indiana, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and brokerage services. Known for their expertise and personalized approach, Stifel is committed to helping clients achieve their financial goals and navigate the complexities of the market. Visit their office in Fort Wayne to learn more about how Stifel can assist with your financial needs.
Raymond James & Associates
Raymond James & Associates is a finance institution located at 9910 Dupont Circle Drive East in Fort Wayne, Indiana, United States. They offer a wide range of financial services, including investment management, financial planning, and wealth management. With a team of experienced financial advisors, Raymond James & Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James & Associates can provide personalized solutions to meet your needs.
Wellington Group - UBS Financial Services Inc.
Wellington Group - UBS Financial Services Inc. is a reputable finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. With a commitment to providing top-notch financial services, the institution offers a wide range of investment solutions and wealth management services to help clients achieve their financial goals. The experienced team at Wellington Group - UBS Financial Services Inc. is dedicated to providing personalized advice and expert guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Wellington Group - UBS Financial Services Inc. is here to help you every step of the way.
UBS Financial Services Inc.
UBS Financial Services Inc. is a reputable finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and more. Known for their expertise and commitment to providing top-notch financial solutions, UBS Financial Services Inc. is a trusted partner for individuals, businesses, and institutions looking to secure their financial future. Visit their office in Fort Wayne to learn more about how UBS can help you achieve your financial goals.
FSC Securities Corporation
FSC Securities Corporation is a finance institution located at 9602 Coldwater Road in Fort Wayne, Indiana, United States. As a leading investment firm, FSC Securities Corporation offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, FSC Securities Corporation provides personalized investment strategies and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, FSC Securities Corporation is dedicated to helping you secure a sound financial future.
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