TOP 10 Investment services in New Albany, Indiana

Ricke Financial Advisory Group - Ameriprise Financial Services, LLC, located at 425 Bank Street in New Albany, Indiana, is a finance institution specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer regular meetings to review progress, update strategies, and track goals, with easy access to investments and accounts from any device. The institution also hosts monthly "Coffee Talks" with local Financial and Legal Advisors to provide free knowledge-sharing events for the community. Their personalized approach involves engaging each generation in meaningful conversations about their financial priorities, emphasizing financial literacy and empowering every family member to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer tailored, multi-generational financial planning experiences.

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.

ISU Insurance & Investment Group is a health insurance agency located at 2684 Charlestown Road, New Albany, Indiana, United States. Our agency offers insurance coverage for individuals, families, and businesses all across Indiana. We are committed to providing quality customer service and offer a range of convenient online options. You can request a certificate of insurance right on our website, and we will get back to you right away. We are experts in finding affordable and complete Indiana auto insurance, as well as ensuring that you have proper coverage for your Indiana homeowner insurance needs. Our agency can also review your Indiana business insurance needs to make sure you are properly covered. As the job market in Indiana becomes more competitive, we can help employers attract and retain top talent through benefits packages. ISU Insurance & Investment Group is one Responsible Source™ for all your insurance needs, and our Knowledge is your Best Insurance™. Contact us today to find out how much we can save you on your insurance.

The New Albany County Building Authority is a local government office located at 311 Hauss Square in New Albany, Indiana, United States. This institution is dedicated to expanding the New Albany Shoreline and Ohio River Greenway, including the South Monon Freedom Trail. They are also focused on improving roadways, attracting new businesses, and enhancing public safety in the city. Recent projects include the completion of a new Fire Station on Charlestown Road and the construction of a standalone Police Headquarters. The Mayor of New Albany, Jeff Gahan, is committed to continuing to invest in the city and make it the best in Indiana. The institution offers services such as education, police, fire, animal services, and public right of way access. They also support local businesses, preservation efforts, and community events like the Harvest Homecoming festival. New Albany County Building Authority is dedicated to making New Albany a great place to live, work, and play.

Cason Financial Services is a reputable accounting and finance institution located at 1934 East Spring Street in New Albany, Indiana, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can assist you with your financial needs.

Newman Miyahara Investments is a reputable finance institution located at 1370 Veterans Parkway in New Albany, Indiana, United States. With a strong focus on providing personalized financial solutions for their clients, they offer a wide range of investment services including wealth management, retirement planning, and portfolio analysis. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through strategic investment strategies and expert advice. Visit Newman Miyahara Investments today to start planning for a secure financial future.

Matt Ricke - Financial Advisor at Ameriprise Financial Services, LLC, located at 425 Bank Street in New Albany, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Matt provides investment recommendations and portfolio analysis to help you track your progress towards financial success. By working closely with your attorney and CPA, he can also assist with estate planning and wealth transfer to ensure your legacy wishes are fulfilled. Schedule a complimentary initial consultation to learn more about how Matt can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Matt Ricke's qualifications and registered states.

Raymond James Financial Services is a renowned finance institution located at 100 East Spring Street in New Albany, Indiana, United States. With a strong reputation for providing top-notch financial services and investment advice, Raymond James Financial Services is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Raymond James Financial Services are here to assist you every step of the way. Trust in their expertise and personalized approach to financial planning to secure your financial future.

Emily Ricke Andrada is a financial advisor at Ameriprise Financial Services, LLC located at 425 Bank Street in New Albany, Indiana, United States. With a focus on your individual goals and risk tolerance, Emily provides investment recommendations, asset allocation strategies, and portfolio management services. She helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access their investments and track their progress online from any device. Emily offers complimentary initial consultations to help clients get started on their path to a more confident financial future. She can assist with retirement planning, education savings, major purchases, and more. Additionally, Emily can work with your attorney and CPA to help with estate planning and wealth transfer to the next generation.

Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC, located at 4104 Charlestown Road in New Albany, Indiana, is a finance institution that offers personalized financial planning services. Ameriprise financial advisors are registered to do business in certain U.S. states and provide consultations to discuss individual financial goals. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family members achieve their financial goals. Privacy and security are top priorities, with information on online security guarantees and email fraud available on the website.

John W Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4104 Charlestown Road in New Albany, Indiana, United States. John W Smith holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. John W Smith is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals.

Everwise Credit Union, located at 33 Putnam Plaza in Greencastle, Indiana, is a trusted financial institution offering personal and business banking services as well as loans. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account, helping you save effortlessly. Start earning high rates on deposits with a Share Certificate, requiring just a minimum investment of $500. Our goal is to provide financial confidence to all our members with every interaction. We offer a wide range of banking solutions, including checking accounts, savings accounts, mortgages, auto loans, home equity loans, and HELOCs. Bank conveniently online or through our mobile app, or visit one of our branches in Indiana and southwest Michigan. Our full-service institution has locations in Avon, Carmel, Chesterton, Crawfordsville, Elkhart, Fishers, Gary, Goshen, Granger, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks.

Everwise Credit Union, located at 400 Dan Jones Road in Plainfield, Indiana, is a trusted financial institution offering personal and business banking services as well as loans. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account automatically. Start earning our highest rate on deposits with a Share Certificate, requiring a minimum investment of just $500. Our goal is to provide financial confidence with every interaction. In addition to checking and savings accounts, Everwise Credit Union in Indiana and Michigan also offers mortgages, auto loans, home equity loans, HELOCs, and more. Bank online or through our mobile app, or visit one of our conveniently located branches in Indiana and southwest Michigan. Our full-service financial institution has branches in various cities including Avon, Carmel, Chesterton, Elkhart, Fishers, Gary, Goshen, Greencastle, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks.

Everwise Credit Union, located at 18 Providence Drive in Greenwood, Indiana, is a trusted financial institution offering personal and business banking services, as well as loans. Our Round-Up Savings program automatically rounds up your debit transactions and transfers the extra change to your savings account, helping you save effortlessly. Start earning our highest deposit rates with a Share Certificate, requiring just a $500 minimum investment. At Everwise Credit Union, we strive to provide financial confidence with every interaction. Our branches in Indiana and southwest Michigan offer a range of banking solutions, including checking accounts, savings accounts, mortgages, auto loans, home equity loans, and more. Whether you prefer banking online, through our mobile app, or in person at one of our conveniently located branches, we are here to serve you.

Everwise Credit Union, located at 1707 East State Road 14 in Rochester, Indiana, is a trusted financial institution offering personal and business banking services. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account. Start earning high rates on deposits with a Share Certificate for just a $500 minimum investment. Our goal is to provide financial confidence to all our members. In addition to checking and savings accounts, Everwise Credit Union in Indiana and Michigan also provides mortgages, auto loans, home equity loans, and much more. Bank conveniently online or through our mobile app, or visit one of our branches in Indiana and southwest Michigan. We have locations in Avon, Carmel, Chesterton, Crawfordsville, Elkhart, Fishers, Gary, Goshen, Granger, Greencastle, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks.

Everwise Credit Union, located at 1424 West Carmel Drive in Carmel, Indiana, offers a variety of personal and business banking services, including loans. Our Round-Up Savings program automatically rounds up your debit transactions and transfers the extra funds to your savings account. With a minimum investment of just $500, you can start earning our highest rate on deposits with a Share Certificate. We strive to provide financial confidence for all of our members with every interaction. Our branches in Indiana and southwest Michigan, including locations in Avon, Carmel, Chesterton, Crawfordsville, Elkhart, Fishers, Gary, Goshen, Granger, Greencastle, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks, offer valuable banking solutions such as checking accounts, savings accounts, mortgages, auto loans, and more. You can bank online or with our mobile app, and our friendly staff is always ready to assist you.

Everwise Credit Union, located at 108 East Winona Avenue in Warsaw, Indiana, is a trusted institution offering personal and business banking services and loans. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account automatically. Start earning high rates on deposits with a Share Certificate for just a minimum investment of $500. Our goal is to provide financial confidence with every interaction. In addition to checking and savings accounts, Everwise Credit Union in Indiana and Michigan also offers mortgages, auto loans, home equity loans, HELOCs, and more. Bank online or through our mobile app, or visit one of our conveniently located branches in Indiana and southwest Michigan.

Trinity Learning Center Ministry, located at 2796 Charlestown Road in New Albany, Indiana, is a ministry of Trinity United Methodist Church dedicated to supporting families with young children in southern Indiana communities. Our institution offers high quality early education and child care services, with a focus on meeting the needs of both children and their families. We are proud to hold national accreditation with the NAEYC and Level 4 status with Indiana's Paths to Quality rating system, highlighting our commitment to excellence in early childhood education. At Trinity Learning Center Ministry, we believe in providing a nurturing and educational environment where children can thrive and reach their full potential."

Starlight Financial Group Headquarters is a leading insurance agency located at 400 Pearl Street in New Albany, Indiana, United States. Our headquarters is dedicated to providing top-notch insurance services to individuals and businesses alike. With a team of experienced professionals, we offer a wide range of insurance products to meet our clients' needs. Visit us today and let us help you protect what matters most.

Bankers Life, located at 3620 Blackiston Boulevard in New Albany, Indiana, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents are dedicated to providing the best coverage for our clients, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as other options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our team can help you compare Advantage plans to find the right coverage for your needs. As the need for long-term care becomes increasingly important, we are here to help you plan for the future and have those important discussions with your loved ones.

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.

Hardin & Duncan Financial Group is an insurance agency located at 5140 Charlestown Road in New Albany, Indiana, United States. Our skilled professionals are here to assist you with your insurance and investment needs. We offer a range of services and resources to help you make informed decisions about your financial future. Securities are offered through LPL Financial, and our registered representatives are properly licensed to conduct business with residents of specific states. Visit our website to access informative videos and learn more about our team. Let us help you secure your financial well-being and plan for a successful future.

Monon Crossing is a reputable real estate agency located at 2676 Grant Line Road in New Albany, Indiana, United States. With a team of experienced agents, Monon Crossing specializes in helping clients buy, sell, and rent properties in the area. Whether you're looking for a new home, investment property, or commercial space, Monon Crossing is dedicated to providing top-notch service and guidance throughout the entire real estate process. Their commitment to excellence and attention to detail make them a trusted choice for all your real estate needs.

S&S Property Group is a reputable real estate agency located at 1417 East Spring Street in New Albany, Indiana. We specialize in helping clients buy, sell, and rent residential and commercial properties in the area. Our team of experienced real estate agents is dedicated to providing top-notch service and guiding clients through every step of the real estate process. Whether you are looking for your dream home, investment property, or office space, S&S Property Group is here to help you achieve your real estate goals. Contact us today to learn more about our services and how we can assist you with your real estate needs.

Gables is a prestigious institution located at 2836 Charlestown Road in New Albany, Indiana, United States. Known for its dedication to excellence in education and commitment to student success, Gables offers a wide range of academic programs and extracurricular activities. The institution boasts state-of-the-art facilities, experienced faculty members, and a vibrant campus community. Students at Gables are encouraged to explore their interests, develop their talents, and achieve their full potential. With a focus on innovation and personalized learning, Gables is a top choice for students seeking a high-quality education in a supportive and dynamic environment.

Farmers Insurance - Brian Mayfield is an insurance agency located at 3007 Charlestown Crossing in New Albany, Indiana, United States. As your local Farmers® agent, Brian Mayfield helps customers identify the insurance coverage that best fits their needs. With 18 years of experience in the insurance field, Brian can help you understand your coverage options, whether it's auto, home, renters, business insurance, and more. Brian is dedicated to providing personalized and straightforward service to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance needs, Brian is here to help. He can assist you in selecting the right car insurance coverage for your needs and budget. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts.

Richard McFall, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3620 Blackiston Boulevard in New Albany, Indiana, is your go-to insurance agency for all your insurance needs. Our experienced agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Richard McFall, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., is here to help you navigate the complex world of insurance. Whether you're looking for Medicare Advantage plans or long-term care coverage, we can provide you with the information and guidance you need to make the right decisions for your future.

Elisa Rodriguez, Bankers Life Agent is an insurance agency located at 3707 Charlestown Road in New Albany, Indiana, United States. Specializing in providing insurance products and services from Bankers Life, Elisa Rodriguez is dedicated to helping clients protect their financial futures. With a focus on personalized service and tailored insurance solutions, Elisa Rodriguez, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance coverage to ensure peace of mind and security for the future.

Richard Anderson - Prudential Financial is a reputable finance and insurance agency located at 1501 State Street in New Albany, Indiana, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team of experienced professionals at Richard Anderson - Prudential Financial is committed to delivering personalized services and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Richard Anderson - Prudential Financial to provide expert guidance and support.

Trimingham Financial is a leading finance institution located at 110 Trimingham Road in the heart of New Albany, Indiana, United States. With a team of experienced financial experts, Trimingham Financial is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Trimingham Financial is committed to helping you navigate the complexities of the financial world with confidence and ease. Visit us today to see how we can help you secure your financial future.