Investor services in Lafayette, Indiana
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CFS of Lafayette
CFS of Lafayette is a reputable finance institution located at 1349 Sagamore Parkway North in Lafayette, Indiana, United States. At CFS, our dedicated team of financial experts offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, CFS of Lafayette is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a stable financial future.
Lafayette Landing
Lafayette Landing is a reputable real estate agency located at 2333 Lafayette Road in Indianapolis, Indiana. Our team of experienced agents is dedicated to helping clients find their dream homes or investment properties in the bustling city of Indianapolis. With a focus on personalized service and attention to detail, Lafayette Landing is committed to making the buying or selling process as seamless and stress-free as possible. Contact us today to start your real estate journey with Lafayette Landing.
Richard Jenness - Financial Advisor, Ameriprise Financial Services, LLC
Richard Jenness is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street in Lafayette, Indiana, United States. With a focus on providing personalized financial solutions, Richard and his team offer expertise in various areas such as retirement planning, investment management, and estate planning. By reviewing their backgrounds, credentials, and experience, clients can determine the best approach to align with their financial goals. To get started, simply fill out the "Request consultation" form on their website to connect with Richard or another desired advisor. They will then reach out to schedule a complimentary initial consultation to discuss your financial needs and create a customized plan for your future.
Kathleen Dunnuck-Mundy - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen Dunnuck-Mundy is a financial advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Kathleen Dunnuck-Mundy offers background and qualification information available at FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to help clients understand their financial options. Find out more about what is driving the stock market and whether the current bull market rally will continue into 2024. If you are not already a client, take the next step towards a more confident financial future by setting up a complimentary initial consultation. Investment products are not insured by the FDIC, NCUA or any federal agency and involve investment risks. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Kathleen Dunnuck-Mundy may only conduct securities business with residents of certain states. Let's meet to discuss your financial goals and aspirations. Ameriprise Financial cannot guarantee future financial results. Refer friends or family members to Kathleen Dunnuck-Mundy for help in achieving their financial goals. Your referral will be contacted soon. Trust in Ameriprise Financial Services, LLC for privacy and security in all financial matters.
Stephen Wien - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Wien is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 839 Main Street in Lafayette, Indiana. With years of experience in the finance industry, Stephen provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Stephen Wien can provide expert guidance and support every step of the way. Contact him today to schedule a consultation and take control of your financial future.
Lafayette Wealth Management Group - David Sharp
Lafayette Wealth Management Group - David Sharp is a finance institution located at 2920 Conservation Club Road in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.
Austin Kyle - State Farm Insurance Agent
Austin Kyle - State Farm Insurance Agent is a trusted insurance agency located at 3526 Osborne Drive, Lafayette, Indiana, United States. Our office is conveniently located off Veterans Memorial right behind McDonalds. We offer a range of insurance services to help protect you and your family, including tips on how to recover after a house fire and how to avoid car insurance fraud. To combat rising auto repair costs, we also provide advice on DIY auto maintenance that can save you money. For your protection, we remind you not to include sensitive personal information when contacting us.
Silver Lining Real Estate Group
Silver Lining Real Estate Group is a premier real estate agency located at 3652 Rome Drive in Lafayette, Indiana, United States. Our dedicated team of experienced agents is committed to helping clients find their perfect home or investment property. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as seamless and stress-free as possible. Whether you're looking for your dream home or seeking to maximize your investment potential, Silver Lining Real Estate Group is here to help you every step of the way. Contact us today to start your real estate journey with a silver lining.
Jeff Siple - State Farm Insurance Agent
Jeff Siple - State Farm Insurance Agent is an insurance agency located at 1627 Kossuth Street in Lafayette, Indiana, United States. At our institution, we offer workplace fire safety and prevention tips to protect your employees and business. We also provide information on the dangers of drunk driving and how to avoid them. Additionally, we offer guidance on what to do in the event of a car fire. For your protection, please avoid sharing sensitive personal information such as social security numbers or credit card numbers. If you are having difficulty with our website, please call (765) 447-9220. Investors should carefully consider investment objectives and risks before making decisions.
Accurate Property Management
Accurate Property Management is a reputable real estate agency located at 3017 Kossuth Street in Lafayette, Indiana, United States. With a dedicated team of professionals, they specialize in managing residential and commercial properties with precision and efficiency. Their services include property maintenance, tenant screening, rent collection, and more. Trust Accurate Property Management to handle all your real estate needs with accuracy and professionalism.
Craig Whitlock - State Farm Insurance Agent
Craig Whitlock - State Farm Insurance Agent is located at 750 Park East Boulevard in Lafayette, Indiana, United States. Situated between the Wal-Mart on 26 and the Work One Building near McCarty Lane, this insurance agency is dedicated to helping individuals navigate the complexities of insurance and financial planning. Driving on rural roads may seem serene, but it comes with its own set of risks, especially when sharing the road with farm vehicles. Craig Whitlock offers tips to stay safe while driving in the countryside. Additionally, the agency provides insights on the role of financial advisors and when individuals may need their services.
Riverbend Apartments
Riverbend Apartments, located at 202 South River Road in West Lafayette, Indiana, offers top-quality student housing near the largest universities and athletic conferences. Owned and managed by Muinzer, a real estate investment company with a hands-on approach, Riverbend Apartments provide a safe and productive living experience for residents. With a focus on customer service and strategic alignment between ownership and management teams, Riverbend Apartments aim to generate superior risk-adjusted returns for investors. Experience the best in student living at Riverbend Apartments.
Banker Investment Group
Banker Investment Group is a leading finance institution located at 1241 Cumberland Avenue in West Lafayette, Indiana, United States. With a strong focus on providing expert financial services and investment solutions, our team of experienced bankers are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Banker Investment Group offers personalized strategies tailored to your individual needs. Trust us to guide you towards a secure financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors, located at 415 Columbia Street in Lafayette, Indiana, is a leading finance institution that offers exceptional ideas and keen insight on today's most critical issues. With a commitment to innovation and making a positive impact every day, Morgan Stanley provides unparalleled opportunities for growth and development in a supportive and inclusive environment. If you're ready to reach your full potential and contribute to meaningful change, Morgan Stanley is the place for you.
Elements Wealth Management
Elements Wealth Management is a premier financial institution located at 1527 Kossuth Street in Lafayette, Indiana. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing comprehensive financial solutions, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Elements Wealth Management is committed to providing the highest level of service and expertise. Visit us today to learn how we can help you reach your financial goals.
Clarify Wealth Management
Clarify Wealth Management is a premier finance institution located at 2925 Union Street in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We offer a range of services including investment management, retirement planning, estate planning, and more. At Clarify Wealth Management, we strive to clarify your financial future and provide you with the guidance and support you need to make informed decisions about your wealth. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Young Lee
Merrill Lynch Financial Advisor Young Lee, located at 250 Main Street in Lafayette, Indiana, is a prestigious finance institution known for providing exemplary client service. Young Lee, a Senior Vice President and Wealth Management Advisor, has been recognized by Forbes for his outstanding contributions to the industry. He is dedicated to helping clients achieve their financial goals and priorities, focusing on family and personal aspirations. Young Lee's commitment to giving back to the community is evident through his involvement in various organizations and his establishment of the Sara Stein Koch Scholarship at the Krannert School of Management. With a team of experienced professionals, Merrill Lynch Wealth Management offers personalized financial planning services to help clients manage, grow, and preserve their wealth for the future. Young Lee's dedication to his clients and passion for making a positive impact set him apart as a trusted financial advisor.
Stifel
Stifel is a leading financial institution located at 250 Main Street in Lafayette, Indiana, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and securities trading. With a commitment to providing personalized financial solutions and expert guidance, Stifel helps clients achieve their financial goals and secure their futures. Visit Stifel today to learn more about their comprehensive financial services and experienced team of professionals.
Edward Jones - Financial Advisor: Matthew D Haskett, CFP®
Edward Jones - Financial Advisor: Matthew D Haskett, CFP® is a reputable financial institution located at 3990 State Route 38 in Lafayette, Indiana, United States. As a Certified Financial Planner (CFP®), Matthew D Haskett provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Matthew D Haskett at Edward Jones.
Gold Sail Capital LLC
Gold Sail Capital LLC is a finance institution located at 216 North 4th Street in Lafayette, Indiana, United States. We specialize in providing expert financial services to individuals and businesses, helping them navigate the complexities of the financial world and achieve their goals. Our team of experienced professionals is dedicated to delivering personalized solutions and exceptional customer service. Whether you are looking to invest, plan for the future, or secure a loan, Gold Sail Capital LLC is here to help you sail towards financial success.
Advantage Title Inc
Advantage Title Inc is a locally owned title insurance company located at 250 Main Street in Lafayette, Indiana. Our team is dedicated to providing exceptional service, with a focus on convenience and customer satisfaction. We understand that buying a house is a major investment, and we are here to make the process as smooth and enjoyable as possible. Our team is certified and always seeking to expand our knowledge to better serve our clients. We are proud to be a part of the Lafayette community and strive to give back through charity and supporting newcomers to the area. We speak English, Spanish, and German to better serve our multicultural community.
Waldron Square Apartments
Waldron Square Apartments, located at 645 Waldron Street in West Lafayette, Indiana, offers a premier student living experience. Managed by Muinzer, a company with extensive real estate investing experience, Waldron Square Apartments prioritize superior risk-adjusted returns for their investors. Since 2002, Muinzer has been investing in student housing near large universities and athletic conferences, ensuring high-growth opportunities during economic expansions and countercyclical safety during downturns. The Muinzer team is dedicated to providing the highest level of customer service to residents, creating a safe and productive living environment.
Jerry N Higgins Law Office
Jerry N Higgins Law Office is a full-service title company located at 3426 Paoli Pike in Floyds Knobs, Indiana. Specializing in real estate transactions throughout Kentucky and Southern Indiana, our team, led by Jerry N. Higgins and Jenna L. Higgins, has over 20 years of experience in handling real estate legal matters. We offer a suite of closing and settlement services to ensure a smooth and successful real estate transaction for our clients. Our personalized approach sets us apart from big title companies, as we believe in providing our clients with a high degree of personal attention at every stage of the closing process. Whether you are a real estate agent, lender, or private investor, you can trust Higgins Land Title Solutions to handle your title needs with professionalism and expertise.
Financial Enhancement Group Llc
Financial Enhancement Group LLC, located at 415 Columbia Street in Lafayette, Indiana, is a finance institution dedicated to providing insightful guidance and support for your financial journey. Founded in 1997 by Joseph A. Clark, CFP® and Donald E. Hodson, EA, FEG is committed to helping individuals and families make sound decisions to avoid financial frustration and devastation. As fiduciaries, FEG treats your money as if it were their own, ensuring that your financial wants and needs are prioritized. With over 30 professionals on their team, FEG offers personalized financial guidance tailored to your unique situation.
Edward Jones
Edward Jones is a reputable finance institution located at 1421 Union Street in Lafayette, Indiana, United States. With a strong commitment to personalized service and investment expertise, Edward Jones helps individuals and families achieve their financial goals through a range of services including retirement planning, wealth management, and insurance solutions. Their team of experienced financial advisors work closely with clients to create customized investment strategies tailored to their unique needs and objectives. Visit Edward Jones at their Union Street location to start planning for a secure financial future today.
LPL Financial
LPL Financial is a leading financial institution located at 250 Main Street in Lafayette, Indiana, United States. As a trusted provider of financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. With a team of experienced financial advisors, LPL Financial is committed to providing top-notch service and guidance to individuals and businesses seeking to build and protect their wealth. Visit LPL Financial today to start planning for a secure financial future.
McLaughlin Asset Management, Inc.
McLaughlin Asset Management, Inc. is a finance institution located at 323 Columbia Street in Lafayette, Indiana, United States. Specializing in asset management, this institution offers a range of financial services to help individuals and businesses achieve their investment goals. With a team of experienced professionals, McLaughlin Asset Management, Inc. provides personalized financial advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you achieve financial success.
BBK Wealth Management
BBK Wealth Management is a leading financial institution located at 300 Main Street in Lafayette, Indiana, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and tax strategies. At BBK Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs and objectives of each client. Contact us today to learn more about how we can help you grow and protect your wealth.
Caleb Quick - Morgan Stanley
Caleb Quick - Morgan Stanley is a reputable finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. With a strong focus on providing top-notch financial services and investment solutions, Caleb Quick - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Caleb Quick - Morgan Stanley are here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
Evan Lunsford - Old National Investments
Evan Lunsford - Old National Investments is a reputable finance institution located at 1825 Lafayette Avenue in Terre Haute, Indiana, United States. With a focus on providing expert financial advice and investment services, this institution offers a wide range of solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Evan Lunsford - Old National Investments is dedicated to helping you make informed decisions and navigate the complexities of the financial market. Trustworthy, reliable, and customer-focused, this institution is committed to providing personalized service and tailored solutions to meet your individual needs.
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