TOP 30 Long term investment strategies in Indiana

468 results found

Zachary Albers - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1508 Calumet Avenue, Valparaiso, Indiana, United States. Zachary Albers holds various 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 cover a wide range of topics including asset management, estate planning, retirement planning, investment strategies, risk management, and more. Zachary Albers is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Paul Kuzemka is a Financial Advisor at Ameriprise Financial Services, LLC located at 150 West Lincolnway in Valparaiso, Indiana, United States. Paul holds various 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®. Paul is also a Certified Military Financial Advisor® (CFMA®) and specializes in providing financial advice to veterans, active duty, Reserve, National Guard, and small business owners. Paul's expertise covers a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethical practices and continuous education, Paul is dedicated to helping clients make informed financial decisions to achieve their goals.

O'Hara Wealth Management of Raymond James & Associates is a leading financial institution located at 1351 Silhavy Road in Valparaiso, Indiana, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to personalized service and a comprehensive range of investment options, we strive to provide our clients with the expertise and guidance they need to make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, O'Hara Wealth Management is here to help you every step of the way.

Directions Wealth Management | NWI is a leading finance institution located at 162 West Lincolnway in Valparaiso, Indiana, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses 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 every step of the way. Visit us today to learn more about how Directions Wealth Management | NWI can help you secure a brighter financial future.

Edward Jones - Financial Advisor: Tyler S Baer is a reputable financial institution located at 218 Hamilton Street in Crawfordsville, Indiana, United States. As a trusted financial advisor, Tyler S Baer offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term wealth management and investment strategies, clients can rely on Tyler S Baer for expert advice and guidance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Tyler S Baer is dedicated to helping you secure a successful financial future.

Edward Vacca, a financial advisor at Ameriprise Financial Services, LLC, is located at 839 Main Street in Lafayette, Indiana, United States. Specializing in finance, Edward Vacca offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial goals securely from any device. Those interested can schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Edward Vacca is registered in select states and adheres to FINRA regulations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect a high level of privacy and security when working with Edward Vacca and Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Patricia Z Caliendo is a trusted financial institution located at 635 South Earl Avenue in Lafayette, Indiana. As a dedicated financial advisor, Patricia Z Caliendo 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, this institution is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Patricia Z Caliendo is here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Dailey D Tingley is a reputable finance institution located at 35 South Creasy Lane in Lafayette, Indiana, United States. As a trusted financial advisor, Dailey D Tingley provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Dailey D Tingley is committed to helping individuals and families secure their financial future.

Stephen Dunnuck is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. Stephen holds various 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 Stephen's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Stephen is dedicated to helping clients make informed decisions and achieve their financial goals through personalized investment strategies, estate planning, retirement planning, and risk management. Contact Stephen Dunnuck for expert financial advice and guidance.

Edward Jones - Financial Advisor: Luke A Rutan, CFP® is a trusted finance institution located at 975 Mezzanine Drive in Lafayette, Indiana, United States. As a Certified Financial Planner, Luke A Rutan provides expert financial advice and personalized investment strategies to help clients reach their long-term financial goals. With a commitment to exceptional service and a focus on building lasting relationships, Edward Jones - Financial Advisor: Luke A Rutan, CFP® is dedicated to helping individuals and families achieve financial success.

Jonah Besch - Thrivent is a finance institution located at 57 Franklin Street in Valparaiso, Indiana, United States. Specializing in financial services, Jonah Besch - Thrivent offers a range of investment options, insurance products, and retirement planning solutions to help individuals and families achieve their financial goals. With a commitment to personalized service and sound financial advice, this institution is dedicated to helping clients make informed decisions and secure their financial future. Contact Jonah Besch - Thrivent today to learn more about their services and how they can help you plan for a secure financial future.

Edward Jones - Financial Advisor: Marcus D Robinson, AAMS™ is a reputable finance institution located at 304 West Morgan Street in Spencer, Indiana, United States. As a dedicated financial advisor, Marcus D Robinson, AAMS™ provides personalized and professional financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Marcus D Robinson, AAMS™ offers expert advice and guidance on investments, retirement planning, and wealth management. Trust Edward Jones and Marcus D Robinson, AAMS™ to help you secure your financial future.

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.

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.

Joseph Drury - Financial Advisor at Ameriprise Financial Services, LLC is located at 839 Main Street in Lafayette, Indiana. As a dedicated financial advisor, Joseph Drury offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on individualized strategies and long-term success, Joseph Drury provides expert guidance in areas such as retirement planning, wealth management, and investment strategies. Trust Joseph Drury and Ameriprise Financial Services, LLC to help you secure your financial future.

Shawn Whitcraft is a Financial Advisor located at 121 North Washington Street, Delphi, Indiana, United States, offering services through Regions Investment Solutions. Shawn Whitcraft focuses on providing solutions for both immediate financial needs and long-term financial goals. As a trusted partner, Shawn Whitcraft works with clients to create personalized strategies to help them achieve financial success. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only and should not be construed as a recommendation for any specific investment. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. Appointment Scheduler is provided by Engageware Modal. Please contact us with any questions. Thank you for your time.

Thrivent Financial for Lutherans, located at 64 Lake Street in Knox, Indiana, is a finance institution dedicated to helping individuals achieve their financial goals with confidence. They believe in providing personalized financial plans tailored to each client's unique situation and priorities. Their free virtual coaching service, Money Canvas™, empowers clients to develop healthier money habits at their own pace. Whether you are just starting out in your financial journey or nearing retirement, Thrivent's financial advisors are there to guide you through life's challenges and opportunities. With a focus on generosity and giving back, Thrivent offers charitable planning options and generosity programs to help clients make a positive impact in their communities. As a Fortune 500 organization, Thrivent provides a range of financial services including advice, investments, insurance, banking, and solutions to help individuals live more meaningful and generous lives. With $162 billion in assets under management/advisement, Thrivent is rated by top financial organizations such as AM Best, Moody's Investors Service, and S&P Global Ratings. Thrivent is committed to helping clients achieve clarity and confidence in their financial decisions, so they can live a more purposeful life.

Edward Jones - Financial Advisor: John Penola is a trusted finance institution located at 4310 Saratoga Parkway in Plainfield, Indiana, United States. With a focus on personalized financial planning and investment strategies, John Penola provides expert guidance to help clients reach their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, John Penola is dedicated to providing tailored solutions to meet your individual needs. With a commitment to transparency and professionalism, Edward Jones - Financial Advisor: John Penola is a reliable choice for all your financial needs.

Edward Jones - Financial Advisor: Austin Hofsommer is a reputable finance institution located at 5250 East US Highway 36, Avon, Indiana, United States. As a dedicated financial advisor, Austin Hofsommer provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert financial advice and support. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Austin Hofsommer is committed to helping you navigate the complexities of the financial world with confidence.

Edward Jones is a reputable finance institution located in Danville, Indiana, United States. Known for their personalized approach to financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of services including retirement planning, wealth management, and investment strategies tailored to each client's unique needs. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Zachary R Schroeder is a trusted financial institution located at 102 Lafayette Avenue in Lebanon, Indiana, United States. Specializing in personalized financial planning and investment strategies, Zachary R Schroeder and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to individuals and families looking to secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Rick Elsbury is a trusted finance institution located at 1375 South Lebanon Street in Lebanon, Indiana, United States. Rick Elsbury, a dedicated financial advisor, provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Rick Elsbury is committed to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Darren L Fabert is a reputable finance institution located at 590 East Morgan Street in Martinsville, Indiana, United States. As a dedicated financial advisor, Darren L Fabert offers personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Darren L Fabert is committed to helping individuals and families navigate the complexities of investing and wealth management. Visit their office today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Amy R Bennett is a reputable finance institution located at 109 West Washington Street in Martinsville, Indiana, United States. Amy R Bennett is a trusted financial advisor who 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, Amy R Bennett is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Amy R Bennett and Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Brian J Reeves, CFP® is a reputable finance institution located at 10 South Main Street in Frankfort, Indiana, United States. Brian J Reeves, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones provides a range of services including retirement planning, investment management, and estate planning. Clients can expect professional and dedicated service from Brian J Reeves and the team at Edward Jones as they work towards a secure financial future.

Edward Jones - Financial Advisor: Mick Isgrigg is a trusted financial institution located at 1309 South Jackson Street in Frankfort, Indiana, United States. Specializing in finance, Mick Isgrigg offers personalized investment advice and financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and expert financial guidance, Edward Jones - Financial Advisor: Mick Isgrigg is a reliable partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Chad M Hauskins, AAMS™ is a reputable finance institution located at 712 West Main Street in Plainfield, Indiana, United States. Chad M Hauskins, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships and providing exceptional customer service, Chad M Hauskins and his team at Edward Jones strive to empower individuals and families to make informed decisions about their financial future. Whether you are planning for retirement, saving for college, or navigating complex financial situations, Edward Jones - Financial Advisor: Chad M Hauskins, AAMS™ is committed to guiding you every step of the way.

Edward Jones - Financial Advisor: Curtis P Mallery is a trusted finance institution located at 1660 East Main Street in Plainfield, Indiana, United States. As a dedicated financial advisor, Curtis P Mallery provides personalized investment strategies and financial planning services to help clients reach their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Curtis P Mallery is committed to helping individuals and families secure their financial futures.

At Edward Jones - Financial Advisor: Sybrand D Vermeulen, located at 222 East High Street in Mooresville, Indiana, you can trust in personalized financial guidance and expertise. As a reputable finance institution, we offer tailored investment strategies and wealth management solutions to help you reach your financial goals. With a focus on building long-term relationships with our clients, our dedicated team is committed to providing exceptional service and support every step of the way. Contact us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Heather I Rushing, AAMS™ is a trusted financial institution located at 808 Samuel Moore Parkway in Mooresville, Indiana, United States. As a dedicated financial advisor, Heather I Rushing, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-lasting relationships and providing sound financial advice, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Heather I Rushing, AAMS™ is committed to guiding you every step of the way.