Personal care assistant in Fort Wayne, Indiana

Bill Rohwer, 1st Source Asset Advisors is a finance institution located at 7821 Carnegie Boulevard in Fort Wayne, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating, managing, and providing assistance with customized financial plans that cater to each client's unique goals, circumstances, and time horizons. Services offered include rollover services, traditional and Roth IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing through Guided Wealth Portfolios. The institution follows a client-centric process focused on pursuing specific milestones created in collaboration with the client. Their comprehensive three-step planning process helps identify needs, implement strategies, and monitor progress to ensure clients stay on course. By starting with a confidential personal profile, the financial consultants gain a deep understanding of each client's financial situation and goals, providing detailed analysis, customized strategies, and recommendations for the future.

Mark Etter is a financial advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Mark is dedicated to helping individuals make informed financial decisions and offers specialized services for retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or tax planning, Mark Etter can provide expert guidance tailored to your specific needs. Contact Mark Etter at Ameriprise Financial Services, LLC for comprehensive financial advice and personalized solutions.