Personal risk management in Fort Wayne, Indiana

Todd Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 409 East Cook Road, Fort Wayne, Indiana, United States. Todd Larson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and more. Todd Larson is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Todd Larson is committed to helping clients achieve their financial goals.

Mountain PEAK Wealth Advisors is a leading finance institution located at 6315 Mutual Drive in Fort Wayne, Indiana, United States. Our team of experienced advisors specializes in helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are dedicated to providing expert guidance and support every step of the way. Trust Mountain PEAK Wealth Advisors to help you reach new heights in your financial journey.

Edward Jones - Financial Advisor is a reputable institution located at 111 East Ludwig Road in Fort Wayne, Indiana, United States. Specializing in accounting and finance services, they provide expert advice and guidance to help individuals and businesses manage their finances effectively. With a focus on personalized service and tailored solutions, Edward Jones is committed to helping clients achieve their financial goals and secure their financial future. Visit them today to experience their professional and reliable services.

Financial Focus is a leading finance institution located at 10305 Dawsons Creek Boulevard in Fort Wayne, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or save for the future, Financial Focus is here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on customer satisfaction, we strive to be your trusted partner in achieving financial success.

Hoch Financial is a reputable finance institution located at 209 East Washington Center Road in Fort Wayne, Indiana, United States. With a strong commitment to providing top-notch financial services, Hoch Financial offers a wide range of financial solutions to individuals and businesses alike. From investment planning to wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Visit us today to learn more about how Hoch Financial can help secure your financial future.

TradeWell Tax & Financial is a boutique financial planning and professional services firm located at 130 West Main Street, Fort Wayne, Indiana. Our team of professionals includes EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals, all under one roof. Our mission is to help retirees and pre-retirees reach their financial goals through custom-tailored financial guidance designed to maximize retirement potential. We offer services such as income planning, investment planning, tax planning, healthcare planning, and estate planning. Our focus is on risk management and creating comprehensive plans for our families. We believe in tax diversity in retirement planning and strive to minimize overall tax burdens. At TradeWell, each client is unique and we work to build a personalized investment plan to help achieve their retirement dreams. Initial meetings are at no charge or obligation, as we listen and learn about your situation and goals. We take our fiduciary obligation seriously and prioritize your best interests.

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.

Millard Financial Group (MFG) is a comprehensive financial planning firm located at 9604 Coldwater Road in Fort Wayne, Indiana. Our team specializes in creating personalized retirement plans that cover all aspects of your finances, including Medicare, Social Security, tax planning, investments, and income strategies. As an independent firm, we work closely with our clients to identify their short-term and long-term financial goals, develop tailored strategies to achieve those goals, and provide ongoing guidance to help them stay on track. We offer investment advisory services through Brookstone Capital Management, LLC (BCM), a registered investment advisor. While we are independent of BCM, we work together to provide our clients with the best possible financial solutions. Insurance products and services are not offered through BCM but are available through our licensed and appointed agents.

Kolkman Group Financial is a reputable insurance agency located at 203 West Wayne Street in Fort Wayne, Indiana, United States. With a strong commitment to providing top-notch insurance services, Kolkman Group Financial offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance coverage and find the best solutions to protect their assets and loved ones. Trust Kolkman Group Financial for all your insurance needs.

Integrity Tax Consulting, located at 6615 Brotherhood Way in Fort Wayne, Indiana, is a leading finance institution specializing in real and personal property tax services. Our goal is to help businesses increase their profit by reducing their tax liabilities. With a national presence, we ensure that your company is not paying more in property taxes than necessary. Our proactive approach to property tax appeals in both Indiana and Illinois saves time and money for our clients, providing peace of mind and valuable resources for their business operations. Trust Integrity Tax Consulting to improve your tax performance and maximize your corporate profit.

Thrivent Financial, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is an insurance agency with 18 Thrivent Financial Professionals on staff. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products in select states. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. The institution's licensed agents and financial advisors offer a range of services, including financial planning and investment advice. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about the institution's professionals.

Gregg Keele - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. Gregg Keele holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, Gregg Keele is committed to providing excellent financial advice and assistance to his clients. Whether you are looking for help with wealth management, retirement planning, estate planning, or investment advice, Gregg Keele has the knowledge and experience to guide you towards your financial goals. Contact Gregg Keele at Ameriprise Financial Services, LLC for personalized and professional financial services tailored to your specific needs.

Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1102 Chestnut Hills Parkway, Fort Wayne, Indiana, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular progress reviews and updates ensure that strategies are adjusted as life changes. Clients can access their investments and accounts from any device, track progress towards goals, and securely share information with advisors. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure privacy and security. Clients can expect personalized attention and support in achieving their financial goals.

Edward Jones - Financial Advisor: Sean P Asiala, CFP®|AAMS™ is a trusted financial institution located at 991 Chestnut Hills Parkway in Fort Wayne, Indiana. Specializing in personalized financial planning and investment services, Sean P Asiala, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), provides expert advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Daniel R DeBolt is a reputable financial institution located at 7030 Pointe Inverness Way in Fort Wayne, Indiana, United States. As a trusted financial advisor, Daniel R DeBolt provides personalized investment and wealth management services 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 guidance and support. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Daniel R DeBolt is dedicated to helping you secure a solid financial foundation.

Edward Jones - Financial Advisor: Quinn Nofziger is a reputable finance institution located at 414 South Scott Road in Fort Wayne, Indiana, United States. Quinn Nofziger is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Quinn Nofziger can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Quinn Nofziger is committed to helping clients navigate the complexities of the financial world and secure their financial future.

Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is a reputable financial institution located at 6525 Constitution Drive in Fort Wayne, Indiana, United States. Pam Covington, a Certified Financial Planner and Retirement Income Certified Professional, leads the team of experienced professionals who provide personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Pam Covington and her team offer comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or managing your investments, Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Reimbold & Miller - Ameriprise Financial Services, LLC is a finance institution located at 5750 Coventry Lane in Fort Wayne, Indiana, United States. Recognized as Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients save for retirement, grow college funds for their children, and achieve their financial goals. We provide personalized financial advice and services tailored to each client's specific needs, utilizing our extensive experience, integrated team approach, and innovative resources from Ameriprise Financial. Our commitment to helping clients stay on track towards their goals has earned us the trust and loyalty of our clients, leading to our inclusion in the prestigious Forbes list. Our advisors provide valuable insights on topics such as Social Security benefits, inheritance, tax law changes, and the importance of financial planning for both retired individuals and younger people. With over 125 years of history, Ameriprise Financial Advisors offer personalized advice to help clients achieve financial success in the short and long term. Contact us today to start your financial planning journey with a trusted advisor.

Edward Jones - Financial Advisor: Greg Solon, CFP®|AAMS™ is a reputable financial institution located at 4011 West Jefferson Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning services, Greg Solon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance and advice to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in Greg Solon and the team at Edward Jones to help you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Colleen A Maloney, AAMS™ is a reputable finance institution located at 9512 Lima Road in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning and investment services, Colleen A Maloney, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong commitment to professionalism and integrity, clients can trust in the expertise and guidance provided by this experienced financial advisor.

Allen Blackall is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Allen Blackall specializes in certain areas of focus, which can be tailored to align with your specific needs. By reviewing his background, credentials, and experience, you can determine if he is the right advisor for you. To get started, fill out the "Request consultation" form to connect with Allen Blackall for a complimentary initial consultation. Take the first step towards securing your financial future by partnering with Allen Blackall and Ameriprise Financial Services, LLC.

Brett Thomas - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a background in television news, Brett brings a unique perspective to financial advising and is dedicated to helping clients achieve their financial goals. Through regular meetings and updates, Brett will work with you to track your progress and adjust your approach as needed. As a registered advisor with FINRA, Brett can only conduct securities business in certain states. Contact Brett Thomas today to schedule a complimentary initial consultation and learn more about how he can help you reach your financial goals. Please visit the FINRA BrokerCheck website for more information on Brett Thomas' qualifications and background.

Moore & Associates - Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road in Fort Wayne, Indiana, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss retirement, education, major purchases, and other financial objectives. Ameriprise financial advisors are registered to do business in specific U.S. states and cannot guarantee future financial results. Clients can refer friends or family members to achieve their financial goals through Ameriprise Financial Services, LLC.

Aimee Davis - UBS Financial Services Inc. is a reputable finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. Specializing in providing a wide range of financial services, Aimee Davis and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert financial advice, Aimee Davis - UBS Financial Services Inc. is committed to delivering top-notch financial solutions to individuals and businesses alike.

Lee Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Lee provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. Regular progress reviews, goal documentation, and adjustments to your financial approach ensure that your plan evolves with your changing life circumstances. Access your investments and accounts securely from any device, track your progress towards your goals, and stay informed about market trends with Lee Morris by your side.

Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this time. While we cannot guarantee future financial results, we strive to provide personalized financial solutions tailored to your needs. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we are dedicated to helping you and your loved ones navigate the complexities of financial planning. Contact us today to schedule a consultation and start planning for a secure financial future.

Embassy Wealth Advisors - Ameriprise Financial Services, LLC, located at 409 East Cook Road in Fort Wayne, Indiana, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, we provide investment recommendations and asset allocation strategies tailored to each client's needs. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards their goals, and securely share information with us. Our advisors, including those listed on the Forbes Best-in-State Wealth Advisors list, offer comprehensive financial advice to help clients achieve their unique goals. We offer complimentary initial consultations to get started on creating a personalized financial plan. While we cannot guarantee future financial results, we are committed to providing exceptional service and guidance to our clients.

Capital Wealth is a leading finance institution located at 7030 Pointe Inverness Way in Fort Wayne, Indiana, United States. With a strong focus on wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to start building your financial future with confidence.

Optare Financial Partners is a leading financial institution located at 6714 Pointe Inverness Way in Fort Wayne, Indiana. As a trusted partner in finance, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment management, retirement planning, or assistance with financial planning, Optare Financial Partners is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.