TOP 10 Personalized financial consulting in Covington, IN
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Howard Bailey Financial, Inc.
Howard Bailey Financial, Inc. is a finance institution located at 5916 Covington Road, Fort Wayne, Indiana, United States. We specialize in building custom retirement strategies that aim to reduce risk, increase income, and mitigate tax for our clients. Our process starts with understanding your unique financial philosophy and the true purpose of your money in retirement. Through personalized one-on-one meetings, continued education, and a comprehensive team-planning approach, we have helped retirees nationwide secure their financial futures. Our team of advisors and support specialists are dedicated to providing the best experience in pre-retirement and retirement planning. We offer a Personal Financial Review to get started on defining your Purpose, Financial Planning, and Creating Meaning in retirement. Our L.I.F.E. Plan covers key pillars for your money in retirement, including Liquidity, Income, Flexibility, Estate Planning, and Tax Planning. We aim to deliver a customized framework that allows you to find meaning in retirement and live your purpose every day.
Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP®
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.
Christopher P Moore - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher P Moore is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, United States. Christopher 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a trusted advisor, Christopher is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Brett Thomas - Associate Financial Advisor, 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.
James Weber - Financial Advisor, Ameriprise Financial Services, LLC
James Weber is a financial advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. With a focus on helping clients achieve their financial goals, James Weber offers personalized financial planning and investment advice. Each Ameriprise advisor has their own areas of focus, so clients can choose an advisor that aligns best with their needs. Clients can review James Weber's background, credentials, and experience before filling out a request for a consultation. James Weber will then reach out to schedule a complimentary initial consultation to discuss financial goals and create a customized financial plan.
Moore & Associates - Ameriprise Financial Services, LLC
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.
Lee Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. Ed Brower holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Ed Brower provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Ed Brower is dedicated to helping you achieve your financial goals.
Robert Veenstra - Associate Financial Advisor, Ameriprise Financial Services, LLC
Robert Veenstra is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road, Fort Wayne, Indiana, United States. Robert 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 Robert's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. As an experienced financial advisor, Robert is dedicated to providing comprehensive and personalized financial solutions to individuals and small business owners. Contact Robert Veenstra today for expert financial advice and guidance.
Mark Etter - Financial Advisor, Ameriprise Financial Services, LLC
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.
Steve Sandkuhler - Financial Advisor, Ameriprise Financial Services, LLC
Steve Sandkuhler - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. Steve Sandkuhler 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 his expertise in various financial planning areas such as asset management, retirement planning, estate planning, and more. Steve Sandkuhler is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.
Holmes Law Office
Holmes Law Office is a reputable institution located at 310 4th Street in Covington, Indiana, United States. Specializing in accounting, finance, and legal services, the dedicated team at Holmes Law Office provides expert guidance and support to clients seeking assistance with their financial and legal matters. With a commitment to excellence and a personalized approach to each case, Holmes Law Office is a trusted resource for individuals and businesses in need of professional advice and representation. Whether you are facing a complex legal issue or seeking financial guidance, Holmes Law Office is here to help you navigate the complexities of the legal and financial world.
The Fountain Trust Company
The Fountain Trust Company is a trusted financial institution located at 615 3rd Street in Covington, Indiana, United States. As a full-service bank, we offer a range of financial services including personal and business banking, loans, and investments. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to customer service and financial expertise, The Fountain Trust Company is dedicated to helping our clients achieve their financial goals.
Old National Bank
Old National Bank, located at 401 Washington Street in Covington, Indiana, is a full-service financial institution offering a range of services including ATMs, banking, and financing options. Start your financial journey with us and discover the savings tools to put you on the right path. Whether you need a personal loan, debt consolidation, or auto refinancing, our team is here to help. Please note that you may be redirected to a third-party site when leaving our website. Your privacy is important to us, and you can opt-out of the sale of your personal information at any time. For more information on managing your privacy choices, visit our Privacy information page. Thank you for choosing Old National Bank for your financial needs.
Shelby & Keller Funeral Home & Cremation Service
Welcome to Shelby & Keller Funeral Home & Cremation Service, a compassionate and dedicated funeral home serving the Covington, Indiana community and surrounding areas. Located at 622 3rd Street, our family-owned and operated establishment is committed to providing personalized and respectful funeral and cremation services to honor your loved ones. At Shelby & Keller, we understand that saying goodbye is never easy. Our experienced and caring team is here to support you every step of the way, ensuring that each service reflects the unique life and personality of those you cherish. We offer a range of services, including traditional funerals, memorial services, and cremations, all tailored to meet your specific needs and wishes.
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