TOP 30 Personalized financial management in West Lafayette, Indiana

5 results found

Edward Jones - Financial Advisor: Kim Boggs is a reputable finance institution located at 3451 Wyndham Way in West Lafayette, Indiana, United States. Kim Boggs is a dedicated and experienced financial advisor who provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kim Boggs and her team at Edward Jones are committed to providing top-notch financial advice and guidance to individuals and families in the West Lafayette area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Kim Boggs is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Amanda Barthelemy - TIAA Wealth Management Advisor is a reputable finance institution located at 1330 Win Hentschel Boulevard in West Lafayette, Indiana, United States. As a trusted advisor, Amanda Barthelemy offers expert financial planning and wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Amanda Barthelemy is dedicated to providing top-notch financial guidance and support to individuals and families. Whether you're planning for retirement, investing for the future, or seeking to grow your wealth, Amanda Barthelemy - TIAA Wealth Management Advisor is here to help you navigate the complex world of finance with confidence and peace of mind.

RME Insurance is a trusted Indiana insurance agency located at 2812 Main Street in Lafayette. Since 1931, our locally owned agency has been providing top-quality insurance solutions for individuals and businesses in the area. Owned by Robert Reef and Matt Bryan, RME Insurance is proud to be a member of the Keystone Insurers Group, giving us access to a wide range of insurance companies and services. At RME Insurance, we understand the importance of financial security and peace of mind for our clients. Whether you're looking for health insurance or coverage for your business, we are here to help you make smart decisions and protect you from the unexpected. Our personalized approach ensures that you get the coverage you need at a price that fits your budget.

First Merchants Bank in West Lafayette, Indiana is a trusted financial institution offering a wide range of personal and commercial banking services. Located at 2329 North Salisbury Street, customers can visit the bank in person or utilize the convenient drive-through service. The friendly staff is available to assist with ATM transactions, safe deposit boxes, and other banking needs during normal business hours. For added convenience, there is a drive-up ATM and a night drop box for after-hours deposits. Personal banking services at First Merchants Bank include checking and savings accounts, debit cards, credit cards, mortgage services, home equity lending, and auto lending. Customers can also access mobile and online banking platforms for easy management of their finances on the go. For businesses, the bank offers small business solutions, treasury management, and lending expertise to help businesses thrive. Setting up a checking or savings account, applying for a business credit card, and accessing banking tools can all be done at the West Lafayette branch or online.

Centier Bank, located at 5 Executive Drive in Lafayette, Indiana, is a customer-focused institution offering comprehensive financial solutions for individuals and businesses. We are dedicated to enriching lives through financial guidance, ensuring an enhanced tomorrow for our customers. Our commitment to exceptional service sets us apart from other financial institutions. At Centier, we specialize in personal and business banking, providing a wide range of services including personalized checking accounts, savings accounts, consumer loans, home loans, mortgages, small business loans, and commercial lending solutions. Our convenient online banking platform and personalized financial options make managing your finances easy and efficient.