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TOP 30 Personalized insurance solutions in Fort Wayne, IN
119 results found
A convenient service for searching for businesses, places and services
Retirement Plan Concepts & Services, Inc.
Retirement Plan Concepts & Services, Inc. is a leading institution specializing in retirement planning and financial services. Located at 10319 Dawsons Creek Boulevard in Fort Wayne, Indiana, this company offers expert guidance and personalized solutions to help individuals and businesses achieve their retirement goals. With a team of experienced professionals, Retirement Plan Concepts & Services, Inc. is dedicated to providing comprehensive and innovative retirement planning strategies tailored to each client's unique needs. Whether you are looking to build your retirement savings, maximize your investments, or create a customized retirement plan, this institution is committed to helping you secure a comfortable and financially stable future.
Chase Bank
Chase Bank, located at 5745 Falls Drive in Fort Wayne, Indiana, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment service offering. Member FDIC.
Chase Bank
Chase Bank, located at 101 East Washington Boulevard in Fort Wayne, Indiana, is a leading institution offering a range of financial services including ATM, banking, and finance options. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. Investing with J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., involves market risk, with no guarantee of achieving investment objectives. Annuities are available through Chase Insurance Agency, Inc., while custody and other services are provided by JPMorgan Chase Bank, N.A. Chase Private Client offers a banking and investment product and service offering, subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A., Member FDIC. Chase is a trusted name in the financial industry, with a focus on providing comprehensive solutions for businesses and individuals alike.
Partners 1st Federal Credit Union
Partners 1st Federal Credit Union, located at 1403 West Dupont Road in Fort Wayne, Indiana, is a trusted financial institution offering a range of services including ATM access and personalized finance solutions. While the website is managed by a third-party vendor, Partners 1st is dedicated to providing individualized products to support your financial well-being. Whether you need assistance with a new car, home repairs, or business lending, Partners 1st is committed to meeting your unique borrowing needs. With a focus on personalization and community partnership, Partners 1st strives to go beyond transactions to serve as your advocate in all financial matters. Stay informed about our ongoing computer system upgrade and take advantage of opportunities like JUMPstart Term Savings to maximize your savings. As a member-owned credit union, Partners 1st prioritizes your best interests, offering lower rates and fees than traditional banks. Discover the benefits of membership, including discounts on various products and services, and rest assured knowing that your funds are federally insured. Choose Partners 1st for a financial partner that truly puts "U" first.
Woolman Financial Group, LLC
Woolman Financial Group, LLC is a finance and insurance agency located at 10445 Illinois Road in Fort Wayne, Indiana, United States. Our experienced team of professionals is dedicated to providing personalized financial and insurance solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Foster Financial Services
Foster Financial Services is a boutique retirement and investment services firm located at 2720 Dupont Commerce Court, Suite 170 in Fort Wayne, Indiana. Our team of experienced financial professionals is committed to providing personalized financial planning solutions for individuals and employers. We offer a wide range of services including Investment Management, Retirement Plans, 401(k) Management, Pension Option Strategies, Health Insurance/Medicare Plans, Life Insurance Strategies, Tax Strategies, Estate Planning, and more. Whether you are planning for retirement or need assistance with a special financial situation, we can help you create a customized financial action plan to secure your future.
Rehmann
Rehmann is a leading accounting and finance institution located at 6714 Pointe Inverness Way in Fort Wayne, Indiana, United States. With a reputation for excellence and expertise in accounting services, financial planning, and business consulting, Rehmann is committed to helping individuals and businesses achieve their financial goals. Their team of professionals provides personalized solutions and strategic guidance to clients, ensuring they receive the highest level of service and support. Whether you are looking for tax assistance, investment advice, or assistance with financial planning, Rehmann is dedicated to helping you succeed.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 3302 Mallard Cove Lane in Fort Wayne, Indiana, United States. With a strong reputation for providing financial planning services and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their future. The agency offers a wide range of products and services, including life insurance, disability income insurance, long-term care insurance, and investment solutions. With a team of experienced financial advisors, Northwestern Mutual is dedicated to providing personalized guidance and expertise to help clients make informed decisions about their financial well-being.
Heartwood Planning Group
Heartwood Planning Group is a reputable finance and insurance agency located in the heart of Fort Wayne, Indiana. Our team of experienced professionals is dedicated to helping individuals and businesses navigate through the complexities of financial planning and insurance needs. Whether you are looking to secure your financial future or protect your assets, we are here to provide you with personalized solutions tailored to your unique goals and circumstances. Visit us at 110 West Berry Street to start planning for a secure and prosperous future today.
Frank Financial Group
Frank Financial Group is a leading finance institution located at 6223 Constitution Drive in Fort Wayne, Indiana, United States. With a strong reputation for providing expert financial advice and services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, Frank Financial Group is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique needs and circumstances. Visit us today to learn more about how we can help you secure a brighter financial future.
WestPoint Financial Group
WestPoint Financial Group is a premier finance and insurance agency located at 12812 Coldwater Road in Fort Wayne, Indiana. With a commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, WestPoint Financial Group is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can assist you in securing your financial future.
Tradewell Tax & Financial
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.
Millard Financial Group
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
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.
SMS Benefit Advisors LLC
SMS Benefit Advisors LLC is a reputable insurance agency located at 1910 Saint Joe Center Road in Fort Wayne, Indiana, United States. With years of experience in the industry, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for health, life, disability, or other types of insurance, their team of experts is dedicated to helping you find the right coverage at the best value. Trust SMS Benefit Advisors LLC to protect what matters most to you and your loved ones.
Thrivent Financial
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.
Trademark Title Inc.
Trademark Title Inc. is an insurance agency located at 9625 Coldwater Road in Fort Wayne, Indiana, United States. We specialize in providing title insurance services to protect your property rights and ensure a smooth real estate transaction. Our experienced team is dedicated to providing excellent customer service and personalized solutions for all your insurance needs. Trust Trademark Title Inc. to safeguard your investments and give you peace of mind throughout the buying or selling process. Contact us today to learn more about our services.
Reimbold & Miller - Ameriprise Financial Services, LLC
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.
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.
Grabill Financial Services
Grabill Financial Services is a reputable finance institution located at 1505 West Dupont Road in Fort Wayne, Indiana. With a team of experienced financial experts, Grabill Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance solutions, Grabill Financial Services is dedicated to providing personalized and reliable financial advice. Visit us today to see how we can help you secure your financial future.
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.
Mass Mutual
Mass Mutual is a leading financial institution located at 12812 Coldwater Road in Fort Wayne, Indiana, United States. As a trusted provider of financial services, Mass Mutual offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Mass Mutual is dedicated to providing personalized advice and guidance to help clients plan for their future and secure their financial well-being. Whether you are looking for retirement planning, investment management, or insurance services, Mass Mutual is committed to helping you make informed decisions and build a secure financial future.
Zachary Jennings - Financial Advisor, Ameriprise Financial Services, LLC
Zachary Jennings is a Financial Advisor at Ameriprise Financial Services, LLC located at 409 East Cook Road in Fort Wayne, Indiana, United States. Specializing in finance, Zachary Jennings holds various certifications such as 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 Zachary Jennings' expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial planning, exit planning, securities analysis, mutual funds, financial planning principles, long-term care planning, life insurance, and military financial advising. With a strong commitment to ethical practices and ongoing education, Zachary Jennings provides comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement."
Doug Morris - Thrivent
Doug Morris - Thrivent is a finance institution located at 2720 Dupont Commerce Court in Fort Wayne, Indiana, United States. As a part of Thrivent Financial, we are dedicated to helping our clients achieve financial security and live generously. Our experienced team offers a range of financial services including wealth management, retirement planning, insurance, and investment solutions. With a focus on guiding our clients towards their financial goals, Doug Morris - Thrivent is committed to providing personalized and professional service to individuals and families in the Fort Wayne area.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 5150 West Jefferson Boulevard in Fort Wayne, Indiana, United States. Specializing in long-term care planning, they offer expert advice and solutions to help individuals and families prepare for the costs and challenges of aging. With a focus on providing personalized and comprehensive services, LTC Financial Partners is dedicated to helping clients secure their financial future and peace of mind.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 10729 Coldwater Road in Fort Wayne, Indiana, United States. Specializing in long-term care planning, the institution offers expert guidance and personalized solutions to help individuals and families prepare for their future healthcare needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing top-notch service and support to ensure clients are well-equipped to navigate the complexities of long-term care. Contact them today to start planning for a secure and healthy future.
Phillips Financial
Phillips Financial is a trusted institution located at 6920 Pointe Inverness Way in Fort Wayne, Indiana. As a one-stop shop for all your financial needs, we offer ATM services, financial planning, and insurance solutions. Our team of experienced professionals is dedicated to helping you achieve your financial goals and providing you with peace of mind. Visit us today to experience the personalized service and expertise that sets us apart from the rest.
ADVOCATE FINANCIAL Life & Health Brokerage
ADVOCATE FINANCIAL Life & Health Brokerage is a reputable insurance agency located at 9604 Coldwater Road in Fort Wayne, Indiana, United States. Specializing in providing life and health insurance solutions, our experienced brokers are dedicated to helping individuals and families secure their financial future and protect their well-being. With a commitment to personalized service and tailored insurance plans, we strive to empower our clients to make informed decisions and ensure they have the coverage they need. Contact us today to learn more about how ADVOCATE FINANCIAL can help you navigate the complexities of the insurance industry and find the right policy for your needs.
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