Private wealth management in Indiana

Trent Cowles is a finance institution located at 880 Monon Green Boulevard in Carmel, Indiana, United States. Our team is dedicated to providing tailored financial solutions to meet the unique needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision-making process, seamless financial management for your family's future, and a full suite of financial solutions through our extensive network. Our services include bespoke investment strategies, comprehensive financial planning for individuals and institutions, and trust management. We also offer access to exclusive experiences and concierge services through our Rockefeller Lifestyle Advisory partners. With a focus on holistic financial planning and a commitment to helping you achieve your financial goals, Trent Cowles is here to support you on your wealth journey.

Vista Investment Partners is a leading finance institution located at 1 Woodside Drive in Richmond, Indiana, United States. With a strong focus on providing tailored investment solutions to meet the unique needs of their clients, Vista Investment Partners offers a wide range of financial services including wealth management, asset allocation, and portfolio diversification. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and prudent investment strategies. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Vista Investment Partners is committed to providing expert guidance and personalized service to help you succeed.

Raymond James Financial Services is a reputable finance institution located at 403 Erie Pass in Auburn, Indiana, United States. With a strong focus on providing top-notch financial services to clients, the institution offers a wide range of investment and wealth management solutions. Their team of experienced advisors work closely with clients to develop personalized financial strategies tailored to their unique goals and needs. Whether you are looking to plan for retirement, invest in the stock market, or grow your wealth, Raymond James Financial Services is dedicated to helping you achieve financial success.

Edward Jones - Financial Advisor: Mark R Sanborn, AAMS™ is a trusted financial institution located in the heart of Angola, Indiana. As a dedicated financial advisor, Mark R Sanborn, AAMS™ provides personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Mark R Sanborn, AAMS™ is here to provide expert guidance and support every step of the way. Visit us at 85 South Public Square to start your journey towards financial success with Edward Jones.

Beth Kitson - Thrivent is a finance institution located at 3711 Rupp Drive in Fort Wayne, Indiana, United States. Specializing in financial planning and investment services, Beth Kitson - Thrivent helps individuals and families achieve their financial goals through personalized strategies and expert advice. With a focus on building long-term relationships and providing exceptional customer service, this institution is dedicated to helping clients secure their financial future.

MariPau is a reputable finance institution located at 4509 Maplecrest Road in Fort Wayne, Indiana. With a strong commitment to providing exceptional financial services to individuals and businesses, MariPau offers a wide range of financial solutions such as loans, investments, and wealth management. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Visit MariPau today and experience the difference that personalized and professional financial services can make.

Safe Financial Group is a trusted finance institution located at 108 South 7th Street in Richmond, Indiana, United States. We specialize in providing secure and reliable financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, loans, or financial planning, Safe Financial Group is here to help. Visit us today to learn more about how we can help you achieve financial security and success.

Noyes is a reputable financial institution located at 651 South A Street in Richmond, Indiana, United States. With a strong focus on providing top-notch financial services to its clients, Noyes offers a wide range of financial solutions including investment management, retirement planning, wealth management, and more. The institution prides itself on its knowledgeable and experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Noyes is committed to providing personalized and tailored financial solutions to meet your needs. Visit Noyes today to learn more about how they can help you reach your financial goals.

JM Realty Associates, Inc is a finance institution located at 3472 Stellhorn Road in Fort Wayne, Indiana, United States. With a strong focus on real estate financing and investment services, JM Realty Associates, Inc provides expert financial guidance and support to clients looking to navigate the complex world of real estate transactions. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and secure successful real estate investments.

The University of Notre Dame Investment Office is located at 1251 North Eddy Street in South Bend, Indiana, United States. As part of the prestigious University of Notre Dame, the Investment Office manages the university's endowment and investment portfolio. With a focus on maximizing returns and supporting the university's mission and goals, the Investment Office plays a crucial role in ensuring the financial stability and growth of the institution. Through strategic investment decisions and prudent financial management, the office helps support the academic, research, and community initiatives of the University of Notre Dame.

Interra Investments is a reputable financial institution located at 300 West Lincoln Avenue in Goshen, Indiana. Lead Financial Advisor Jim Kirk, who holds the prestigious designations of ChFC and RICP, leads a team of experienced professionals dedicated to providing top-notch financial advice and services to their clients. With a focus on helping individuals and businesses achieve their financial goals, Interra Investments offers a wide range of investment options and financial planning strategies tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Interra Investments is here to guide you every step of the way.

Stifel is a reputable finance institution located at 130 South Main Street in South Bend, Indiana, United States. With a strong presence in the financial industry, Stifel offers a wide range of financial services including investment banking, wealth management, and advisory services. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Visit Stifel today to learn more about their comprehensive financial services and how they can help you secure your financial future.

Stifel is a finance institution located at 200 Nibco Parkway in Elkhart, Indiana, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and advisory services. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. Visit Stifel in Elkhart for expert financial guidance and support.

Banik & Renner is a prestigious institution located at 217 South 4th Street in Elkhart, Indiana, United States. Known for its excellence in providing top-notch financial services, Banik & Renner is trusted by individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services including wealth management, investment planning, retirement planning, and more. Whether you are looking to secure your financial future or grow your investments, Banik & Renner is the institution you can rely on for expert advice and personalized solutions. Visit them today to see how they can help you achieve your financial goals.

Brad Werner & Co is a reputable finance institution located at 132 Venturi Drive in Chesterton, Indiana, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brad Werner & Co is here to provide personalized and professional financial solutions.

Rowley & Company LLP is a reputable accounting and finance institution located at 409 West Kieffer Road in Michigan City, Indiana, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and more. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are an individual or a business, Rowley & Company LLP is your trusted partner for all your accounting and finance needs.

Raymond James is a reputable finance institution located at 1650 South Bend Avenue in South Bend, Indiana, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment banking, wealth management, and asset management. Clients can trust Raymond James for expert financial advice and personalized solutions to help them achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Raymond James is a trusted partner for individuals and businesses seeking financial guidance.

Valor Partners LLC is a reputable accounting and finance institution located at 1028 East Colfax Avenue in South Bend, Indiana. With a team of experienced professionals, Valor Partners LLC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust in Valor Partners LLC for all your accounting and finance needs in the South Bend area.

Merrill Lynch Financial Advisor Matt M Kahn is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a focus on providing expert financial advice and services, clients can trust in the knowledge and experience of Matt M Kahn to help them navigate their financial goals and investments. The institution offers personalized financial planning, investment management, retirement planning, and more to help clients achieve their financial objectives. With a commitment to excellence and integrity, Merrill Lynch Financial Advisor Matt M Kahn is a trusted partner in financial success.

J W Brennan & Associates Inc is a finance institution located at 805 East McKinley Avenue in Mishawaka, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, J W Brennan & Associates Inc is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in financial planning.

Loucks & Weaver Financial Advisory Group is a renowned finance institution located at 719 East Bristol Street in Elkhart, Indiana, United States. With a team of experienced financial advisors, they provide personalized and comprehensive financial planning services to help clients achieve their financial goals. From investment management to retirement planning, Loucks & Weaver Financial Advisory Group offers a wide range of services tailored to meet the unique needs of each individual or business. With a commitment to excellence and a focus on client satisfaction, they are dedicated to helping their clients secure a stable and prosperous financial future.

Edward Jones - Financial Advisor: Michael Scanlan, AAMS™|CRPS™ is a trusted financial institution located at 1605 Adler Circle in Portage, Indiana, United States. With a focus on providing personalized financial planning services, Michael Scanlan, a certified AAMS™|CRPS™ advisor, helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Michael Scanlan and his team at Edward Jones are dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to start planning for a brighter financial future.

Pennfield Capital Corporation is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. With a strong focus on providing expert financial services and investment opportunities, Pennfield Capital Corporation is dedicated to helping individuals and businesses achieve their financial goals. Their experienced team of professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction. Whether you are looking to grow your wealth or secure your financial future, Pennfield Capital Corporation is committed to delivering top-notch financial services that exceed expectations.

The Polaris One Group - Morgan Stanley is a finance institution located at 4100 Edison Lakes Parkway in Mishawaka, Indiana, United States. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Polaris One Group - Morgan Stanley is dedicated to providing top-notch service and expertise.

Raymond James Financial Services is a finance institution located at 509 South Main Street in Elkhart, Indiana, United States. They offer a wide range of financial services such as investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.

Sea Financial Group is a prestigious finance institution located at 4028 Lincolnway East in Mishawaka, Indiana, United States. With a reputation for excellence and expertise in financial services, Sea Financial Group offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment advice, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Visit us today to learn more about how Sea Financial Group can help you secure a stable financial future.

Newbury Financial of Evansville, IN is a versatile institution located at 2420 East Morgan Avenue in Evansville, Indiana, United States. This establishment offers a range of financial services, including insurance and health coverage. Additionally, Newbury Financial serves as a funeral home, providing compassionate and professional services to families in need. Whether you are looking to secure your financial future, protect your health, or plan for end-of-life arrangements, Newbury Financial is dedicated to providing personalized and reliable assistance.

UBS, located at 522 Wabash Avenue in Terre Haute, Indiana, is a health institution dedicated to providing top-quality medical care to residents of the area. With a team of experienced healthcare professionals, UBS offers a wide range of services to meet the diverse needs of its patients. From preventive care to specialized treatments, UBS is committed to promoting the health and well-being of the community it serves. Visit UBS today for personalized and compassionate healthcare services.

Dr. Stanley Lelek is a renowned institution located at 2503 East Chicago Street in Valparaiso, Indiana, United States. Specializing in health services, Dr. Lelek is a licensed clinical psychologist and a certified chemical dependency therapist. With a wealth of experience and expertise, Dr. Lelek has served on various boards and committees, including the ICCADA, and is currently a member of the psychology staff at Porter Hospital. He offers a range of services in his private practice, focusing on areas such as chemical dependency, trauma, and dissociation. For more information or to schedule an appointment, please contact the office at (219) 464-4195.

German American Bank is a trusted financial institution located at 560 Indiana 57 in Washington, Indiana, United States. As a full-service bank, we offer a wide range of banking services including savings and checking accounts, loans, mortgages, and investment options. Our ATM services provide convenient access to cash for our customers. In addition, we also offer insurance services to help protect your assets and investments. Visit us today to experience our personalized customer service and competitive financial products.