Private wealth management in Newburgh, Indiana

OnPointe Guiding Wealth - Ameriprise Financial Services, LLC is a finance institution located at 8859 High Pointe Drive in Newburgh, Indiana, United States. They specialize in partnering with employers to offer financial education benefits to empower their workforce. The institution provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer regular meetings to review progress, update strategies as life changes, and track progress towards goals. Clients can access their investments and accounts from any device securely. The institution focuses on multi-generational financial planning, ensuring that every family member's goals are heard and addressed. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, and Ameriprise Financial cannot guarantee future financial results. They prioritize privacy and security, and users agree to be bound by their website rules and regulations. Ameriprise Financial is a member of FINRA and SIPC.

Andrew Thacker - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8859 High Pointe Drive in Newburgh, Indiana, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. Andrew Thacker 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®, among others. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Thacker is equipped to provide you with personalized financial advice and solutions to help you achieve your goals.

LNB Investment Services is a leading finance institution located at 1204 Indiana 662 in Newburgh, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized investment services tailored to meet the unique financial goals and needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help you every step of the way. With a focus on integrity, trust, and transparency, LNB Investment Services is committed to helping you achieve financial success. Contact us today to schedule a consultation and start planning for a secure financial future.