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TOP 30 Professional business advisors in Fort Wayne, IN
109 results found
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Robert Polston - Financial Advisor, Ameriprise Financial Services, LLC
Robert Polston is a trusted financial advisor at Ameriprise Financial Services, LLC, located in Fort Wayne, Indiana. With years of experience in the finance industry, Robert is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or need assistance with financial planning, Robert Polston is here to provide personalized and professional guidance. Visit the office at 4239 Flagstaff Cove to start your journey towards financial success.
APEX Tax & Small Business Advisors
APEX Tax & Small Business Advisors is a leading accounting and finance institution located at 7337 West Jefferson Boulevard in Fort Wayne, Indiana, United States. Our team of experienced professionals provide expert tax and small business advisory services to help individuals and companies navigate the complex world of finance. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help you achieve your financial goals. Trust APEX Tax & Small Business Advisors to provide you with personalized and reliable services to ensure your financial success.
Block Advisors
Block Advisors is a trusted institution located at 6433 West Jefferson Boulevard in Fort Wayne, Indiana. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate complex financial matters with confidence. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and a reputation for professionalism, Block Advisors is the go-to institution for all your accounting and finance needs in Fort Wayne.
Edward Jones - Financial Advisor
Edward Jones - Financial Advisor is a reputable institution located at 111 East Ludwig Road in Fort Wayne, Indiana, United States. Specializing in accounting and finance services, they provide expert advice and guidance to help individuals and businesses manage their finances effectively. With a focus on personalized service and tailored solutions, Edward Jones is committed to helping clients achieve their financial goals and secure their financial future. Visit them today to experience their professional and reliable services.
Merrill Lynch Financial Advisor Brian J Coughlin
Merrill Lynch Financial Advisor Brian J Coughlin is a reputable finance institution located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, United States. Specializing in providing expert financial advice and services, Brian J Coughlin and his team offer personalized solutions to help clients achieve their financial goals. With a strong focus on integrity and professionalism, Merrill Lynch Financial Advisor Brian J Coughlin is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Gregg Keele - Private Wealth Advisor, Ameriprise Financial Services, LLC
Gregg Keele - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. Gregg Keele holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, Gregg Keele is committed to providing excellent financial advice and assistance to his clients. Whether you are looking for help with wealth management, retirement planning, estate planning, or investment advice, Gregg Keele has the knowledge and experience to guide you towards your financial goals. Contact Gregg Keele at Ameriprise Financial Services, LLC for personalized and professional financial services tailored to your specific needs.
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.
Kevin McKay - Financial Advisor, Ameriprise Financial Services, LLC
Kevin McKay - Financial Advisor at Ameriprise Financial Services, LLC, located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Kevin provides personalized recommendations based on individual goals and risk tolerance. Clients can track their progress and access their accounts securely from any device. By scheduling a complimentary initial consultation, individuals can learn more about how Kevin can help them secure a confident financial future. With a commitment to transparency, Ameriprise Financial Services, LLC provides important disclosures and information on their website. Securities offered through Ameriprise Financial Services, LLC are regulated by FINRA and SIPC, ensuring the highest level of professionalism and accountability. Kevin McKay is registered to conduct securities business in multiple states, as listed on FINRA's BrokerCheck website. Clients can trust in Ameriprise Financial to provide expert guidance and support in achieving their financial aspirations.
Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States. The institution offers a variety of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics including asset management, retirement planning, estate planning, and more. The institution aims to provide comprehensive financial planning services for individuals and businesses, with a focus on ethical practices and client needs.
Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC
Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1102 Chestnut Hills Parkway, Fort Wayne, Indiana, United States. Karl Barske holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution provides comprehensive financial services to individuals, small business owners, retirees, and high net worth clients. Whether you need assistance with portfolio management, retirement planning, estate planning, or insurance products, Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals. With a focus on ethics and professionalism, Karl Barske is dedicated to providing personalized financial advice tailored to your unique needs. Contact Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC today for expert financial guidance and support.
Bill J Nagy - Associate Financial Advisor, Ameriprise Financial Services, LLC
Bill J Nagy is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 409 East Cook Road in Fort Wayne, Indiana. Bill 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products, Bill is dedicated to providing comprehensive financial services to individuals, retirees, and small business owners. Whether you are looking to plan for your future, manage your investments, or navigate complex financial decisions, Bill J Nagy is committed to helping you achieve your financial goals with integrity and professionalism.
Bill Rohwer, 1st Source Asset Advisors
Bill Rohwer, 1st Source Asset Advisors is a finance institution located at 7821 Carnegie Boulevard in Fort Wayne, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating, managing, and providing assistance with customized financial plans that cater to each client's unique goals, circumstances, and time horizons. Services offered include rollover services, traditional and Roth IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing through Guided Wealth Portfolios. The institution follows a client-centric process focused on pursuing specific milestones created in collaboration with the client. Their comprehensive three-step planning process helps identify needs, implement strategies, and monitor progress to ensure clients stay on course. By starting with a confidential personal profile, the financial consultants gain a deep understanding of each client's financial situation and goals, providing detailed analysis, customized strategies, and recommendations for the future.
Joseph Miller - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 5750 Coventry Lane in Fort Wayne, Indiana, offers a range of financial services and expertise. Joseph Miller is registered to conduct securities business in specific states and encourages potential clients to check FINRA's BrokerCheck website for more information. The institution provides consultations on financial planning concepts, though no written analysis or recommendations are given during the initial meeting. Ameriprise Financial does not guarantee future financial results. The institution also offers family activities like tennis, soccer, football, and show choir, as well as outdoor activities. Clients can expect professionalism and dedication to helping achieve their financial goals. Please refer to the Ameriprise Financial Website Rules and Regulations for more information on privacy, security, and email fraud prevention.
Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Baker - Financial Advisor, Ameriprise Financial Services, LLC, located at 9017 Coldwater Rd, Fort Wayne, IN, United States, is a finance institution that offers a wide range of services to meet the financial needs of individuals and businesses. The institution boasts a team of professionals with 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, 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 ensure that clients receive expert advice on asset management, estate planning, retirement planning, investment strategies, insurance products, and more. The institution is dedicated to providing high-quality financial services and helping clients make informed decisions to achieve their financial goals.
Family Tax Company
Family Tax Company is a trusted accounting and finance institution located at 1925 Calhoun Street in Fort Wayne, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for families and individuals. Whether you need help with tax preparation, planning, or financial consulting, we are here to assist you every step of the way. Trust Family Tax Company to help you navigate the complexities of tax laws and ensure that you are maximizing your financial opportunities. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Tax Matters Solutions
Tax Matters Solutions is a leading accounting and finance institution located at 9604 Lima Road in Fort Wayne, Indiana, United States. Our team of experienced professionals specializes in providing expert tax solutions for individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, our dedicated staff is here to help. Trust Tax Matters Solutions to navigate the complexities of the tax system and ensure your financial success. Contact us today to schedule a consultation and take control of your tax matters.
Heather L Johnston, LLC
Heather L Johnston, LLC is a health institution located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana. Our dedicated team of healthcare professionals is committed to providing high-quality care and personalized treatment plans to help our patients achieve optimal health and wellness. Whether you are seeking preventative care, treatment for a specific condition, or rehabilitation services, our experienced staff is here to support you every step of the way. Visit us today and experience the compassionate care and expertise that sets Heather L Johnston, LLC apart.
Harshman Hall
Harshman Hall is a school located at 4805 Sirlin Drive in Fort Wayne, Indiana, United States. This institution, which serves multiple counties in the area, offers skills training classes to help individuals prepare for industry certifications, learn new skills for their employer, or satisfy professional needs. Classes are open to the community and do not require pursuing a degree or applying to Ivy Tech. The institution aims to support individuals in redefining their lives, as seen in the success story of Cory Floyd, who went from struggling with addiction and incarceration to becoming a General Manager. To begin your education at Ivy Tech, you can apply for admission with no application fee. The institution offers five opportunities to start classes throughout the year, and applications take about 7-10 business days to process. Financial aid options are available to help students pay for their education, including grants, scholarships, and work-study programs.
Hupe Insurance Services
Hupe Insurance Services is a reputable insurance agency located at 7011 Stellhorn Road in Fort Wayne, Indiana. We are dedicated to providing top-notch insurance solutions to meet the unique needs of our clients. Our experienced team of professionals offers personalized service and expertise in a variety of insurance products, including home, auto, life, and business insurance. At Hupe Insurance Services, we strive to ensure that our clients have the peace of mind they deserve by offering comprehensive coverage options at competitive rates. Contact us today to learn more about how we can help protect what matters most to you.
Myers & Hayden Insurance
Myers & Hayden Insurance is a reputable insurance agency located at 3490 Stellhorn Road in Fort Wayne, Indiana. With a commitment to providing personalized service and comprehensive coverage options, our team of experienced professionals is dedicated to helping clients find the best insurance solutions for their needs. Whether you're looking for auto, home, life, or business insurance, Myers & Hayden Insurance is here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the right insurance coverage.
Terry Anderson - State Farm Insurance Agent
Terry Anderson - State Farm Insurance Agent is a local insurance agency located at 5668 Saint Joe Road in Fort Wayne, Indiana. With over 138 years of experience in providing State Farm Insurance in the area, Terry Anderson and his team are dedicated to offering professional and personalized service to all policyholders. Terry Anderson, a native of Fort Wayne, has been working in the insurance industry since 1992. He is a graduate of Indiana University’s Kelley School of Business with a degree in finance & insurance. Terry is a stepdad and grandfather who enjoys spending time with his family and two dogs, Lucy and Shirley. As a Good Neighbor, he is actively involved in local charities in the community.
Amstutz Insurance
Amstutz Insurance is a reputable health insurance agency located at 4302 Flagstaff Cove in Fort Wayne, Indiana, United States. We specialize in providing comprehensive health insurance solutions to individuals and families, ensuring they have access to quality healthcare services when they need it most. Our experienced team of agents is dedicated to helping clients navigate the complex world of insurance, offering personalized guidance and support every step of the way. Trust Amstutz Insurance to protect your health and well-being with reliable insurance coverage.
Larry Ice II - State Farm Insurance Agent
Larry Ice II - State Farm Insurance Agent is an insurance agency located at 6221 Maplecrest Road in Fort Wayne, Indiana, United States. Situated on Maplecrest Rd, north of St. Joe Center Rd, and St. Joe Little League, the office is conveniently located across from Shigs In Pit. The team at Larry Ice II State Farm Insurance is dedicated to serving the residents of Fort Wayne and the surrounding Allen County area with a focus on insurance and financial services. With over 18 years of experience as an agent in Fort Wayne, Larry Ice II is a born and raised local who is actively involved in the community.
Mac Donald Insurance & Financial Services
Mac Donald Insurance & Financial Services is a reputable insurance agency located at 4233 East State Boulevard in Fort Wayne, Indiana. With a strong commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect their assets and plan for their financial future. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are ready to assist you in finding the right coverage to meet your needs. Trust Mac Donald Insurance & Financial Services to provide you with peace of mind and financial security.
Royal Insurance Solutions, Inc.
Royal Insurance Solutions, Inc. is a reputable health insurance agency located at 6010 Brandy Chase Cove, Fort Wayne, Indiana, United States. Our dedicated team of professionals is committed to providing top-notch insurance solutions tailored to meet the specific needs of our clients. With a focus on customer satisfaction and quality service, we strive to offer comprehensive coverage options at competitive rates. Trust Royal Insurance Solutions, Inc. to protect your health and well-being with reliable insurance plans designed to give you peace of mind. Contact us today to learn more about our services and how we can assist you in securing the coverage you need.
Sanders Insurance Solutions, LLC.
Sanders Insurance Solutions, LLC. is a reputable insurance agency located at 3526 Stellhorn Road in Fort Wayne, Indiana, United States. With a team of experienced professionals, they specialize in providing personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, Sanders Insurance Solutions, LLC. is dedicated to helping you find the right coverage at the best possible rates. Trustworthy, reliable, and customer-focused, they strive to make the insurance process easy and stress-free. Contact them today to discuss your insurance needs and receive a personalized quote.
Kelli Southern - State Farm Insurance Agent
Kelli Southern - State Farm Insurance Agent is located at 204 North Jackson Street in Auburn, Indiana, United States. As a graduate of Indiana University, Kelli has been with State Farm since 2005 and has over 30 years of insurance experience. She is dedicated to providing excellent customer service and has earned several awards within the State Farm organization. Kelli and her team are ready to help you with your home, car, and life insurance needs. They are committed to educating customers on their individual insurance options and offering products to fit their specific needs. In addition to insurance services, Kelli is actively involved in volunteering with organizations such as Humane Fort Wayne and Junior Achievement. Give them a call today for all your insurance needs and become a part of their State Farm family.
Joyce Hefty-Covell - State Farm Insurance Agent
Located at 367 West Seventh Street in Auburn, Indiana, Joyce Hefty-Covell - State Farm Insurance Agent is a trusted insurance agency committed to providing local service to customers in Dekalb County and the surrounding areas. With over 30 years of experience, Joyce Hefty-Covell is a second-generation State Farm Agent dedicated to serving her community 24/7, 365 days a year. The agency offers competitive quotes on car insurance, home insurance, motorcycle insurance, renters insurance, small business insurance, and life insurance. Their licensed team members are available to assist customers in Auburn, Waterloo, Garrett, Spencerville, Butler, Avilla, Hudson, Corunna, Fort Wayne, and throughout the state of Indiana.
Worman Lightfoot Hoch Insurance
Worman Lightfoot Hoch Insurance is a full-service insurance agency located at 10600 Hosler Road in Leo-Cedarville, Indiana. With offices in Fort Wayne, Leo, and Indianapolis, we provide insurance services throughout Northeast and Central Indiana. Established in 1967, we are a privately held independent agency that is dedicated to providing quality and personalized risk management services. As a family-owned, third-generation agency, we believe in forming strong relationships with our clients to ensure that we provide the best solutions for their individual needs. We work with national and regional insurance companies to offer the best coverage at the best price, guaranteeing our clients peace of mind.
Masters Insurance Agency
Masters Insurance Agency, located at 4324 Flagstaff Cove in Fort Wayne, Indiana, is a trusted insurance agency that has been serving the community for years. With a team of specialized experts who understand the unique needs of each client, Masters Insurance is dedicated to providing personalized service and support every step of the way. Whether you are a business owner looking for comprehensive coverage or an individual seeking to protect your assets, Masters Insurance has the financial services and expertise to empower your financial journey. From home and auto insurance to commercial and life insurance, they offer a wide range of options to suit your specific needs.
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