TOP 10 Professional tax advisory services in Lafayette, Indiana

Merrill Lynch Wealth Management, located at 250 Main Street, Lafayette, Indiana, United States, is a trusted finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to your specific goals and needs, drawing on years of combined knowledge and expertise in wealth management. Beyond traditional wealth planning advice, our advisors can assist with retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. We are committed to client service and satisfaction, striving to understand your current financial situation and collaborate on long-term financial strategies to help you achieve your objectives.

Christy Robertson - Thrivent is a finance institution located at 25 Executive Drive in Lafayette, Indiana, United States. We offer unique financial strategies tailored to your values and life goals. Our services include licensing through your State Insurance Department's website, as well as advice and guidance through our Financial Planning Framework. Please note that we do not provide legal, accounting, or tax advice, so we recommend consulting with your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products issued by Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Our licensed agents and producers are committed to providing personalized financial advice and services to help you achieve your financial goals.

Cindy Ringer - Thrivent is a finance institution located at 25 Executive Drive in Lafayette, Indiana, United States. The institution is licensed in multiple states including CO, FL, IL, IN, KY, MA, MI, MO, NY, OK, and TX. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit thrivent.com for more information on disclosures and privacy/security policies. Only financial advisors are credentialed to provide investment advisory services, and professional designations can be found at thrivent.com/designations.