Retirement fund management in Lafayette, Indiana

Security Federal Savings Bank Investment Division is a trusted financial institution located at 3920 McCarty Lane in Lafayette, Indiana, United States. As a division of Security Federal Savings Bank, we specialize in providing personalized investment services to help our clients achieve their financial goals. Our team of experienced financial advisors is dedicated to helping you navigate the complexities of the investment world and develop a customized investment strategy that suits your individual needs. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our Investment Division is here to help you every step of the way. Trust Security Federal Savings Bank Investment Division to help you secure your financial future.

Stephen Dunnuck is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. Stephen 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 Stephen's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Stephen is dedicated to helping clients make informed decisions and achieve their financial goals through personalized investment strategies, estate planning, retirement planning, and risk management. Contact Stephen Dunnuck for expert financial advice and guidance.

Merrill Lynch Financial Advisor David S McGaughey, located at 250 Main Street, Lafayette, Indiana, United States, is a prestigious finance institution recognized for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a customized financial strategy aligned with your aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps you manage, grow, and preserve your wealth while considering the impact for years to come. The institution believes in the importance of a personalized approach that helps you pursue your goals, whether it's planning for retirement, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor a plan centered on your unique needs and financial situation. The team is committed to helping you stay on track to achieve what matters most to you, adapting your approach as your life and goals evolve. With a dedicated Merrill advisor, you receive personalized investment strategies and comprehensive financial solutions to guide you through the complexities of your financial journey. Let Merrill Lynch Financial Advisor David S McGaughey assist you in reaching your financial goals and priorities.

Merrill Lynch Financial Advisor Jeffrey Bannon, located at 250 Main Street, Lafayette, Indiana, United States, is a leading finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. The MBNB Wealth Management Group team offers a personalized approach that focuses on your goals and priorities, putting you at the center of the planning process. With access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. The team will work with you to develop a personalized financial strategy aligned with your goals.

David Vorbeck is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 839 Main Street in Lafayette, Indiana, United States. David holds several prestigious 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 David's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, insurance advice, or assistance with special needs planning, David Vorbeck has the knowledge and experience to help you achieve your financial goals. Contact David Vorbeck at Ameriprise Financial Services, LLC for personalized wealth management solutions tailored to your unique needs.