Retirement plan designer in Newburgh, Indiana

Ameriprise Financial: Jay D Jacobs is a finance institution located at 4266 Bell Oaks Drive, Newburgh, Indiana, United States. They offer a range of certifications and designations 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 cover areas such as asset management, estate planning, retirement planning, investment strategies, and more. They provide comprehensive financial planning services for individuals and businesses, with a focus on meeting the specific needs of their clients.

Mark Nicholson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8859 High Pointe Drive, Newburgh, Indiana, United States. Mark Nicholson 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®. Mark Nicholson is also a Certified Military Financial Advisor® (CFMA®) and offers a wide range of services including asset management, retirement planning, estate planning, investment strategies, and insurance products. Mark Nicholson is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on ethical practices and real-world solutions.

Jennifer Casten-Juhl is a Financial Advisor at Ameriprise Financial Services, LLC located at 8859 High Pointe Drive in Newburgh, Indiana, United States. She 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and expertise in asset management, estate planning, retirement planning, and investment strategies, Jennifer is committed to helping her clients achieve their financial goals.

Welcome to Bob Oderwald - State Farm Insurance Agent, proudly serving the Dyer, Indiana community and the entire state! Conveniently located at the strip mall on the northeast corner of Joliet Street (Route 30) and Great Lakes Road, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to your needs. With over 80 years of combined insurance experience, our knowledgeable team is here to guide you through a range of insurance products, including Car/Auto, Homeowners, Renters, Condo, Life, and Business/Commercial Insurance, among others. As a 3rd generation State Farm Agent, Bob Oderwald has been committed to making a difference since 1985, ensuring that you receive the protection you need for what matters most.