TOP 30 Senior financial planning in Indiana

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Senior Financial Solutions Inc. is a trusted finance and insurance agency located at 710 Cameron Woods Drive in Angola, Indiana. Our experienced team specializes in providing personalized financial solutions for seniors, helping them navigate the complexities of retirement planning, insurance policies, and investment options. With a commitment to integrity and exceptional customer service, we strive to empower our clients to make informed decisions that secure their financial future. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Joshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1110 South A Street, Richmond, Indiana, United States. Joshua is a certified AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), Behavioral Financial Advisor, CAP® (Chartered Advisor in Philanthropy), CAS® (Certification in Annuity Sales), CASL® (Chartered Advisor for Senior Living), CDFA® (Certified Divorce Financial Analyst), CEP™ (Certified Estate Planner), CEPA® (Certified Exit Planning Advisor), CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner), CFS® (Certified Fund Specialist), ChFC® (Chartered Financial Consultant), ChSNC® (Chartered Special Needs Consultant), CIMA® (Certified Investment Management Analyst), CKA® (Certified Kingdom Advisor), CLTC® (Certification in Long-Term Care), CLU® (Chartered Life Underwriter), and CFMA® (Certified Military Financial Advisor). Joshua's expertise in finance and wealth management is unparalleled, with a focus on providing personalized and comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans. With a commitment to ethical practices and ongoing education, Joshua ensures that clients receive top-notch advice and guidance in areas such as asset management, investment strategies, estate planning, retirement planning, insurance products, and more.

Indiana Senior Advisors is a leading insurance agency located at 1050 Broadway Avenue in Chesterton, Indiana. Our dedicated team of advisors specializes in providing personalized insurance solutions for seniors in the United States. With a focus on serving the unique needs of older adults, we offer a wide range of insurance products to ensure our clients have the coverage they need for peace of mind. Whether you are looking for Medicare supplemental insurance, long-term care coverage, or other insurance options, Indiana Senior Advisors is here to help. Contact us today to learn more about how we can assist you in securing the right insurance plan for your needs.

Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana, offers a wide range of financial services and expertise. Douglas Gehrke holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Douglas Gehrke has the knowledge and experience to assist you. Additionally, the institution offers specialized services for individuals in unique situations, such as domestic partners, seniors, and those going through a divorce. With a focus on ethics and continuous education, Douglas Gehrke ensures that clients receive the best possible financial guidance tailored to their specific needs.

Edward Jones - Financial Advisor: Matthew B Carroll is a reputable finance institution located at 1704 East Day Road in Mishawaka, Indiana, United States. With a focus on providing personalized financial advice and services, Matthew B Carroll and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones - Financial Advisor: Matthew B Carroll is dedicated to providing top-notch financial solutions tailored to your individual needs.

Senior Connection is a reputable health and insurance agency located at 951 South Hebron Avenue in Evansville, Indiana. Our dedicated team is committed to providing personalized and comprehensive services to meet the needs of seniors in the community. From health insurance plans to assistance with Medicare, our experts are here to guide you through the complexities of the healthcare system. With Senior Connection, you can rest assured that your health and financial well-being are in good hands. Contact us today to learn more about how we can help you navigate the world of senior healthcare.

Amada Senior Care, located at 1504 North Main Street in Crown Point, Indiana, is a compassionate and quality senior care institution dedicated to helping elderly individuals live with dignity in the comfort of their own homes. Owners Rob Storey and Greg Farley understand the importance of personalized care and strive to provide top-tier caregivers who assist with activities of daily living. The team at Amada Senior Care also offers assistance with navigating long-term care insurance policies, processing claims, and verifying benefits to ensure clients receive the care they deserve. With a focus on enriching the lives of their clients at every level, the dedicated staff at Amada Senior Care Northwest Indiana goes above and beyond to provide exceptional care and support. Whether it's helping clients adjust their care plans or simply sharing a friendly word, the team at Amada Senior Care truly enjoys what they do. They also specialize in guiding seniors through the transition to assisted living communities when in-home care is no longer ideal. Additionally, Amada Senior Care offers free placement services and assistance with accessing veterans' benefits to help ease financial concerns for families. With a commitment to excellence and a focus on building strong relationships with clients and their families, Amada Senior Care is a trusted resource for senior care in the Northwest Indiana community.

American Senior Benefits is a reputable finance and insurance agency located at 2205 Sudbury Drive in Bloomington, Indiana, United States. We specialize in providing seniors with comprehensive financial planning and insurance solutions tailored to their specific needs and goals. Our experienced team of professionals is dedicated to helping our clients navigate the complexities of retirement planning, health care coverage, and other important financial matters. With a commitment to excellence and customer satisfaction, American Senior Benefits is the trusted choice for seniors looking to secure their financial future.

Senior Choice Plans is an insurance agency located at 3905 Vincennes Road in Indianapolis, Indiana, United States. We specialize in providing a variety of insurance options tailored specifically for seniors. Our experienced agents are dedicated to helping seniors find the best coverage to meet their individual needs and budget. Whether you are looking for Medicare supplement plans, long-term care insurance, or final expense coverage, Senior Choice Plans is here to help you navigate the complex world of insurance and make informed decisions about your future. Contact us today to learn more about our services and how we can assist you in securing your financial well-being in your golden years.

Financial Planning Services is a finance institution located at 6920 Pointe Inverness Way in Fort Wayne, Indiana. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Tyler Haire, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, offers personalized financial services to high-net-worth individuals and families. Tyler, who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, joined Merrill Lynch Wealth Management in 2017 and has over 6 years of experience in the financial services industry. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their goals. Tyler works closely with clients to understand their financial situation, risk tolerance, and goals, and recommends a financial strategy aligned with their objectives. He has access to research from BofA Global Research and can provide assistance with income management, education funding, retirement planning, wealth transfer, and estate planning. Tyler also collaborates with clients' other professionals, such as attorneys and accountants, to help achieve their goals.

Merrill Lynch Financial Advisor Daniel B Finley is a reputable finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. The institution is known for its outstanding advisors who have received recognition from financial industry publications and Bank of America Corporation. They are dedicated to providing exemplary client service and have been featured in Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors" lists. At Merrill Lynch, the focus is on understanding your full financial picture and creating a personalized wealth management strategy tailored to your goals and priorities. The team, supported by the global resources of Merrill and Bank of America, is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Young Lee, located at 250 Main Street in Lafayette, Indiana, is a prestigious finance institution known for providing exemplary client service. Young Lee, a Senior Vice President and Wealth Management Advisor, has been recognized by Forbes for his outstanding contributions to the industry. He is dedicated to helping clients achieve their financial goals and priorities, focusing on family and personal aspirations. Young Lee's commitment to giving back to the community is evident through his involvement in various organizations and his establishment of the Sara Stein Koch Scholarship at the Krannert School of Management. With a team of experienced professionals, Merrill Lynch Wealth Management offers personalized financial planning services to help clients manage, grow, and preserve their wealth for the future. Young Lee's dedication to his clients and passion for making a positive impact set him apart as a trusted financial advisor.

Kris Highfield - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8945 North Meridian Street, Indianapolis, Indiana, United States. The institution offers a variety of certifications and designations such as 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 a range of topics including asset management, estate planning, retirement planning, investment strategies, and financial planning for specific demographics such as seniors, retirees, and small business owners. The institution is dedicated to providing comprehensive financial services and expertise to individuals seeking to enhance their financial well-being.

Garrett Smith - Financial Advisor at Ameriprise Financial Services, LLC is a reputable institution located at 8900 Keystone Crossing in Indianapolis, Indiana, United States. Specializing in finance, Garrett Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. Garrett Smith also offers specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. With a focus on ethical practices and continued education, Garrett Smith provides comprehensive financial planning services to meet the unique needs of each client.

Kevin Gutwein, Financial Advisor is a reputable finance institution located at 900 East 96th Street in Indianapolis, Indiana, United States. Specializing in personalized financial planning, investment strategies, and wealth management, Kevin Gutwein provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kevin Gutwein, Financial Advisor is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Tara Schnaus is a finance institution located at 246 Third Avenue, Jasper, Indiana, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized financial plan to help you pursue your goals while managing investment risk. We begin every relationship with a conversation to identify and prioritize your goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice to help you stay informed. We use the Investment Personality Assessment to understand you better as an investor and customize our approach to help you achieve what matters most to you. Our advisors have received recognition from financial industry publications, setting the standard for exemplary client service. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service.

Neil Stowe - Financial Advisor at Ameriprise Financial Services, LLC, located at 8859 High Pointe Drive, Newburgh, Indiana, United States, offers a wide range of financial services to individuals and businesses. Neil Stowe holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also provides services for domestic partners, seniors, and those planning for retirement. Neil Stowe is committed to upholding the highest ethical standards and providing clients with personalized financial solutions tailored to their unique needs.

Eric Olimb is a Financial Advisor at Ameriprise Financial Services, LLC, located at 501 Pennsylvania Parkway in Carmel, Indiana, United States. Eric Olimb 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 Eric Olimb's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. With a commitment to ethical standards and continuing education, Eric Olimb is dedicated to providing comprehensive financial planning services to clients in need of expert guidance in various financial matters.

Zachary Jennings is a Financial Advisor at Ameriprise Financial Services, LLC located at 409 East Cook Road in Fort Wayne, Indiana, United States. Specializing in finance, Zachary Jennings holds various certifications such as 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 Zachary Jennings' expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial planning, exit planning, securities analysis, mutual funds, financial planning principles, long-term care planning, life insurance, and military financial advising. With a strong commitment to ethical practices and ongoing education, Zachary Jennings provides comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement."

Senior Solutions, LLC is a comprehensive finance, health, and insurance agency located at 204 Pearl Street in New Albany, Indiana, United States. Our dedicated team specializes in providing tailored solutions for seniors to help them navigate the complexities of financial planning, healthcare options, and insurance coverage. With a focus on personalized service and expertise in senior-specific needs, we strive to empower our clients to make informed decisions for their future well-being. Visit us today to learn more about how Senior Solutions, LLC can support you in achieving financial security and peace of mind in your golden years.

American Senior Benefits is an independent insurance agency located in Evansville, Indiana, dedicated to serving seniors and those in need of insurance. Our team works tirelessly to help our customers make key life decisions by finding the right solutions at affordable prices. With a vast product portfolio from top-rated carriers such as United Healthcare, Aetna, and more, we offer a marketplace of solutions for various health and retirement challenges. Our rapid growth and success in the Indiana region make us a leading marketing organization focused on retirement services. Our team of affiliated agents and managers love working with us because of the flexibility of owning their own business while receiving support from a large corporation. Join us at American Senior Benefits and be a part of our continued success in serving our clients and making a difference in their lives. Visit us at our Indianapolis location at 3500 Depauw Blvd Bldg 2 Suite 2050.

Richard McFall, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3620 Blackiston Boulevard in New Albany, Indiana, is your go-to insurance agency for all your insurance needs. Our experienced agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Richard McFall, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., is here to help you navigate the complex world of insurance. Whether you're looking for Medicare Advantage plans or long-term care coverage, we can provide you with the information and guidance you need to make the right decisions for your future.

Senior Retirement Solutions, Inc. is a finance institution located at 7310 Hibernia Road in Charlestown, Indiana, United States. We specialize in providing personalized retirement planning and financial solutions for seniors. Our team of experienced financial advisors works closely with each client to create a customized plan that meets their individual needs and goals. Whether you are looking to maximize your retirement savings, create a steady income stream, or plan for long-term care, Senior Retirement Solutions, Inc. is here to help you navigate the complexities of retirement planning. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Welcome to Senior Care Insurance Services, your trusted partner in navigating the world of health insurance. Conveniently located at 8213 Calumet Avenue, Munster, Indiana, we specialize in providing tailored insurance solutions for seniors. Our dedicated team is committed to helping you find the most suitable coverage options to meet your unique healthcare needs and financial situation. With a deep understanding of Medicare and other senior insurance plans, we offer personalized consultations to ensure you make informed decisions with confidence. At Senior Care Insurance Services, we pride ourselves on delivering exceptional customer service and support every step of the way. Visit us today to explore how we can assist you in securing peace of mind for your health and future.

Welcome to Senior Care Insurance Services, your trusted partner in health insurance solutions located at 1505 U.S. 41, Schererville, Indiana. As a dedicated insurance agency specializing in senior care, we are committed to providing personalized and comprehensive insurance plans tailored to meet the unique needs of our clients. Our experienced team understands the complexities of healthcare and is here to guide you through every step of selecting the right coverage. Whether you're looking for Medicare plans, supplemental insurance, or long-term care options, we offer expert advice and support to ensure your peace of mind. Visit us today and discover how we can help you secure a healthier and more secure future. At Senior Care Insurance Services, your well-being is our priority.

Welcome to American Senior Benefits Insurance, your trusted local insurance agency located at 1318 Ohio Street, Suite 2, Terre Haute, Indiana. We specialize in providing comprehensive Medicare solutions to individuals aged 65 and older, ensuring you receive the healthcare coverage you deserve at an affordable cost. Medicare is a federal program offering essential healthcare coverage through two primary components: Part A and Part B. Part A covers inpatient or hospital stays, while Part B takes care of outpatient and medical services. While these parts cover about 80% of typical healthcare expenses, there are still significant gaps that can affect your peace of mind.

Welcome to Senior Care Insurance Services, your trusted partner in health and insurance solutions located at 7998 Broadway, Merrillville, Indiana. At Senior Care Insurance Services, we specialize in providing comprehensive insurance plans tailored to meet the unique needs of seniors. Our dedicated team of experienced professionals is committed to guiding you through the complexities of healthcare insurance, ensuring you have the coverage you need for peace of mind. Whether you're looking for Medicare plans, supplemental insurance, or long-term care options, we offer personalized consultations to help you make informed decisions. Visit us today and let us assist you in securing a healthier, worry-free future. Your well-being is our priority at Senior Care Insurance Services.

Welcome to Brandon Hayes - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in comprehensive financial planning and wealth management. Conveniently located at 808 West National Highway, Washington, Indiana, we are dedicated to helping you achieve your financial goals through personalized advice and expert guidance. At Brandon Hayes, we believe in a holistic approach to financial planning, offering a wide range of services tailored to meet the unique needs of each client. Our team is equipped with a diverse array of certifications and designations, ensuring that you receive the highest standard of financial advice. Our expertise spans across asset management, estate planning, retirement planning, investment strategies, and more. Whether you're planning for retirement, managing wealth transfers, or exploring investment opportunities, we have the knowledge and experience to guide you every step of the way.

Welcome to Senior Care Insurance Services, your trusted insurance agency located in the heart of Valparaiso, Indiana. Situated at 206 Shorewood Drive, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of seniors. Our dedicated team is committed to helping you navigate the complexities of insurance with ease and confidence. At Senior Care Insurance Services, we understand that choosing the right insurance plan is crucial for your peace of mind and financial security. We offer a wide range of services, including Medicare plans, long-term care insurance, life insurance, and more, all designed to protect what matters most to you. Our experienced agents take the time to listen to your concerns and provide personalized guidance, ensuring you make informed decisions about your coverage.