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TOP 30 Senior focused financial services in Indiana
23 results found
A convenient service for searching for businesses, places and services
Senior Financial Solutions Inc.
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 - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
American Senior Benefits
American Senior Benefits is a reputable insurance agency located at 242 Waterfall Drive in Elkhart, Indiana. We specialize in providing comprehensive insurance solutions tailored to the needs of seniors. Our experienced agents are dedicated to helping seniors navigate the complex world of insurance and find the best coverage options for their unique circumstances. With a focus on personalized service and attention to detail, American Senior Benefits is committed to providing peace of mind and financial security for our valued clients. Contact us today to learn more about how we can help you protect your future.
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Hawthorne Hills Senior Apartments
Hawthorne Hills Senior Apartments is a premier senior living community located at 111 Hawthorne Drive in the picturesque town of Nashville, Indiana, United States. Our institution offers top-notch financial services tailored specifically for seniors, providing peace of mind and security for our residents. With a focus on personalized care and attention to individual needs, Hawthorne Hills Senior Apartments is dedicated to helping seniors make the most of their retirement years. Visit us today and experience the comfort and convenience of our senior living community.
Amada Senior Care
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.
Merrill Lynch Financial Advisor Tyler Haire
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
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 Ian McCormick
Merrill Lynch Financial Advisor Ian McCormick is a finance institution located at 9921 Dupont Circle Drive West, Fort Wayne, Indiana, United States. Ian McCormick began his career in financial services in 2011 after graduating from Indiana University and joined Merrill in 2019. With the Accredited Asset Management SpecialistSM designation and the CERTIFIED FINANCIAL PLANNERTM certification, Ian offers a comprehensive approach to managing wealth by listening to clients' needs and ensuring every strategy is grounded in understanding their goals and values. Ian follows the Merrill tradition of community involvement and volunteers with organizations in the community. With the support of Merrill's global resources, Ian's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Ian focuses on family, goals, and priorities, adapting to changes over time to help clients pursue their financial goals.
Merrill Lynch Financial Advisor Young Lee
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.
Garrett Smith - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Senior Solutions, LLC
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
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.
HealthMarkets Insurance-Kevin McIntire
HealthMarkets Insurance-Kevin McIntire is a trusted health insurance agency located at 1710 North Main Street in Auburn, Indiana. With a focus on providing personalized and comprehensive insurance solutions, Kevin McIntire and his team are dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for individual, family, or Medicare plans, HealthMarkets Insurance-Kevin McIntire is committed to guiding you through the insurance process and ensuring you have the coverage you need. Contact them today to learn more about their services and how they can help you protect your health and financial well-being.
Gainbridge Insurance Agency, LLC
Gainbridge Insurance Agency, LLC is a reputable insurance agency located at 10555 Group 1001 Way in Zionsville, Indiana, United States. With a focus on providing quality insurance products and excellent customer service, Gainbridge Insurance Agency, LLC offers a wide range of insurance options to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Gainbridge Insurance Agency, LLC are dedicated to helping you find the right coverage at the right price. Contact them today to discuss your insurance needs and receive personalized assistance.
Aveda Fredric’s Institute Indianapolis
The Aveda Fredric’s Institute in Indianapolis is a renowned beauty salon, hair care, and spa institution located at 2208 East 116th Street, Indianapolis, Indiana, United States. The institute offers a range of services including blowouts, facials, and waxing, with special membership discounts. They also have the 2024 Brilliant Future Scholarship Contest for high school seniors starting their cosmetology program in June, July, or August. The institute focuses on creating successful entrepreneurs in the beauty industry, using Aveda pure flower and plant essences in their products. Students receive hands-on training in hair, skin, nail care, and makeup application, with the opportunity to earn various certifications. The institute also offers an Instructor Training Program for licensed cosmetologists. Financial aid options, including federal student aid and Veterans Education benefits, are available for eligible students. The institute prides itself on providing high-quality education and has been recognized by various industry publications and associations. With a comprehensive curriculum and experienced professionals, the Aveda Fredric’s Institute in Indianapolis prepares students for a successful career in the beauty industry.
Edna Martin Christian Center
The Edna Martin Christian Center is a community institution located at 2605 East 25th Street in Indianapolis, Indiana, United States. This center focuses on providing food assistance to those in need. In addition to their regular services, they will be hosting a COVID-19 vaccination event on Saturday, April 10th from 9am-5pm at KIPP Legacy High School, offering free Johnson & Johnson vaccines. Limited doses are available, so registration is required to reserve a vaccine and help protect the community from COVID-19. The center also recently held a successful fundraising event, their 5th Annual MONOPOLY Tournament, which attracted players from 10 states. The Edna Martin Christian Center is grateful for support from the Central Indiana COVID-19 Community Economic Relief Fund and is actively working on revitalizing the Martindale-Brightwood neighborhood. Donations of material goods are welcome to support their efforts. For more information on events, resources, and how to help, visit their website or contact them at PO Box 18388, Indianapolis, Indiana 46218.
Applegate & Dillman Elder Law
Applegate & Dillman Elder Law is a reputable law firm located at 2344 South Tibbs Avenue in Indianapolis, Indiana, United States. Specializing in elder law, the firm provides expert legal services to seniors and their families. With a focus on estate planning, Medicaid planning, and long-term care planning, the experienced attorneys at Applegate & Dillman Elder Law are dedicated to helping clients navigate the complexities of aging with dignity and financial security. Trustworthy and compassionate, this institution is committed to advocating for the rights and well-being of older adults.
Health Solutions
Health Solutions is a leading health institution located at 1950 45th Street, Munster, Indiana, United States. Our team of Board Certified Family Medicine and Board Certified Pain Medicine Physicians are dedicated to providing high-quality, personalized care to all our patients. With office locations in Munster, Indiana, as well as Tinley Park, Rockford, and Flossmoor, Illinois, we offer a holistic approach to medicine that focuses on treating acute conditions and managing chronic conditions. When you visit Health Solutions, you will be welcomed into an environment that is conducive to healing and recovery. Our team not only treats the symptoms you are experiencing but also focuses on addressing the underlying causes. We establish professional relationships with each patient and create personalized treatment plans that incorporate lifestyle choices proven to lead to sustainable health.
Sheets, Charles & Charles, Elder Law Attorneys
Sheets, Charles & Charles, Elder Law Attorneys is a reputable law firm located at 4828 Lincoln Avenue in Evansville, Indiana, United States. Specializing in elder law, the experienced attorneys at this institution provide expert legal guidance and support for elderly clients and their families. From estate planning to long-term care issues, Sheets, Charles & Charles is dedicated to helping seniors navigate the complexities of the legal system with compassion and expertise. With a focus on protecting the rights and well-being of older individuals, this law firm is committed to providing top-notch legal services tailored to the unique needs of elderly clients.
Best Human Capital & Advisory Group
Best Human Capital & Advisory Group is a premier institution located at 5809 North Post Road in Indianapolis, Indiana, United States. In today's rapidly changing business landscape, BEST offers expertise and tools for leadership, human resources, succession planning, and workforce planning to revitalize and energize your organization. If you are considering exiting or selling your business, the experienced team at BEST Exit Planning Advisory can provide the special attention and guidance needed for this significant financial and emotional transaction. Attend our seminar to kickstart your exit planning process.
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- Senior focused financial services in Angola
- Senior focused financial services in Auburn
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- Senior focused financial services in Elkhart
- Senior focused financial services in Evansville
- Senior focused financial services in Fort Wayne
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- Senior focused financial services in Munster
- Senior focused financial services in Nashville
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- Senior focused financial services in Zionsville
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