Small business financials in Fort Wayne, Indiana
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Edward Puglise - Financial Advisor, Ameriprise Financial Services, LLC
Edward Puglise is a financial advisor at Ameriprise Financial Services, LLC located at 9017 Coldwater Road in Fort Wayne, Indiana, United States. He 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Edward Puglise is dedicated to providing expert financial advice, specializing in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and ongoing education, Edward Puglise ensures that his clients receive the highest level of service and expertise in the field of finance.
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC
Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6226 Covington Road, Fort Wayne, Indiana, United States. Ed Brower holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Ed Brower provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Ed Brower is dedicated to helping you achieve your financial goals.
Elizabeth Holtzman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth Holtzman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Elizabeth 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®. Elizabeth specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, Elizabeth is dedicated to helping clients achieve their financial goals.
Robert Veenstra - Associate Financial Advisor, Ameriprise Financial Services, LLC
Robert Veenstra is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road, Fort Wayne, Indiana, United States. Robert 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 Robert's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. As an experienced financial advisor, Robert is dedicated to providing comprehensive and personalized financial solutions to individuals and small business owners. Contact Robert Veenstra today for expert financial advice and guidance.
Waterman Financial Services
Waterman Financial Services is a leading financial institution located at 3250 Mallard Cove Lane in Fort Wayne, Indiana. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Waterman Financial Services is here to help. With a commitment to excellence and a focus on customer satisfaction, we strive to build long-lasting relationships with our clients based on trust and integrity. Visit us today to see how we can help you secure your financial future.
Optare Financial Partners
Optare Financial Partners is a leading financial institution located at 6714 Pointe Inverness Way in Fort Wayne, Indiana. As a trusted partner in finance, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment management, retirement planning, or assistance with financial planning, Optare Financial Partners is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Jeana Born - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jeana Born is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Jeana Born 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 Jeana Born's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jeana Born is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Mark Etter - Financial Advisor, Ameriprise Financial Services, LLC
Mark Etter is a financial advisor at Ameriprise Financial Services, LLC located at 6226 Covington Road in Fort Wayne, Indiana, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Mark is dedicated to helping individuals make informed financial decisions and offers specialized services for retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or tax planning, Mark Etter can provide expert guidance tailored to your specific needs. Contact Mark Etter at Ameriprise Financial Services, LLC for comprehensive financial advice and personalized solutions.
Zachary Jennings - Financial Advisor, Ameriprise Financial Services, LLC
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."
Steven Di Renzo - UBS Financial Services Inc.
Steven Di Renzo - UBS Financial Services Inc. is a reputable finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, the institution offers a wide range of services including wealth management, investment planning, and retirement planning. With a team of experienced financial advisors, Steven Di Renzo - UBS Financial Services Inc. is committed to helping clients achieve their financial goals and secure their financial future.
Werling Financial
Werling Financial is a leading finance institution located at 6315 Mutual Drive in Fort Wayne, Indiana, United States. With a team of experienced professionals, Werling Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Werling Financial is dedicated to providing personalized solutions tailored to your specific needs. Trust in Werling Financial to help secure your financial future.
United Financial Systems Corporation
United Financial Systems Corporation is a leading financial institution located at 6429 Oakbrook Parkway in Fort Wayne, Indiana, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, United Financial Systems Corporation is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, this institution is a trusted partner for all your financial needs.
Fries & Wolfe Financial Services is now Keiffer Fries Tax & Business Solutions
Keiffer Fries Tax & Business Solutions is a leading accounting and finance institution located at 3718 Allen Avenue in Fort Wayne, Indiana, United States. Formerly known as Fries & Wolfe Financial Services, this institution offers a wide range of services including tax preparation, business consulting, and financial planning. With a team of experienced professionals, Keiffer Fries Tax & Business Solutions is dedicated to providing personalized and high-quality services to help individuals and businesses achieve their financial goals.
Strawn Business Solutions
Strawn Business Solutions is a leading accounting and finance institution located at 1707 Lough Nest Court in Fort Wayne, Indiana. With a team of highly skilled professionals, we provide a wide range of services including financial planning, tax preparation, bookkeeping, and consulting. Our commitment to excellence and personalized approach sets us apart, ensuring that our clients receive top-notch service tailored to their unique needs. Whether you are a small business owner or an individual looking to improve your financial situation, Strawn Business Solutions is here to help you achieve your goals. Contact us today to learn more about how we can assist you in managing your finances effectively.
Keiffer Fries Tax & Business Solutions, Inc
Keiffer Fries Tax & Business Solutions, Inc is a reputable accounting and finance institution located at 3718 Allen Avenue in Fort Wayne, Indiana, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, business consulting, and financial planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to achieve their financial goals.
Family Tax Company
Family Tax Company is a trusted accounting and finance institution located at 1925 Calhoun Street in Fort Wayne, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for families and individuals. Whether you need help with tax preparation, planning, or financial consulting, we are here to assist you every step of the way. Trust Family Tax Company to help you navigate the complexities of tax laws and ensure that you are maximizing your financial opportunities. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Tax Matters Solutions
Tax Matters Solutions is a leading accounting and finance institution located at 9604 Lima Road in Fort Wayne, Indiana, United States. Our team of experienced professionals specializes in providing expert tax solutions for individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, our dedicated staff is here to help. Trust Tax Matters Solutions to navigate the complexities of the tax system and ensure your financial success. Contact us today to schedule a consultation and take control of your tax matters.
S & J Insurance
S & J Insurance is a trusted health insurance agency located at 6605 East State Boulevard in Fort Wayne, Indiana, United States. Our dedicated team of professionals is committed to helping individuals and families find the right health insurance coverage to meet their needs. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial security for our clients. Contact us today to learn more about our services and how we can assist you in securing the best insurance options for your health and well-being.
Larry Ice II - State Farm Insurance Agent
Larry Ice II - State Farm Insurance Agent is an insurance agency located at 6221 Maplecrest Road in Fort Wayne, Indiana, United States. Situated on Maplecrest Rd, north of St. Joe Center Rd, and St. Joe Little League, the office is conveniently located across from Shigs In Pit. The team at Larry Ice II State Farm Insurance is dedicated to serving the residents of Fort Wayne and the surrounding Allen County area with a focus on insurance and financial services. With over 18 years of experience as an agent in Fort Wayne, Larry Ice II is a born and raised local who is actively involved in the community.
Chilcote Family Insurance Agency, LLC
Chilcote Family Insurance Agency, LLC is a trusted institution located at 3526 Stellhorn Road in Fort Wayne, Indiana. As a finance, health, and insurance agency, we are dedicated to providing personalized insurance solutions to meet the unique needs of individuals and families. Our team of experienced professionals is committed to helping our clients protect what matters most to them. Whether you are looking for health, life, auto, home, or business insurance, we are here to help you find the right coverage at the best possible rates. Contact us today to learn more about how we can assist you with all of your insurance needs.
Joyce Hefty-Covell - State Farm Insurance Agent
Located at 367 West Seventh Street in Auburn, Indiana, Joyce Hefty-Covell - State Farm Insurance Agent is a trusted insurance agency committed to providing local service to customers in Dekalb County and the surrounding areas. With over 30 years of experience, Joyce Hefty-Covell is a second-generation State Farm Agent dedicated to serving her community 24/7, 365 days a year. The agency offers competitive quotes on car insurance, home insurance, motorcycle insurance, renters insurance, small business insurance, and life insurance. Their licensed team members are available to assist customers in Auburn, Waterloo, Garrett, Spencerville, Butler, Avilla, Hudson, Corunna, Fort Wayne, and throughout the state of Indiana.
Farmers Insurance - Bradley Buchs
Farmers Insurance - Bradley Buchs is a local insurance agency located at 1041 West Seventh Street in Auburn, Indiana. Bradley Buchs, a lifelong resident of Fort Wayne, Indiana, takes pride in serving the community and surrounding areas. The agency offers a wide range of insurance options including life, home, auto, umbrella, and specialty insurance. They are committed to providing excellent customer service and ensuring that each client is well-informed about their coverage options. Whether you need comprehensive car insurance, protection for your home, or coverage for your small business, Farmers Insurance - Bradley Buchs has you covered. The agency is conveniently located in the Leo Crossing Shopping Center, just a short drive east of Parkview Regional Medical Center. Contact them today to start a conversation about your insurance needs.
Kapocius Family Insurance: Allstate Insurance
Kapocius Family Insurance: Allstate Insurance is an insurance agency located at 5830 East State Boulevard in Fort Wayne, Indiana, United States. Our dedicated team of professionals is committed to providing top-notch insurance services to protect you and your family's assets. With a focus on personalized customer service and a wide range of insurance products, we strive to offer peace of mind and financial security to our clients. Contact us today to discuss your insurance needs and let us help you find the perfect coverage for your unique situation.
EZ Life Insurance
EZ Life Insurance is a reputable insurance agency located at 2789 Maplecrest Road in Fort Wayne, Indiana. Our dedicated team of professionals is committed to providing top-notch life insurance products and services to help protect you and your loved ones. With EZ Life Insurance, you can rest assured knowing that your future is in good hands. Contact us today to learn more about our customizable insurance solutions and how we can help secure your financial well-being.
Farmers Insurance - Brandon Johnson
Farmers Insurance - Brandon Johnson is a trusted insurance agency located at 4618 East State Boulevard in Fort Wayne, Indiana, United States. Brandon Johnson and his team are proud to serve the residents of Fort Wayne and the entire state of Indiana, as well as being licensed in Ohio, Michigan, and Kansas. At The Brandon Johnson Agency, they focus on providing exceptional customer service and ensuring that each client is well-informed about their coverage options. Whether you need home, auto, life, motorcycle insurance, or more, Brandon Johnson has over a decade of experience in customer service to help you understand your options and choose the best coverage for your needs and budget.
Tim Metel CPA & Associates
Tim Metel CPA & Associates is a reputable accounting and finance institution located at 6605 East State Boulevard in Fort Wayne, Indiana. Our team of experienced professionals is dedicated to providing high-quality services to individuals and businesses in need of financial guidance. Whether you require assistance with tax preparation, auditing, or financial planning, our team is here to help. With a commitment to excellence and personalized service, Tim Metel CPA & Associates is the go-to institution for all your accounting and finance needs.
LCPA Group LTD
LCPA Group LTD is a certified public accountant group located in Fort Wayne, Indiana. Our services include accounting, tax, and payroll services for businesses in the area. We can help you with budgeting, balance sheets, tax planning, payroll processing, and more. Our mission is to improve our clients' financial outlook and provide professional, comprehensive services. Contact us at 1900 Inwood Drive, Fort Wayne, IN 46815 or call (260) 493-4493 for more information.
Accent Consulting
Accent Consulting is a leading institution located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana. Since 2002, we have been providing top-notch IT support services to businesses in the Greater Fort Wayne area. Our team of Certified Technicians is dedicated to ensuring that your business technology meets the growing needs of your organization and sets your team up for efficiency and success. At Accent Consulting, we understand the challenges that businesses face when it comes to IT support and infrastructure. That's why we offer 100% managed IT services to meet all of your information technology needs. From network security to data recovery, our experienced team is here to help keep your business compliant with NIST 800-171, CMMC, HIPAA, PCI, and SOC regulations.
Wealth Management Accounting
Wealth Management Accounting is a finance institution located at 10425 Oak Valley Road in Fort Wayne, Indiana, United States. Our team of experienced professionals specializes in providing comprehensive accounting services tailored to meet the unique needs of high-net-worth individuals and families. From investment tracking to tax planning and estate management, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Wealth Management Accounting can help you manage your wealth effectively.
ProTax Wealth Management Accounting
ProTax Wealth Management Accounting is a reputable institution located at 10433 Oak Valley Road in Fort Wayne, Indiana. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax planning, wealth management, or general accounting services, we are here to provide personalized solutions tailored to your specific needs. Trust ProTax Wealth Management Accounting to handle all of your financial needs with expertise and precision.
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