TOP 10 Tailored financial consulting in Newburgh, Indiana

OnPointe Guiding Wealth - Ameriprise Financial Services, LLC is a finance institution located at 8859 High Pointe Drive in Newburgh, Indiana, United States. They specialize in partnering with employers to offer financial education benefits to empower their workforce. The institution provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer regular meetings to review progress, update strategies as life changes, and track progress towards goals. Clients can access their investments and accounts from any device securely. The institution focuses on multi-generational financial planning, ensuring that every family member's goals are heard and addressed. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, and Ameriprise Financial cannot guarantee future financial results. They prioritize privacy and security, and users agree to be bound by their website rules and regulations. Ameriprise Financial is a member of FINRA and SIPC.

Edward Jones - Financial Advisor: Lawrence W Taylor is a trusted finance institution located at 8429 Bell Oaks Drive in Newburgh, Indiana, United States. As a dedicated financial advisor, Lawrence W Taylor provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to learn how we can help secure your financial future.

Andrew Thacker - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8859 High Pointe Drive in Newburgh, Indiana, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. Andrew Thacker 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®, among others. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Thacker is equipped to provide you with personalized financial advice and solutions to help you achieve your goals.

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.

Thrivent Financial for Lutherans, located at 10 West Jennings Street in Newburgh, Indiana, is a finance institution dedicated to helping individuals create a financial plan they can be confident in. Their team of financial advisors work with clients to understand their unique situations, goals, and priorities in order to develop personalized strategies and solutions. Through their free virtual coaching service, Money Canvas™, clients can build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs, encouraging clients to give back and live generously. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and solutions to help individuals make the most of what they've been given.

LNB Investment Services is a leading finance institution located at 1204 Indiana 662 in Newburgh, Indiana, United States. Our team of experienced professionals is dedicated to providing personalized investment services tailored to meet the unique financial goals and needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help you every step of the way. With a focus on integrity, trust, and transparency, LNB Investment Services is committed to helping you achieve financial success. Contact us today to schedule a consultation and start planning for a secure financial future.

Medical and Professional Collection Services is a trusted institution located at 5055 Newburgh Road in Newburgh, Indiana, United States. Specializing in accounting, finance, and health services, they offer top-notch collection services for medical and professional organizations. With a team of experienced professionals, they are dedicated to helping clients manage their financial accounts efficiently and effectively. Whether you are a healthcare provider or a professional organization, Medical and Professional Collection Services is committed to providing tailored solutions to meet your specific needs. Contact them today to learn more about how they can assist you with your collection needs.