TOP 10 Tailored financial planning services in Decatur, 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 209 Court Street in Decatur, Indiana, United States. With a range of 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®, Edward Puglise is equipped to provide expert financial advice tailored to individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Edward Puglise has the knowledge and experience to help you achieve your financial goals.
Edward Jones - Financial Advisor: Brad Martz, AAMS™
Edward Jones - Financial Advisor: Brad Martz, AAMS™, located at 125 North 2nd Street in Decatur, Indiana, offers personalized financial services to help clients achieve their financial goals. Brad Martz, an Accredited Asset Management Specialist, provides expert advice on investments, retirement planning, and wealth management. With a focus on building long-term relationships, Edward Jones aims to help individuals and families navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Hailey B Beer
Edward Jones - Financial Advisor: Hailey B. Beer is a reputable finance institution located at 1620 Morningstar Boulevard in Decatur, Indiana, United States. Hailey B. Beer is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Hailey B. Beer offers a wide range of investment options and financial strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Hailey B. Beer is committed to helping you secure a stable financial future.
Midwest Capital Resources, Inc.
Midwest Capital Resources, Inc. is a finance and insurance agency located at 226 North 12th Street in Decatur, Indiana, United States. Our firm focuses on what's important in your life, providing financial planning services to help you achieve your goals with confidence. Reputation is key to us, and we value every relationship with our clients in our small community. We tailor our approach to your portfolio based on your specific needs and preferences, ensuring that your investments are right for you. Whether managing investments in-house or through a third party, we work to create a plan that suits your unique situation. We also offer advice on maximizing your company retirement plan and making important decisions regarding Social Security and Medicare.
Agnes Schoch - Thrivent
Agnes Schoch - Thrivent is a finance institution located at 203 North 12th Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Cochran Rebecca CPA
Cochran Rebecca CPA is a reputable accounting and finance institution located at 165 North 2nd Street in Decatur, Indiana, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation and planning to financial consulting and audits, Cochran Rebecca CPA is dedicated to helping their clients achieve financial success and stability. With a commitment to professionalism and excellence, they strive to provide the highest quality service to meet the unique needs of each client.
H&R Block
H&R Block is a renowned accounting and finance institution located at 829 North 13th Street in Decatur, Indiana, United States. With a team of skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience top-notch financial services tailored to your specific needs.
Taxes Done Right
Taxes Done Right is a finance institution located at 328 Bollman Street in Decatur, Indiana, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of taxes with ease and accuracy. From tax preparation to planning and consulting services, Taxes Done Right is committed to ensuring that your financial needs are met efficiently and effectively. Trust us to handle your taxes with precision and expertise, so you can focus on what matters most.
Mercy SeatMBC
Welcome to Mercy SeatMBC, a compassionate and professional funeral home located at 2572 Decatur Street, Gary, Indiana. We are dedicated to providing respectful and dignified services to honor and celebrate the lives of your loved ones. At Mercy SeatMBC, we understand the emotional challenges that come with losing someone dear, and our experienced team is committed to supporting you through every step of the funeral planning process. Our services are tailored to meet your specific needs and cultural traditions, ensuring a personalized and meaningful farewell. We offer a range of options, including traditional funerals, memorial services, cremations, and pre-planning arrangements. Our serene and welcoming environment provides a comforting space for family and friends to gather, reflect, and pay tribute.
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