Tailored investment advice in Fort Wayne, Indiana

Stephen Spoltman is a reputable finance institution located at 7912 Carnegie Boulevard in Fort Wayne, Indiana, United States. With a strong focus on providing top-notch financial services, Stephen Spoltman is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Stephen Spoltman is dedicated to providing personalized solutions tailored to your specific needs. Trust Stephen Spoltman for expert financial advice and excellent customer service.

Ronald Looney - Raymond James is a respected financial institution located at 6329 Constitution Drive in Fort Wayne, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Ronald Looney - Raymond James has the expertise and resources to assist you. Trustworthy and reliable, they prioritize the financial well-being of their clients and strive to provide personalized solutions tailored to individual needs. Visit Ronald Looney - Raymond James today to start building a secure financial future.

Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1102 Chestnut Hills Parkway, Fort Wayne, Indiana, United States. Karl Barske holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution provides comprehensive financial services to individuals, small business owners, retirees, and high net worth clients. Whether you need assistance with portfolio management, retirement planning, estate planning, or insurance products, Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals. With a focus on ethics and professionalism, Karl Barske is dedicated to providing personalized financial advice tailored to your unique needs. Contact Karl Barske - Financial Advisor, Ameriprise Financial Services, LLC today for expert financial guidance and support.

Reimbold & Miller - Ameriprise Financial Services, LLC is a finance institution located at 5750 Coventry Lane in Fort Wayne, Indiana, United States. Recognized as Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients save for retirement, grow college funds for their children, and achieve their financial goals. We provide personalized financial advice and services tailored to each client's specific needs, utilizing our extensive experience, integrated team approach, and innovative resources from Ameriprise Financial. Our commitment to helping clients stay on track towards their goals has earned us the trust and loyalty of our clients, leading to our inclusion in the prestigious Forbes list. Our advisors provide valuable insights on topics such as Social Security benefits, inheritance, tax law changes, and the importance of financial planning for both retired individuals and younger people. With over 125 years of history, Ameriprise Financial Advisors offer personalized advice to help clients achieve financial success in the short and long term. Contact us today to start your financial planning journey with a trusted advisor.

Edward Jones - Financial Advisor: Greg Solon, CFP®|AAMS™ is a reputable financial institution located at 4011 West Jefferson Boulevard in Fort Wayne, Indiana, United States. With a focus on providing personalized financial planning services, Greg Solon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance and advice to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in Greg Solon and the team at Edward Jones to help you navigate the complexities of the financial world and secure your financial future.

Addie Reimbold is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 5750 Coventry Lane in Fort Wayne, Indiana, United States. Addie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial advice, Addie is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Addie Reimbold is a trusted advisor who can provide personalized solutions tailored to your needs. Contact Addie Reimbold at Ameriprise Financial Services, LLC for expert financial guidance and support.

Edward Jones - Financial Advisor: Paul W Phillips, CFP®|ADPA™ is a reputable finance institution located at 1210 Ruston Pass in Fort Wayne, Indiana, United States. With a focus on providing expert financial advice and planning services, Paul W Phillips, a Certified Financial Planner and Accredited Domestic Partnership Advisor, is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is committed to providing personalized solutions tailored to your individual needs. Visit us today to start securing your financial future with confidence.

Brett Thomas - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6226 Covington Road in Fort Wayne, Indiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a background in television news, Brett brings a unique perspective to financial advising and is dedicated to helping clients achieve their financial goals. Through regular meetings and updates, Brett will work with you to track your progress and adjust your approach as needed. As a registered advisor with FINRA, Brett can only conduct securities business in certain states. Contact Brett Thomas today to schedule a complimentary initial consultation and learn more about how he can help you reach your financial goals. Please visit the FINRA BrokerCheck website for more information on Brett Thomas' qualifications and background.

Edward Jones - Financial Advisor: Scott G Cook, AAMS™ is a reputable finance institution located at 12912 Coldwater Road in Fort Wayne, Indiana, United States. Scott G Cook, an Accredited Asset Management Specialist, offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones provides a comprehensive range of financial solutions tailored to meet each individual's unique needs. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Scott G Cook and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.

Ryan Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1102 Chestnut Hills Parkway in Fort Wayne, Indiana, United States. Ryan Perkins holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, retirement planning, estate planning, and investment strategies, Ryan Perkins offers personalized financial advice to individuals, retirees, small business owners, and high net worth clients. As a trusted advisor, Ryan Perkins is committed to upholding a code of ethics and providing comprehensive financial solutions tailored to each client's unique needs. Whether you are seeking guidance on wealth management, retirement planning, estate planning, or investment opportunities, Ryan Perkins is dedicated to helping you achieve your financial goals.

Embassy Wealth Advisors - Ameriprise Financial Services, LLC, located at 409 East Cook Road in Fort Wayne, Indiana, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, we provide investment recommendations and asset allocation strategies tailored to each client's needs. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards their goals, and securely share information with us. Our advisors, including those listed on the Forbes Best-in-State Wealth Advisors list, offer comprehensive financial advice to help clients achieve their unique goals. We offer complimentary initial consultations to get started on creating a personalized financial plan. While we cannot guarantee future financial results, we are committed to providing exceptional service and guidance to our clients.

Edward Jones - Financial Advisor: James J Solon, CFP® is a reputable finance institution located at 808 Ley Road in Fort Wayne, Indiana, United States. With James J Solon, a Certified Financial Planner®, at the helm, clients can expect personalized and professional financial advice tailored to their individual needs and goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you achieve financial success. Contact James J Solon today to schedule a consultation and take the first step towards securing your financial future.

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.

Edward Jones - Financial Advisor: Justin Maloney, AAMS™ is a trusted financial institution located at 10355 Dawsons Creek Boulevard in Fort Wayne, Indiana, United States. Justin Maloney, a certified Accredited Asset Management Specialist (AAMS™), provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Justin Maloney and the team at Edward Jones are dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Justin Maloney, AAMS™ is committed to helping you navigate the complex world of finance with confidence and peace of mind.

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."

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.

Waggoner Group - UBS Financial Services Inc. is a renowned finance institution located at 200 East Main Street in Fort Wayne, Indiana, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team of experienced professionals at Waggoner Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through tailored strategies and personalized advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Waggoner Group - UBS Financial Services Inc. is committed to guiding you every step of the way.