Tax advantaged investing in Indiana

Tax Deferred 1031 Exchange is a reputable institution located at 6850 West South Lake Gage Drive in Angola, Indiana, United States. Specializing in assisting individuals and businesses with tax-deferred exchanges, they provide expert guidance and support throughout the process. By taking advantage of a 1031 exchange, clients can defer paying capital gains taxes on the sale of certain types of property, allowing them to reinvest their profits into new investments. With a team of knowledgeable professionals and a commitment to exceptional customer service, Tax Deferred 1031 Exchange is a trusted partner for those looking to maximize their investment potential while minimizing their tax liability.

Perkins Wealth Advantage is a leading finance institution located at 13110 Harrell Parkway in Noblesville, Indiana, United States. Specializing in wealth management and financial planning, Perkins Wealth Advantage offers personalized services to help individuals and families achieve their financial goals. With a team of experienced professionals, clients can expect expert guidance and tailored solutions to optimize their financial portfolios. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Perkins Wealth Advantage is committed to providing top-notch financial advice and support. Contact us today to learn more about how we can help you secure a prosperous financial future.

Integrated Investment Strategies is a premier finance institution located at 600 East Carmel Drive in Carmel, Indiana, United States. Our team of expert financial advisors offers comprehensive investment strategies tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team is dedicated to providing personalized guidance and support every step of the way. With a focus on integrated solutions and a commitment to excellence, Integrated Investment Strategies is your trusted partner for all your financial needs.

Advantage Financial Group Insurance is a reputable finance institution located at 101 East Washington Street in Greencastle, Indiana, United States. Specializing in insurance services, Advantage Financial Group Insurance offers a wide range of financial products to meet the needs of individuals and businesses alike. With a team of experienced professionals, they provide personalized solutions and expert advice to help clients secure their financial future. Whether you are looking for insurance coverage for your home, car, or business, Advantage Financial Group Insurance is dedicated to providing excellent service and finding the best options to protect what matters most to you.

John Welp - Old National Investments is a reputable financial institution located at One DCB Plz in Jasper, Indiana, United States. With a strong focus on providing top-notch investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, John Welp - Old National Investments is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure and prosperous financial future.

Edward Jones Investments is a renowned financial institution located at 2015 Allison Lane in Jeffersonville, Indiana, United States. With a focus on personalized service and investment strategies tailored to individual needs, Edward Jones Investments is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, the experienced advisors at Edward Jones Investments are dedicated to providing expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

Welcome to One Advantage, your trusted partner in financial solutions, conveniently located at 1230 West State Road 2, La Porte, Indiana. At One Advantage, we specialize in providing personalized financial services designed to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to helping you achieve your financial goals with a range of services including investment advice, retirement planning, and wealth management. We pride ourselves on our commitment to excellence, transparency, and customer satisfaction. Whether you're planning for the future or looking to optimize your current financial strategy, One Advantage is here to guide you every step of the way. Visit us today and discover how we can help you secure a prosperous financial future.

Billie Treber, 1st Source Asset Advisors is a financial institution located at 100 North Michigan Street, South Bend, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating personalized financial plans that cater to the unique goals and circumstances of each client. Services offered include Rollover Services, Traditional & Roth IRAs, Mutual Funds, Stocks & Bonds, Retirement Planning, Education Planning, Long Term Care Insurance, Risk Management, Automated Investing, and Guided Wealth Portfolios. The institution follows a client-centric process involving a comprehensive three-step planning approach to identify needs, implement strategies, and monitor progress. The experienced financial consultants at Billie Treber, 1st Source Asset Advisors strive to simplify their clients' financial lives and provide personalized care.

Evans May Wealth is a leading finance institution located at 211 West Main Street in Carmel, Indiana, United States. Specializing in helping families protect and maximize their wealth, our team of experienced professionals offers a family office experience to our clients. With in-house CERTIFIED FINANCIAL PLANNERS™, a CERTIFIED EXIT PLANNING ADVISOR™, and a team of eleven advisors and staff, we provide personalized wealth management services tailored to individual goals and risk tolerance. Our investment approach focuses on financially sound companies with competitive advantages, aiming to provide the most value for our clients. In addition to wealth management, Evans May Tax specializes in minimizing taxes to maximize wealth and achieve financial goals. Our team of Certified Public Accountants and tax specialists have extensive experience in navigating the ever-changing tax and regulatory environment. We also work with families to solidify their legacy and ensure their wealth lasts for generations.

Financial Partners Federal Credit Union is a trusted financial institution located at 22440 Main Street in Woodburn, Indiana, United States. As a member-owned credit union, we strive to provide personalized financial solutions to our members, helping them achieve their financial goals. With a range of banking and finance services, including savings accounts, loans, and investment options, our dedicated team is committed to helping you build a solid financial future. Visit us today and see how we can be your financial partner in success.

First Financial Bank & ATM is a financial institution located at 104 Links Way in Aurora, Indiana, United States. We offer a range of services including banking, finance, and ATM access. Our team of Wealth Advisors can help assess your financial situation and provide personalized advice. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the value in your home to fund your projects with our equity options. Protect yourself from tax identity theft by taking precautions such as regularly changing online passwords. Enjoy a $0 monthly fee when using a debit card or making direct deposits. Our Choice Checking account offers expanded fee-free ATM access and lower loan rates. For business owners, we provide tailored solutions for lending and employee needs. Learn about maximizing retirement savings with a Roth 401(k) through our Yellow Cardinal Advisory Group. We are committed to supporting communities and offer $1.075 billion in community development lending and investments. Stay informed with our helpful articles and sign up for financial tips via email. Take advantage of our special offers, such as our money market and CD rates, but act quickly as these offers have expiration dates. Contact us for more information on our services and how we can help you achieve your financial goals.

Merrill Lynch Wealth Management is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit Merrill Lynch Wealth Management today to start your journey towards financial success.

Edward Jones - Financial Advisor: Michael Scanlan, AAMS™|CRPS™ is a trusted financial institution located at 1605 Adler Circle in Portage, Indiana, United States. With a focus on providing personalized financial planning services, Michael Scanlan, a certified AAMS™|CRPS™ advisor, helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Michael Scanlan and his team at Edward Jones are dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to start planning for a brighter financial future.

David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 515 Park Place Circle in Mishawaka, Indiana, United States. They offer a range of services and certifications to ensure that their clients receive expert financial advice and planning. Some of the certifications held by their advisors include 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®. These certifications cover a wide range of financial planning topics, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. With a focus on ethics and expertise, David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-quality financial services to their clients.

Edward Jones - Financial Advisor: Ryan J Watson is a reputable finance institution located at 10775 McKinley Highway in Osceola, Indiana, United States. With years of experience in the financial industry, Ryan J Watson provides expert advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your child's education, or plan for the future, Ryan J Watson is dedicated to helping you make informed decisions and secure your financial future. Visit Edward Jones - Financial Advisor: Ryan J Watson today to start planning for a brighter tomorrow.

Jon Long-Cardinal Financial Company, Limited Partnership is a reputable finance institution located at 21920 County Road 45 in Goshen, Indiana, United States. With a strong focus on providing top-notch financial services to its clients, this institution offers a wide range of financial products and solutions to meet the diverse needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Jon Long-Cardinal Financial Company is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your financial needs.

First Financial Bank & ATM is a financial institution located at 450 West Lincoln Highway Highway, Schererville, Indiana, United States. Our team of Wealth Advisors is ready to assist you in assessing your financial situation. Whether rain or shine, watch your savings grow with our competitive APY rates for money market and CD accounts. Utilize the equity in your home to complete your projects, whether you prefer DIY or hiring a professional. Take steps to protect yourself from tax identity theft by regularly changing passwords and reviewing credit reports. Enjoy a $0 monthly fee with debit card usage or direct deposits. Our Choice Checking account offers expanded ATM access and lower loan rates. Receive personalized service for your business needs, from lending to employee solutions. Learn about maximizing retirement savings through Roth 401(k)s with our Yellow Cardinal Advisory Group. We are committed to supporting low- and moderate-income clients and communities through investments and lending. Access helpful articles and sign up for emails to receive tips on improving your financial future. Take advantage of our special rates and offers, but act fast as they may end soon. Join us in building a prosperous future for yourself and your community.

Old National Bank, located at 701 Wabash Avenue in Terre Haute, Indiana, is a trusted financial institution that recently welcomed CapStar Bank as a division. With a focus on community engagement, Old National Bank is committed to supporting the Louisville community and its team members. Customers can take advantage of a special 6-month introductory offer when opening a Market Monitor account with a minimum of $10,000 in new funds. The bank also offers competitive mortgage interest rates and personalized service from Mortgage Loan Experts. Additionally, Old National Bank values customer privacy and offers options to opt-out of the sale of personal information. With over 30 Associate Community Engagement (ACE) Teams, Old National Bank is dedicated to giving back to the neighborhoods where they operate. Visit their website for more information on their services and privacy policies.

First Financial Bank & ATM is a financial institution located at 817 East Columbia Street in Flora, Indiana, United States. We offer a range of services including banking, finance, and ATM access. Our team of Wealth Advisors is ready to assist you with assessing your financial situation. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the value in your home for big projects, and learn how to protect yourself from tax identity theft. With our Choice Checking account, enjoy expanded fee-free ATM access and lower loan rates. We prioritize personalized service for your business needs, from lending to employee solutions. Our commitment to community development includes over $1 billion in lending and investments. Sign up for our emails to receive financial tips and tools. For more information, visit our website or stop by a local financial center.

First Financial Bank & ATM, located at 751 City Center Drive in Carmel, Indiana, offers a variety of financial services including banking, lending, and investment options. Our team of Wealth Advisors can help assess your financial situation and provide personalized guidance. Take advantage of our competitive rates, such as our 4.50% APY money market rate and 5.00% APY 5-month CD special. Use the equity in your home to fund your projects, whether you prefer DIY or hiring a professional. We also provide tips on avoiding tax identity theft and offer fee-free checking options. Our commitment to community development is evident through our lending and investment support for low- and moderate-income clients. Sign up for our emails for financial tips and tools to improve your financial future. Visit us to learn more about our services and how we can help you achieve your financial goals.

First Financial Bank & ATM, located at 1180 West 86th Street in Indianapolis, Indiana, offers a range of financial services including banking and ATM facilities. Our team of Wealth Advisors is ready to assist you with assessing your financial situation. Take advantage of our competitive rates with a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Use the value in your home to fund your projects, and reduce your risk of tax identity theft by following our tips. Enjoy a $0 monthly fee when using a debit card or making direct deposits, and explore our popular Choice Checking account with expanded ATM access. For business owners, we offer personalized service and solutions tailored to your needs. Learn about maximizing retirement savings with our Roth 401(k) options. We are committed to supporting communities through lending and investments. With over $1 billion in community development lending and investments, we are dedicated to building paths for prosperity. Sign up for our emails to receive financial tips and tools. Take advantage of our special rates and offers, but act fast as they may be subject to change. Join us at First Financial Bank & ATM to build and maintain a successful financial future.

First Financial Bank & ATM is a financial institution located at 50 Branigin Road in Franklin, Indiana, United States. Offering a range of financial services including banking, finance, and ATM facilities, our team of Wealth Advisors is dedicated to helping assess your financial situation. With competitive rates such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can thrive no matter the economic climate. Utilize the value in your home with our equity options for completing your projects. Protect yourself from tax identity theft by taking proactive steps like changing passwords regularly and monitoring your credit report. Enjoy a $0 monthly fee with debit card use or direct deposits, and explore our popular Choice Checking account for expanded ATM access and lower loan rates. Our commitment to community development lending and investments, totaling $1.075 billion, demonstrates our dedication to helping communities thrive. Sign up for our emails for valuable financial tips and tools, and access our helpful articles for guidance on building a successful financial future. Take advantage of our Roth 401(k) options through the Yellow Cardinal Advisory Group to maximize your retirement savings. With a focus on personalized service and attention to detail, First Financial Bank is here to support you every step of the way.

First Financial Bank & ATM, located at 3950 Jonathan Moore Pike in Columbus, Indiana, offers a range of financial services including banking, ATM access, and wealth advisory. With a team of Wealth Advisors ready to assess your situation, you can watch your savings grow with competitive APY rates on money market and CD accounts. Utilize your home equity for big projects, protect yourself from tax identity theft, and enjoy fee-free checking options with direct deposits. The institution is committed to community development and offers resources and guidance to help you build a successful financial future. Take advantage of special offers on deposit accounts, loans, and more. Enroll in online banking for convenient access to your accounts, and explore f1RSTNAVIGATOR for business account management tools. Trust First Financial Bank for personalized service and support in achieving your financial goals.

Northwestern Mutual is a reputable finance and insurance agency located at 99 East 86th Avenue in Merrillville, Indiana, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized financial planning and guidance to ensure clients are well-protected and prepared for the future. Trust Northwestern Mutual to provide reliable and comprehensive financial solutions tailored to your needs.

Baird Private Wealth Management is a leading finance institution located at 50 North Main Street in Martinsville, Indiana, United States. Specializing in personalized wealth management services, Baird offers tailored financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, Baird Private Wealth Management is dedicated to providing comprehensive financial planning, investment management, and wealth preservation strategies to individuals and families. Contact Baird Private Wealth Management today to start building a secure financial future.

Market Street Wealth Management Advisors, LLC is a finance institution located at 3105 East 98th Street in Indianapolis, Indiana, United States. We believe in providing financial planning that’s straightforward and easy to understand, without all the unnecessary complexity. Our goal is to help you create a clear and actionable plan that aligns with the life you want to live. At Market Street, we are committed to working with you to secure your financial future. We understand the importance of your active involvement in the financial planning process and being honest about your goals. If our services are not meeting your needs, there are no ongoing commitments, giving you the flexibility to explore other options.

Worley Erhart-Graves Financial Advisors, located at 3500 DePauw Boulevard in Indianapolis, Indiana, is a finance institution dedicated to providing clients with the knowledge and guidance they need to make informed decisions about their financial futures. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners are fiduciaries, meaning we always act in our clients' best interests. We believe in building relationships with our clients, understanding their goals, and creating a personalized financial plan to help them achieve those objectives. As life changes, we are here to provide expertise and support to take advantage of opportunities and navigate unexpected events.

528 Financial is a leading financial institution located in Indianapolis, Indiana. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, our team is here to help. Visit us at 9265 Counselors Row to learn more about how we can assist you with all of your financial needs.

Charles Schwab is a renowned finance institution located at 236 North Burkhardt Road in Evansville, Indiana, United States. With a strong reputation for providing a wide range of financial services, Charles Schwab offers investment advice, brokerage services, and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial market. Whether you are looking to invest, save for retirement, or plan for the future, Charles Schwab is committed to helping you make informed decisions and secure your financial future.

R Wilson Advisors is a finance institution located at 6525 East 82nd Street, Indianapolis, Indiana, United States. Specializing in tax consultation, we have over 40 years of experience serving individuals, business owners, and farm families. Our team works to minimize tax costs and take advantage of available opportunities to help you reach your business and personal goals. We offer services such as business succession planning, estate planning, and asset transfer strategies to ensure a smooth transition for future generations. Our commitment to excellence is evident through our investment in professional education, technology, and business relationships.