Tax strategy in Lafayette, Indiana
17 results found
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Lafayette Wealth Management Group - David Sharp
● OpenLafayette Wealth Management Group - David Sharp is a finance institution located at 2920 Conservation Club Road in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.
2920 Conservation Club Rd, Lafayette, IN 47905, United States -
Cornerstone Financial
● ClosedCornerstone Financial is a reputable financial institution located at 2020 Union Street in Lafayette, Indiana, United States. As a trusted provider of financial services, we offer a wide range of products and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized assistance and guidance to our clients, ensuring that they make informed decisions and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Cornerstone Financial is here to help. Contact us today to learn more about how we can help you reach your financial goals.
2020 Union St Suite 400, Lafayette, IN 47904, United States -
O'Brien & Dekker Attorneys at Law
● ClosedO'Brien & Dekker Attorneys at Law is a reputable law firm located at 315 Columbia Street in Lafayette, Indiana, United States. Specializing in various legal matters, their team of experienced attorneys provides expert advice and representation for a wide range of cases. Whether you are in need of assistance with family law, criminal defense, personal injury, or any other legal issue, O'Brien & Dekker Attorneys at Law is dedicated to helping clients navigate the legal system with professionalism and expertise. Contact them today for reliable legal counsel and representation.
315 Columbia St, Lafayette, IN 47901, United States -
Hoffman Luhman & Masson: Salsbery Matthew A
● OpenHoffman Luhman & Masson: Salsbery Matthew A is a reputable law firm located at 200 Ferry Street in Lafayette, Indiana, United States. Specializing in various areas of law, the firm is known for its experienced attorneys who provide top-notch legal services to clients in need of representation. Whether you are facing a criminal charge, dealing with a family law matter, or seeking legal advice for a business issue, the team at Hoffman Luhman & Masson: Salsbery Matthew A is dedicated to helping you navigate the complexities of the legal system with professionalism and expertise. Contact them today for a consultation.
200 Ferry St # C, Lafayette, IN 47901, United States -
Financial Enhancement Group Llc
● ClosedFinancial Enhancement Group LLC, located at 415 Columbia Street in Lafayette, Indiana, is a finance institution dedicated to providing insightful guidance and support for your financial journey. Founded in 1997 by Joseph A. Clark, CFP® and Donald E. Hodson, EA, FEG is committed to helping individuals and families make sound decisions to avoid financial frustration and devastation. As fiduciaries, FEG treats your money as if it were their own, ensuring that your financial wants and needs are prioritized. With over 30 professionals on their team, FEG offers personalized financial guidance tailored to your unique situation.
415 Columbia St #2000, Lafayette, IN 47901, United States -
Edward Jones
● OpenEdward Jones is a reputable finance institution located at 1421 Union Street in Lafayette, Indiana, United States. With a strong commitment to personalized service and investment expertise, Edward Jones helps individuals and families achieve their financial goals through a range of services including retirement planning, wealth management, and insurance solutions. Their team of experienced financial advisors work closely with clients to create customized investment strategies tailored to their unique needs and objectives. Visit Edward Jones at their Union Street location to start planning for a secure financial future today.
1421 Union St, Lafayette, IN 47904, United States -
Summit Financial Group of Indiana
● ClosedSummit Financial Group of Indiana is a reputable finance institution located at 310 Ferry Street in Lafayette, Indiana, United States. Our experienced team of financial experts is dedicated to providing top-notch financial services to individuals and businesses in the area. From investment planning to retirement strategies, we offer a wide range of financial solutions tailored to meet our clients' unique needs and goals. Trust Summit Financial Group of Indiana to help you navigate the complexities of the financial world and secure your financial future.
310 Ferry St, Lafayette, IN 47901, United States -
McLaughlin Asset Management, Inc.
● ClosedMcLaughlin Asset Management, Inc. is a finance institution located at 323 Columbia Street in Lafayette, Indiana, United States. Specializing in asset management, this institution offers a range of financial services to help individuals and businesses achieve their investment goals. With a team of experienced professionals, McLaughlin Asset Management, Inc. provides personalized financial advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you achieve financial success.
323 Columbia St Suite 102, Lafayette, IN 47901, United States -
Fenoglio - Schrader - Stapleton Group - Morgan Stanley
● OpenFenoglio - Schrader - Stapleton Group - Morgan Stanley is a leading finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individual and corporate clients. Their dedicated team of professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fenoglio - Schrader - Stapleton Group - Morgan Stanley is committed to delivering top-notch service and results.
415 Columbia St Ste 3100, Lafayette, IN 47901, United States -
BBK Wealth Management
● ClosedBBK Wealth Management is a leading financial institution located at 300 Main Street in Lafayette, Indiana, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and tax strategies. At BBK Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs and objectives of each client. Contact us today to learn more about how we can help you grow and protect your wealth.
300 Main St Suite #412, Lafayette, IN 47901, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 250 Main Street, Lafayette, Indiana, United States, is a trusted finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to your specific goals and needs, drawing on years of combined knowledge and expertise in wealth management. Beyond traditional wealth planning advice, our advisors can assist with retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. We are committed to client service and satisfaction, striving to understand your current financial situation and collaborate on long-term financial strategies to help you achieve your objectives.
250 Main St Suite 460, Lafayette, IN 47901, United States -
Douglas Amick - Raymond James
● OpenDouglas Amick - Raymond James is a finance institution located at 201 Main Street in Lafayette, Indiana, United States. With a strong reputation for providing expert financial services, they offer personalized investment strategies tailored to each client's unique goals and needs. Their team of experienced professionals is dedicated to helping individuals and businesses achieve financial success through comprehensive planning and sound investment advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Douglas Amick - Raymond James is committed to guiding you every step of the way.
201 Main St #605, Lafayette, IN 47901, United States -
Edward Jones - Financial Advisor: Kim Boggs
● ClosedEdward Jones - Financial Advisor: Kim Boggs is a reputable finance institution located at 3451 Wyndham Way in West Lafayette, Indiana, United States. Kim Boggs is a dedicated and experienced financial advisor who provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kim Boggs and her team at Edward Jones are committed to providing top-notch financial advice and guidance to individuals and families in the West Lafayette area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Kim Boggs is here to help you navigate the complexities of the financial world with confidence and peace of mind.
3451 Wyndham Way Suite A, West Lafayette, IN 47906, United States -
Christy Robertson - Thrivent
● ClosedChristy Robertson - Thrivent is a finance institution located at 25 Executive Drive in Lafayette, Indiana, United States. We offer unique financial strategies tailored to your values and life goals. Our services include licensing through your State Insurance Department's website, as well as advice and guidance through our Financial Planning Framework. Please note that we do not provide legal, accounting, or tax advice, so we recommend consulting with your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products issued by Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Our licensed agents and producers are committed to providing personalized financial advice and services to help you achieve your financial goals.
25 Executive Dr Ste 2a, Lafayette, IN 47905, United States -
Edward Jones
● OpenEdward Jones is a renowned financial institution located in Lafayette, Indiana, United States. Specializing in personalized investment strategies and wealth management services, Edward Jones is dedicated to helping individuals achieve their financial goals. With a team of experienced financial advisors, Edward Jones provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Trust Edward Jones to help you secure a prosperous financial future.
Lafayette, IN 47905, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 3540 State Route 38 in Lafayette, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is a reliable choice for all your accounting and finance needs.
3540 State Rte 38 #502, Lafayette, IN 47905, United States -
Hoppes Debra CPA
● OpenHoppes Debra CPA is a professional accounting and finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. Our experienced team offers assurance services on financial statements, deep analysis, and strategic guidance to help you make sound business decisions. We understand that finances can be confusing and stressful, which is why we strive to build authentic personal relationships with our clients. Our skilled team can assist with tax implications related to buying or selling real property, managing business debt effectively, and more. Additionally, we provide online apps for convenient business transactions. Please note that due to construction, parking is limited at the 5th St. garage, but our clients can access the 7th St. garage. Let us help you focus on the wellness of your business by managing the books and offering deeper insight to help your business grow. With the right strategies, your small business can survive disruptions and emerge stronger. Contact Hoppes Debra CPA today for personalized, human-centric financial services.
415 Columbia St #2000, Lafayette, IN 47901, United States
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