Wealth management in Fort Wayne, Indiana

Foster Financial Services is a boutique retirement and investment services firm located at 2720 Dupont Commerce Court, Suite 170 in Fort Wayne, Indiana. Our team of experienced financial professionals is committed to providing personalized financial planning solutions for individuals and employers. We offer a wide range of services including Investment Management, Retirement Plans, 401(k) Management, Pension Option Strategies, Health Insurance/Medicare Plans, Life Insurance Strategies, Tax Strategies, Estate Planning, and more. Whether you are planning for retirement or need assistance with a special financial situation, we can help you create a customized financial action plan to secure your future.

Stone Pointe LLC is a premier institution located at 530 Ridgemoor Drive in Fort Wayne, Indiana, United States. We specialize in providing top-notch financial services and investment opportunities for our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stone Pointe LLC is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Burney Tax & Notary Services LLC is a trusted accounting and finance institution located in Fort Wayne, Indiana. Our team of experienced professionals is dedicated to providing high-quality tax preparation and notary services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial matters. Visit us at 5800 Fairfield Avenue to experience our reliable and personalized services.

Elvis Services Inc is a reputable institution located at 825 Conrad Street in Fort Wayne, Indiana, United States. We specialize in providing top-notch services to our clients, including financial consulting, tax preparation, and business advisory services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, Elvis Services Inc is your trusted partner for all your financial needs. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Hamil Lehman & England PC is a reputable accounting and finance institution located at 6404 Constitution Drive in Fort Wayne, Indiana, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, their expertise and dedication ensure that clients receive top-notch service and guidance. Trust Hamil Lehman & England PC for all your accounting and finance needs.

Keiffer Fries Tax & Business Solutions is a leading accounting and finance institution located at 3718 Allen Avenue in Fort Wayne, Indiana, United States. Formerly known as Fries & Wolfe Financial Services, this institution offers a wide range of services including tax preparation, business consulting, and financial planning. With a team of experienced professionals, Keiffer Fries Tax & Business Solutions is dedicated to providing personalized and high-quality services to help individuals and businesses achieve their financial goals.

Lupke Rice Insurance-Financial is a trusted insurance agency located at 127 West Berry Street in Fort Wayne, Indiana. With a commitment to providing top-notch insurance and financial services, Lupke Rice Insurance-Financial is dedicated to helping clients protect what matters most. Their team of experienced professionals are ready to assist with a wide range of insurance needs, ensuring peace of mind and financial security for individuals and businesses alike. Contact Lupke Rice Insurance-Financial today to learn more about their comprehensive insurance solutions.

Flagstar Bank is a trusted financial institution located at 5525 Saint Joe Road in Fort Wayne, Indiana. As a full-service bank, Flagstar offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. Whether you're looking for a convenient ATM location, a reliable bank to manage your finances, or expert financial advice, Flagstar Bank has you covered. Visit us today to experience the personalized service and commitment to excellence that sets us apart from the rest.

TradeWell Tax & Financial is a boutique financial planning and professional services firm located at 130 West Main Street, Fort Wayne, Indiana. Our team of professionals includes EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals, all under one roof. Our mission is to help retirees and pre-retirees reach their financial goals through custom-tailored financial guidance designed to maximize retirement potential. We offer services such as income planning, investment planning, tax planning, healthcare planning, and estate planning. Our focus is on risk management and creating comprehensive plans for our families. We believe in tax diversity in retirement planning and strive to minimize overall tax burdens. At TradeWell, each client is unique and we work to build a personalized investment plan to help achieve their retirement dreams. Initial meetings are at no charge or obligation, as we listen and learn about your situation and goals. We take our fiduciary obligation seriously and prioritize your best interests.

Collier Financial is a leading finance institution located at 4509 Maplecrest Road in Fort Wayne, Indiana, United States. With a strong reputation for providing expert financial services, Collier Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Collier Financial is dedicated to providing personalized and professional service. Visit us today to learn how we can help you secure your financial future.

CLN Financial is a reputable financial institution located at 409 East Cook Road in Fort Wayne, Indiana, United States. Specializing in finance, CLN Financial offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, CLN Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with budgeting, CLN Financial is committed to helping you achieve your financial goals. Visit their office today to learn more about the services they offer and how they can help you secure a stable financial future.

Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is a reputable financial institution located at 6525 Constitution Drive in Fort Wayne, Indiana, United States. Pam Covington, a Certified Financial Planner and Retirement Income Certified Professional, leads the team of experienced professionals who provide personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Pam Covington and her team offer comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or managing your investments, Edward Jones - Financial Advisor: Pam Covington, CFP®|RICP® is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

FSC Securities Corporation is a finance institution located at 9602 Coldwater Road in Fort Wayne, Indiana, United States. As a leading investment firm, FSC Securities Corporation offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, FSC Securities Corporation provides personalized investment strategies and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, FSC Securities Corporation is dedicated to helping you secure a sound financial future.

Paul J Grimmer Accountancy is a reputable accounting and finance institution located at 5622 Wilkie Drive in Fort Wayne, Indiana, United States. With a team of experienced professionals, we provide comprehensive accounting services to individuals and businesses in the area. Our services include tax preparation, financial planning, bookkeeping, and more. Trust us to handle all your accounting needs with precision and expertise.

MidWest America Federal Credit Union - West Jefferson Office is a trusted financial institution located at 4331 West Jefferson Boulevard, Fort Wayne, Indiana. As a member-owned credit union, we are committed to providing our members with personalized service and competitive financial products. Our West Jefferson Office offers a wide range of services including savings accounts, loans, mortgages, and investment options. Whether you are looking to save for the future, purchase a new home, or grow your wealth, our experienced team is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

Apple Tree Financial Group is a leading accounting and finance institution located at 4321 Flagstaff Cove in Fort Wayne, Indiana, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, investment planning, and retirement strategies. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial aspirations.

Prudential | Andy Ehrman | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana, United States. With a focus on providing comprehensive life insurance and financial services, our experienced team is dedicated to helping clients protect their assets and plan for the future. Whether you are looking to secure your family's financial well-being or plan for retirement, we offer personalized solutions to meet your specific needs. Trust in Prudential | Andy Ehrman | Life Insurance & Financial Services for expert guidance and reliable support in achieving your financial goals.

Aberdeen Group is a health institution located at 12948 Coldwater Road in Fort Wayne, Indiana, United States. Inspired by the words of Alfred Adler, Aberdeen Group believes that making mistakes is a natural part of learning and growing. Just like learning to swim, life is full of challenges and obstacles that help us become stronger and more resilient. At Aberdeen Group, patients are encouraged to embrace their mistakes and setbacks as opportunities for growth and self-improvement. With a supportive and compassionate team of healthcare professionals, Aberdeen Group is dedicated to helping individuals navigate their health journey with courage and confidence.

Lincoln Financial Group is a renowned finance institution located at 1301 S South Harrison Street in Fort Wayne, Indiana, United States. With a strong reputation for providing comprehensive financial services, Lincoln Financial Group offers a wide range of products including insurance, retirement planning, and investment solutions. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to secure your future or grow your wealth, Lincoln Financial Group is committed to providing top-tier financial services to meet your needs.

Hunsche CPA Group, Inc. is a reputable accounting and finance institution located at 220 Insurance Drive in Fort Wayne, Indiana, United States. With a team of experienced and dedicated professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with your personal finances or complex financial strategies for your organization, Hunsche CPA Group, Inc. is here to help you achieve your financial goals.

Wells Fargo Advisors is a financial institution located at 6702 Pointe Inverness Way in Fort Wayne, Indiana, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Wells Fargo Advisors can help you navigate the complex world of finance with confidence.

Robert Polston is a trusted financial advisor at Ameriprise Financial Services, LLC, located in Fort Wayne, Indiana. With years of experience in the finance industry, Robert is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or need assistance with financial planning, Robert Polston is here to provide personalized and professional guidance. Visit the office at 4239 Flagstaff Cove to start your journey towards financial success.

D.R. Financial Group Inc. is a reputable finance institution located at 10421 Oak Valley Road in Fort Wayne, Indiana, United States. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to provide the guidance and support you need. Trust D.R. Financial Group Inc. to help you navigate the complexities of the financial world and secure a prosperous future.

Charles Schwab is a renowned finance institution located at 3220 Mallard Cove Lane in Fort Wayne, Indiana, United States. With a strong reputation for providing personalized financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted partner for individuals and businesses seeking expert financial guidance.

Thrivent Financial, located at 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is an insurance agency with 18 Thrivent Financial Professionals on staff. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products in select states. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. The institution's licensed agents and financial advisors offer a range of services, including financial planning and investment advice. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about the institution's professionals.

Edward Jones - Financial Advisor: Sun K Park, CFP® is a reputable finance institution located at 838 Mill Lake Road in Fort Wayne, Indiana, United States. Sun K Park, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Horizon Bank is a trusted financial institution located at 110 West Main Street in Fort Wayne, Indiana, United States. Our services include banking, ATM access, and various financial solutions to meet your needs. With a focus on customer satisfaction and convenience, Horizon Bank is committed to providing top-notch service and support to help you achieve your financial goals. Visit us today to experience the Horizon Bank difference.

First Merchants Bank is a trusted institution located at 6751 West Jefferson Boulevard in Fort Wayne, Indiana, United States. As a bank that prioritizes customer care and security, we urge our clients to be cautious of any unexpected requests for personal or financial information. Our West Jefferson location will be closed at noon on Monday, April 8 due to the solar eclipse, but will resume normal hours the following day. At our Fort Wayne branch, conveniently situated near W. Jefferson Boulevard and Covington Road, we offer a range of personal and commercial banking services. From opening new accounts to applying for loans or credit cards, our dedicated staff is always available to assist you. We also provide online and mobile banking options for your convenience.

Old National Bank, located at 10140 Lima Road in Fort Wayne, Indiana, is a full-service financial institution offering a range of services including banking, ATM access, and financial advice. As a part of their services, they provide referrals to financial professionals from LPL Financial LLC, with whom they have a partnership agreement. This partnership allows LPL to compensate the bank for referrals, creating a potential conflict of interest. Old National Bank is not a current client of LPL for brokerage or advisory services. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also available through LPL or its licensed affiliates. Old National Bancorp, Old National Bank, and Old National Investments are not registered as broker-dealers or investment advisors. Registered representatives of LPL may offer products and services through Old National Investments, and may also be employees of Old National Bank.

Bryant Tax Firm is a reputable accounting and finance institution located at 3010 East State Boulevard in Fort Wayne, Indiana. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Bryant Tax Firm for all your accounting and finance needs in the Fort Wayne area.