TOP 10 Wealth management services near me in Aurora, Indiana

Eric Oatman, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping individuals in Aurora, Indiana achieve their financial goals. With a focus on personalized financial planning, Eric offers expertise in areas such as retirement planning, investment management, and estate planning. Clients can trust in Eric's extensive background, credentials, and experience to provide them with sound financial advice and guidance. To schedule a complimentary initial consultation with Eric Oatman, fill out the "Request consultation" form on the Ameriprise website. Take the first step towards securing your financial future with Eric Oatman as your trusted advisor.

Aurora Financial Strategies is a leading finance institution located at 2705 South Berkley Road in Kokomo, Indiana, United States. With a team of experienced financial advisors, we provide personalized strategies to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, our experts are here to guide you every step of the way. Trust Aurora Financial Strategies to help you secure a brighter financial future.

Aurora Asset Management is an independent finance institution located at 801 Shelby Street, Indianapolis, Indiana, United States. We are dedicated to our investors' long-term success and focus on driving returns in an evolving market. We do not follow short-term trends or fads, but instead, uncover opportunities hidden in plain sight and apply strategies that have stood the test of time. Our Chief Investment Officer, Austin Crites, CFA, is responsible for all investment decisions in our portfolios. We offer securities and investment advisory services through BCGM Wealth Management, LLC, a SEC Registered Investment Adviser. Our firm is committed to providing personalized financial services based on each client's specific needs, goals, and risk tolerance. Contact us today to learn more about how we can help you achieve your financial objectives.

Welcome to SEI Wealth Management, your trusted partner in financial success, conveniently located at 724 Green Boulevard, Aurora, Indiana. We specialize in providing comprehensive financial services tailored to meet the unique needs of our clients. At SEI Wealth Management, we understand that effective wealth management is key to achieving your financial goals. Our expert team is dedicated to offering personalized strategies designed to help you grow, protect, and manage your wealth efficiently. Whether you're planning for retirement, looking to invest, or seeking advice on estate planning, we have the expertise to guide you every step of the way.

Edward Jones - Financial Advisor: Todd Thompson is a finance institution located at 320 Importing Street in Aurora, Indiana, United States. Todd Thompson is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Todd Thompson offers tailored financial solutions to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Todd Thompson is committed to providing expert guidance and support every step of the way.

Purpose Law Firm, LLC is a law institution located at 438 2nd Street, Aurora, Indiana, United States. Specializing in Estate Planning and Family Law, our team is dedicated to helping families protect not only their financial assets but also their human, spiritual, and intellectual assets. In our Estate Planning division, we work closely with clients to ensure their legacy is preserved for future generations. Our Family Law division focuses on assisting victims of domestic violence to break free from abusive situations and navigate the legal system successfully.

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.

Welcome to Woodforest National Bank, conveniently located at 100 Sycamore Estate Drive in Aurora, Indiana. As a trusted name in banking and finance, we are dedicated to providing exceptional service and tailored financial solutions to meet the diverse needs of our community. Our team of experienced professionals is committed to helping you achieve your financial goals, whether it's through personal banking, business accounts, loans, or investment services. At Woodforest National Bank, we pride ourselves on our customer-focused approach, ensuring that every client receives personalized attention and expert guidance. Visit us today and discover why we are the preferred choice for banking in Aurora, Indiana. Your financial future is our priority.

Welcome to Mark Ginder with RE/MAX Advantage 1, your trusted real estate agency located in the heart of Aurora, Indiana. Situated at 403 George Street, our office is dedicated to serving the vibrant community of Aurora and its surrounding areas. With a commitment to excellence and a passion for helping clients achieve their real estate goals, Mark Ginder and his team bring a wealth of experience and local knowledge to every transaction. Whether you're buying, selling, or investing in property, we provide personalized service and expert guidance to ensure a seamless and successful real estate experience. Discover the RE/MAX Advantage with us and let us help you make your real estate dreams a reality. Visit us today and take the first step towards finding your perfect home or investment opportunity in beautiful Aurora, Indiana.

Welcome to Tammy Allen and Jessica Granger with RE/MAX Advantage 1, your trusted real estate experts located in the heart of Aurora, Indiana. Situated at 403 George Street, our office is dedicated to providing exceptional service to meet all your real estate needs in Aurora and the surrounding areas. With a commitment to excellence and a passion for helping clients achieve their property goals, Tammy and Jessica bring a wealth of experience and local market knowledge to every transaction. Whether you're buying, selling, or investing, we offer personalized guidance and expert advice to ensure a seamless and successful real estate experience. Discover the advantage of working with a team that prioritizes your needs and turns your real estate dreams into reality. Visit us today and let us help you find your perfect home or sell your property with confidence.