Fifth Third Private Bank - John Montgomery
Financial Planner
251 North Illinois Street Indianapolis, Indiana 46204Quick and easy. Biggest concern would be a parking space.
Douglas Elliott - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
150 W Lincolnway, Ste 102 Valparaiso, Indiana 46383I've been with Linda & her firm for a lot of years. Totally first class. Very helpful, informative. I've been able to retire at 62. I couldn't have done it with out her. ... more
OnPointe Guiding Wealth - Ameriprise Financial Services, LLC
Financial Planner
20 E Camp Ground Rd Evansville, Indiana 47710Excellent choice for managing your retirement nest egg.
Joshua B Miller - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
121 E Main St Greensburg, Indiana 47240Mary Haluska & Associates - Ameriprise Financial Services, LLC
Financial Planner
1401 E Greenwood Ave, Ste 400 Crown Point, Indiana 46307
PNC Private Bank
Financial Planner
110 West Berry St. Fort Wayne, Indiana 46802Nice place
Guild Mortgage - Nick Staker
Mortgage Lender, Financial Planner, Mortgage Broker
10729 Coldwater Rd Suite 200 Fort Wayne, IN 46845Always pleasant, top notch customer care, very knowledgeable! I feel so fortunate to have found Nick's videos on YouTube. Logan, Nick, Suzanne, and Leighanne have alll b ... more
Kyle Volkers - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
2963 Erie Canal Rd Terre Haute, Indiana 47802
Centier Bank
Bank, Investment Service, Mortgage Lender
7760 East Ridge Road Hobart, IN 46342Very nice here. They ALWAYS help me. Thank you!
Centier Bank
Bank, Investment Service, Mortgage Lender
6046 Central Avenue Portage, IN 46368Amazing staff here ,the most respect ever. Helpful- polite very knowledgeable . Nothing but love and respect for centier bank. Thank you.
Centier Bank
Bank, ATM, Financial Planner
9621 Wicker Avenue Saint John, IN 46373Thank you CR for your help! Hands down best customer service I've ever experienced. Keep doing a great job.
Centier Bank
Bank, Investment Service, Mortgage Lender
390 West U.S. Highway 6 Valparaiso, IN 46385I have never had any trouble with this bank. By fare my favorite one to stop at. Everyones always so friendly and helpful!
Centier Bank
Bank, Investment Service, Mortgage Lender
73 Pine Lake Avenue La Porte, IN 46350Very friendly personnel
Centier Bank
Bank, Investment Service, Mortgage Lender
9728 W 133rd Ave Cedar Lake, IN 46303Friendly, knowledgeable staff
Strategic Wealth Designers
Financial Planner
9025 River Road Ste 120 Indianapolis, Indiana 46240My parents live Denver and I was advised by a friend to search for a fiduciary advisor for them and their retirement. I came across Strategic Wealth Designers and spoke w ... more
Don White - Financial Advisor, Ameriprise Financial Services, LLC - Closed
Financial Planner
364 Indian Boundary Rd Chesterton, Indiana 46304
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
3231 N Green River Rd # 310 Evansville, Indiana 47715The Insurance Salesperson was extremely kind and explained everything we needed to know and even went above and beyond to find out a couple answer's to our questions... S ... more
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
3231 N Green River Rd # 310 Evansville, Indiana 47715I have worked for Bankers Life going on 11 years now. This career path has truly been life changing for me and my family. It is a blessing having the opportunity to wake ... more
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
3231 N Green River Rd # 310 Evansville, Indiana 47715The Insurance Salesperson was extremely kind and explained everything we needed to know and even went above and beyond to find out a couple answer's to our questions... S ... more
John Wick - Thrivent
Financial Planner, Financial Consultant
4835 Stellhorn Rd Fort Wayne, Indiana 46815Very friendly and professional assistance with clear, direct explanations of plans and services. I won't retire for quite a few years, but now I am confident that I'll be ... more
Bankers Life
Insurance Agency, Life Insurance Agency, Health Insurance Agency
3231 N Green River Rd # 310 New Albany, Indiana 47715The Insurance Salesperson was extremely kind and explained everything we needed to know and even went above and beyond to find out a couple answer's to our questions... S ... more
Oak Partners Inc
Financial Planner
55 W. 94th Place Crown Point, Indiana 46307Oak Partners is the smart & safe investment play in the region. I worked with Brent and Adam and they helped me tailor a long term plan for my investments. As a business ... more
Kurt Willard - Financial Advisor, Ameriprise Financial Services, LLC - Closed
Financial Planner
20 E Camp Ground Rd Evansville, Indiana 47710Kurt, Scott and Stuart and the rest of the team are top notch. They help their clients succeed in all aspects of financial planning. I would recommend them to anyone.
Eagle Flight Wealth Management
Financial Planner, Financial Consultant
1917 West Royale Drive Muncie, IN 47304Barry and his team are an amazing group of people. They are thoughtful and treat each customer with respect and thoughtfulness. I highly recommend this company.
Mitchell Anderson - Thrivent
Financial Planner
1480 Olive Branch Parke Lane, Ste 600 Greenwood, Indiana 46143Scott has been absolutely wonderful to work with! We had some friends recommend him and we couldn't be more pleased with how things have turned out. He sat down with us a ... more
Jacob Girouard - RBC Wealth Management Financial Advisor
Financial Planner
8888 Keystone Crossing, Suite 200 Indianapolis, Indiana 46240John Sandlin - Thrivent
Financial Planner
1480 Olive Branch Parke Ln Greenwood, Indiana 46143Scott has been absolutely wonderful to work with! We had some friends recommend him and we couldn't be more pleased with how things have turned out. He sat down with us a ... more
David Roth - RBC Wealth Management Financial Advisor
Financial Planner
8888 Keystone Crossing, Suite 200 Indianapolis, Indiana 46240Ann Buck and her team pay attention to detail, keep me informed of my investments, and provide timely investment advise. I highly recommend!
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
220 S Walnut St Suite 301 Muncie, Indiana 47305Oscar is my agent and he has helped me tremendously. He is knowledgeable, courteous, prompt, and has helped me navigate and understand the complicated medicare/Medicaid s ... more
Eric Oatman - Financial Advisor, Ameriprise Financial Services, LLC - Closed
Financial Planner
724 Green Blvd Aurora, Indiana 47001Great experience!
Eagle Flight Wealth Management
Financial Planner, Financial Planner
1917 W Royale Dr Muncie, Indiana 47304Barry and his team are an amazing group of people. They are thoughtful and treat each customer with respect and thoughtfulness. I highly recommend this company.
Bill Green Wealth Advisor with Oxinas Partners Wealth Management
Financial Planner
607 N Shore Dr Jeffersonville, Indiana 47130If you are disabled or require a service dog I would not suggest utilizing them. One of their “partners†has no problem stating on open media that if you cannot be â ... more
Vineyard Financial
Financial Planner, Investment Company, Investment Service
20 Northwest 3rd Street, Suite 300 Evansville, IN 47708Processional , meaningful informative, experienced and with practical plans.
Senior Financial Solutions Inc.
Financial Planner
710 Cameron Woods Dr., Unit A Angola, Indiana 46703I will be filling a report to my Attorneys office and I will have a Lawsuit at your door we are not seniors your VAs call me daily and interrupt my business and daily bus ... more
Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
1110 S A St Richmond, Indiana 47374Nicholas Raymond Powers - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
3340 Hickory Rd Mishawaka, Indiana 46545Very helpful to make sure my portfolio was gaining at a healthy percentage and to explain the tools and ways I can save for my future! Recommend Nick any day of the week! ... more
Mason Boling - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
2900 E 96th St, Ste A Indianapolis, Indiana 46240William Brucken - Associate Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
3340 Hickory Rd Mishawaka, Indiana 46545He is a really nice guy. He treated my parents very well. He seems to be knowledgeable and keep the interests of his clients in mind. I have only been with him for a shor ... more
Moore & Associates - Ameriprise Financial Services, LLC
Financial Planner
6226 Covington Rd, Moore Financial Center Fort Wayne, Indiana 468045-Star Service from a All-Star at every position including the receptionist! Exceptional, team-centered approach. I highly recommend Moore & Associates!
The Volkers Group - Ameriprise Financial Services, LLC
Financial Planner
2963 Erie Canal Rd Terre Haute, Indiana 47802My husband and I retired on the same day in December 2006. We are approaching sixteen years and have enjoyed a blessed retirement. The support extended from our agent, So ... more
ReJoyce Financial
Financial Planner
881 3rd Avenue Southwest, Suite 100 Carmel, IN 46032Learned a lot tonight! Very knowledgeable Very glad I got an invite!
Crown Haven Wealth Advisors
Financial Planner, Financial Consultant
11555 N Meridian St Suite #560 Carmel, IN 46032The team at Crown Haven is very knowledgeable and professional. It has been a great experience working with them.
Murphy Wealth Management
Financial Planner
332 W US Hwy 30 # B Valparaiso, IN 46385They went above and beyond to help me and they did not have to. They are great tax and financial advisors. The professionalism and patience they have is magnificent. If y ... more
Gineris & Associates, Ltd.
Accountant, Bookkeeping Service, Business Management Consultant
2005 Hart Street Dyer, Indiana 46311They are the best of the best,have been using them over 20 years and they never stop improving.thanks guys
German American Bank
Bank, ATM, Financial Planner
2606 16th Street Bedford, IN 47421Wonderful service
Strategic Wealth Designers
Financial Planner, Financial Consultant, Investment Service
9850 Westpoint Drive, Suite 500 Indianapolis, IN 46256I found SWD on Facebook as I was searching for more information to help with my retirement planning. I found the article on 64% of people worry their money wont last, ver ... more
Westpoint Financial Group
Financial Planner
900 East 96th Street, Suite 300 Indianapolis, Indiana 46240Greg McRoberts, CLU, ChFC, CFP Wonderful experiences working here!
Reimbold & Miller - Ameriprise Financial Services, LLC
Financial Planner
5750 Coventry Ln, Ste 110 Fort Wayne, Indiana 46804
Centier Bank
Bank, ATM, Financial Planner
2707 Laporte Avenue Valparaiso, IN 46383I really like coming to this location. I'm here every Friday, and the ladies are always super nice and helpful! I've never had to deal with anything much more than cashin ... more
Centier Bank
Bank, ATM, Investment Service
150 Lincolnway Valparaiso, IN 46383All the employees are just wonderful and kind. I never have to wait in Iine to cash my check. I am always encouraged to open an account account, but I have some descripc ... more
