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Showing 1 - 8 of 8 results
STOREN TAX & FINANCIAL GROUP, INC.
STOREN TAX & FINANCIAL GROUP, INC.
Brownsburg, Indiana
25-49 employees
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.
Retirement Benefits Rank
Top Benefits
PARADIGM CONSULTING, INC.
PARADIGM CONSULTING, INC.
Lafayette, Indiana
1-24 employees
Develop procedures and processes for efficient business flow, contract management for vendors, clients, and coaches. Organization of marketing presentations and materials. Client and coach communications and organization of meetings. Using WordPress and LearnDash, TalentLMS to create an Online Learning Management experience for our clients. Design and coordinate wellness programming with clients.
Retirement Benefits Rank
Market Competitive
FINANCIAL ENHANCEMENT GROUP LLC
FINANCIAL ENHANCEMENT GROUP LLC
Lafayette, Indiana
25-49 employees
Financial Enhancement Group is not just another money manager. With a Certified Financial Planner, a Chartered Financial Analyst, and a Chartered Market Technician on staff, we make our primary focus to help families that do not want to worry about their money. Our job as financial advisors eclipses the idea of a simple asset allocation; we focus on tax strategies, retirement planning, and estate planning as well as asset management for the clients we serve. Financial Enhancement Group uses a team dynamic, featuring a staff of diverse, highly qualified professionals with different strengths, but the same core beliefs about investment and retirement planning. This is how we can give our clients the unique depth of service and the tax strategies that are necessary to optimize their plans as they move along life's journey. Financial Enhancement Group is an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Laggard
SYCAMORE INSURANCE ASSOCIATES, LLC
SYCAMORE INSURANCE ASSOCIATES, LLC
Terre Haute, Indiana
1-24 employees
Sycamore Insurance Associates LLC is a locally owned independent insurance agency headquartered in Terre Haute, Indiana. Formed in 2011, Sycamore Insurance may be a new agency, but it has considerable experience and history as part of its story. Donald T. Scott, President, has been involved in the insurance business since 1986 and is a fourth-generation Insurance Producer dating back to 1932. That was the year Scotty's great-grand father, Adam Miller started what would eventually become the Miller-Templeton-Scott Insurance Agency. In 1963, Scotty's father, Donald W. Scott, joined the agency and would later become President of the successor agency Sycamore Agency, Inc. in 1970. Those agencies built their reputations on customer service, great people and a strong commitment to the community they served. Sycamore Insurance Associates is staffed with dedicated professionals who are committed to providing you with that same quality service and the attention your business deserves.
Retirement Benefits Rank
Market Laggard
EO ADVISORS
EO ADVISORS
Zionsville, Indiana
1-24 employees
• Indianapolis based boutique investment bank founded by former bulge bracket, Wall Street investment bankers focused on select end-markets• Completed an intense 6-month (over two summers) analyst training program while assisting on multiple capital raise, buy-side, and sell-side transactions• Examined financial data, provided comparable analyses of companies and transactions, built visuals and CIP content, and ran financial valuation models of prospective companies• Developed market knowledge from both buy-side and sell-side transactions• Worked with senior bankers to build strategy, positioning, buyer lists, and marketing documents related to transactions
Retirement Benefits Rank
Market Laggard
WEALTHCARE PARTNERS LTD
WEALTHCARE PARTNERS LTD
Indianapolis, Indiana
1-24 employees
Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence. We seek to provide great client service that develops long-term relationships with clients who trust us because we act with integrity and are dedicated to helping them as they pursue their goals of total wealth care. We serve families and small business owners who want to achieve financial freedom but are unsure how to get there. We believe financial confidence is best achieved through strategic money management, not a buy and hold strategy, with ongoing tax and estate planning to protect your family and maximize cash flow. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. FINRA: https://www.finra.org/ SIPC: https://www.sipc.org/
Retirement Benefits Rank
Market Competitive
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TURQUOISE WEALTH MANAGEMENT
TURQUOISE WEALTH MANAGEMENT
Lafayette, Indiana
1-24 employees
For many, our largest investment asset is our 401(k) or other workplace account, but finding good personal and local advice or help managing it can be challenging. At Turquoise Wealth, we start every client with a financial plan incorporating all assets and goals. It is from this vantage point we can provide fiduciary advice and guidance. If you want help and think there has to be something better out there; we think you're right. Only 1% of all assets are managed by women owned firms...give us a try and discover the 1% difference! Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Turquoise Wealth Management are not affiliated.
Retirement Benefits Rank
Market Leading
RDW FINANCIAL GROUP
RDW FINANCIAL GROUP
Indianapolis, Indiana
1-24 employees
*specialized knowledge in lifestyle continuation strategies for today's retirees *develops and manages innovative investment and retirement plans for a more efficient financial outlook*investment advise and management tailored for today's young families and professionals *college planning for children and grandchildren*manages the social networking for RDW Financial Group*speaks regularly at both private and community events on topics such as Social Security benefits planning, High Net-worth investment strategies for the everyday investor, estate planning, retirement planning.*In-depth knowledge of both federal and state employee retirement benefits and retirement planning.
Retirement Benefits Rank
Top Benefits