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Showing 1 - 8 of 8 results
VALEO FINANCIAL ADVISORS LLC
VALEO FINANCIAL ADVISORS LLC
Carmel, Indiana
51-200 employees
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
Retirement Benefits Rank
Market Leading
CREA, LLC
CREA, LLC
Indianapolis, Indiana
51-200 employees
CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. Since inception, CREA has raised over $9.88 billion in equity and has properties under management in 48 states, D.C. and one U.S. territory. CREA is headquartered in Indianapolis, with offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.
Retirement Benefits Rank
Market Laggard
ARLINGTON/ROE AND CO., INC.
ARLINGTON/ROE AND CO., INC.
Indianapolis, Indiana
51-200 employees
Arlington/Roe was founded in 1964 by Francis Roe, father of president and owner, James A. Roe, and is respected nationwide as a Managing General Agent and Excess & Surplus Lines Broker. Begun as a general agent for mobile home insurance, Arlington/Roe has expanded to include other specialties: Personal Lines, Commercial Property and Liability (Underwriting and Brokerage), Commercial Auto/Transportation, Aviation, Bonds, Professional Liability, Workers'​ Compensation and Healthcare & Human Services. For over 50 years Arlington/Roe has offered professional expertise, access to specialty and E & S markets, and provided our agency and company partners with stability in changing markets. Our staff of 180+ individuals brings their combined experience using triage and constant communication to underwrite and market complex insurance transactions. Close to half of our staff has a professional designation or is working towards one. Arlington/Roe is a leader in the wholesale insurance community with active involvement in the Wholesale & Specialty Insurance Association (WSIA), The Council of Insurance Agents & Brokers (CIAB), Aviation Insurance Association (AIA), Professional Liability Underwriting Society (PLUS), CPCU, Society of CIC, Independent Insurance Agents & Brokers Association (BIG I), Professional Insurance Agents Association (PIA), and other industry organizations. James A. Roe was president of the American Association of Managing General Agents, 1999-2000. Arlington/Roe is now a third generation family business. Jim Roe's oldest son, Andy, is executive vice president and manager of the Brokerage Division; Patrick, Jim's second oldest son, is also a vice president and is director of marketing, primarily responsible for business development. Jim's daughter, Katie Roe Weiper, is in administration; and his wife, Vickie, is in personal lines customer service.
Retirement Benefits Rank
Below Market
SANCTUARY WEALTH GROUP, LLC
SANCTUARY WEALTH GROUP, LLC
Indianapolis, Indiana
51-200 employees
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $16.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.
Retirement Benefits Rank
Market Competitive
HOUSE INVESTMENTS
HOUSE INVESTMENTS
Carmel, Indiana
51-200 employees
Investment House, a leading company in the field of financial services, fund management and investment portfolios since its inception in 2001. It is a private Qatari shareholding company. It is licensed by the Qatar Central Bank and operates in accordance with the provisions of the Islamic Sharia through the Fatwa and Shari'a Supervisory Board composed of leading scholars in the State of Qatar. Since its inception, the company has played an important role at the local and regional level in creating a distinctive investment climate by promoting investment opportunities and providing innovative financial and investment solutions and services to investors. The company seeks to contribute strongly to the Qatari economy by offering a distinctive and diverse range of investment services and solutions in Qatar and abroad compliant with the principles and principles of Islamic Sharia. Long and short together, the company seeks to create investment opportunities that meet the aspirations of investors, The Investment House has a track record of achievements in many financial, investment and money management sectors, which have contributed to maximizing the wealth and savings of individuals and institutions.
Retirement Benefits Rank
Top Benefits
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HORNING INVESTMENTS, LLC
HORNING INVESTMENTS, LLC
Indianapolis, Indiana
51-200 employees
All Type of Roofing and Sheet Metal Work. Check out the Horning Roofing website. www.horningroofing.com
Retirement Benefits Rank
Below Market
INVST
INVST
Indianapolis, Indiana
51-200 employees
As an independent Registered Investment Advisory firm, our mission is to educate, guide, and counsel entrepreneurs to achieve their full financial potential. To help you live the life you want to live. Our job is to educate, guide, and counsel you toward that end. We act in your best interest as your fiduciary. Every day, we roll up our sleeves and go to work for you. The advice and solutions we render to our clients are not only at the highest degree of professional standards, but are also the same that we would render to ourselves and our families. Welcome to the smarter, faster, non-conforming, personal wealth building always got your back, Bunch.
Retirement Benefits Rank
Market Competitive