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Best Financial Advisors in Fort Wayne

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10431 Illinois Rd, Fort Wayne, IN 46814
Fort Wayne, IN 46814

Based in Fort Wayne Indiana, Kingsview Partners is a multi-faceted, fee-based investment advisory firm. Kingsview employs a personalized, high touch standard of care serving the complex needs of an affluent and institutional clientele. Led by Award winning author and analyst Buff Dormeier, the Best-in-State Forbes Advisor, provides a holistic approach to financial service. Kingsview Partners offers goals based financial and income planning, banking, lending and insurance advice, tax-management, cash management, risk mitigation strategies, and state of the art portfolio management. As an investment advisor fiduciary, Kingsview is legally bound to put their clients interest first, act with undivided loyalty and the upmost good faith.

10431 Illinois Rd, Fort Wayne, IN 46814
Fort Wayne, IN 46814

Website(260) 230-3102

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Fort Wayne, INFort Wayne, IN

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Fort Wayne, INFort Wayne, IN

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

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Fort Wayne, IN 46825Fort Wayne, IN 46825

App Financial Planning and Investments is an investment management firm geared toward retirees in Fort Wayne. To keep from outliving their income, many retirees need to make smart investments that generate income and minimize financial risk. Since more than 90% of the firm's clients are retirees, its financial advisers strive to balance these concerns. App Financial Planning was founded by Gerry Whitenack, a financial adviser with decades of experience in the life insurance industry. It specializes in retirement investment strategies, estate and tax planning, and general money management for retirees.

Fort Wayne, IN 46825Fort Wayne, IN 46825

Website(260) 484-9577

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5732 Coventry Lane, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Bassett Financial Advisors is a wealth planning firm based in Fort Wayne. The firm serves retirees and their families by providing investment consultations, elder care solutions, and long-term financial planning strategies. Clients go through a step-by-step financial planning process that begins with organization and analysis. The team of advisors helps retirees diversify income without risking their wealth. CEO and founder, Marty Bassett, is a Certified Financial Planner who started his financial services career in 1988.

5732 Coventry Lane, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(833) 246-7080

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

200 East Main Street Suite 900, Ft. Wayne, IN 46802
Ft. Wayne, IN 46802
  • Retirement Planning

Daniel Arnold is a financial advisor affiliated with UBS. He develops financial plans for individuals in and around Fort Wayne, who are looking to prepare for retirement. He takes into account clients' risks and goals when creating strategies that aim to preserve livelihoods. He also develops financial strategies for clients seeking to transfer wealth or business ownerships. Arnold is a lifelong Fort Wayne resident, who has over three decades of experience. The Chartered Retirement Planning Counselor is also licensed to serve Utah, California, and Texas.

200 East Main Street Suite 900, Ft. Wayne, IN 46802
Ft. Wayne, IN 46802

Website(260) 421-3113

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

751 East North Street, Kendallville, IN 46755
Kendallville, IN 46755
  • Certified Financial Planner (CFP)

Dekko Investment Services is an advisory firm that focuses on financial planning and advice for families and individuals in Fort Wayne and throughout the northeast part of the state. The services include an initial consultation followed by comprehensive financial planning. For focused results, each client's plan is categorized into wealth management, retirement, estate, and education planning strategies. In 1989, the firm partnered with LPL Financial, an independent broker. The team is led by Certified Financial Planner Erica Dekko.

751 East North Street, Kendallville, IN 46755
Kendallville, IN 46755

Website(260) 347-2265

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fort Wayne, IN 46804Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)
  • Retirement Planning

DentVest guides Fort Wayne dentists and medical professionals in making financial decisions for the improvement of their financial situation. The fee-only firm is dedicated to providing financial literacy to clients in the medical field. Its financial planning process comprises six steps that include evidence-based investment management and strategic tax planning. Its offering also encompasses estate and retirement planning. DentVest has been featured on Forbes, Newsday, and Wealth Advisor. The firm’s founder, Ryan Timothy, is a certified financial planner and a chartered financial analyst charterholder.

Fort Wayne, IN 46804Fort Wayne, IN 46804

Website(812) 431-3350

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

6506 Constitution Drive, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Dickmeyer Boyce Financial Management, Inc., is an independent wealth management firm that has been serving individuals, families, and businesses from Fort Wayne and the surrounding areas since 2002. It helps clients attain their financial goals through services such as financial planning, personal wealth management, and investment strategies. Principal owner David A. Dickmeyer has been working in the financial services industry for more than two decades. He is a member of the Fort Wayne Director’s Business Group.

6506 Constitution Drive, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(260) 436-2051

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

10305 Dawson's Creek Boulevard Suite E, Fort Wayne, IN 46825
Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)

Since 1995, Financial Focus has been catering to clients in Fort Wayne. Its advisors help individuals managing their money to meet current and future goals. They help choose insurance policies, set up estates, and plan for retirement with a stable and sustainable income. The company also provides advice on building an investment portfolio that suits a client's risk tolerance. Founder Rudi Siela is a Certified Financial Planner with more than 35 years of industry experience.

10305 Dawson's Creek Boulevard Suite E, Fort Wayne, IN 46825
Fort Wayne, IN 46825

Website(260) 637-6866

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6920 Pointe Inverness Way, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Financial Planning Services is a wealth management firm that serves the residents of Fort Wayne and the surrounding areas. It provides a wide range of financial services, including investment portfolio management, cash flow and budget planning, and tax reduction planning. It also assists clients with retirement income planning and estate planning. Investment advisor Kenneth P. Schmidt has been working in the financial industry for more than 40 years. Financial Planning Services is a member of the Greater Fort Wayne Metro Chamber Alliance.

6920 Pointe Inverness Way, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(260) 469-3218

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7230 Engle Road Suite 212, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Foxworthy Wealth Advisors is an independent company serving clients in Fort Wayne. It offers financial advisory services for professionals and families striving for the work optional lifestyle and protecting a family investment legacy. To meet the individual needs and requirements of clients, the company works with estate planning attorneys, accountants, bankers, and Realtors. Owner John H. Foxworthy II and his team of wealth advisors employ a proprietary process called The Map Formula, which integrates tax planning, philanthropy, and wealth management with debt and risk management.

7230 Engle Road Suite 212, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(260) 489-0303

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7743 West Jefferson Boulevard, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Estate Planning
  • Tax Planning

Galecki Financial Management serves individuals and families in Fort Wayne and the surrounding communities. As a financial planning firm, it offers money management, cash flow analysis, estate planning, and retirement planning and advising. It also assists clients with IRA rollovers and guides them in identifying their short-term and long-term financial goals. Greg Galecki, the owner of the firm, established the business in 1990. With the mission of providing personalized customer service, he views clients as more than numbers but individuals with unique goals.

7743 West Jefferson Boulevard, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(800) 838-6441

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

421 East Cook Road, Fort Wayne, IN 46825
Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)
  • Tax Planning

Houlihan is a financial advisory and asset management firm that serves Fort Wayne individuals, families, and businesses. Its team of CPAs, CFPs, and tax professionals creates investment plans and financial education programs aligned with clients' goals and needs. It also offers portfolio management and estate planning services and IRA and 401K consultation and gift tax return preparation. Houlihan is a member of the National Association of Personal Financial Advisors or NAPFA.

421 East Cook Road, Fort Wayne, IN 46825
Fort Wayne, IN 46825

Website(260) 422-2929

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

6209 Constitution Drive, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Jehl & Kreilach Financial Management is an independent financial advisory firm founded by Gregg Jehl and Kevin Kreilach, both are Certified Financial Planners and members of the Financial Planning Association. Established in 2005, the company provides a wide range of services and solutions to clients in the Fort Wayne metro and throughout the state. The firm helps individual clients seeking financial assistance and assists investors in developing and implementing an asset allocation strategy. Jehl & Kreilach also serve commercial clients, which include cash management and tax planning.

6209 Constitution Drive, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(260) 420-0268

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

10319 Dawsons Creek Boulevard, Fort Wayne, IN 46825
Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)

Since 2001, Leman Financial Advisors has been serving high-net-worth individuals in Fort Wayne and the surrounding communities. It offers a wide range of financial planning services, including estate planning, business planning, retirement planning, tax management, and risk management. For businesses, it also gives executives access to several retirement plan options. Jonathan P. Leman, managing principal of the firm, obtained the Certified Financial Planner practitioner certification in 2003 and was acknowledged as a Leaders Level advisor for 2013 to 2018 by the Commonwealth Financial Network.

10319 Dawsons Creek Boulevard, Fort Wayne, IN 46825
Fort Wayne, IN 46825

Website(888) 537-4015

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7910 Carnegie Boulevard, Fort Wayne, IN 46804
Fort Wayne, IN 46804
Instagram
  • Certified Financial Planner (CFP)

Luminary is a financial advisory firm that serves the residents of Fort Wayne and the surrounding areas. Its customized clients' playbooks include modules such as net worth and cash flow statements, debt management, and goal savings. The firm also provides investment planning services and ongoing financial coaching. The professionals of Luminary have a combined experience of more than 70 years. The firm is a member of The BAM Alliance, the National Association of Plan Advisors, and the Society of Actuaries.

7910 Carnegie Boulevard, Fort Wayne, IN 46804
Fort Wayne, IN 46804

InstagramWebsite(260) 420-2500

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Fort Wayne, IN 46804Fort Wayne, IN 46804

Macke Financial Group is a Fort Wayne financial advisory service. Company founder Robert Macke has been a financial planner since 1997 and is a representative of the independent broker Sigma Financial Corporation. Sigma allows clients to access multiple investment opportunities independently, so Robert can create custom client solutions. Macke's mission is to provide clients with comprehensive solutions, including networking them with CPAs and attorneys. The firm specializes in company retirement plans, insurance options, education funding, investment strategies, retirement income planning, and tax coordination.

Fort Wayne, IN 46804Fort Wayne, IN 46804

Website(260) 969-5770

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127 W Berry Street, Suite 402, Fort Wayne, IN 46802
Fort Wayne, IN 46802
  • Estate Planning
  • Certified Financial Planner (CFP)

Monarch Capital Management has been serving the people of Fort Wayne since 1994. Its professionals work with individuals, families, and companies to develop financial plans tailored to their specific goals, including retirement, income, and cash flow. The firm is a Registered Investment Advisor acting as fiduciaries that manage portfolios and make investment recommendations to clients. CEO David Meyer has served as head of investments in the Trust Department at Fort Wayne National Bank.

127 W Berry Street, Suite 402, Fort Wayne, IN 46802
Fort Wayne, IN 46802

Website(260) 422-2765

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fort Wayne, IN 46825Fort Wayne, IN 46825

Mountain PEAK Wealth Advisors is an objective financial planning firm that offers education, planning tools, and advice to Fort Wayne clients. The company helps clients manage cash flow, plan their estates, relieve their income tax burdens, plan their insurance policies, manage their investments, and create a step-by-step guide to a healthy retirement. Company president Jeff Presley has three decades of financial services industry experience and has operated as a fee-only adviser since 2003.

Fort Wayne, IN 46825Fort Wayne, IN 46825

Website(260) 435-1200

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110 W Berry St Ste 1600, Fort Wayne, IN 46802
Fort Wayne, IN 46802
  • Certified Financial Planner (CFP)

Nicholas D Harter is a Northwestern Mutual Investment Services financial advisor serving clients in Fort Wayne. He offers strategies in areas such as business and retirement planning, education savings, and personal money and overall risk management to help individuals achieve their goals and obtain financial security. Nick holds an MBA degree and has received recognition for his work, including NAIFA’s Quality Award in 2013 and the Million Dollar Round Table Qualifying Member in 2014. He previously interned at Merrill Lynch.

110 W Berry St Ste 1600, Fort Wayne, IN 46802
Fort Wayne, IN 46802

Website(260) 443-7674

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10211 Auburn Park Drive, Fort Wayne, IN 46825
Fort Wayne, IN 46825
  • Certified Financial Planner (CFP)

Reynolds Wealth Management serves individuals, families, healthcare professionals, and business owners in Fort Wayne. It provides a wide range of services, from financial, education, business, and corporate retirement planning to portfolio management and alternative investments. It adapts its processes to meet the needs of its clients at every stage of their lives. Founder Greg Reynolds established the firm in 2012. He holds Series 7, 24, 63, and 66, as well as health and life insurance licenses. 

10211 Auburn Park Drive, Fort Wayne, IN 46825
Fort Wayne, IN 46825

Website(260) 376-1000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7912 Carnegie Boulevard, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Summit Consultants, Inc., is an investment and financial planning firm that serves individuals, including retirees, in Fort Wayne. Its team offers investment management and financial planning services, which include developing and implementing portfolios, managing cash flow, and planning taxes and estates. Summit Consultants was founded in 1998 by Stephen Spoltman, who is a member of the Indiana and Allen County Bar Associations and Financial Services Institute. The company currently manages over $250 million in assets under advisement.

7912 Carnegie Boulevard, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(260) 432-8480

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3302 Mallard Cove Lane, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)

Summit Financial Group caters to clients in Fort Wayne. The company offers retirement and business planning, investment strategies, and risk management solutions. It works closely with clients to define and establish their financial security. The company has access to an extensive network of financial specialists across the country, working with each other to share ideas and leverage their talents for clients to achieve their financial objectives. It also supports local organizations, including Alex's Lemonade Stand, a foundation dedicated to children with cancer.

3302 Mallard Cove Lane, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(260) 432-5152

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

130 West Main Street Suite 100, Fort Wayne, IN 46802
Fort Wayne, IN 46802
  • Tax Planning

TradeWell is a full-service financial advisory firm serving Fort Wayne. It offers a variety of financial management solutions such as investment management and portfolio construction, retirement planning, and financial management. It creates strategies for risk mitigation, provides advice on 401(k) rollovers, and assists with long-term care and end-of-life transition planning. The company's team comprises professionals with diverse backgrounds, including elder law attorneys, enrolled agents, tax advisers, and fiduciary investment advisors.

130 West Main Street Suite 100, Fort Wayne, IN 46802
Fort Wayne, IN 46802

Website(260) 490-2084

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

9121 Illinois Road, Fort Wayne, IN 46804
Fort Wayne, IN 46804
  • Certified Financial Planner (CFP)
  • Tax Planning

Vestia Personal Wealth Advisors is a financial planning firm that serves Fort Wayne and its neighboring areas. It utilizes an evidence-based approach in its wealth management services to minimize long-term taxes. It assists female physicians and orthopedic surgeons in auditing their medical practice efficiency, maximizing their retirement plans, and coordinating multiple investment accounts. Vestia Personal Wealth Advisors has multiple offices located in Indianapolis, Omaha, and Nashville and is available for virtual engagements across the country.

9121 Illinois Road, Fort Wayne, IN 46804
Fort Wayne, IN 46804

Website(877) 669-1126

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12726 Coldwater Road, Fort Wayne, IN 46845
Fort Wayne, IN 46845
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Wealth Advisors Group serves individuals and businesses in the Fort Wayne metro. The firm is a fiduciary providing financial planning and investment management services, including business, retirement, legacy, and tax planning. Its financial planning integrates strategies to grow the existing wealth, minimize taxes, manage cash flow and debt, and insure against unexpected situations. The firm's president, Mark VanderHagen, is an Accredited Investment Fiduciary and a Certified Financial Planner. Wealth Advisors Group also has a Certified Estate Planner and a Certified Divorce Financial Analyst on staff.

12726 Coldwater Road, Fort Wayne, IN 46845
Fort Wayne, IN 46845

Website(260) 619-3100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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