Laurels

Best Financial Advisors in Terre Haute
2022

Capital Planning Systems, Inc.

Capital Planning Systems, Inc.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Capital Planning Systems, Inc., helps individuals in Terre Haute who want to invest to accumulate wealth, financially protect their families, or maintain their assets. It provides clients with peace of mind by charting a proven strategy for achieving their goals. The firm offers securities through CFD Investments and advisory services through Creative Financial Designs. Company President Gene Griffin has a CFP designation. He has been in the financial services industry for more than three decades.

1190 East Canvasback Drive
Terre Haute, IN 47802

Website

Website
Cedar Wealth Partners

Cedar Wealth Partners

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Cedar Wealth Partners caters to customers in the Terre Haute metro and the surrounding communities. It helps individuals achieve financial independence by offering planning services. Its process involves gathering the clients' necessary data and goals and analyzing and evaluating their current financial status. It also develops, presents, and implements plans suited to their situation. The company also provides investment management solutions. David C. Hobbs, a founding partner, has been working in the financial industry since 2008. He holds the CFP and CCFS designations.

1340 Ohio Street
Terre Haute, IN 47807

Website

Website

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:

12 (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+

Holden Wealth Management

Holden Wealth Management

  • Estate Planning
  • Tax Planning

Holden Wealth Management serves clients in and around Terre Haute. This firm helps business owners, working professionals, and retirees protect and grow their wealth. It offers financial planning services such as financial independence planning and projections, allocation, college and estate planning, and insurance needs assessment. It also provides investment management and life and disability income insurance. Jon R. Holden, the company's president, has nearly 60 years of experience in the financial services industry. He holds the designations of Chartered Financial Consultant and Chartered Life Underwriter.

631 N. Walnut Street
Bloomington, IN 47404

Website

Website

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)

Innovative Financial Solution

Innovative Financial Solution

  • Certified Financial Planner (CFP)

Innovative Financial Solution caters to the residents of Terre Haute and the surrounding areas. It provides wealth management and advisory services to individuals, families, and business owners who want to grow and protect their assets. The firm's advisors have 40 years of combined experience in preparing financial plans parallel to clients' needs, objectives, and budgets. They curate and implement Social Security, estate, charitable, educational, tax, and investment plans. One of the firm's senior advisors, William R. Verhagen, is also a CPA.

Terre Haute, IN 47401

Website

Website

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+

Structured Wealth Management

Structured Wealth Management

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Structured Wealth Management provides clients in Terre Haute with options involving retirement, investment, and tax planning. Its team collaborates with individuals, families, and businesses in discussing the risks and strategies associated with investment options like IRAs, bonds, and variable annuities. It also educates clients on matters concerning 401(k) and 403(b) plans, as well as profit sharing and money purchasing. One of the firm's advisors, David Collins, is a ChFC and CLU who also works with Cambridge Investment Research, Inc. as a registered representative.

1326 East Davis Drive
Terre Haute, IN 47802

Website

Website
Wabash Capital

Wabash Capital

  • Private Wealth Advisor

Wabash Capital has been serving clients in various locations nationwide, including Terre Haute, since 1997. It assists individuals in building investment portfolios and planning generational wealth transfer. It also manages trusts, IRAs, and 401(k) and 403(b) retirement plans. The CEFEX-certified firm provides investment advisory and fiduciary compliance services to institutions such as private schools, churches, and not-for-profit organizations. It also caters to Spanish-speaking clients. President and co-founder Don Edwards is a member of the Indianapolis Society of Financial Analysts and the CFA Institute.

2901 Ohio Boulevard Suite 242
Terre Haute, IN 47803

Website

Website

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:

9 (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+

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