Directory for financial advisors and representatives

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Showing 36 advisors and reps

Eric Aslakson

CLU®, ChFC®, CLTC®

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Languages: English

Location: Indianapolis IN, 46256

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Chris BarksdaleOur team specializes in helping people who are looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and wealth preservation to help people build a strong financial foundation for their lives and future generations.Visit my website

Expertise: Financial Planning, Long Term Care Planning, Life Insurance Planning, Retirement Income Planning, Retirement Planning, Investment Strategies, Disability Income Planning

Languages: English

Location: Indianapolis IN, 46256

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Jerome BentleyVisit my website

Expertise: Life Insurance Planning, Retirement Planning

Languages: English

Location: Indianapolis IN, 46032

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Amanda Borgeson

MBA

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Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Education Funding, Disability Income Planning, Special Needs Planning, Business Risk Management

Languages: English

Location: Indianapolis IN, 46256

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Evan CarmichaelVisit my website

Expertise: Disability Income Planning, Financial Planning, Retirement Planning

Languages: English

Location: Indianapolis IN, 46256

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Cameron Causey

CLU®, ChFC®, CASL®

With 19 years of experience, I enjoy helping clients identify and secure their financial planning goals. Those who benefit most have financial objectives and resources BUT don’t have the time/interest to plan on their own. They prefer to work with an experienced advisor, a reputable institution and a support team that is committed to excellent service and follow up.Visit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Retirement Income Planning, Education Funding, Business Continuation Planning, Business Risk Management, Business Succession Planning, Employee and Executive Benefits Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Indianapolis IN, 46256

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John CoffinVisit my website

Expertise: Financial Planning, Investment Strategies, Retirement Income Planning

Languages: English

Location: Indianapolis IN, 46256

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Norm Deken

CFP®, ChFC®, CLU®, ChSNC®, RICP®

My mission is to help people achieve financial security for themselves, their families, and their businesses. Helping you become educated, organized and prepared so that your planning is a reflection of your hopes, dreams and aspirations.Visit my website

Expertise: Financial Planning, Retirement Income Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Estate Planning, Business Risk Management, Employee and Executive Benefits Planning

Languages: English

Location: Indianapolis IN, 46256

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Shawn EdwardsVisit my website

Expertise: Business Risk Management, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Financial Planning, Retirement Planning, Estate Planning, Life Insurance Planning, Business Succession Planning

Languages: English, Spanish

Location: Carmel IN, 46032

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Joseph Faris

CLU®, CASL®, RICP®

Joe specializes in Qualified Plans for "for profit businesses" and "non-profit organizations" (plan design and operation for defined contributed and defined benefit retirement plans). Joe also assists businesses and professionals with their overall risk management strategy as well as "non-qualified plans" for Key employees. Joe's experience is helpful in retirement planning.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Continuation Planning, Business Risk Management, Estate Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Disability Income Planning, Education Funding

Languages: English

Location: Indianapolis IN, 46256

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