BEST RATED FORT WAYNE, IN FINANCIAL SERVICES

3 Best Financial Services in Fort Wayne, IN

Name: 3 Best Financial Services in Fort Wayne, Indiana
Rating: 4.7

Expert-recommended Top 3 Financial Services in Fort Wayne, Indiana. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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HOWARD BAILEY

4.8 ()

5916 Covington Road,
Fort Wayne, IN 46804 Directions

Since 2002

Specialty:

“Howard Bailey Financial has a team of advisors and support specialists striving to deliver the best experience in pre-retirement and retirement planning. Marshal N. Johnson is the firm's vice president and senior financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has been a financial advisor since 2007. Marshal N. Johnson earned a bachelor's degree in business administration from Indiana University. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), he is an Investment Adviser Representative and is licensed in life, accident, and health insurance. He is passionate about helping others confidently take control of their financial lives, especially when life transitions create questions and concerns.”

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WEALTH ADVISORS GROUP

4.7 ()

12726 Coldwater Road,
Fort Wayne, IN 46845 Directions

Since 1991

Specialty:

“Wealth Advisors Group financial advisors are here to provide you with personalized guidance, ensuring your financial decisions align with your goals and values. Mark VanderHagen is the President of Wealth Advisors Group. After graduating from Wabash College with an Economics degree, he briefly went into banking and then a family-owned business. Wealth Advisors Group has been dedicated to helping their clients navigate the complex world of finance. Their goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or leaving a legacy to future generations. Their seven experienced Certified Financial Planners® always act in a fiduciary capacity, who are obligated to conform to a strict code of conduct.”

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TRADEWELL TAX & FINANCIAL

4.7 ()

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

Since 2002

Specialty:

“Tradewell Tax & Financial is a boutique financial planning and professional services firm. They have a wide variety of professionals in-house to help the families that they serve reach retirement in the most successful way possible. They include EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals. Tradewell Tax & Financial is the only one-stop shop for retirement and guaranteed income that offers these professionals under a single roof. They specialize in custom-tailored financial guidance designed to maximize your retirement potential, ultimately helping you achieve and maintain the retirement life you’ve worked so hard to save for.”

3 Best Financial Services in Fort Wayne, IN