3 Best Financial Services in Fort Wayne, IN

My wife and I were looking for true financial advise, not just a fund allocator. In 2013 we began working with Mark, and more recently with Chris also. I can’t begin to say enough about this group. They have always had the insights and tools to provide an accurate picture of where we stood and a defendable vision of where we were going. They are proactive in contacting us when special opportunities or circumstances arise. They actively implement and manage the plan set forth in our meetings. While other reviewers have provided assessment of their services, our circumstances would test the character of this team. Our situation was fairly straightforward in 2013, but unexpected very significant health issues arose a few years later, derailing the plan, leading us into uncharted waters. Mark respectfully, skillfully and gently helped us consider / navigate through multiple future scenarios, including dealing with inability to work full time, disability, harsh realities of life-expectancy actuarial probabilities, early retirement from work - a heavy situation and a very heavy lift to expect from a financial advisor, yet they were there for us. Throughout continually changing circumstances, they were there reassessing and revising every step of the way. There is so much more, but suffice it to say that we are so very pleased with every aspect of this group, have achieved financial peace of mind, and deeply appreciate the skill, care, and kindness of this group.

My husband and I can’t say enough about how amazing Wealth Advisors are to work with. They meet your needs and help prepare for kids’ education, retirement, and look out for your family’s best interest. I would highly recommend anyone to seek their help.

I recently started working with WAG. Their responsiveness, transparency and most importantly holistic financial planning approach is excellent and just what I was looking for to be reassured as a young professional. I would highly recommend their services.

I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare. Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services. I would highly recommend the Tradewell team for all of your investment planning needs.

My family has worked with Tradewell for many years. The entire Tradewell team is considerate and professional. Mike Albertson is a a true expert in his field. We look forward to a long relationship with him and his team.

I have worked with Mike on several occasions and feel very comfortable doing business with him. If honesty and integrity is important to you then look no further then Mike and his team.