3 Best Financial Services in Indianapolis, IN

“Bedel Financial Consulting is a fee-only wealth management firm in Indianapolis, IN. Elaine E. Bedel is the firm's chief executive officer. As CEO, her primary objective is to assemble a team of professionals who have knowledge, experience, and a true service orientation. She has over 35 years in the financial services industry and over 30 years providing fee-only financial and investment services for executives, professionals, and entrepreneurs. She graduated with a Bachelor of Liberal Arts in Mathematics from Hanover College and a Master of Business Administration, Finance Emphasis from Butler University. She earned CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning. She and her team strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning, and investment management. Their mission is to guide the next wealth accumulators towards an affluent path progressively. They help business owners through growth and transition. The firm provides high-net-worth families who want to preserve and pass their wealth to future generations.

UNIQUE FACTS:
• Top 25 Women-owned Registered Investment Advisors (rias) in the Country
• Top 100 Financial Advisors in America, According To CNBC
• $2 Billion in Actively Managed Assets.”

Read more

“Creative Financial Group is an independent financial consultant in Indianapolis, Indiana. Kurt Supe is the firm's advisor and chief investment officer. He became interested in the investment industry through his grandmother, who assisted him in researching and purchasing blue-chip stocks and then watching them grow over time. At Creative Financial Group, they believe everyone should be able to live the retirement they've always wanted. Their team of professionals can help you create a well-thought-out strategy, using a variety of investments, products, and services to help you address your financial needs and concerns. They encourage you to arrange a meeting at your convenience or sign up for one of their informative seminars to obtain additional details regarding any of the products and services mentioned.

UNIQUE FACTS:
• Seminar For Retirement Tax Strategies
• Over 20 Years in Business.”

Read more

“WestPoint Financial Group is one of the leading financial planners in Indianapolis, IN. They are dedicated to educating their clients to help them fulfill their financial goals. They offer relevant experience, personalized attention, and outstanding resources. Their financial and insurance associates listen intently, recommend thoughtfully, and care genuinely. about you, your family, and your business. Their associates are highly competent professionals, respected for their expertize, product knowledge, and commitment to professional growth. Their stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of their business conduct. Before they recommend any product or service, they ask questions and get a clear understanding of your circumstances and financial objectives. They then analyze your insurance and investment portfolios to identify any gaps that may exist. The company consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky.

UNIQUE FACTS:
• Currently Serves More Than 200,000 Clients.”

Read more