3 Best Financial Services in Indianapolis, IN

“Bedel Financial Consulting is dedicated to helping you achieve financial security. They are a fee-only financial planning and investment firm, and their commission-free compensation comes exclusively from their clients. Elaine E. Bedel is the CEO of Bedel Financial Consulting. They have a team of 26 dedicated professionals. Their client-first approach is built on transparency and trust: no commissions, no products to sell, and no conflicts of interest. They specialize in Comprehensive Wealth Management, a system that aligns your financial plan with your investment strategy. They help business owners through growth and transition. They understand that you may not have the time, energy, or expertise to manage it all yourself. The firm provides services to high-net-worth families who want to preserve and pass along their wealth to future generations. Bedel Financial Consulting starts with a free, no-obligation call that allows them to interview each other.”

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“Creative Financial Group creates a personalized plan that considers your financial goals and the best strategies for managing taxable income. They are made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Kurt Supe is the Advisor and Chief Investment Officer of Creative Financial Group. He has over 20 years of experience in the financial services industry. Creative Financial Group has a mission to give you the best service possible while helping you build a plan for your future. They use a Retirement Roadmap to help you minimize taxation while maximizing retirement income because they believe tax and retirement planning should be simple. Schedule a meeting to sit down with them and discover what your ideal retirement looks like.”

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“WestPoint Financial Group is dedicated to educating their clients to help them fulfill their financial goals. They offer relevant experience, personalized attention, and outstanding resources. Greg McRoberts is the managing director of WestPoint Financial Group. Their associates are highly competent professionals, respected for their precise expertise, product knowledge, and commitment to professional growth. They are proud to help their customers keep their promises, protect their families, and support their children. WestPoint Financial Group asks questions and gets a clear understanding of your circumstances and financial objectives. They bring financial wisdom and clarity in a world of infinite information. They has over 500 associates and staff throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky.”

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