3 Best Financial Services in Indianapolis, IN

“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 must be simple. Schedule a meeting to sit down with them and discover what your ideal retirement looks like.”

“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.”

“2026 Update: Spectrum Financial Group, Inc provides financial planning services to individuals and businesses. They have more than 30 years of experience and provide solutions based on clients' need and objectives. Dennis Parrish is the president of Spectrum Financial Group. He holds Series 6, Series 63, and Series 65 designation. Spectrum Financial Group believes that client relationship is enhanced based on trust and confidence. They help their clients to strengthen their financial life. They offer Financial, Insurance, and Investment services to focus on long-term goals.”