Here’s The Deal: 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.
3 Best Financial Services in Indianapolis, IN
Expert recommended Top 3 Financial Services in Indianapolis, Indiana. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 BEDEL FINANCIAL CONSULTING REVIEWS
We have been working with Kate and Austin for a few years now and we’ve been impressed since the very beginning! They’re personable and knowledgeable, so our meetings are collaborative in a way that makes me feel comfortable discussing the daunting world of finance. The plans they have put together have helped set us up to be confident in our financial future. I couldn’t recommend our Bedel Team more highly.
When I retired, I was stressed about investing and spending my nest egg after decades of solely focusing on saving it. I sought expertise and as a fee-only firm with solid credentials, Bedel was at the top of my list. Sarah and David have exceeded my expectations with not only the investment perspective but financial aspects that had not even hit my radar. And they make it easy to discuss both broad and personal topics. I am grateful to have connected with them.
We weren't sure what all to expect as we were new to professional financial advisors but I can't say enough good things about Kate and Austin. They have stepped us through the process of setting up a long-term plan while keeping our family goals at the forefront. Communication and transparency is excellent, I can't recommend Bedel enough.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
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Working Hours:
Fri: 9am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 CREATIVE FINANCIAL GROUP REVIEWS
We have been with Creative Financial for a year and a half after attending one of their retirement seminars and have been thoroughly satisfied with their service. Brian Quick, our financial advisor, has been great to work with providing excellent tax and growth strategies. We feel confident with the advice we have been given and highly recommend them. A bonus has been how professional and friendly Brian has been throughout the process. If you’re looking for a good financial company, look no further than Creative Financial.
We are long time clients and have always been pleased with the results we’ve gotten from long term planning with Kurt and John. Nowadays, Brian handles our portfolio and is a joy to work with and also very responsive. In our most recent visit, his presentation with the new projection program was incredibly enlightening and encouraging. We can’t recommend the CFG team, enough.
Creative Financial Group does a fantastic job of looking after your complete financial welfare. I just completed their annual overview of portfolio and plan for 2024. Brian Quick does an excellent job of creating a family forward relationship.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 WESTPOINT FINANCIAL GROUP REVIEWS
Experienced and highly qualified financial professionals. Caters to your needs as a client. Puts you first and let's you make the decisions.
Scott Eckert and Emma McRoberts are awesome to work with!! Enjoyed my meeting and everything was explained with patience and understanding.
The best financial consultants I've ever seen.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.