Wealth Management Firms Angola IN

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Angola, IN. We have compiled a list of businesses and services around Angola, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Ms. Rhonda L. Hanson, CFP®
(260) 668-8800
2310 N Wayne St
Angola, IN
Firm
Edward Jones Investments

Data Provided By:
Mrs. Alicia K. Cole, CFP®
(517) 278-1569
100 W Chicago St
Coldwater, MI
Firm
Century Bank and Trust

Data Provided By:
Wells Fargo - Angola
(260) 665-9484
2204 N Wayne St
Angola, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Paul Coan
Wealth Planning and Management, LLC
(317) 577-4426
3815 River Crossing Parkway Suite 100
Indianapolis, IN
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Ian Boyce
Dickmeyer Boyce Financial Management, Inc.
(260) 436-2051
6506 Constitution Drive
Fort Wayne, IN
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Divorce Planning, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Adam August Smith, CFP®
(260) 624-2108
2310 N Wayne St Ste A
Angola, IN
Firm
FM Investment Services
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Fifth Third Bank
(260) 668-8845
Angola, 100 Growth Parkway
Angola, IN
Office Hours
M-F 9-5; SA 9-12
Drive Up Hours
M-TH 9-5; F 9-6; SA 9-12

Gregory Galecki
Galecki Financial Management, Inc.
(260) 436-8525
7743 W. Jefferson Boulevard
Ft. Wayne, IN
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Gary Pittsford
Castle Wealth Advisors, LLC
(317) 849-9559
9820 Westpoint Drive, Suite 200
Indianapolis, IN
Expertises
Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Elaine Bedel
Bedel Financial Consulting, Inc.
(317) 843-1358
3815 River Crossing Pkwy. Ste 120
Indianapolis, IN
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874