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

Richard Bellmer
Deerfield Financial Advisors, Inc.
(317) 469-2455
8440 Woodfield Crossing Boulevard, Suite 360
Indianapolis, IN
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CLU

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®

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

William Howell
Howell Financial Advisors, Inc.
(317) 877-8000
3815 River Crossing Parkway
Indianapolis, IN
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA

Michael Kalscheur
Castle Wealth Advisors, LLC
(317) 849-9559
9820 Westpoint Drive, Suite 200
Indianapolis, IN
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Tax Planning, Estate & Generational Planning Issues, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Ryan Thomas
Column Capital Advisors, LLC
(317) 663-6508
8888 Keystone Crossing, Suite 1675
Indianapolis, IN
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Tax Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

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