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Carmel Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Carmel.

Gunnell Financial
5.0
from 19 reviews
  • 10 years in business
  • 43 hires on Thumbtack
Michelle S.
Verified review

Ed is fantastic. He made us feel comfortable and welcome and worked very hard to deal with our particular situation which had us quite overwhelmed. With his guidance we feel that we can begin to make sense of a situation that has concerned us for some time,His extreme professionalism and expertise have made us very thankful that we were able to discover a financial expert who possesses integrity and knowledge and one who dealt with us with kindness and concern for our situation. We highly recommend his excellent services!

  • 5 years in business
  • 13 hires on Thumbtack
Itasha P.
Verified review

Rich was great with my tax return, and he helped me with some financial advisement. I would recommend him to anyone.

Jeffers & Company
4.4
from 7 reviews
  • 21 years in business
  • 30 hires on Thumbtack
Troy T.
Verified review

I have found Julie to be extremely professional, trustworthy, and service-oriented. I am an attorney, and had to hire her for one of my clients while they were in the midst of a financial emergency. She jumped in and got right to work. She has provided everything we've asked for, and has been very responsive to all of our questions and needs. I highly recommend her.

Joni M.
Verified review

I highly recommend Zach Mayhew without any reservation. My company, LuckyGuy Bakery, originally employed Mayhew Financial to keep our books, and provide financial analyses for purchasing and for product pricing decisions. We soon learned that his skill set went beyond financial support. Zach remedied our workflow issues by researching, recommending and setting up software that connects our online store, payment gateway, shipping provider, Quickbooks and Mail Chimp. What was a labor intensive, unwieldy system is now seamless. Zach has a very professional temperament, and approaches problems very thoughtfully. He provides excellent service in a timely fashion. And, he's passionate about start-up businesses, which makes working with him extra rewarding.

Katrina Love
5.0
from 1 review
    Taliah E.
    Verified review

    Katrina is all that and more. She brings value to the words financially responsible and her passion and love for it helped me to want to become financially responsible myself. She is very knowledgeable and I can’t wait to continue working with her!

    About

    Asset Management Strategies, Inc. is a registered investment adviser dedicated to serve our investor clients. Financial planning and investment management are some of the services we provide.

    About

    We provide the financial products and services you need. We utilize a five-step comprehensive process to determine the optimum approach to managing your assets: 1. Discover - We help you understand your personal, professional, and financial goals. 2. Educate - We discuss the risk/reward of the financial vehicles available to you. 3. Recommend - We help you decide which financial vehicles will help you best meet your financial goals. 4. Implement - We put together a step-by-step checklist to help you put your plan in place. 5. Manage - We schedule regular reviews with you to review your portfolio's performance. Securities are offered through LPL Financial. We are a member of FINRA/SIPC.

    About

    Serving Fishers, IN and outlying areas, Douglas Sweet of Midwest Financial Group, Inc is offering the following services but not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

    About

    Serving Noblesville, IN, and outlying areas, Mark Miracle and associates of Miracle & Associates is offering services not limited to the following: * long-term care * retirement income * financial planning * investments * financial advising

    About

    I'm a financial adviser from Carmel, Indiana. I offer investment advice, life insurance, annuities, financial planning, and great customer service. I'm an adviser who takes the time to listen to what the clients really need. I create a financial road map to accomplish your financial goals. I'm a financial adviser with over 20 years of experience in the financial services field. I'm a registered financial consultant.

    About

    While other financial services companies typically focus on the wealthy, Primerica serves Main Street families in neighborhoods all across North America. We take an educational approach and offer financial tools to help our clients reach their goals. The complimentary Financial Needs Analysis asks all the right questions to identify exactly where a family is on the path to their goals, and then suggests Primerica solutions that both fit their needs and budget, and help them stay on track for those dreams. Helping families and individuals reach their financial goals

    About

    I manage the financial activities of small businesses. I am a contract controller and business manager for several clients.

    About

    Our mission is to help people earn more income, become properly protected, and financially independent.

    About

    Serving Noblesville, IN and outlying areas, Mark Miracle and associates of Miracle and Associates is offering the following services not limited to long-term care, retirement income, financial planner, investments and financial adviser.

    About

    Serving Anderson, IN, Philip Lavelle Jr. of Lavelle Financial provides personal and comprehensive financial planning services to his clients. He has expertise in investments, financial planning, and insurance.

    About

    Founded in 1955, the Boone County Cancer Society, Inc. is a community-based agency, which is dedicated to promoting the quality of life for cancer patients and their families. We are a non-profit organization that provides financial assistance for Boone County residents with cancer in the form of helping them to pay for their medicine and doctor bills. The agency strives to educate the public about cancer detection, such as self-examination and other cancer detection techniques. We also work with our youth on the health risks of smoking. We feel this helps relieve some of the pressure that cancer patients have when trying to pay for medicines and doctor bills that they can not afford by providing this financial assistance with these items. We also loan out equipment and help with transportation to and from appointments and pay for wigs and prosthesis. All of these are done at no charge to the cancer patient.

    About

    At LPL Financial, we have one goal: to assist you in every aspect of your financial life. Together, we will tailor a plan based on where you are in your life and your goals and dreams. Our you-centric, holistic approach means that before we get down to details, we first take the time to get to know you and develop a relationship that will last a lifetime.

    About

    Planning is not just about retirement. It’s about how you want to live your life today as well as tomorrow. People are traveling, starting businesses, caring for parents, going back to school, volunteering for charities and helping their kids at various stages of their lives. Being prepared financially to live life the way you want starts now. At Spencer Financial Strategies, we want to hear about your dreams first, so we understand the type of life you want to lead. Planning is not just about retirement. It’s about how you want to live your life today as well as tomorrow. People are traveling, starting businesses, caring for parents, going back to school, volunteering for charities and helping their kids at various stages of their lives. Being prepared financially to live life the way you want starts now. At Spencer Financial Strategies, we want to hear about your dreams first, so we understand the type of life you want to lead.

    About

    I give support to war fighters and provide all services to the Department of Defense with first-class accounting and finance.

    About

    Individuals and business owners have selected me as their lead advisor because of my empathy, integrity, and commitment to serving. What this means is that I genuinely care for the well-being of my clients by sharing a process designed to clearly understand their unique intentions, goals, and challenges.

    About

    Final Expense Life, Employee Benefits Annuities, Investments Taxes. Advising customers on best types of Insurance and Investments and how much is enough.

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