Ed was very easy to work with. He made time to help me file my taxes, even though I got off to a very late start. Ed is very kind knowledgeable of not just tax laws, but uses his estate planning and retirement services background to give you advice on how to make tax preparation decisions based on your long term goals. I would highly recommend Mr. Gunnell.
I cannot thank Andy and Deb enough for all their help this past year! As a freelance photographer my finances were no where close to organized. Deb was able to help me get everything sorted out so that come tax time it was super easy! I had about a million questions and Deb always responded promptly and thoroughly. In addition, Andy was able to help me plan for my future. As a 26 year old, planning for retirement seemed ridiculous. Andy showed me how saving even just a little bit each month (and saving it in the right places!) will help me tremendously in the long run. Both Andy and Deb are personable and easy to work with. Bottom line, you can't go wrong hiring Wager Wealth Management! (super cheesy, but so true!!)
Dave is an extremely intelligent and talented advisor. He now manages all of our portfolio, and my wife and I are very happy to have been referred to him. We are very confident that our retirement is in good hands. Two things I like most about Dave are, he takes time to listen, and he explains things in a way that we can truly understand. We are fortunate to have him looking out for us.
I am a CPA and would not hesitate referring a client to Dave for their financial planning needs. He's professional, responsive, and knows the industry. His technical acumen with investing is excellent, but discusses the information in a way that is understandable. Your investments are in good hands with Dave.
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.
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.