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Indianapolis Family Financial Services

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

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

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.

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.

Wagner Wealth Management
5.0
from 5 reviews
  • 17 years in business
  • 2 hires on Thumbtack
Wendy J.
Verified review

Andy is my financial advisor. As a young professional, I had no idea what I was doing with my retirement and investments. When I reached out to Andy, he helped me realize I had thousands of dollars just sitting in what I thought was an investment fund (one of those online brokers), but turned out to be a stagnant equivalent to a savings account. That was going on for three years, not making me a dime! Andy's expertise was what I needed to jumpstart all of my financial gains, and start having my money work for me. I can be as hands off or as in the know as I want to be with Andy's consultation, which is really nice now that I am back in school and way too busy to be concerned with actively making decisions about my retirement. Andy has become my version of a money-making autopilot. To top it all off, Andy is just a fun person to talk to. He has the spunk you want in a financial advisor. I can tell he is really passionate about wealth management.

Edward Jones
5.0
from 2 reviews
  • 96 years in business
  • 1 hire on Thumbtack
Latrice B.
Verified review

Dave is wonderful to work with! He treats you like family and talks to you like a human being which is a treat when you're my age :). He is knowledgeable and very informative. His varied experience makes him not only an expert in investments but in business as well! He has advised me on small business ventures, introduced me to people in my field to network with, and given sound advice. I look forward to working with him on making my money grow and preparing for my future. I know working with Dave will be a wonderful education and I have someone who cares about me as a person looking out for my future.

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

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

    About

    Serving Noblesville, IN, and the outlying areas, Krysten Overly of Prosperity Financial Advisors, LLC is offering the following: services life insurance, health insurance, investment advisory services, insurance products and service.

    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

    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

    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.

    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

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

    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

    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

    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

    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

    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

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

    About

    Serving Bloomington, IN, and the outlying areas, Howard Rightsell of Rightsell & Company is offering the following services, but are not limited to: * Retirement Planning * Estate Planning * Financial Advisor * Investment Advisor * Education Planning

    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.

    • 5 years in business
    About

    I do the following services: * End-to-End Accounting Services (including payables, receivables and payroll) * Financial Analysis and Reporting * Reconciliation Proofs for Audit Preparation * Project Management * Personnel Development and Training

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