It isn't easy to find an advising firm that doesn't group you in with other clients based on needs…read more This firm gets to know you and your goals to recreate a specific financial plan - which I've found to be difficult to find in other firms. They're communicative and consistently update you with your finances to ensure you're in the right place at the right time. Jon and Nicole are great at what they do and I highly recommend this firm.

From the owner: Summit Financial Group of Indiana (SFGI) is an independent financial planning and wealth management…read morefirm specializing in creating tailored, sound financial strategies that revolve around your needs, wants, and wishes. We're a transparent, CEFEX-certified advisory firm that collaborates with private clients and University faculty & staff, who often have the intelligence and tools necessary to do their investment and financial planning, but rarely have the time it takes. As a result, we develop, calculate, coordinate and implement financial plans to keep your schedule free for the goals you want to accomplish.

Everything you need in financial planning: quality products, low fees, intelligent staff and…read morepersonal service.

From the owner: Our wealth management advisors in TIAA's West Lafayette, IN office are available to help clients…read moreplan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The West Lafayette, IN office is a smaller satellite office, so please call today to schedule an appointment (866) 842-3516.

Travis is the best! Travis has the heart of a teacher. He doesn't just go over your finances with…read moreyou, but he teaches you along the way, allowing you to understand and make the best decisions possible. I always look forward to our annual reviews. Even though my reviews are annual, Travis and his administrator, Cheryl, are always there for my needs, any day. Thanks for everything, Travis!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

They're good at losing your money due to fees but won't tell you this up front. Thank goodness I…read moreregularly check my account. Their quarterly fees are twice as much as the annual return stated. What a joke. I've pulled all my assets from Ameriprise. Stay away from them, they're crooks who are happy to take your money and then drain it through fees. Open an Apple Savings Account instead.

Stephen is good at losing your money due to fees but won't tell you this up front. Thank goodness I…read moreregularly check my account. Their quarterly fees are twice as much as the annual return stated. What a joke. I've pulled all my assets from Ameriprise. Stay away from them, they're crooks who are happy to take your money and then drain it through fees. Open an Apple Savings Account instead.