1. Valeo Financial Advisors
Indianapolis, IN
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16 years ago
Excellent service here from Brad Harrold. He is easy to reach, always willing to answer my million questions, and he knows what he is talking about. Finally, a financial advisor that I can trust! Highly Recommend! read more
9450 N Meridian St
Ste 300
Indianapolis, IN 46260
(317) 218-6000
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http://www.valeofinancial.com
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Incredible people, incredible service! If you're looking for a financial advisor that listens to…read moreyou, reviews with you and realizes this is YOUR plan and money then I highly recommend! Give them a call
Edward Jones - Financial Advisor: Rob Duncan
Rob is a great advior. He worked with my parents and I trust him with all of my investments. I do…read morenot make any major financial decisions without consulting him first.
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.
Joyce Foster - Ameriprise Financial Services
They will push REITS which are illiquid to make large commissions and which you cannot sell. Plus…read morecharge you yearly advisement fee on top of it. They do not really know much about investing to match market performance.
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I am a user of Wealth Trace's financial planning software and have used consultation sessions with…read moreDoug to fine tune and troubleshoot my various plans. The advice I received was so far superior to that of my financial planner that I ended that relationship and now rely solely on Wealth Trace and paid advice sessions.
I have used Wealthtrace for many years and I have been very satisfied with the capability and…read moreresults. I have also met with Doug to review my Wealthtrace inputs a number of times and have been very satisfied with his expertise and guidance, he is very professional and knowledgeable.
Lamont helped me with credit repair and did an amazing job. He was very thorough, professional, and…read moremaintained excellent communication throughout the entire process. I highly recommend his services.
I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other…read morebig-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!
We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.
We've worked with Johnny TWICE now, including for the signing on our house and refinancing, and…read moreboth experiences were fantastic. They were professional, prompt, and made the paperwork process easy and efficient. It gave us real peace of mind knowing everything was handled correctly. Highly recommend for anyone needing a reliable traveling notary!
Kim was an amazing help in purchasing my first home. She was attentive, patient, and kind. I…read morehighly recommend her services to anyone looking to buy a home.
We worked with Tracy Harding and she was fantastic throughout the entire homebuying process. She…read morewas always just a text or phone call away, even outside of work hours or when she was sick, she truly made a difficult process almost effortless and seamless! I recommend MJW mortgage as a preferred lender.
I had a plan. When I first started working, I knew I wanted to be able to afford early retirement…read more Even though I was an accountant with a minor in economics, I knew I didn't have the time or the ability to make the plan happen. So, back in the early '90's, my wife took me to a planning seminar which ultimately led to meeting Jeff Grund, our personal financial advisor. Jeff has worked in several financial firms, but no matter where he landed, my wife and I have kept our business with Jeff and his assistant, Nell La Lond. Nell has been at every one of the businesses that Jeff has moved. That's loyalty. It goes both ways, and when it comes to planning your future and trusting someone with the direction and investment of your money, having someone you can trust to be honest about your finances is as important as making money. Jeff and Nell have worked at Retirement Counseling Services for a while now. Their offices are easy to find. If you turn south of 86th at the Keystone Crossing stop light, RCS is located on the first floor of the office building about a block south of the intersection. If you are serious about planning your financial future, it is important to start as soon as you can. And finding someone who has experience and the personal integrity to help you reach those goals is where to start. Rev #392
We had an awesome experience with American Fidelity Mortgage! From start to finish, the process was…read moresmooth, well-organized, and way less stressful than we expected. The team was professional, responsive, and took the time to explain everything clearly so we always knew what was going on. Kevin's communication was great and we felt supported every step of the way. Highly recommend American Fidelity Mortgage to anyone looking for a reliable and trustworthy mortgage team.
They have had our insurance for 20 plus years. The staff is always and nice and accommodating. Easy…read moreto deal with and they seem to have my best interests. Definitely would recommend.
Kellie and her staff are very helpful and exceed expectations for their customers. I'm very pleased…read morewith the service I have received.
Kellie Taylor and her staff have been awesome to me over the years. I've trusted her to insure…read morethree vehicles as well as other policies. If you are looking for an attentive and dedicated agent, you can trust her to get things done and with great care and professionalism. Thank you Kellie!