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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WestPoint Financial Group
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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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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.
I highly recommend Fire Financial Group! The website is very easy to navigate and I was able to set…read moreup a meeting in less than five minutes. The application the company uses is very easy to set up and understand. I was able to meet with Matt to talk about my financial goals less than a week after I set up a meeting. Matt was super helpful and knowledgeable about financial advising. He did not make me feel intimidated for not knowing something and he took time to educate me on those topics. Matt was very charismatic and he genuinely cared about my short term and long term goals. I really appreciated how he took time to learn about me, my background, my story, and my aspirations outside of just financial planning. From there Matt asked follow up questions to better understand my financial goals and drafted a great portfolio that reflects my short term and long term goals. This portfolio also include action items for me to do in order to achieve my goals. He is so attentive and passionate about helping me and I will definitely come back to Fire Financial Group for additional services!
Amazing service! Great communication. Super reliable and worked with me every step of the way. I…read morerequested help with my 1099 k form and got a refund very quick.
Wadzi is an outstanding person who not only responded positively, she did so with solid leadership…read moreregarding 1040/IT40. 1040/IT40=Federal Individual Income Tax Return/State Individual Income Tax Return (Indiana). I am grateful that Wadzi followed up to a query on Yelp (five days ago). This simple act helped tremendously. Wadzi's professionalism & kindness assisted in achieving full compliance. Thank you so very much Wadzi. Stay well & safe all, Amy ;)
Do not use Brandon Libunao's State Farm Agency for anything. This office is incompetent and…read moreseriously lacking in clear and direct communication. On Dec 17, 2025, I requested that our car insurance be canceled on Jan 14, 2026, as we were switching agencies. I was told that would be fine and the policy end date would be added to the "notes" in our account. Unbeknownst to us, our car insurance was actually canceled on Jan 4, 2026 leaving us uninsured for 10 days until our new policy started. Wow, what stellar customer service. We only found this out after seeing a refund deposited into our bank account and then logging in to our insurance account and finding that the car insurance policy had been removed. Also, during the phone conversation on Dec 17, I requested that our renter's insurance policy be canceled on April 3, 2026. I subsequently was contacted four times between Dec 17 and March 2026, asking what I would like to do with our renter's insurance. I repeated myself every single time and was told that the end date would be added to the "notes" in our account. I called the office on April 10, 2026 and was told that the renter's insurance policy had not been canceled as requested because the manager was awaiting confirmation from me in order to cancel it. Where was that phone call, manager? The incompetence and unreliability is real. Save yourself the stress and irritation; there are SO MANY better qualified agencies available.
Brandon and his team (Nate Walker and Ryan Sagstetter) did an excellent job answering all my…read morequestions and then helping me smoothly transition from my old insurance carrier to State Farm. We are off to a great start!
Joseph Stark is an excellent CPA. He is up-to-date on current tax law. He always meets deadlines,…read moreand he has saved my company money, always following the law. He has been kind and gracious in my dealings with him. His assistant, Chris, is the same. I would highly recommend this firm to anyone seeking a new CPA. His rates are reasonable, and he does an excellent job.
DO NOT SUPPORT R. JOSEPH STARK JR and his accounting firm located in northeast Indianapolis…read more R. Joseph Stark is unprofessional and does not care about protecting your personal data security! We have been attempting to securely file business taxes with Joe Stark's accounting firm for six months only to have received several communication delays, scheduling dates 60 days out and abruptly being yelled at, exclaiming "Go elsewhere!" (while being hung up on, with the phone being slammed in our ear - twice) after six months of back and forth communications. The organization is antiquated, and they attempted to strong arm us into non-secure electronic and paper transaction practices. We also had duplicate meetings with Joe, only to find out he had no notes and could not recall what we had previously discussed. Clearly Joe Stark is someone people should not do business with, so I'm glad this has come to light. Please be aware that if any company does not respect you and your business you have a right to better customer service as no one will care for your business like you do. Six. Months. Later. We are without accounting services and back to our original starting point. http://www.joestarkcpa.com/
We've been customers for 10 years and never had an issue (but also never filed a homeowners…read moreinsurance claim). The one time this year we had an issue, the claim process was miscommunicated and mishandled. We're taking our insurance business elsewhere because if you can't assist when we need it and just excel at sending birthday and holiday cards, we need a new agency.
DO NOT DO BUSINESS WITH THIS MAN. I have had insurance for many, many years and have always asked…read morefor a $1,000 deductible. Ross put me into a 1% deductible of State Farms value of the home. Ross told me State Farm switched to a percentage rating in 2018. Three other State Farm agents told me that this policy changed in Indiana in the last 2 years. I never knew there was a percentage of the property option. If when I first got the insurance and State Farm was changing the normal deductible policy of all insurance companies, this should have been explained in detail and he did not do that. I asked for $1,000 and he gave me 1% relying on the fact that most people do not look that closely because most agents are not liars. I also found out I could have had an option of 1/5 percent. He never advised me of that. I was leaving Farmers and getting quotes. He wanted new business and he lied to get it. Are you aware all policies with State Farm in Indiana, If you are just now checking and finding out your deductible is a percentage and you were not advised please log on to Facebook, I Hate State Farm, and join the lawsuit. Do not believe anything that comes out of this man's mouth. He confirmed he lied to me when he said you can sue me, but you will never win. It was obvious that others have already confronted him with this problem.
I had my first experience using Eve's Accounting, and it was excellent. Eve was fantastic to work…read morewith--she conducted thorough research regarding my home tax credit and demonstrated great attention to detail throughout the process. She went above and beyond to ensure everything was handled properly and submitted my taxes promptly. I will definitely be a returning client for Eve's services.
Jeff Kolp State Farm has been amazing to work with. I have been a customer for one year, and have…read moreworked with both Jeff Kolp and Jeremy Sermersheim. Jeremy got me set up over the phone for car insurance for my first car, set up autopay on my preferred card, and offered and honored several discounts. He has mad my name change & policy changes associated with getting married a breeze, and I am so glad I am doing my insurance through this state farm office!
This company has turned into a nightmare, I have insured a rental from them maybe the last 5 yrs…read morenever a problem, I did insure two other rentals for the last couple of years in August 2021 a neighbors tree fell on my garage and my husband had just passed on July 29th, in fact Jeff Kolp should have covered that tree instead, I was called by Jeff and told I needed to repair the garage and a hand rail, I was given till November the 15th,I made the repairs and they were completed August 20th keep in mind I was trying to bury my husband again the repairs were made. I got a email daily with what I deem as threats of cancellation and mailed threats,I called their office to talk to someone and they would send a email saying we tried to call you back and the line was busy two way line here no busy signal.I left messages at their call center. my agent was Jeremy and I never had a problem ,but now it is Tim and who ever else who picks up my file. I can accept you want to cancel but November 15th is not a option today is October 2,2021 and cancel me. your call and do not email me, have a new email. Thanks for nothing, do think I will call insurance commission as well.