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Financial Advisors to Avoid

204

Top Rated Financial Advisors

33

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Over 2,584 reviews for
Indianapolis Financial Advisors from people just like you.

A
"I had my retirement funds in various ,s and 401K 's with really no practical rationale except that they did good over time. I just" turned 60 and knew that I had to get it in focus to make sure my wife and I had enough to hopefully live on in our retirement years. I wasn't sure my portfolio was worth the time of a financial planner, but I saw that Mr. advertised that he would work with anyone and he would charge by the hour or as a percentage of your portfolio. I called him, made an appointment and we talked for an hour. I found out that he wasn't into just getting my money somewhere, he was genuinely concerned about our COMPLETE financial situation so he could give us the best advice he could. I originally just meant to have him look over my various funds and advise where to put them (which he did very well) but he also spent some time going over rational planning for retirement and making sure that we had a decent emergency fund and how to get things paid off to make sure we owed very little when I would retire. He helped me realize that 80% in stocks was not a good idea at my age and he also explained the advantage of index funds that were low cost and follow the instead of flashy funds that do good for a while and then die (and I had two of them over 20 years and had already watched them go high and then drop.) This is the same philosophy that I've read about and that Buffet advocates. He put me and my wife on an even , showed us what we could expect in the future and what we need to do to make sure we would have some kind of retirement. It won't be great, but we should have enough to live close to what we have now. And he indicated that he really likes to start with people that are young and are just starting out so he can help them with family financial planning right from the start, even with very small amounts of money. But, the tradeoff is that he is completely independent and charges for his services up front. He is not free because he doesn't get any kickbacks or percentages form your investments. But, from what I can tell so far, he was a straight shooter that gave me both the bad news and good news up front. And when I am ready to fully retire in a few more years I will be calling him back for further advice to finalize my retirement options.

-FRANCES C.

A
"We have worked with this service for over a year now and have received timely responses to any and all questions we may have/had. We would highly recommend them.

-Vicky N.

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Financial Advising reviews in Indianapolis

F

Rating
It has not gone at all like I was under the impression it would go. We (employees) could sign up for 3 different weekly payments to receive: $200, 300, 500, in the event you were off work longer than a 2 wk period. (not vacation). I signed up for the $300 a week insurance payment, and the bi-weekly premium of $9.36. I took the safe, middle of the road ...More route, just in case I ever needed to use it. Well, guess what! I needed to use it, and now they have stalled from 12/11/13 to now and I still have not received one weekly insurance payment! I thought I would be covered if I ever needed it by buying this insurance. Now I can see that is not true. I have gone the whole winter with nothing from this insurance company. I would never recommend them or use them again. When I am able to get back to work I will drop this coverage like a hot potato! And recommend that anyone else paying for this option drop it too!
- SANDY J.
A

Rating
I have had a relationship with since my retirement in 2002. During that time he has done an excellent job of managing my portfolio: meeting, and often exceeding, my expectations. I can highly recommend his services..
- STEPHEN C.
A

Rating
We have unique needs as a couple and from day one he has listened and done a good job for us. We are not rich, but middle income folks that believe in saving, getting a better than average return and using a financial planner. has, and always be our guy for that. We meet with him as his office and feel it is time well spent.
- Victoria M.
A

Rating
was quick to respond, knowledgeable, courteous, well informed, calming. I did a great job, answered our questions, prepared all the documents - just great !!
- BONNIE L.
D

Rating
I would first like to say that I am thoroughly unsatisfied with the level of service I have received from CCC. I am someone who is in need of assistance and I pay the company to assist me. It has been a week since my last email and there has been no contact made via email, or phone. I was referred to this company by someone who had nothing but good ...More to say about their customer service and timeliness. I can honestly say that is not the case for me. I have had multiple conversations end with "we'll call you tomorrow with an update," or "I'll call you right back," with no response and I will then have to initiate another conversation. This is unacceptable and needs to change. Am I doing something wrong, asking the wrong questions giving the wrong information, or is it simply that your service isn't the right fit for me? I am in a tough spot and need help and I need that help effectively communicated to me in a timely manner. I'm not asking for the world here, just some help so I know what to expect.
- DERICK C.
A

Rating
We were very pleased with her careful attention to our needs. is a very personable individual who listened attentively to us. She possesses considerable expertise in financial management and investment which she generously shared with us.
- JOYCE S.
A

Rating
answered multiple questions almost daily for months during my home buying and never seemed to mind. I felt like a friend to all that work there. I could not have done it without them. Thank you and Crew!!!!
- Renee D.
A

Rating
It was excellent. sat down with us over two sessions and helped us establish a plan for tightening up our spending and taking control of our long term financial plans. He gave us an expert opinion with an down-to-earth . Instead of criticizing our financial weaknesses, he showed us specific ways to improve ...More them. He also gave us tips for working as a team with regard to our finances. It's been almost two months since meeting with him and we've definitely improved our spending and saving habits because of him. We felt at ease right away with and will definitely use him again in the future!
- JEREMY S.

Financial Advisors in Indianapolis

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

9655 HAGUE RD
Indianapolis

A G EDWARDS & SONS INC

201 S CAPITOL AVE
Indianapolis

A G EDWARDS & SONS INC

9200 KEYSTONE XING
Indianapolis

Accelerated Benefits

5880 Venture Drive

AG EDWARDS

8888 Keystone Xing Ste 400
Indianapolis

Alerding CPA Group

4181 E 96th St
Indianapolis

Aliign LLC

12800 N Meridian St
Carmel

Allegiant Group Inc

189 W Clarkston Rd

AMERICAN UNITED LIFE

12800 N MERIDIAN ST
Carmel

Ameriprise

301 Pennsylvania Pkwy #200
Indianapolis

Ameriprise Financial

501 Pennsylvania Pkwy Ste 200
Indianapolis

Ameriprise Financial

484 W Main St
Greenwood

Ameriprise Financial Advisors

9200 Keystone Crossing
Indianapolis

Ameriprise Financial Joyce Foster

10333 N Meridian St
Indianapolis

Ameriprise Financial Services Grabovsky & Assoc

2900 E 96th Street, Suite B
Indianapolis

Amicus Financial

8440 Woodfield Croosing Blvd
Indianapolis

Andy Hammond

9753 Crosspoint Blvd
Indianapolis

Aspire CPAs, PC

8425 Woodfield Crossing Blvd, Suite 110
Indianapolis

AXA EQUITABLE

Indianapolis

B & D CAPITAL MANAGEMENT INC

PO BOX 113
Indianapolis

Baranowski Insurance Agency

950 Richard Rd
Dyer

BECK FINANCIAL STRATEGIES INC

5825 N POST RD
Indianapolis

Beck Insurance

7196 E US Highway 36
Avon

BECSON INVESTMENT GROUP

5545 CHESTER LN
Indianapolis

Bering CPA Firm LLC

3125 Dandy Trl Ste 100
Indianapolis

BetaFrontier, LLC

858 North Franklin St

Biechele Royce Advisors Inc

8784 Station St
Fishers

Bielski Law LLC

608 E Market Street
Indianapolis

Blue Benefits Consulting Inc

12800 N Meridian St
Carmel

BLUE LINE REAL ESTATE

5555 N TACOMA
Indianapolis

BMO Harris Bank

2260 W 86TH ST
Indianapolis

Bose Mckinney & Evans

111 Monument Circle Suite 2700
Indianapolis

BRACKIN FINANCIAL SERVICES INC

2935 E 96TH ST
Indianapolis

Brackin Wealth Management

14074 Trade Center Dr.
Fishers

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brendanwood Financial, LLC

9650 N. Commerce Dr
Carmel

Brunette & Associates, LLC

500 E Ohio St
Indianapolis

Byerly Insurance

Alexandria

Bymaster Bankruptcy Law Offices

4435 E. Whitestown Parkway
Lebanon

C & G Financial Services

205 Creekview Cir
Mooresville

Caitlin-Morgan Insurance Services

11555 N Meridian St
Carmel

Canterbury Investment Management

23 East Cedar
Zionsville

Capstone Wealth Advisors Inc

5875 Castle Creek Pkwy
Indianapolis

CFG WEALTH MANAGEMENT

9840 Westpoint Dr Ste 150A
Indianapolis

Chamberlin & Taylor LLP

101 E Monroe St
Franklin

Charles Thompson CPA LLC

8358 Somerville Drive
Indianapolis

Circle Financial Planning, Inc

7828 E 88th St
Indianapolis

CITY SECURITIES CORP

8900 Keystone Xing Ste 300
Indianapolis

Clark Insurance Group

2403 South Park Avenue
Alexandria

COBURN & ASSOCIATES INC

8118 BROOKMONT
Indianapolis

COLDWELL BANKER THE PREMIER GROUP

6612 EAST 75TH STREET
Indianapolis

COLONIAL NATIONAL MORTGAGE

9880 WESTPOINT DR
Indianapolis

CORE Wealth Advisors

151 N. Delaware St.
Indianapolis

CREDIT CARD DEBT CONSOLIDATION

133 W MARKET ST
Indianapolis

Credit Card Relief

5656 W 74th St
Indianapolis

Credit Dr

116 N Wall Ave

CS Benefits Consulting

440 N East St
Indianapolis

CSA USA, LLC

PO Box 164
New Ross

Dane Poteet

3850 Priority Way South Dr
Indianapolis

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DEVELOPMENT CORP FOR ISRAEL

3901 W 86TH ST
Indianapolis

Doug Myers

501 Pennsylvania Pkwy
Indianapolis

DURY INVESTMENT GROUP

6128 N COLLEGE AVE
Indianapolis

Ed Gunnell

P.O. Box 807
Plainfield

Ed Rowell

501 Pennsylvania Pkwy
Indianapolis

EDWARD JONES

1533 NORTH POST ROAD
Indianapolis

EDWARD JONES

6925 HARDING ST
Indianapolis

EDWARD JONES

4625 S Emerson Ave
Indianapolis

EDWARD JONES

3125 Dandy Trl Ste 120
Indianapolis

EDWARD JONES

1533 N POST RD
Indianapolis

EDWARD JONES

5620 E Washington St
Indianapolis

EDWARD JONES

6117 ALLISONVILLE RD
Indianapolis

EDWARD JONES

7007 US 31 S
Indianapolis

EDWARD JONES

5855 MADISON AVE
Indianapolis

EDWARD JONES

3725 E SOUTHPORT RD
Indianapolis

EDWARD JONES

3416 S POST RD
Indianapolis

EDWARD JONES

8720 Castle Creek Parkway East Dr Ste 120
Indianapolis

EDWARD JONES

2805 E 96TH ST
Indianapolis

EDWARD JONES INVESTMENTS

4475 W 71ST ST
Indianapolis

EDWARD JONES INVESTMENTS

941 E 86TH ST
Indianapolis

EDWARD JONES INVESTMENTS

6434 COLLEGE AVE
Indianapolis

Edward Jones Vern Roach

8150 Oaklandon Rd
Indianapolis

ELSER FINANCIAL PLANNING INC

8365 Keystone Crossing
Indianapolis

F.A.T. Freedom

4/41 Meinzinger Ave.
Indianapolis

FEUERBACH FINANCIAL GROUP LLC

5144 E STOP 11 RD
Indianapolis

FIDELITY INVESTMENT

8480 Keystone Xing
Indianapolis

FIFTH THIRD SECURITIES

7921 US HIGHWAY 31 S
Indianapolis

FINANCIAL NETWORK INVESTMENT

5348 W VERMONT ST
Indianapolis

FINANCIAL NETWORK INVESTMENT

6119 S EAST ST
Indianapolis

FINANCIAL PLANS & STRATEGIES

375 N MADISON AVE
Greenwood

FIRST INDIANA INVESTOR SVC

135 N PENNSYLVANIA ST
Indianapolis

Freyman CPA, P.C.

57 Washington Ave

Goldstein Group Financial Advisors LLC

8900 Keystone Crossing
Indianapolis

Greenwood Bankruptcy Lawyer

3209 W Smith Valley Rd
Greenwood

Guardian Wells Financial

722 S Rangeline Road
Carmel

H&R BLOCK

57 S Ridgeview Dr
Indianapolis

HALTER FERGUSON FINANCIAL

7702 WOODLAND DR
Indianapolis

HANEY CPA GROUP/HANEY FINANCIAL SERVICES

7510 E 82ND ST
Indianapolis

Heartland Family Mediators, LLC

5347 N College Ave Apt 109
Indianapolis

Horizon Bank

1216 W Carmel Dr
Carmel

HOWELL FINANCIAL ADVISORS INC

176 W LOGAN ST
Noblesville

iBank

3090F Pullman St

Ihnen Insurance

7211 N County Road 300 W,
Lizton

InCreditable Advisors, LLC

2680 E. Main Street Suite
Plainfield

Indiana Claim Advocates

12629 Glen Lake Dr
Ft Wayne

Indiana Commerce Center

5432 S East Street
Indianapolis

Indiana Farm Bureau Insurance

225 S East St
Indianapolis

INDIANA HEALTH FACILITY

1 N CAPITOL AVE
Indianapolis

Indiana Members Credit Union

95 S Mitthoeffer Rd
Indianapolis

INDIANA MORTGAGE GROUP INC

5283 ARAPAHO WAY
Carmel

Indianapolis Auto Loans

2605 Lafayette Rd
Indianapolis

INDIANAPOLIS DEBT HELP DEBT CONSOLIDATION

639 S DELAWARE ST
Indianapolis

INDIANAPOLIS FINANCIAL GROUP

8425 WOODFIELD CROSSING
Indianapolis

Indianapolis Merchant Processing Solutions

8702 Keystone Crossing
Indianapolis

Indy Advisors, LLC

2225 Galahad Dr
Indianapolis

Indy Big Screen

5009 W 12th Street
Indianapolis

Innovative Debt Consolidation

209 North Delaware Street

INVESTMENT MANAGEMENT

2802 LAFAYETTE RD
Indianapolis

IRS Tax Help Team

1201 S Beach Blvd

Jennifer A. Harris, CPA

3925 River Crossing Pkwy, Suite 300
Indianapolis

JEREMY DONALDSON

PO BOX 657
Indianapolis

Josette Rathbun, CFP

111 Monument Circle
Indianapolis

Kemba Credit union

444 S Shortridge Rd
Indianapolis

keybank

6067 polonius court

KOONTZ FINANCIAL

PO Box 12
Mount Summit

Kregg Thornburg

11719 Pendelton Pike
Indianapolis

LAURA TAX SERVICES

3902 CAROLINE AVE
Indianapolis

Lendinero

848 Brickell Ave 603

Liberty Tax Service

3850 S. Emerson Ave
Indianapolis

LINK FEDERAL CREDIT UNION

5212 ROCKVILLE RD
Indianapolis

LINSCO PRIVATE LEDGER

6201 N PARK AVE
Indianapolis

LINSCO PRIVATE LEDGER

8200 HAVERSTICK RD
Indianapolis

LINSCO PRIVATE LEDGER

510 E 96TH ST
Indianapolis

LJI Wealth Management

6569 Carrollton Ave
Indianapolis

LLOYD Agencies - Zionsville

5885 Solomon Harmon Way
Whitestown

Lost Angels International, Inc.

1170 Peachtree Street NE

Lynch & Belch P.C.

7210 Madison Ave.
Indianapolis

MA Capital Resources

6335 Bryan Dr
Indianapolis

MARIETTA FINANCIAL SERVICES INC

4622 W 72ND ST
Indianapolis

MATKOVIC FINANCIAL GROUP

5440 LAFAYETTE RD
Indianapolis

Matt Derado

301 Pennsylvania Pkwy #200
Indianapolis

McCauley Financial Group

9000 Keystone Crossing Ste.300
Indianapolis

MERILL LYNCH

510 E 96th St Ste 500
Indianapolis

Miller Agency

8383 Craig St
Indianapolis

MORGAN STANLEY

800 E 96th St Ste 400
Indianapolis

Morgan Stanley Smith Barney Llc

800 E 96th St
Indianapolis

Moulton Financial Group

9102 N Meridian St Ste 100
Indianapolis

My Indiana Payday

9101 N. Wesleyan Rd
Indianapolis

Mystar Credit Counseling

7271 N Shadeland Ave
Indianapolis

Nash & Associates

121 Monument Circle
Indianapolis

NATIONAL CITY PRIVATE CLIENT

101 W WASHINGTON ST
Indianapolis

NORTHWEST FINANCIAL SERVICES

9333 N Meridian St Ste 300
Indianapolis

NOTHWESTERN MUTUAL FINANCIAL NETWORK

9810 WESTPOINT DR
Indianapolis

OAKTREE FINANCIAL ADVISORS INC

12900 N MERIDIAN ST
Carmel

OLD NATIONAL BANK

9901 FALL CREEK RD
Indianapolis

Pamela D Gunn, CPA LLC

P.O. Box 7207
Fishers

Pamela D Gunn, CPA LLC

P.O. Box 7207
Mc Cordsville

Penn Mutual

321 UXBRIDGE LN
Carmel

Pete The Planner

2159 Glebe St
Carmel

Piedmont Financial Advisors

320 N Meridian Street
Indianapolis

PLANNED INVESTMENT COMPANY

9265 Counselors Row
Indianapolis

Plus Side Management Resources

4205 Paragon Rd
Martinsville

Primary Residential Mortgage Inc

11976 Fishers Crossing Drive
Fishers

PRIMERICA FINANCIAL SVC

7007 GRAHAM RD
Indianapolis

Promise Financial Group

633 Library Park Drive, Suite I
Greenwood

Prudential

1893 Berry Road
Greenwood

PRUDENTIAL SECURITIES

8888 KEYSTONE AT THE CROSSING, SUITE 200
Indianapolis

Quantum Financial Services Inc

7400 N Shadeland Ave
Indianapolis

RAYMOND JAMES FINANCIAL SVC

6235 CARROLLTON AVE
Indianapolis

RAYMOND JAMES FINANCIAL SVC

921 E 66TH ST
Indianapolis

RBC DAIN RAUSCHER

8888 KEYSTONE XING
Indianapolis

Realty Group Insurance

8402 E. 116th Street
Fishers

RGC Consulting

2084 Fahey Dr
Indianapolis

Robb Dure - WestPoint Financial Group

900 E. 96th Street
Indianapolis

Robert Hodge Tax & Accounting Co

8520 Allison Pointe Blvd
Indianapolis

ROBERT W BAIRD & CO

8888 Keystone Xing Ste 1450
Indianapolis

SAMEX CAPITAL PARTNERS

3815 RIVER CROSSING PKWY 100
Indianapolis

SECURITIES AMERICA INC

6306 GUILFORD AVE
Indianapolis

Select Insurance Group

450 East 96th St Suite 500
Indianapolis

SEMLER FINANCIAL GROUP

11711 N Meridian St Ste 350
Carmel

SMITH BARNEY

111 MONUMENT CIR
Indianapolis

SMITH BARNEY

800 E 96TH ST
Indianapolis

Smooth Transitions INDY-NORTH LLC

2060 E 54th St
Indianapolis

STAR Financial Bank

8762 E 96th St
Fishers

Start Up Funding Experts

9339 Priotiy Way West Drive
Indianapolis

STATE FARM

5455 W 86TH ST
Indianapolis

STATE FARM

3501 Westfield Rd #122
Westfield

State Farm Insurance

6124 N College Ave
Indianapolis

Steffey Insurance Agency

8365 Keystone Crossing
Indianapolis

STIFEL NICOLAUS & CO

8888 KEYSTONE XING
Indianapolis

SUISSE CAPITAL COMPLEX

8888 KEYSTONE XING
Indianapolis

Tax Back of Speedway

1430 Main St
Indianapolis

The Finance Coach

324 E. Main St.
Brownsburg

THE MUTUAL FUND STORE

5025 E 82ND ST
Indianapolis

The Mutual Fund Store

107 N State Rd 135
Greenwood

The SCHUTTLER CONSULTING GROUP

3912 Clarks Creek Road
Plainfield

THE WELLINGTON GROUP LLC

9000 KEYSTONE CROSSING
Indianapolis

Theresa D. Props, CPA

10425 Commerce Dr.
Carmel

tonsofaccounting.com

179 Yorkshores Ln

Triple T Insurance - Gerald J. Beland

1895 E Conner St.
Noblesville

TYLER BOND

7212 N SHADELAND AVE
Indianapolis

UBS Financial Services - Ross Perkins

8888 Keystone Crossing 10th Floor
Indianapolis

UNION EQUITY CORP

9100 KEYSTONE CROSSING
Indianapolis

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

VEROS PARTNERS INC

5935 S Emerson Ave Ste 100
Indianapolis

VNMutual Solutions Inc

1 Lincoln Centre

VonLehman & Company Inc

8250 Woodfield Crossing Blvd
Indianapolis

Voya Financial Advisors

6912 220th St SW

WACHOVIA SECURITIES

Indianapolis

WACHOVIA SECURITIES

PO Box 40973
Indianapolis

WADDELL & REED

9000 Keystone Xing Ste 350
Indianapolis

WARNECKE INVESTMENT GROUP

6235 CARROLLTON AVE
Indianapolis

Wells Fargo Advisors

115 W. Washington St, Suite 950S
Indianapolis

Wells Fargo Advisors - Indianapolis

8888 Keystone Crossing
Indianapolis

YS Advisory Services LLC

10475 Crosspoint Blvd
Indianapolis

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