Indianapolis Financial Advisors

in Indianapolis, IN

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 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.

Indianapolis Financial Advising Articles

Financial Advising reviews in Indianapolis

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.
Indianapolis Financial Planners Provider Name Locked
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
Indianapolis Financial Planners Provider Name Locked
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 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.
Indianapolis Financial Planners Provider Name Locked
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
Indianapolis Financial Planners Provider Name Locked
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
Indianapolis Financial Planners Provider Name Locked
and Crew!!!!
- Renee D.
A

Rating
It was excellent.
Indianapolis Financial Planners Provider Name Locked
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
Indianapolis Financial Planners Provider Name Locked
. Instead of criticizing our financial weaknesses, he showed us specific ways to improve 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
Indianapolis Financial Planners Provider Name Locked
and will definitely use him again in the future!
- JEREMY S.
A

Rating
I can't praise him enough. When I wasn't able to drive and trying to figure out things about pensions and everything, he actually came to my house. He stayed for a few hours. Made appropriate changes with my plans. He will actually call me with certain updates and changes. One day a couple weeks ago when stock
Indianapolis Financial Planners Provider Name Locked
fell I called. He called me back in 20 minutes. He keeps me focused and on track.
- MARY ALICE P.
A

Rating
My wife and I decided it was time to start investing beyond our employer 401k's so we contacted
Indianapolis Financial Planners Provider Name Locked
to assist us. My wife also had two 401K's from previous employers that we needed to roll over. All transactions went very smooth. When meeting with
Indianapolis Financial Planners Provider Name Locked
we discussed our 401K's and
Indianapolis Financial Planners Provider Name Locked
offered to take a look at them for us and make allocation recommendations. His recommendations had an immediate positive result reflected on the next quarterly statement. He did this for a friend of mine as well who had the same positive experience. I thought this said a lot about
Indianapolis Financial Planners Provider Name Locked
and his concern for my overall financial health, as he obviously does not make any commissions off helping me allocate my company 401K's - its just part of his service.
Indianapolis Financial Planners Provider Name Locked
did not push any products on us, only listened to what we were looking for, made prioritized suggestions, and explained why he felt given our situation things fell in that order. So, we set up a money
Indianapolis Financial Planners Provider Name Locked
account, which we have full access to, that will be used to fund a
Indianapolis Financial Planners Provider Name Locked
he set up for us. It really is that
Indianapolis Financial Planners Provider Name Locked
.
Indianapolis Financial Planners Provider Name Locked
helped us look down the road a bit as well. We plan on having kids some day so he informed us a bit about educational savings products and its something we will revisit with him in more detail when the time comes. I have worked with other advisors in the past and that is the reason I have not worked with one in quite sometime. I feel too many advisors push what they want to sell you or what they make the most commission on - this is not the way I felt with
Indianapolis Financial Planners Provider Name Locked
.
Indianapolis Financial Planners Provider Name Locked
is honest, genuine, and client focused - I highly recommend him to my fellow Angie's Listers, my friends and my family.
- Joel D.
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All Financial Planners in Indianapolis, IN

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, IN

A G EDWARDS & SONS INC

2905 ENTERPRISE DR
Anderson, IN

A G EDWARDS & SONS INC

489 S STATE ROAD 135
Greenwood, IN

A G EDWARDS & SONS INC

201 S CAPITOL AVE
Indianapolis, IN

A G EDWARDS & SONS INC

9200 KEYSTONE XING
Indianapolis, IN

A G EDWARDS & SONS INC

412 6TH ST
Columbus, IN

AG EDWARDS

8888 Keystone Xing Ste 400
Indianapolis, IN

Alerding CPA Group

4181 E 96th St
Indianapolis, IN

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allstate Agency Ranj Puthran

815 W CARMEL DRIVE
Carmel, IN

American Health Value

671 E Riverpark Ln
Boise, ID

AMERICAN UNITED LIFE

12800 N MERIDIAN ST
Carmel, IN

Ameriprise Financial

501 Pennsylvania Pkwy Ste 200
Indianapolis, IN

Ameriprise Financial Advisors

9200 Keystone Crossing
Indianapolis, IN

Ameriprise Financial Services Grabovsky & Assoc

2900 E 96th Street, Suite B
Indianapolis, IN

Ameriprise Financial Services, Inc.

10333 N Meridian St
Indianapolis, IN

Amicus Financial

8440 Woodfield Croosing Blvd
Indianapolis, IN

Andy Hammond

9753 Crosspoint Blvd
Indianapolis, IN

Anthony Gutwein

11415 Overlook Dr
Fishers, IN

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