Financial Planners Columbia City IN

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Columbia City, IN. We have compiled a list of businesses and services around around Columbia City, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Gregory Galecki
Galecki Financial Management, Inc.
(260) 436-8525
7743 W. Jefferson Boulevard
Ft. Wayne, IN
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Dennis Houlihan
Houlihan Asset Management LLC
(260) 422-2929
421 East Cook Road, Suite 300
Fort Wayne, IN
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Ms. Jeanine Marie Herold, CFP®
(260) 420-7732
6920 Pointe Inverness Way
Fort Wayne, IN
Firm
Phillips Financial Services

Data Provided by:
Mr. Gregory M. Galecki, CFP®
(260) 436-8525
7743 West Jefferson Blvd
Fort Wayne, IN
Firm
Galecki Financial Management,
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Louis G. Mohlman Sr., CFP®
(260) 423-4824
6702 Pointe Inverness Way Ste 100
Fort Wayne, IN
Firm
Wellsl Fargo Advisors
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Ian Boyce
Dickmeyer Boyce Financial Management, Inc.
(260) 436-2051
6506 Constitution Drive
Fort Wayne, IN
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Divorce Planning, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Timothy M Rooney Sr., CFP®
(260) 459-3989
7221 Engle Road
Fort Wayne, IN
Firm
Stifel, Nicolaus
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Al P. Lindsten, CFP®
(260) 436-7006
7617 West Jefferson Blvd
Fort Wayne, IN
Firm
Shelton Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. David Weidmayer, CFP®
(866) 937-0827
6702 Pointe Inverness Way Ste 100
Fort Wayne, IN
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Ian D. Boyce, CFP®
(260) 436-2051
6506 Constitution Dr
Fort Wayne, IN
Firm
Dickmeyer Boyce Financial Mgmt.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

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