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

Mr. Paul M. Adelson, CFP®
(303) 217-2258
7609 W. Jefferson Blvd
Fort Wayne, IN
Firm
Ash Brokerage Corporation

Data Provided by:
Mrs. Sheila Roesler Mccampbell, CFP®
(260) 432-5152
3302 Mallard Cove Ln
Fort Wayne, IN
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

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. Jason H. Frank, CFP®
(260) 432-8913
6223 Constitution Dr
Fort Wayne, IN
Firm
Frank Financial Group
Areas of Specialization
Asset Allocation, Education Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Data Provided by:
Mr. Paul F. Schowe, CFP®
(260) 423-4857
6702 Pointe Inverness Way,Ste100
Fort Wayne, IN
Firm
Wells Fargo Advisors

Data Provided by:
Albert T Kohout, CFP®
(260) 436-8525
7743 W. Jefferson Blvd.
Fort Wayne, IN
Firm
Galecki Financial Management

Data Provided by:
Mr. Daniel K Palmer, CFP®
(260) 969-3940
6714 Pointe Inverness Way
Fort Wayne, IN
Firm
Rehmann Financial

Data Provided by:
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