Retirement Planning Columbia City IN

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Retirement Planning in Columbia City, IN. We have compiled a list of businesses and services around around Columbia City, including Retirement Planning 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 Retirement 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. David M. Kolpien, CFP®
(260) 436-9219
7030 Pointe Inverness Way Ste 310
Fort Wayne, IN
Firm
Raymond James

Data Provided by:
Mr. John Corbett Reimbold, CFP®
(260) 432-3235
5750 Coventry Ln Ste 110
Fort Wayne, IN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

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:
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. Richard L. Phillips Jr., CFP®
(260) 420-7732
6920 Pointe Inverness Way
Fort Wayne, IN
Firm
Phillips Financial

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

Data Provided by:
Ms. Phyllis Anne Bailey, CFP®
(260) 969-1384
3250 Mallard Cove Ln
Fort Wayne, IN
Firm
Three Generations Unlimited

Data Provided by:
Mr. Martin M Bassett, CFP®
(260) 432-6555
5726 Coventry Lane
Fort Wayne, IN
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
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