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. Brady Mcardle, CFP®
(260) 436-8525
7743 West Jefferson Blvd
Fort Wayne, IN
Firm
Galecki Financial Management,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Samuel B. Gregory Jr., CFP®
(260) 432-4068
4011 W Jefferson Blvd
Fort Wayne, IN
Firm
Financial Profiles Systems Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided by:
John Foxworthy, CFP®
(260) 420-7732
6920 Pointe Inverness Way Ste 230
Fort Wayne, IN
Firm
Phillips Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Investment Management

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

Data Provided by:
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. Terry L. Anderson, CFP®
(260) 432-3235
5750 Coventry Lane
Fort Wayne, IN
Firm
Ameriprise Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management

Data Provided by:
Mr. Ronald G. Neuenschwander, CFP®
(260) 423-4800
6702 Pointe Inverness Way
Fort Wayne, IN
Firm
Wells Fargo Advisors

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