The highest-rated Financial Planning & Wealth Management companies out of 177 vetted & reviewed in the Greenwood area.
Learn how we score.
Prominent finalists A-Z in Greenwood
Bgbc Partners
Bischoff Wealth Management
Bob Waddey, Bailey & Wood Financial Group, Nmls 201768
Carlson Wealth Advisors
Core Wealth Advisors
Creative Financial Group
Doug Stewart – Raymond James
Eagle Financial Designs
Financial Game Plan
Financial Plans & Strategies
Fox Custom Financial Planning
Frank & Kraft, Attorneys at Law
Increditable Advisors
Koon Financial Planning & Consulting
MFG Wealth Management
Midwest Credit & Finance Consultants
No Worry Retirement
Promise Advisory Group
RDW Financial Group
Robert Addington CPA
Shaub CPA Group
Simons Bitzer & Associates
Wealthcare Partners
Wilkes Accounting & Tax
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Financial Plans & Strategies
(1)
Estate, Investment, Retirement
“We've been clients for nearly 40 years and are impressed more each year!”
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Doug Stewart - Raymond James
Services, Services
“Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. As your partner, we offer customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and ...”
i
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Shaub CPA Group
(2)
“Have had my trust for many years!”
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Eagle Financial Designs
“The future of accumulating wealth, preserving it for retirement and having a family heritage to pass on, has taken a different look in the past generation. The uncertainty of social security, changing tax codes, frequent job changes and stock market ...”
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No Worry Retirement
“Brad Pearsey has been in the insurance and financial services industry for nearly two decades. Brad started in insurance working in the Medicare and individual health insurance markets. He quickly grew his business to several thousand clients, many o...”
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Fox Custom Financial Planning
(1)
“He is a good listener, which is critical to understanding your needs in order to make appropriate recommendations.”
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Bischoff Wealth Management
“Bischoff Wealth Management Group, LLC (“BWMG”) is an SEC registered investment adviser located in Greenwood, IN. Registration does not imply a certain level of skill or training. The publication of BWMG's web site on the Internet should not be constr...”
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Promise Advisory Group
“Shellee has been helping clients since 2004. Formerly mentored by Steve Gould, she has a broad base of training in life insurance, retirement planning and investments. She graduated from Indiana University with a Bachelor of Science Degree in Busines...”
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Koon Financial Planning & Consulting
“A fee-only advisory firm, we concentrate on the intentions of your personal investment decisions.For some of you, the purpose is already well defined. For others, it takes a lot of conversation to determine the how and why of your goals.”
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Financial Game Plan
“Personal Finance is very personal. It is at the core of every relationship we have. We will sit down together, either in-person or virtually. We will help you in creating a budget, devising a plan to pay off your debts, planning for your retirement, ...”
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Increditable Advisors
(50)
Educate
Building
Information
“That said, I would recommend anyone who is interested in investing in themselves and gaining valuable information that will last a life time from In Creditable Advisors!”
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Frank & Kraft, Attorneys at Law
(9)
Estate and Gift Tax Figures, Lgbtq Estate Planning, Medicaid and Elder Law
“I had many questions from closing my parents estate with another law firm and Paul so quick and polite to answer my questions and I want even a client!!”
“Simons Bitzer demonstrates their genuine commitment to their clients in going above and beyond in supporting the community they and their clients serve.”
i
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Bob Waddey, Bailey & Wood Financial Group, Nmls 201768
(27)
Primelending
Job
Questions
“I will be recommending him to anyone and everyone who need a mortgage whether buying a house or refinancing, Bob Waddey and Prime Lending is who you your best bet!”
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Bgbc Advisory
(9)
Client Accounting Services, Business Succession Planning, Audit & Assurance
“I have BGBC as my accountant and, so far, their service and personal attention to me have been extraordinary.”
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Creative Financial Group
(22)
Confident
Investments
Retirement
“Brian takes all the time we need to help us understand all of our questions and we have never felt any pressure to make changes or investments we weren't comfortable with.”
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Robert Addington CPA
(2)
Tax Preparation and Compliance, Bookkeeping, Directions
“He has prepared my personal and company taxes for a number of years.”
“I knew in my heart that he was honest, and a good man, and would do everything he could to give me the best return possible on my IRA, and really look out for my assets.”
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RDW Financial Group
(5)
“The stability of the organization coupled with the outstanding reputation that Dave Williams has within the financial planning industry make this the best home for our investments as well as the best place to get advice for all our financial question...”
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Wilkes Accounting & Tax
“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”
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Core Wealth Advisors
(2)
“Very knowledgeable about the stock market and tax strategy.”
“I appreciate the patient education I've received.”
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Midwest Credit & Finance Consultants
“We're Midwest Credit & Finance Consultants, Inc, and we're here to help you with debt management. Since our founding in 2000, we've guided countless clients to help them achieve their unique financialgoals. Using our proven end-to-end methods, we'll ...”
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Carlson Wealth Advisors
(2)
“Highly recommend if you are looking for a top notch financial advisor.”
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Retirement Planning and Investment Management Services in Greenwood, IN Cost Estimates