Muncie, IN

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Muncie, IN
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Best Financial Advisors in Muncie, IN

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Muncie area.

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Miller & Company Accounting & Tax Services

Miller & Company Accounting & Tax Services

(8)
Business Services, Services For Individuals, Quickbooks Services
“All of the staff at Miller and Company are very helpful and knowledgeable, and friendly.”
In Business Since 1989
Transparent Fees & Pricing
Family Business
Offers Financing Options
3300 N Lanewood Dr, Muncie, IN
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Estep Burkey Simmons

Estep Burkey Simmons

(1)
Services For Individuals, Business Services, Industries
“Excellent, professional but friendly prompt service.”
In Business Since 2003
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
111 W Adams St #103, Muncie, IN 47305
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Eagle Flight Wealth Management

Eagle Flight Wealth Management

(1)
Who We Serve, Meet the Team
“They are thoughtful and treat each customer with respect and thoughtfulness.”
In Business Since 2011
Licensed
Family Business
1917 W Royale Dr, Muncie, IN
Featured

Wealth Management in Muncie, IN. Do you need help with wealth management in Muncie, IN? Eagle Flight Wealth Management can assist you in your wealth management. We have years of experience in wealth management. We're here to help you understand the most critical questions you should be asking about your finances. Contact Eagle Flight Wealth Management to book a consultation in Muncie today! Eagle Flight Wealth Management 1917 W Royale Dr, Muncie, IN 47304...

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Troy A. Helm, Financial Advisor

Troy A. Helm, Financial Advisor

(1)
Summit Financial Network Client Login, Featured Links, Tell A Friend
“Very knowledgeable and helpful.”
In Business Since 2009
3301 W Purdue Ave D, Muncie, IN
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Cardinal CPA Group

Cardinal CPA Group

(1)
Assurance Services, TAX, Credit Union Compliance
“Nice office, staff, and location.”
In Business Since 2018
330 E Main St #1, Muncie, IN
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Wealth Strategies

Wealth Strategies

(1)
Working With You, Retirement Planning, Worksite Education
“Downtown financial investment advice and services.”
In Business Since 1983
Licensed
Accepts All Major Credit Cards
207 N High St, Muncie, IN
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David P Gilliam & Associates

David P Gilliam & Associates

(1)
Asset Management, Long-Term Care, Retirement Planning
“David is the BEST.”
In Business Since 2003
2600 W Jackson St, Muncie, IN
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Cardinal Capital Management

Cardinal Capital Management

In Business Since 2013
Accepts All Major Credit Cards
Locally Owned & Operated
330 E Main St, Muncie, IN
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Comprehensive Financial Services

Comprehensive Financial Services

(3)
“Helpful, caring and honest people to help you walk through a difficult web of financial issues.”
3591 N Briarwood Ln # A, Muncie, IN
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Onieal and Associates

Onieal and Associates

“Whether you are just starting to save for your future, or are a seasoned investor, Mike Onieal, Onieal and Associates, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment ...”
In Business Since 2010
1416 W Jackson St, Muncie, IN
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White River Wealth Advisors

White River Wealth Advisors

“Forget the complicated financial jargon and the buttoned-up dress code. We're here to change how you view (and do) financial planning. With us, it's all about real conversations, genuine care, and a wealth management strategy that's built for generat...”
In Business Since 2017
700 W White River Blvd, Muncie, IN
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Harber Group

Harber Group

(2)
“Excellent personalized service with very impressive results.”
In Business Since 2010
12 W 13th St, Anderson, IN
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Baize Financial Concepts

Baize Financial Concepts

(7)
  • Team
  • Honest
  • Mind
“💰💰💰💰💰💰 No seriously if you're looking for a financial planner, there's no need to look any further they will be honest with you and realistic with you about your financial situation, if you're reading this, give them a try and put your mind at ease a...”
In Business Since 2007
Licensed
Serving Muncie Area
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Integrity Advisors

Integrity Advisors

Serving Muncie Area
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Retters Tax & Data Solutions

Retters Tax & Data Solutions

(3)
Business Services, Tax Services, Industries
“I feel confident in Retters to give us complete and accurate service in the confusing torture that is tax filing.”
In Business Since 2008
Transparent Fees & Pricing
Free Initial Consultation
Serving Muncie Area
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Rockford Group Investment Advisor

Rockford Group Investment Advisor

(1)
“He's patient, diligent, and listens to what's important to you and your situation; he then advises based on what fits your specific needs and goals.”
In Business Since 2021
Serving Muncie Area
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Masthead Advisory Group

Masthead Advisory Group

(1)
“They are honest, trustworthy, and incredibly knowledgeable.”
In Business Since 2010
CFP Certified
Serving Muncie Area
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Midwest AG Finance

Midwest AG Finance

“Beacon Ag Group, a department of Beacon Credit Union, a financial services company, is committed to the needs of agriculture. We employ creative approaches and old-fashioned personal service to help you determine the best solution for your needs. We ...”
In Business Since 2002
Transparent Fees & Pricing
Serving Muncie Area
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Shoreline Wealth Advisors

Shoreline Wealth Advisors

Wealth Management, Business Wealth, Accounting & Tax Services
“This is also why we view the individuals and families we work with as much more than “clients.” They are our friends, neighbors, family stewards, fellow professionals and business owners—and we partner with them as dedicated helpers across all phases...”
In Business Since 1998
Serving Muncie Area
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Blue River Financial

Blue River Financial

(36)
  • Taxes
  • Resources
  • Client Portal
“I personally have utilized the various options for phone calls, zoom calls, and in person meetings that work around my busy schedule to ensure all my tax needs are met.”
In Business Since 2020
Serving Muncie Area
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Comer Nowling & Associates

Comer Nowling & Associates

(1)
Tax Services, Audit/Attestation, IRS Representation
“This is truly a VIP-top-notch tax and accounting firm.”
In Business Since 1995
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
10475 Crosspoint Blvd Ste 200, Indianapolis, IN
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White & Jocham

White & Jocham

(32)
Elder Law, Estate Planning, Tax Preparation & Planning
“Our Family has used Dickman, Reason, Bogigian & White for many years for our parents Estate Planning needs & most recently when we needed help navigating the Medicaid process for our Mother's long term care.”
In Business Since 2022
Serving Muncie Area
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Avalon Wealth Advisory

Avalon Wealth Advisory

(1)
Cash Flow Planning, Business Strategy, Transition, & Exit Planning, Financial Planning For Divorce
“I highly recommend speaking with him if you are interested in help with financial/retirement planning or any other related services.”
In Business Since 2003
Licensed, BBB Rating: A+
9775 Crosspoint Blvd # 110, Indianapolis, IN
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Absolute Wealth Management

Absolute Wealth Management

(21)
  • Tax
  • CPA
  • Company
“Very good place”
In Business Since 2023
11513 Allisonville Rd, Fishers, IN
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Retirement Planning and Investment Management Services in Muncie, IN Cost Estimates

Minimum cost
$1100
Maximum cost
$9345
National Average
$3299
Avg Per Hour Rates
$330
$2199
$6047
Fair price range is based on 413 cost profiles
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Average Cost $3299
Minimum cost $1100
Maximum cost $9345
Avg Per Hour Rates $330

Fair range $2199 to $6047 is based on 413 cost profiles.

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