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Sandifar Tax Service
“First year using and Best tax service I've went threw thus far!”
Best Financial Advisors in Richmond, IN
The highest-rated Financial Planning & Wealth Management companies out of 131 vetted & reviewed in the Richmond area.
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Simplifinancial
“Our work together isn't over when we've completed the retirement planning process and product selection. Our relationship is ongoing, and adjustments or new product selections will be made with life changes or desired modifications. Together, refinem...”
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Retters Tax & Data Solutions
Services For Quickbooks, Industries, Tax Services
“Positive Responsiveness, Quality, Professionalism, Value”
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Lighthouse Financial Group
“I would recommend them to anyone who works somewhere that doesn't offer benefits, is looking to get more life insurance, or someone who is new to Medicare Supplements and wants to look at all their options!”
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Caskey Financial Group
“We know the challenges families face today. Caskey Financial Group is based on the belief that our customers needs are of the utmost importance. We want to help you develop, implement, and monitor a...”
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Fry & Company
- Payroll
- Planning
“For over 25 years… great company with friendly staff…always helpful and responsive in finding answers to my questions; top quality work; they handle all of my accounts with great care and professionalism; I highly recommend Fry & Co.”
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May Financial Group
“I've known and networked with Trent May for a couple of years and I can vouch for his knowledge and passion for the field of financial consulting and investing.”
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Financial Achievement Services
“Have used Financial Achievements for about 10 years.”
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Behnken Financial Services
“This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.”
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Pathway Financial Planning
“Having worked 8 years in the financial services industry at a small community bank in Connersville, Indiana, first as a loan officer and later in a dual capacity as Trust Officer and Financial Advisor, Ben's years of experience in financial services ...”
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Shoker Investment Counsel
“Although there are hundreds of thousands of people that identify as “Financial Advisors”, the number that are fiduciaries that are exclusively paid by their client's is a small fraction of that. Whether its proposing complicated insurance products wi...”
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Preferred Planning Associates
“Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, and informative financial articles. You can also count on a timely response whenever you contact us with a question or concern.”
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Lynx Financial Group
- Questions
- Rate
- Home
“He was quick to respond to all of my questions about my refinance and was even able to lock in a rate much lower than what my mortgage company offered!”
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Miller & Company Accounting & Tax Services
Tax Services, Quickbooks Services, Services For Individuals
“Very helpfull and friendly .”
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Primerica Financial Services Branch
- Financial Freedom
- Company
“I love the freedom that Primerica gives me and the tools I am learning how to become Financially independent and the love the fact I know my family is properly protected!!!!”
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Sam Brown, CPA
Tax Services, Services For Quickbooks, Business Services
“He is always available to answer questions during the year that pertain to our Quick Books accounting system and incredibly helpful when I am unsure of how to record something in our system.”
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John F Dickey & Co Cpa's
Wealth Management For Athletes, Tax Preparation & Planning, Corporate Wealth Management
“They have helped us through some trying times we couldn't have done it without them.”
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Vanweelden Financial Group
TAX Planning, Social Security, Retirement Planning
“The bias to protect against unsustainable losses and planning over a very long horizon provides the confidence that we value as we head towards retirement.”
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Kirsch CPA Group
Audit & Assurance, Collaborative Growth Model, Business Tax
“Working with Katie, Deborah, and John has been a pleasure, and I have been consistently impressed with the level of professionalism and expertise that they have brought to our business”
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Rik Saylor Financial
Insurance, Tax, Estate
“Rik Saylor Financial has been serving the Midwest for more than Three decades with Transparent Wealth Management. Rik and his team of professionals explain the "whys" behind theplanning process, and helps people gain the clarity and confidence to pur...”
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Estep Burkey Simmons
Tax Services, Services For Quickbooks, Business Services
“Excellent, professional but friendly prompt service.”
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Gudorf Financial Group
Estate Planning, Tax Planning, Medicare Planning
“I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way.”
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Eagle Flight Wealth Management
Meet the Team, Who We Serve
“They are thoughtful and treat each customer with respect and thoughtfulness.”
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Murray Wells Wendeln & Robinson
“The Piqua Community Foundation has worked with Murray Wells Wendeln & Robinson to handle our organizational accounting and support services for decades.”
Retirement Planning and Investment Management Services in Richmond, IN Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
276 cost profiles
Why these companies made our list
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