Best Financial Advisors In Indianapolis Near Me

Halter Ferguson Financial Inc Bedel Financial Consulting Strategic Wealth Designers WestPoint Financial Group Windsor Wealth Management MFG Wealth Management, Inc. RLS Wealth Crown Haven Wealth Advisors Knepp Financial Group Edward Jones - Financial Advisor: Scott A Gamble, AAMS® Invst Wayfinder Financial

1. Halter Ferguson Financial Inc - Marion County

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· 34 reviews

7702 Woodland Dr Ste 150, Indianapolis, IN 46278, United States

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Halter Ferguson Financial Inc: what do users think?
KJS: The staff at Halter Ferguson has been amazing. They kindly walked us through every step of the process. We appreciate their knowledge, friendliness, professionalism and genuine care for us.
Michael Wilcox: Mike and I met with Ben and Tiffany to determine if we were going to be ready for retirement. They had a very well thought out process to walk us through and asked the right questions. It was easy and fun. They treated us like family. Bradford and Tony met with us to give us a tutorial on investing and their philosophy. They are very knowledgeable and know how to speak with beginners.
Justin Dabbelt: The HFF team has been nothing but great to work with. They listen to what our family goals are and lay out the path for us to get there. They are prompt in responding to any questions or concerns we have. I would recommend them to anyone looking for help with their investments and financial planning needs.
Sylvia Schertz: I absolutely love working with Bradford and Tiffany! They are most knowledgable and CARING when it comes to talking about my goals and financial wellfare. As well, as my family and my welfare too! Their attention to detail and response to my needs and concerns have surpassed my expectations.
Hedy Zmijewski: My husband and I were referred to Halter Ferguson Financial Inc. many years ago by a coworker of his. Brad, Tiffany and the entire HFF team have been more than helpful. They are honest, caring, and very knowledgeable. We have recommended them to family and friends who have also been very pleased with their experiences.My husband died two years ago. He knew that he was leaving me in great hands with the Halter Ferguson Financial team. They have been very supportive and are helping me to understand our investment portfolio. I can’t imagine this journey without them.
Bill Cummings: My wife and I decided to be clients of Halter Ferguson Financial because I had observed what a good job of asset management HFF had done over the years with a non-profit organization in which I'm heavily involved. I like their long-term perspective as well as their close attention to our financial desires. I feel that they research their investments carefully. The agents we've come to know are personable, and they actively look out for our well being.
Bonnie Reardan: I was introduced to Halter Ferguson about two years ago by my sister, who was very happy with them. I am so glad that they are now my financial team too! They are all very professional and knowledgeable. I feel they are very attuned to my specific needs and goals, and when I have had questions, they've had clear answers. I appreciate the periodic reviews of my financial plan and seeing the big picture. I wish I would have found them years ago! With their expertise, I feel confident and secure about my financial future and enjoying my retirement! I highly recommend Halter Ferguson Financial!
barb murray: After having a disappointing experience with another financial firm, my brother suggested HFF to us. Over the years, we have been pleased with the services they offer and feel as if we can always trust their advice. No more disappointments.
Tom Yoder: Thank you for your good service and for all you do.
Susan D: Twenty-five years ago a friend referred me to HFF. I was a recent widow with school age children. With their help I was able to send my children to college and successfully retire. They listen to my concerns, ask the right questions and are always professional.
Gary Marconi: I have been a client of Halter-Ferguson for 23 years. When I began working with them I had a mess of a portfolio, unexercised stock options, loose stock certificates (!), and no meaningful financial plan. Within a month, all this was straightened out. Eventually, I was able to take early retirement and live comfortably without worrying about my financial situation.Over the years, I have come to rely on the HFF people. I feel I have a personal relationship with them, an advantage to working with a smaller firm; they are always accessible and responsive. I really feel that HFFs greatest asset is the people who work there. I will always be grateful for their help, support, and friendship.
Pat Ralston: I have had the pleasure of working with the folks at Halter Ferguson for close to 20 years. I've put my trust in them to give good advice and they always have. Plus when I call or email them they respond quickly.
Meredith Van Houten: Our experience with Halter Ferguson has been exceptional. I recently took over all of my mother's financial affairs and quickly realized that her portfolio was not well managed. I was referred to HF by one of its long-standing clients. The transition to HF has been seamless. From the start, the HF has shown that their priority is understanding our values, goals, priorities and circumstances. We feel so blessed to have the support and guidance of the exceptional HF team as we move forward. The HF team's dedication to the client, professionalism, integrity, expertise and caring demeanor sets it apart from other investment firms and financial advisors.I highly recommend your services to all those seeking sound financial planning and investment strategies.
Ken White: Working with HFF has been a fantastic experience. I cannot say enough about the professionalism and knowledge of everyone there. From the knowledge, ability and tools used to plan a perfect future, to the science and experience required to make that future more than possible, Halter/Ferguson has made this chapter of my life stress free. My gratitude and warmest wishes to everyone there!
Kendall Englert: HFF has been instrumental in helping me to understand my plan for the future. As a young professional, having the HFF team listen to my goals and help me create a financial plan that will work for me has been key to enable me to be financially secure and feel confident about my future.
Debbie White57: HFF is a unique financial firm! From the moment you make contact, you feel your financial worries and concerns melt away! With HFF you are not just another client, you are adopted into a truly caring group of people. Meeting with Tiffany made us realize our dreams in our retirement years may need some tweaking but with her expertise and personalized attention to detail, adjustments were easily made. Meeting with Brad helped us to feel comfortable leaving our investments in his hands. Both Tiffany and Brad explained everything in detail to us so that we knew what to expect now and in the coming years. Our investments have grown more than we thought possible thanks to our new "family" at HFF. We would highly recommend HFF to anyone looking for financial peace of mind!
Don Maggio: Positive:Professionalism,ValueHalter Ferguson has managed our investments for over 20 years. We have been more than pleased with their management style and especially the results of their efforts. We have never felt the need to "guide" them to meet our goals as they consistently exceed our expectations.
Chris Edwards: Positive:Professionalism,Quality,Responsiveness,ValueMy wife and I have been HFF clients for a number of years now and we are very happy with our experience. The team is highly knowledgeable, professional, and they get to know you in order to customize your plan based on YOUR vision of YOUR retirement.
Hugo Menendez: Positive:Professionalism,Quality,Responsiveness,ValueWe started working with HFF earlier this year and could not be happier! The whole team is extremely knowledgeable, professional and generous with their time. They make sure you are comfortable with the items discussed and always have time to address questions or concerns. Overall, great experience and peace of mind. Highly recommend!
Ronak Shah: Positive:Professionalism,Quality,Responsiveness,ValueI have been client of HFF since 2014 and I would highly recommend it if you are looking to manage risk with growth. They simplified retirement accounts for me and gave me view into my future. Great experience so far.
Shirley Halterman: We have been with HFF for over 20 years. As our goals have changed over time, meet with Tiffany and the staff to reassess our needs and keep our long term plan in place. It is reassuring to know that Brad is always looking out for our best interests with our investments. With their guidance over the years, we have never been in a panic during unsettling times. We are now enjoying retirement to it's fullest in part because of their management of our life savings.

2. Bedel Financial Consulting - Marion County

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· 16 reviews

8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240, United States

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Bedel Financial Consulting: what do users think?
Daniel Hugenberg: I have had a great experience working with them for the past several years! 100% recommended.
Michaela Riley: I can't say enough good things about my experience with Bedel. Before meeting with them, I had struggled with money and felt overwhelmed by financial info/resources. I had also been struggling with "societal expectations" around achieving financial/life milestones (i.e., get married, buy a house, have kids, etc.). When speaking with staff at Bedel, especially Kate, our conversations were completely judgement free and compassionate. I felt supported AND celebrated. The conversations we had and simple goals we set have yielded big changes in my finances. My relationship with money has changed for the better since becoming a client of Bedel's. I'm incredibly grateful for Kate's help and honesty. I highly recommend their services and am so looking forward to continuing to work with Kate.
pam ratz: I have worked with Bedel Financial for 14 years. I have great peace of mind currently and about future needs due to their planning and professionalism.
Zack Conner: Evan and Kate are extremely professional and knowledgeable. They will hold your hand through the financial planning process and make hard to understand concepts easy to comprehend. I look forward to a long term partnership with them and the Bedel team.
Jeff Hendrickson: We have been with Bedel Financial Consulting for about 18 years now. Our advisors and the entire Bedel team which supports them have done and continue to do absolutely outstanding work. They answer our questions and meet our needs at every turn. I wouldn't have anyone else working with us on these matters!
Linda Huber: I always feel so confident when I leave my meetings at Bedel Financial. I get wonderful advice and I get great investment results, even during dreadful economic times. My husband and I started investment accounts for our children and they are still with Bedel as adults with their own families. It makes me feel confident about their futures as well.
Debby Camper: I’ve been working with Bedel Financial for over 20 years. I loved how the team worked with me early in my working career to set up a plan which has changed and grown as my life, career and goals have evolved. They listen to the customer and understand the individuals risk tolerance while also providing solid investment advice and explaining strategy. As we entered retirement they brought up topics to us that we had not yet given deep thought which was very valuable. I highly recommend working with Bedel Financial!
Chris Horsley: The Bedel Team has been a great resource and fun to work with.
Mike Bensi: We've been clients of Bedel Financial Consulting for a number of years now. They have been professional, responsive, and caring about our professional and personal goals throughout the entire time. They have a wonderful team and everyone has been amazing to work with!
James Durst: The entire team at Bedel Financial Consulting is a pleasure to work with. Their comprehensive approach to wealth management and growth is proven. We meet with them regularly and they always have sound advice and recommendations.
vtoddjr: Bedel Financial has a long history of solid performance and customer consultation. They have been highly respected as such. My experience with them is no different.
Bernie Heile: We recently moved to Bedel from a very large investment house and are 110% excited to have a new partner assisting us into the future. They are professional and realistic in their approach and present an easy to understand practical plan to move forward. Could not be happier with our decision to entrust these folks with our portfolio.
Joan Bumpus: I have been a client of Bedel Financial Consulting for numerous years. I have been nothing but extremely pleased. We have regular consultation meetings to update me. I also can call them for advice with any question I have. The always answer my questions and never mind me calling them. They are fabulous to work with, always pleasant. When I say I am sorry to bother you but I have a question or need some direction....they say...that is what we are here for. They do all the work for you which is a relief for me and always keep me informed. It has been nothing but a pleasure for me to be one of their clients.
Greg H: Positive:Professionalism,Quality,Responsiveness,ValueFantastic team at Bedel Financial Consulting. Great experince. The people are very personable and explain opportunities in a manner we can understand. Investments are growing at above market rate. We trust them and their good judgment. They offer full services to prepare and protect our assets and all financial needs.
Elizabeth Roe: I had phone conversation with Cassi.. She was the best! she was so full of information and super helpful I would recommend trying them out very friendly and great service.
Jason Gaskins: They embody the utmost professionalism. Can’t say enough nice things. They’ve made a client for life. Highly recommend!
Ryan Scott: Bedel financial is the best in Indy!
jason shartzer: Their expertise and professionalism is second to none. Best in the business!
Matt Shaffer: Simply the best in the city. Top notch staff and service.
Josh Shartzer: Top notch group to grow with!
Todd Felgen: I highly recommend Bedel Financial. I am in far better financial shape. Friendly, professional service and awesome results.All I can say is Thank You!

3. Strategic Wealth Designers - Marion County

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· 36 reviews

9025 River Rd Ste 120, Indianapolis, IN 46240, United States

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Strategic Wealth Designers: what do users think?
Susie K: I found SWD on Facebook as I was searching for more information to help with my retirement planning. I found the article on 64% of people worry their money won’t last, very informative. The tips listed in the article helped to simplify planning for my future.
ncstatecl: I came across a few of their videos on YouTube and was able to learn a lot about financial planning without any previous knowledge! They also have a series called “Taste of Retirement” that gives out great recipes while talking finances. Would highly recommend to a friend!
Reno Smith: Strategic Wealth Designers are superb! Their services they offer are one of a kind! Not to mention how kind and professional everyone is! I would highly recommend Strategic Wealth Designers!
Jill Blakeley: Positive:Professionalism,Quality,Responsiveness,ValueWorking with Thomas , Stephanie and the gang at Strategic Wealth has been an awesome experience. They are very professional and knowledgeable and explained all options so I could determine a strategic financial plan that hopefully will provide me with earnings and protection in this uncertain environment.
Flower: Positive:Professionalism,ResponsivenessMy parents live Denver and I was advised by a friend to search for a fiduciary advisor for them and their retirement. I came across Strategic Wealth Designers and spoke with Steph. She was very personable and my parents are excited to reach out to them.
Stephanie Bevins: Positive:Professionalism,ResponsivenessStrategic Wealth Designers have been fantastic to work with. I appreciate their attention to detail, and timely responses to business matters.
Ruths Chris: Positive:Professionalism,ResponsivenessThe entire team at Strategic Wealth are very professional and great to work with. You can tell they really care about their clients.
Jim Short: Positive:ProfessionalismWe are nearing retirement and needed someone to trust to manage our investments.
Nolena Petersen: Strategic Wealth is a very professional yet very personal provider in meeting my financial needs. They don’t hesitate to answer any questions or explain in detail options that will be in my best interest. They are readily available.
Dianne Montgomery: I have been with Stragic Wealth for almost a year and a half, and so far so good. I like the fact that they offer weekly educational webinars and monthly podcasts. Very helpful. They also used to educational dinners. I really enjoyed attending those events; however, due Covid-19, the dinner program has been suspended. Looking forward to attending those again! There is one area I'd like to see improvement, and that is not being able to speak directly with a representative. I usually have to leave a message. In a perfect world, I would prefer to speak to a representative versus leaving a message for a call back. Again, a good experience this first year and a half.
Barbara Doty: My husband and I moved a 401k balance from a former employer to an annuity setup by Strategic Wealth Designers. Mike Reeves was so helpful. We do not have a huge knowledge of the stock market but needed to protect our savings for our retirement which is close. Not only did they explain the annuity but helped us invest in funds with our current 401k plan. It was probably the first time we had confidence in our investments being secure.
Ken Brasseur: Jordan Schwartz, with Strategic Wealth Designers (SWD) has been a financial advisor to me for over 2-1/2 years. I am very happy with the service that SWD has provided. Jordan has been great! He has been very professional and responsive. He has always been available to discuss my portfolio and answer questions that I may have. I like the fact that SWD does not use a "cookie cutter" strategy when managing my portfolio, but tailors it to my specific needs, risk tolerance and time frame. I also have been happy with the rate of return of my portfolio with SWD.
K Brugh: Positive:ProfessionalismMike is very easy to work with. He answers all of our questions and we never feel rushed. He is very knowledgeable and patient. I would highly recommend Strategic Wealth!
Steve Nieuwendaal: Positive:Professionalism,Quality,Responsiveness,ValueWe are very satisfied as clients of Strategic Wealth Designers. They are friendly and easy to work with, attentive to our needs as individual investors and have provided helpful and useful guidance in generating retirement income.
Carolyn Goins: We first heard about Strategic Wealth Designers via a flyer in the mail, inviting us to a free dinner and one-hour presentation explaining the services and history of their company, as well as their investing strategies. We really weren’t looking to make any moves or decisions right away, but thought it might be interesting and useful to see what we could learn. After sitting through their presentation, we scheduled a sit-down with Mike Reeves to share and discuss our current financial situation, as well as our goals were for retirement. Mike listened intently, took several notes, and invited us to come back in a couple of weeks to discuss how he could help us. Within a few weeks, we made the decision to join Strategic Wealth Designers and allow them to help us protect our money and invest for our financial future. It’s been nearly a year now, and we’re very happy with the service, professionalism, and availability of Mike/Strategic Wealth Designers any time we have a question, concern, or just want to chat for a couple of minutes to put our minds at ease. We would recommend them to anyone who needs help managing their investments and planning for their financial future.
Ron Goins: My wife and I have been with Strategic Wealth Designers for about a year. We really appreciated their openness and willingness to spend the time necessary to explain their philosophy and methodology, as well as listening and understanding our specific needs and desires for our financial future. Mike Reeves has been wonderful to work with, and has always been readily available to discuss the financial climate, our investments, or just to answer a question. We look forward to continuing our relationship with Strategic Wealth Designers for our investing and financial planning needs.
Lildrumboy1: Very professional without the pressure. When I needed assistance with my assortment of IRA's and 401k's, they were able to guide me in to where I needed to be for a more comfortable future.I really appreciate their Wine And Wisdom events. Being able to gather for a nice evening and learn something new, is a definite plus for me.
Mary Koscielniak: Positive:Professionalism,Quality,ResponsivenessJordan and Mike at Strategic Wealth Design are awesome fiduciaries! They were able to help plan and support my wife and my retirement goals! We had lots of different small accounts which Jordan and Mike were able to consolidate and help us plan for our financial risk-free, assert maximizing retirement! We are so thankful for their help!
Teresa L: I have been with them one year now. I feel Jordan listened to me and came up with a plan that works with what I want my retirement to look like. I also really appreciated receiving a phone call when things were going so wonky this spring to discuss what steps I might want to make to keep my account working toward my future plans. The online talks they offer are informative about what they are looking at when they make their recommendations as well as what I should understand and plan for. This allows me to research what I want to know more about in my own time. I highly recommend them.
Mary Wicks: I would highly recommend the services of strategic wealth.After, a few meetings with Mike our mind was set to move our investments to strategic wealth. Very, professional & knowledgeable in the investing field.Mike, has always been there to answer all our questions and address our concerns. The, transition was quick from our previous investor(s).We, have had much success in building and growing our portfolio in a short time. Very, happy with Strategic Wealth.
Diana Bubar: Positive:Professionalism,Quality,Responsiveness,Value

4. WestPoint Financial Group - Carmel

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· 12 reviews

900 E 96th St #300, Indianapolis, IN 46240, United States

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WestPoint Financial Group: what do users think?
T Davis: Do your homework on this company. All the 5 star reviews may not have parents who were taken advantage of when they were frail and vulnerable. Our family made them aware of the medical condition of our mother and her near death experience at 79 years old. This was apparently a green light for them to annuitize her accounts within 6 months. If she lives to be 135 years old then it was a good decision!
Leon Nowlin: Scott Eckert and Emma McRoberts are awesome to work with!! Enjoyed my meeting and everything was explained with patience and understanding!!
James Burk: They provide sound advice.
Jennifer Schelling: Very personable and helpful financial advisors!
Connie Zagel: MassMutual Midwest offers great financial investment services. Highly recommend. Our investments have made consistent gains over 10 years. Ask for advisor Jim Holt.
Lance Elicker: Kevin is an incredible financial advisor.
Jay Estelle: The best financial consultants I've ever seen
Aaron Schmid: Experienced and highly qualified financial professionals. Caters to your needs as a client. Puts you first and let's you make the decisions.

5. Windsor Wealth Management - Carmel

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· 6 reviews

500 E 96th St Suite 450, Indianapolis, IN 46240, United States

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6. MFG Wealth Management, Inc. - Marion County

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· 19 reviews

6920 S East St suite e, Indianapolis, IN 46227, United States

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MFG Wealth Management, Inc.: what do users think?
mark creighton: Mike and his team are as dedicated to their client's success and well-being as I have ever encountered and the results speak for themselves. I have referred multiple friends and family members to MFG Wealth Management and they have all thanked me.
jan mcdonald: We felt so confident in our decision to work with Jeff and the MFG group. Family had recommended them and it is a great fit. Information was broken down into an easy to understand strategy. Even in these unstable times, this was a smart move for us. Highly recommend!
Jon Wright: Incredibly capable team! Mike, Jeff and Terri are wonderful.
David Harris: The team at MFG Wealth Management have been super friendly and a joy to work with. While we've only been with them for a few months, they have earned our confidence and trust. Jeff listened to us talk (and ramble on) very patiently and created a plan with our specific wants and needs in mind. Getting started was an easy process and now we have one less thing to worry about. We highly recommend MFG Wealth Management to anyone in need of a personable and trusted financial planner.
Elizabeth Gowen: MFG and their staff is so personable. They truly care about you and your specific needs and situation. I would highly recommend this company to help with your financial needs.
Hadrian Szpurka: Positive:Professionalism,Quality,ResponsivenessWe've been with MFG for almost 10 yrs now. Team of professionals who always finds time to listen to your needs, quite important in this business. Very transparent and honest, no nonsense. They will provide options and advise on execution. Folks we trust.
Andy Schmidt: Positive:Professionalism,Quality,Responsiveness,ValueJeff is extremely knowledgeable and was a great listener of what our specific needs were. He also has been more than accommodating with my schedule and always quickly responds to my emails. I have already recommended him to family and friends.
AJ Hillebrand: The team at MFG has figured out how to provide elite level wealth management while maintaining client relationships as their primary focus! Mike, Jeff, and Terri are a joy to work with! Having been in the financial services industry myself for over 17 years, I was thrilled to listen to their investment philosophy and saw how it was a great match for our current and future goals. We look forward to this team managing our money for many many years to come.
Lisa Kurtz: Positive:Professionalism,Quality,Responsiveness,ValueWe have had a great experience with MFG Wealth Management. They listened to our story and devised a thorough financial plan that was specific to our needs. They offer advice but are not too pushy. Very genuine people with the best interest of their clients at heart. Would highly recommend.
Collin Hedegard: Positive:Professionalism,Quality,ResponsivenessIn addition to outstanding account performance, the MFG team are all great people. Mike, Terri, and Jeff are responsive and professional. I would strongly recommend their services. Keep up the good work.
Carol Measel: Positive:Professionalism,Quality,Responsiveness,ValueFrom our first meeting with the MFG staff we trusted that they would take good care of our investments. They have always delivered in a timely fashion no matter what we requested. They care about us personally. Always polite and helpful. Highly recommended
Jill Lees: I have been a client of MFG Wealth Management for many years. I have always trusted Mike McCracken and his team to keep my best interest in mind. I always appreciate their help with my accounts and most recently appreciated the complete retirement plan that Jeff Gardner created for me. I love talking to Terri when I call on the phone and she has always been so helpful to me! Best business ever!! I highly recommend them to help navigate your future!!!
Thomas Saur: Positive:Professionalism,Quality,Responsiveness,ValueThis is the first time we are using a Financial adviser. We are having a very good experience with MFG Wealth Management and can highly recommend them. They are extremely informative, very responsive and we are confident they will be doing a good job managing our money.Thomas & Maureen
Scott Clapp: We recently shifted our IRAs to MFG. Our early experience (through some very volatile times) has been exceptional. The whole team at MFG has poured their blood, sweat, and tears into their jobs.It was a big leap for us to move our money from low-cost mutual funds to a fee situation, but I am so happy we did. MFG's stewardship of our money has resulted in a significant outperformance of the money in their care over our remaining mutual funds (several times beyond the difference in fees).I highly recommend anyone wanting worry-free investments to take a look at what MFG has to offer.
Katie Imburgia: Positive:Professionalism,Quality,Responsiveness,ValueI am so happy we set up a meeting with MFG. Jeff and Terri have done a great job setting things up for us to have a successful future. The decisions they help us make are putting us on the path to change our lives.
Josh Robertson: MFG has helped me create a plan for long-term growth while taking the pressure off of having to manage my own portfolio. I learn something new everyday here!
bbarnes94: I've known Mike McCracken for about 1 1/2 years. I met him at The Pipe Puffer cigar shop. We would see each other about 3 times a week, and our conversation would banter back and forth. I didn't know he was a financial planner for the first 3 months after we had met. After learning that, I would hear him talk about the stock market, and he would explain why the markets would react why they did. I always enjoyed hearing his perspective on the world of economics, and soon realized that Mike really knew much more than anyone I've ever dealt with on the subject. After one year, I had a serious talk about becoming a client, and transferring my IRA assets to his company. Let me preface this with the fact that I never heard him once, ever, try to talk to anybody at the Pipe Puffer about doing business with his company. We had become good friends over the time I had met him. He told me he could grow my IRA at a much higher return, than I was getting with Vanguard. After Mike explained to me his philosophy of investing, transferring my IRA was like putting on your most comfortable pair of shoes. 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. I have been with Mike for about 6 months now, and Mike, and his staff, have exceeded my expectations 10 fold. I have never done as well on my investments, over 30 years of 401k's, and IRA's, as I have, in just 6 months of turning my assets over to Mike, and his staff. I highly recommend Mike's company, MFG Wealth Management, Inc., and most of all, Mike puts his heart and soul into doing everything he can for his clients, no matter how small, or large your portfolio is. He treats all his clients the same. Mike has been a true blessing for my life.
Amanda Pepper: Working with Mike and Terri has been a great experience for my husband and me. They exemplify professionalism and genuine care. Additionally, they not only desire to help others by managing their financial portfolio, but they truly enjoy explaining and teaching clients more about these topics. We have gained peace of mind and experienced freedom in making financial choices because of the relationship we have with Mike and Terri.
Mr. CRF: MFG operates with the utmost integrity, I always feel welcome and confident in my financial future! Thanks Mike for the great years!
CRF Marketing: I couldn't ask for a better experience than I had with Mike, I feel so much more prepared for my financial future. I am consistently impressed by the great job Mike and his team does for me. He is someone you know you can really trust with what you have worked for! Thanks to the whole MFG Team!

7. RLS Wealth - Fishers

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· 22 reviews

11650 Lantern Rd #236, Fishers, IN 46038, United States

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RLS Wealth: what do users think?
Joe Aiello: I'm not a client, but after our meeting, Tom followed up on his offer to help me connect with other professionals on LinkedIn to assist with my situation. He spent time to help me, for free, to fill a need that he heard me mention.A good advisor can effectively listen to your needs and then help you achieve your financial goals, which is one of the most important factors to long term financial "success" in my opinion.All in all, it's a simple gesture, but it's the effort to go the extra mile, sometimes unpaid, that counts. Great look for RLS!
Grant Stichter: Positive:Professionalism,QualityRLS Wealth has been an awesome resource for me and my family! We worked with Thomas who put together a financial plan that was actionable and easy to follow. I would happily recommend them to anyone looking to for a financial advisor.
Josh Young: RLS has been a treat to work with so far. Unlike your typical "financial advisor", the team at RLS is more focused on helping you accomplish your financial goals and what money means to your future aspirations, versus product pitching and selling you on a dozen different investments/insurances etc. The end result is a compassionate and professional partner that helps you get where you're trying to go.
Katie Dolan: Positive:Professionalism,Quality,Responsiveness,ValueThomas was very helpful getting me started on my financial journey. I would recommend RLS Wealth to any young professional just starting their career. Thanks again, Thomas and team!
Jon Gustafson: Positive:Professionalism,Quality,Responsiveness,ValueWould highly recommend RLS Wealth Management to anyone looking for trustworthy financial planners! Thomas is very knowledgeable, friendly, and responsive. I’ve only been with them for a short time, but I can already tell they’re going to be a huge help to building a financially stable and successful life!
Patrick Holden: As someone graduating with a lot of student loan debt, I initially questioned the need for a financial advisor figuring that my best path to financial success would simply be to pay off loans as quickly as possible. However, I am extremely grateful to work with Thomas who has already shown me the value that RLS can provide in helping me achieve my financial goals. Not only has RLS already saved me money, but Thomas has been very responsive, engaged, and thorough in his efforts to understand my needs which has given me financial confidence.
Kyle Jaeger: I can’t say enough about the help that Thomas has given me and my wife. The path that he set us on allowed us to pay off our debts and now we are about 1.5 years away from being debt free while also being able to build a savings which we have never been able to do prior to his help. Him informing us about how life insurance can save us if the unthinkable happens to our family. He has given us the path to the future to be able to give our son the life that he deserves. His knowledge and how he is wanting to work with millennials and help us become financially free is outside the normal. All we can say is thank you Thomas!!! 😊😊😊😊😊
Ryan Dolan: Positive:ProfessionalismExcellent service and people.
Ben Dawson: Positive:Professionalism,Quality
Matt Flynn: Positive:Professionalism,Quality,Responsiveness,ValueVery professional business that will always go the extra mile for its people.
Jackson Rocks: Positive:Professionalism,QualityThomas Kopelman is a true star in the making!
Jack Napoleon: Positive:Professionalism,Responsiveness
Zac Althof: Positive:Professionalism,Quality,Responsiveness,ValueGreat customer service. Not only are they helping me grow my portfolio, but they are also helping me learn more about better money management and how to set myself up for future financial success.
Broc Buckles: Positive:Professionalism,Quality,Responsiveness,ValueThomas and Justin are top notch. They both do such an incredible job with their clients as well as through our working professional relationship. They know who they work well with and their clients love them for that. Thanks for all that you guys do!

8. Crown Haven Wealth Advisors - Carmel

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· 25 reviews

11495 N Pennsylvania St #201, Carmel, IN 46032, United States

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9. Market Street Wealth Management Advisors, LLC - Carmel

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· 3 reviews

3105 E 98th St Suite #170, Indianapolis, IN 46280, United States

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10. Knepp Financial Group - Fishers

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· 14 reviews

11413 Lantern Rd, Fishers, IN 46038, United States

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11. Edward Jones - Financial Advisor: Scott A Gamble, AAMS® - Marion County

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· 5 reviews

7379 Shadeland Ave, Indianapolis, IN 46250, United States

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12. Invst - Marion County

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· 3 reviews

3625 E 96th St, Indianapolis, IN 46240, United States

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13. Wayfinder Financial - Marion County

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· 9 reviews

6519 Carrollton Ave, Indianapolis, IN 46220, United States

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14. Edelman Financial Engines - Marion County

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· 3 reviews

8555 River Rd #350, Indianapolis, IN 46240, United States

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15. Morgan Stanley Financial Advisors - Marion County

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· 2 reviews

111 Monument Cir Suite 3100, Indianapolis, IN 46204, United States

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