Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Indiana, IN Firms Offering College Savings Plan
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WestPoint Financial Group
Carmel, IN
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I help individuals and families create and manage their wealth by educating and guiding them through the different financial options.
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Integrated Investment Strategies, Inc.
111 Congressional Blvd. Suite 114 Carmel, IN
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Our mission is to provide the highest degree of service, integrity, and confidentiality to all our clients. To provide the highest quality professional investment advice consistent with our clients long term risk and reward goals. Utilize academic principles of investing to achieve and preserve the long term purchasing power for our clients.
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Bowers Capital Management
1908 Meadowood Drive Georgetown, IN
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I offer personalized financial planning, portfolio management, and investment advice for individuals. My average client has been with me for 16 years. I work hard to establish & maintain a high degree of trust and to produce consistant market-beating returns in the context of long-term preservation of purchasing power.
By design, I intend to keep my client base under 40 investors in order to have time to provide unusually personalized services.
I do not sell insurance nor do I offer special skills for day traders. I offer straightforward methods, unwavering discipline, and trust.
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Regal Capital Management, Inc.
631 X Street Bedford, IN
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Regal Capital Management is a registered investment advisory firm providing comprehensive financial planning and investment counsel for individual clients, small to medium-sized businesses, and non-profit organizations. Our recommendations are completely objective and are customized to the needs of each client.
Our focus is working with clients in a long-term relationship. We believe in stewardship and not salesmanship. It is our mission to partner with clients to accumulate wealth, manage wealth, and preserve wealth. We utilize proven strategies based on academic research. We do not seek to be advisors to the masses, but we would like to be partner with you to secure your hard-earned wealth for you and your families.
Please, feel free to browse the rest of our site at your leisure and explore whether our approach and philosophy might be right for you. We are currently accepting new clients and look forward to hearing from you
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