Lafayette, IN 22 Financial Advisors near you

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Lafayette Financial Advisors Ready to Help

Samm Hayes, OneIndiana Financial Group

Samm Hayes, OneIndiana Financial Group

5.0 (4)
In an industry where investments and insurance are constantly butting heads, I've set myself up to do everything for my clients with no bias in mind. Having the ability to do both the wealth building and the protection allows me to sit down with clients and truly help them accomplish their financial goals, while also eliminating financial concerns.
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JRB Team

JRB Team

5.0 (3)
The JRB Team, Inc. is a Chicago-based organization that focuses on connecting businesses to other businesses (or consumers) with the primary goal of increasing revenues. JRB is a team of highly talented individuals that use the power of collective thinking and team collaboration to develop the most efficient business processes and the best sales practices. Our success is driven by a hunter mentality that produces high sales activity combined with a strategic approach; we focus on your business’ goals and creative ways to accomplish them. Services can include, but are not limited to: outbound sales, inbound customer service, ongoi ... View Profile
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CPA WIT, LLC

CPA WIT, LLC

5.0 (2)
Fundraising expert, CPA, and MBA with 15+ years of experience as CFO in the start-up, small and medium business environment. I am also an Intuit Pro-Advisor Advanced certified.
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Kim-Lar, Inc.

Kim-Lar, Inc.

5.0 (1)
We help US businesses save money in 5 ways with no upfront fees.
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Jason L. Crace, CPA, LLC

Jason L. Crace, CPA, LLC

Preparing taxes is not complicated.  Knowing current regulations, prospective legislation, industry trends and applying them to your financial situation can be.  Our services are more than just putting numbers on a form to satisfy a filing requirement.  By giving you insight into the filings, perform comprehensive planning, understand your situation and develop affordable strategies, we can help you avoid costly decisions.  We build relationships and maintain levels of service above and beyond your expectations.  We pride ourselves in knowing that we can assist you no matter what your level of income, current business ... View Profile
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Wealth Wave, LLC

Wealth Wave, LLC

Please visit my websites below for more information: MichaelRMackay.com - Transamerica Financial Advisors, Inc. [Client Website] HowMoneyWorks.com/MichaelMackay - Financial Literacy WealthWave.com/MichaelMackay - Client & Career Website LinkedIn.com - Search "Michael R. Mackay"
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Catalyze Wealth Management

Catalyze Wealth Management

Over the years, we noticed that even the smartest people make small mistakes and miss opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well-coordinated, these mistakes ultimately cost them time, money, and stress. To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture.  No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires ... View Profile
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The Stawick CPA Group

The Stawick CPA Group

The Stawick CPA group provides outstanding service to our clients.  We recognize that each client is unique, with their own management style, corporate culture and industry focus.  Therefore we analyze each client's individual needs and help them design a strategy for growth and improved profit based upon their special characteritics.
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Resource Planning Group

Resource Planning Group

Resource Planning Group, LLC was founded in 2004 with the mission to faithfully serve our clients financial needs as they strive to be good stewards of their resources. As independent advisors, we work exclusively for our clients and cherish the trust they have given to us as we help to grow and protect their wealth. Most of our clients have the ability and sophistication to manage their own wealth, but have entrusted us as a partner in their life journey. Our firm is based on the principle that education and understanding are vital to making prudent decisions. We are a growing firm seeking clients who desire wise counsel and a long term ... View Profile
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