Cornerstone Financial

Raymond James Financial Services, based in Danville, IL, is a global financial firm established in 1962. Specializing in wealth management, investment solutions, and financial planning, the firm offers a comprehensive range of services for individuals and institutions. With a focus on corporate responsibility and sustainability, Raymond James is committed to helping clients achieve their financial goals through tailored strategies and trusted advice. The firm also provides estate planning, banking services, insurance solutions, and institutional and private wealth services. Generated from the website

Four Quadrants Advisory is a financial services firm based in Carmel, IN, specializing in providing tailored financial expertise to successful dental professionals. With nearly 20 years of experience, the firm focuses on improving cash flow, optimizing tax planning, and helping dentists transition their practices, ensuring lasting financial success. Comprising a team of strategists, accountants, and financial planners, Four Quadrants Advisory takes a comprehensive approach to understanding each client's personal and professional finances. Their commitment is to craft customized strategies that enable dental practitioners to enhance their profitability and secure their retirement, ultimately allowing them to enjoy the fruits of their labor. Generated from the website

LJI Wealth Management, located in Indianapolis, IN, boasts over 425 years of combined industry experience, serving clients across more than 30 states. The firm is dedicated to a planning-first approach, emphasizing independence, exceptional service, and consistent communication to help clients achieve their financial and life goals. With a range of services including investment management, financial planning, and insurance solutions, LJI Wealth Management focuses on providing ongoing financial guidance tailored to individual needs. The commitment to client education and market insights makes them a valuable partner in navigating the complexities of wealth management. Generated from the website