Daniel H Wagner CPA

Waddell & Reed in Greenwood, IN is a financial services company that offers investment and wealth management services to individuals and businesses. With a focus on personalized financial planning, Waddell & Reed assists clients in achieving their financial goals through a range of investment strategies and advisory services. Generated from their business information

Financial Plans & Strategies, Inc. a Registered Investment Advisor, with over 40 years of experience. Our fiduciary responsibility is to our clients and our success is defined by the long term achievement of our clients' financial goals. We provide fee-based financial planning and investment advisory services to individuals and institutions. We offer individual stocks, bonds and mutual funds held in custody with TD Ameritrade. In order to develop a truly comprehensive financial plan, the plan must account for numerous contingencies. This process involves knowledge of other specialties such as law and insurance.

Marian Financial Partners Inc is an independent registered investment adviser based in Greenwood, IN, offering personalized investor coaching services. With a focus on client education, they provide ongoing support and guidance to help individuals maximize their retirement or business potential. Through educational workshops, TV shows, radio segments, and articles, Marian Investor Coaching aims to enhance clients' knowledge and keep them informed about financial markets. Marian Financial Partners Inc follows a coaching approach rather than traditional planning, empowering clients to make informed investment decisions. From initial consultations to optimizing investments, their team is dedicated to assisting individuals in achieving peace of mind and building a strong foundation of investment principles. With a commitment to investor education, Marian Financial Partners Inc strives to provide valuable insights and support to their clients.Generated from the website