Geist Family Wealth

Lionheart Tax & Accounting LLC is a Fishers, IN-based firm specializing in personalized tax and accounting services for individuals and small businesses. Led by CPA Richard Bramhill, the firm offers a comprehensive range of solutions, including tax preparation, planning, IRS representation, and small business accounting support. Committed to providing convenient and reasonably-priced services, Lionheart Tax & Accounting utilizes technology for secure document sharing and virtual consultations. Their expertise also extends to QuickBooks setup and training, helping clients effectively manage their financial operations. Generated from the website

Bozzelli & Associates Insurance is a trusted insurance agency based in Fishers, IN. With over 18 years of experience, they have been providing personalized insurance solutions and exceptional service to individuals and businesses. Their dedicated team of professionals puts clients first, offering a wide range of insurance options including auto, home, life, business, and employee benefits. Bozzelli & Associates Insurance is committed to protecting their clients' futures and providing peace of mind through comprehensive coverage. Since their establishment in 2002, Bozzelli & Associates Insurance has built a reputation for their award-winning service and caring approach. As an independent agency, they work with multiple insurance companies to find the best policies that suit their clients' needs. Whether it's protecting personal assets or ensuring business continuity, Bozzelli & Associates Insurance is dedicated to advising, consulting, and caring for their clients every step of the way. With a focus on Indiana, Ohio, and beyond, they are the go-to insurance agency for reliable and trustworthy coverage.Generated from the website

Jack Overy - Caliber Home Loans in Fishers, IN, is a reputable mortgage lender offering a range of services including home buying, refinancing, and home equity loans. With a commitment to serving millions of homeowners, they provide personalized loan solutions and resources to guide clients through the homeownership journey. Through their online portal and team of loan advisors, Jack Overy - Caliber Home Loans empowers clients to manage their loan accounts efficiently and make informed financial decisions. With a focus on community investment and customer satisfaction, they strive to provide a seamless and rewarding lending experience. Generated from the website