Isap Investments, LLC

Compass Financial Advisors is a wealth management, investment advisory and financial planning firm assisting individuals and businesses with nonqualified and qualified investment strategies and plans. We offer a wide range of services, including: * Investments: We help you invest your money in a way that meets your goals and objectives. We offer a variety of investment options, including stocks, bonds, mutual funds, and exchange-traded funds. * Retirement plans: We help you create a retirement plan that will meet your needs and help you reach your retirement goals. We offer a variety of retirement plans. * Tax planning: We help you minimize your taxes and maximize your savings.

Simcox Financial Services is a trusted wealth advisory firm based in Fort Wayne, IN, offering effective strategies and expertise to powerful businesses and institutions. With a pragmatic approach to wealth management, they provide unique solutions for business owners, entrepreneurs, corporate retirement plans, families, healthcare professionals, retirees, and women investors. Backed by Raymond James, one of the largest and most well-respected independent financial services companies in the country, Simcox Financial Services combines proven expertise with the ability to apply it effectively in pursuit of their clients' goals and objectives. They offer a depth of ability and resources to match individual needs, ensuring that each investment opportunity is maximized for success.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Fort Wayne is here for you, serving the areas of Northwest Ohio and Northeast Indiana, including Fort Wayne, Huntington and Warsaw. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.