Moloney Securities Asset Management, LLC
Planned Investment Company Inc., based in Indianapolis, IN, proudly celebrates over 60 years as a trusted financial services partner, offering a range of investment advisory services through Moloney Securities Asset Management, LLC. The firm provides resources such as calculators, flipbooks, and newsletters to assist clients in navigating financial planning, retirement, and market insights.
With a focus on individualized financial strategies, the company helps clients assess options like life insurance, retirement accounts, and real estate investment trusts (REITs) to optimize their portfolios. As a registered investment adviser and broker-dealer member of FINRA and SIPC, Planned Investment Company Inc. prioritizes transparency and client education in its service offerings.
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