Noyes David A & Company

Planned Investment Company, Inc. is an investment adviser firm. We have a fully and fairly disclosed agreement with RBC Correspondent Services , LLC for securities, fixed income, mutual fund, ETF's, and options trading, as well as fee-based business. Our firm specializes in longer term retirement, asset accumulation, and children's educational planning. Planned Investment Co., Inc. and its clearing broker, RBC Capital Markets, have the ability for individual common stock, options and margin-related securities transactions. We work with several outside money managers for active asset allocation, fixed income and equity managed accounts and various index-related asset allocation programs. These services are provided through the broker dealer or registered investment adviser registrations of Planned Investment Co., Inc. Qualified representatives offer investment services on either a fee-based or transaction-based schedule.

National Financial Group is a reputable insurance and financial services firm located in Carmel, IN. They offer a wide range of services, including insurance, investments, and investment advisory services through their affiliated companies Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS). With a team of qualified associates, they provide personalized solutions to help clients achieve their financial goals. Committed to providing exceptional service, National Financial Group is dedicated to helping individuals and businesses in Indiana make informed financial decisions. They offer resources such as articles, calculators, flipbooks, and newsletters to educate and inform their clients. With a focus on financial security, they assist clients in areas such as retirement planning, mortgage refinancing, and maximizing investment opportunities.Generated from the website

Castle Investment Advisors, located in Indianapolis, IN, specializes in providing personalized investment management and strategic wealth planning tailored to individual client needs. Their mission is to simplify wealth management by delivering straightforward advice that guides clients toward achieving their financial goals, whether they are first-time investors or preparing for retirement. The firm emphasizes a collaborative approach to financial planning, ensuring that recommendations reflect clients' unique aspirations and financial situations. With a team dedicated to transparency, support, and experience, Castle Investment Advisors adapts plans as clients' needs evolve, focusing on building, managing, preserving, and transitioning wealth effectively. Generated from the website