Raymond James-Executive Financial Planning Group

Founded in 1960, Clifton Gunderson is a public accounting and consulting firm. The company offers audit, tax, payroll processing and business advisory services. It specializes in insurance, retirement, wealth management and employee benefit plans. Clifton Gunderson provides security, networking, content management and application delivery services. It also deals in estate and business succession, and individual and corporate wealth planning. The company additionally offers compensation planning, forensic, and state, local and international tax services. Clifton Gunderson s services include debt management, forecasts and projections. It has a team of certified public accountants and fraud examiners, accredited senior appraisers and chartered financial. It operates more than 45 offices and employs over 2,000 accountants. Clifton Gunderson maintains one of its locations in Indianapolis.

CAPTRUST's Indianapolis financial advisors specialize in providing comprehensive wealth management and tax services to high-net-worth individuals, business owners, and families.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.