Summit Financial Group of Indiana

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Cardwell King & Downey Wealth Management of Raymond James is a trusted financial advisory firm located in Lafayette, IN. With a team of experienced professionals, they offer a wide range of services tailored to meet the unique needs of business owners, families, individuals, healthcare professionals, private wealth clients, retirees, and women investors. Their comprehensive approach includes banking and lending solutions, education planning, estate and charitable giving trust, financial planning, investment strategies, portfolio management, retirement planning, and sustainable investing. Committed to providing value to their clients, Cardwell King & Downey Wealth Management of Raymond James distinguishes itself by offering personalized advice and guidance backed by the expertise of Certified Financial Planners (CFP). As a part of the Raymond James network, they have access to extensive resources and tools to help clients achieve their financial goals. Whether it's planning for the future, managing investments, or navigating complex financial decisions, their team is dedicated to delivering exceptional service and building long-term relationships based on trust and integrity.Generated from the website

H&R Block in Monticello, IN, stands out as a go-to destination for tax preparation and financial services. Specializing in aiding individuals and small businesses, this establishment is committed to streamlining tax responsibilities. Certified tax professionals are on hand to provide tailored guidance, ensuring precision and adherence to ever-changing tax regulations. In addition to personalized assistance, H&R Block offers a suite of digital tools and resources, catering to clients who prefer online tax solutions. Services extend beyond tax preparation to include consultation, refund management, and support in handling IRS inquiries, all designed to simplify financial obligations and reduce unnecessary strain. Located in Monticello, IN, H&R Block distinguishes itself as a reliable hub for tax preparation and financial guidance. Through the expertise of certified tax professionals, this establishment prioritizes accuracy and compliance with the latest tax laws. Emphasizing personalized support, H&R Block also provides digital resources for clients seeking convenient online tax filing options. Their range of services encompasses not just tax preparation but also consultation, refund management, and assistance with IRS matters, all aimed at demystifying financial responsibilities. By offering comprehensive support, H&R Block empowers clients to navigate tax obligations with ease, fostering a stress-free approach to managing finances. Generated using this brand's available information