Randy H.
11/4/2025
The entire crew has been nothing but outstanding for us and greatly increased our portfolio in a very short time. They stood by us before we were even clients when we were going through a tough...
Tradewell Tax & Financial
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130 W Main St Fl 100
Fort Wayne, IN 46802
Tradewell Tax & Financial is a boutique financial planning and professional services firm located in Fort Wayne, Indiana, dedicated to helping families achieve successful retirement outcomes. With a team of in-house experts, including elder law attorneys, fiduciary investment advisers, tax advisers, and insurance professionals, Tradewell provides comprehensive financial guidance tailored to each client's unique goals.
The firm specializes in a holistic approach to planning, encompassing income, investment, tax, healthcare, and estate planning services. Their mission focuses on optimizing clients' resources while ensuring a coordinated strategy to build a secure financial future.
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Reviews
2.05 reviewsBeverly H.
4/23/2018
I talked to Brian concerning drawing funds(penalty free) from my account.My account has been there for at least 15 years. He assured me no problem; he would get on it immediately and I would have...
Dennis S.
1/3/2020
Extremely unprofessional. My wife and I lost thousands of dollars here. We were told to invest in a fund and lost all of it. Do not go here.
David R.
1/16/2019
Arrogant and UN-professional. After loosing thousands of dollars with this company, I moved my investments to another advisor. I continued to utilize their tax service until I received a letter...
Ellie D.
3/26/2015
Mike Albertson and Heather Foster at Tradewell Tax & Financial have both got to be the most fake people in the world. Neither are very professional when it comes to dealing with their clients on...
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