White River Wealth Advisors

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Sursa Griner Wealth Management, part of Raymond James in Muncie, IN, offers a wide array of financial services tailored to meet the diverse needs of individuals, businesses, and municipalities. Specializing in comprehensive financial planning, portfolio advisory strategies, and investment research, they provide personalized assistance aligned with each client's unique objectives. Drawing on extensive experience, the team at Sursa Griner Wealth Management is dedicated to guiding clients through intricate financial landscapes with meticulous analysis and individualized support. Emphasizing a balanced approach to risk management, Sursa Griner Wealth Management aims to empower clients to grow, safeguard, and efficiently transfer their financial assets. Combining a global perspective with a community-centered ethos, they are steadfast in their commitment to delivering attentive, purposeful, and goal-oriented financial solutions. Whether navigating intricate investment decisions or planning for long-term financial security, clients can expect thoughtful guidance and objective advice from the professionals at Sursa Griner Wealth Management. Generated using this brand's available information

Our wealth management advisors in TIAA’s Muncie, IN office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Muncie, IN office is a smaller satellite office, so please call today to schedule an appointment (855) 853-1153.