Business Directory

Financial Planning Services

 

Everwise
Ms. Tracy McCarty
18 Providence Drive
Greenwood, IN 46143
(317) 215-6154
Fax (317) 881-7150
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See Also Credit Unions, Banks, Mortgages, Micro Loans / Microlending

Member Since 2016


Everwise
Melanie Smith
150 South Marlin Drive
Greenwood, IN 46142
(317) 889-9285
Fax (317) 889-4483
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See Also Credit Unions, Banks, Mortgages, Micro Loans / Microlending

Member Since 2004


Everwise
Yovanie Lazo
4705 South Emerson Avenue
Indianapolis, IN 46203
(317) 780-1007
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See Also Mortgages, Banks, Micro Loans / Microlending, Credit Unions

Member Since 2024


First Financial Bank
11 South Meridian Street
Indianapolis, IN 46204
(317) 237-1592
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See Also Banks, Business Financing, Commercial Lending, Mortgages, Financial Services

Member Since 2024


First Financial Bank
Mr. Jacob W Sappenfield
50 Branigin Road
Franklin, IN 46131
(317) 738-4000
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See Also Banks, Commercial Lending, Financial Services, Mortgages, Business Financing

Member Since 2020


First Financial Bank
Marty Bales
8740 South Emerson Avenue
Indianapolis, IN 46237
(317) 884-7317
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See Also Banks, Commercial Lending, Financial Services, Mortgages, Business Financing

Member Since 2014


First Financial Bank
Marty Broderick
300 North Meridian Street, Suite 1400
Indianapolis, IN 46204
(317) 772-7230
Fax (317) 924-3780
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See Also Banks, Financial Services, Commercial Lending, Mortgages, Business Financing

Member Since 2021


First Financial Bank
3880 West Presidential Way
Edinburgh, IN 46124
(812) 526-0551
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See Also Banks, Mortgages, Business Financing, Commercial Lending, Financial Services

Member Since 2023


First Merchants Bank
Shawn Lamey
180 West Washington Street
Morgantown, IN 46160
(812) 597-4425
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See Also Mortgages, Commercial Lending, Banks

Member Since 2023


First Merchants Bank
Ms. Stacey Wheeler
901 South State Road 135
Greenwood, IN 46143
(317) 882-4790
Fax (317) 882-5903
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See Also Banks, Commercial Lending, Mortgages

Member Since 1999


First Merchants Bank
Christine Samples
1250 North Emerson Avenue
Greenwood, IN 46143
(317) 881-1414
Fax (317) 884-2200
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See Also Banks, Commercial Lending, Mortgages

Member Since 2007


First Merchants Bank
Chris Beil
2259 North Morton Street
Franklin, IN 46131
(317) 346-7474
Fax (317) 346-7574
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See Also Banks, Mortgages, Commercial Lending

Member Since 2021


German American Bank
Michael Sorrells
853 North Emerson Avenue, Suite G
Greenwood, IN 46143
(317) 300-8554
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See Also Banks, Commercial Lending, Financial Services, Business Financing

Member Since 2023


Ameriprise Financial Albert Rahman
Mr. Albert Rahman, CRPC
484 West Main Street
Greenwood, IN 46142
(317) 888-8220
Fax (317) 888-8266
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See Also Wealth Management

Member Since 2004


Baird Wealth Management
Loren Snyder
2 East Jefferson Street
Franklin, IN 46131
(317) 738-3217
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See Also Wealth Management, Financial Services

Member Since 2023


Bill McIntire - Indiana Farm Bureau
Bill McIntire
99 North Morton Street
Franklin, IN 46131
(317) 736-6128
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See Also Insurance, Business Consulting

Member Since 2023


Donaldson Capital Management
Mrs. Leeanne Lollar
700 Washington Street, Suite 203
Columbus, IN 47201
(812) 421-3211
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See Also Wealth Management

Member Since 2022


Edward Jones - David Eger, Financial Advisor
David Eger
706 West Trafalgar Pointe Way, Suite C
Trafalgar, IN 46181
(317) 878-5432
Fax (844) 816-7834
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See Also Financial Services, Wealth Management

Member Since 2022


Edward Jones - James Reisert, Financial Advisor
James Reisert
4800 West Smith Valley Road, Suite L
Greenwood, IN 46142
(317) 783-7901
Fax (877) 612-1198
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See Also Financial Services

Member Since 2021


Edward Jones - Nate Allen, Financial Advisor
Nate Allen
3725 East Southport Road, Suite C
Indianapolis, IN 46227
(317) 883-0244
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See Also Financial Services, Insurance

Member Since 2024


Ehlen Heldman, CPA Wealth Advisors
Mr. Gregory E. Heldman, CPA/PFS, CFP
130 East Epler Avenue, Suite A
Indianapolis, IN 46227
(317) 786-8001
Fax (317) 786-8030
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See Also Tax Services, Wealth Management

Member Since 2014


Financial Partners Group
Kelly Fennelly
170 Airport Parkway, Suite B
Greenwood, IN 46142
(317) 220-9650
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See Also Wealth Management, Financial Services

Member Since 2024


FORUM Credit Union
Amy Harris
791 South State Road 135, Suite A
Greenwood, IN 46143
(317) 558-6079
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See Also Banks, Credit Unions

Member Since 2016


John Bontrager Agency Inc
John Bontrager
395 South State Road 135
Greenwood, IN 46142
(317) 888-3200
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See Also Wealth Management, Insurance

Member Since 2024


Koon Financial Planning and Consulting
Evan Fruits
384 North Madison Avenue
Greenwood, IN 46142
(317) 887-1714
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See Also Financial Services

Member Since 2021


Modern Woodmen Fraternal Financial
Mr. Lucas Hill
625 North Madison Avenue, Suite A
Greenwood, IN 46142
(317) 203-3112
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See Also Insurance

Member Since 2014


Morgan Insurance Group
Mr. Brian Culp
1464 South State Road 135
Greenwood, IN 46143
(317)850-1336
Fax (317) 882-9300
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See Also Insurance, Business Services and Technology

Member Since 2022


OneIndiana Financial Group Andrew Bonser
Andrew Bonser
50 East 91st Street, Suite 300
Indianapolis, IN 46240
(317) 696-3534
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See Also Financial Services

Member Since 2023


Raymond James, Raymond James & Associates, Inc. - member NYSE/SIPC
Sarah Eder
1530 American Way, Suite 230
Greenwood, IN 46143
(317) 885-0114
Fax (317) 885-2609
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See Also Financial Services, Wealth Management

Member Since 1987


RGS Financial Group
Angela Sodrel
42 South State Road 135
Bargersville, IN 46106
(317) 660-2454
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See Also Financial Services, Education , Estate Planning

Member Since 2022


Waddell & Reed - Koon Clements Team
Craig Clements
399 North Madison Avenue
Greenwood, IN 46142
(317) 887-1764
Fax (317) 887-1724
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Member Since 1994


Winteregg & Associates, LLC
Ms. Stacia Jones
720 Executive Park Drive, Suite 1600
Greenwood, IN 46143
(317) 885-1548
Fax (317) 851-9891
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See Also Financial Services, Insurance

Member Since 2017