Best Financial Advisors in Boone County, IN

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Boone County, IN Fiduciary Financial Advisors

Sean Prewitt - Private Wealth Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 307 N Chestnut St, Harrison, AR 72601, USA
Phone (870) 741-3535
Teeple Wealth Management: Financial Advisors - Zionsville
SEC File# 801-124740
CRD# 147676
Location 1555 W Oak St Suite 155, Zionsville, IN 46077, USA
Phone (317) 350-4255
Russell Wealth Advisors
Location 611 Story St, Boone, IA 50036, USA
Phone (515) 432-7000
Edward Jones - Financial Advisor: Perry A Overton, AAMS™

5 out of 5

Location 1207 S Marshall St, Boone, IA 50036, USA
Phone (515) 432-7127
Thompson Financial
Location 1213 SE Marshall St, Boone, IA 50036, USA
Phone (515) 432-5421
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About Boone County, IN

Boone County is located in the central part of Indiana. It is home to the city of Lebanon, which is the county seat. Some other major municipalities in Boone County include Thorntown, Zionsville, and Whitestown. The major landmarks in Boone County include the courthouse in Lebanon, the covered bridge in Thorntown, and the limestone quarries in Zionsville. The top employers in Boone County are St. Vincent Health, Walmart, and Cummins Inc. The major highways and streets in Boone County are I-65, US-421, IN-32, and IN-267. The neighborhoods in Boone County include the historic district of Lebanon, the downtown area of Thorntown, and the commercial district of Zionsville.

Where Certified Financial Advisors in Boone County, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Boone County, IN can take advantage of the many services offered by banks in the area. There are a variety of banks to choose from, so residents can find one that best suits their needs. Services offered include checking and savings accounts, loans, mortgages, and investment advice. Residents can also use bank services for online banking and bill payment.

Insurance Broker

Residents of Boone County, IN can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates on health, car, and homeowners insurance. They can also help residents file claims and get the money they deserve after an accident or natural disaster.

Retirement Planning

Boone County, IN residents have a variety of retirement planning needs that financial advisors can help them with.There are many things to consider when planning for retirement, such as how much money you will need to live comfortably, what your expenses will be, and how long you expect to live. Financial advisors can help Boone County residents figure out the best way to save for retirement and make sure their money lasts as long as they do.They can also advise on which investments are most appropriate for someone in retirement, and help create a plan that is tailored specifically to the individual's needs. This can give retirees peace of mind knowing that they are taken care of financially no matter what happens.

Wealth Management

Boone County, IN residents may be interested in learning about wealth management as a way to grow their assets and protect their finances. Wealth management is a process that involves creating and implementing a plan for managing money and investments. It can help individuals and families to achieve their financial goals by providing guidance on how to save, invest, and spend money wisely.

Estate Planning Lawyer

Estate planning lawyers in Boone County, IN can help residents create a will and estate plan. This document can provide peace of mind in knowing that your loved ones are taken care of after you die. It can also help to avoid probate, which is the legal process of distributing a person's assets after they die.

Mortgage Loan Officer

Mortgage loan officers in Boone County, IN can help residents by providing them with information on the different types of mortgages available. They can also provide advice on which mortgage would be best for each individual, depending on their needs and financial situation. Mortgage loan officers can also help residents apply for a mortgage, and they can walk them through the entire process.

Tax Services

Residents of Boone County, IN can benefit from the services of tax accountants. These professionals can help residents with a variety of tasks, including filing taxes, preparing for audits, and more. By working with a tax accountant, residents can rest assured that their finances are in good hands.


FAQs About Personal Financial Advisors in Boone County, IN