Boone County, IN Financial Advisors and Resources



Financial Advisor Firms in Boone County, IN


CANTERBURY INVESTMENT MANAGEMENT, LLC

Website

(317) 732-2075

23 E Cedar St

Zionsville, IN 46077

SEC#: 801-61876
Years in Business: 18 years

CENTERPOINT WEALTH MANAGEMENT, LLC

Website

(317) 973-7700

56 N. Main Street

Zionsville, IN 46077

SEC#: 801-61048
Years in Business: 19 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(317) 733-4100

1455 W. Oak St.
Ste C
Zionsville, IN 46077

SEC#: 801-62277
Years in Business: 18 years

BRASS TAX WEALTH MANAGEMENT, INC.

Website

(317) 852-7000

1120 West Oak Street
Suite 200
Zionsville, IN 46077

SEC#: 801-111006
Years in Business: 4 years

CG ADVISORY SERVICES

Website

(317) 600-4033

8805 Weather Stone Crossing

Zionsville, IN 46077

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(317) 600-4033

8805 Weather Stone Crossing

Zionsville, IN 46077

SEC#: 801-67082
Years in Business: 15 years

WEALTH ADVISORY SOLUTIONS, LLC

Website

(317) 559-3360

1630 West Oak Street
Suite 100
Zionsville, IN 46077

SEC#: 801-110859
Years in Business: 4 years

CAPITAL ASSET ADVISORY SERVICES, LLC.

Website

(317) 600-4033

1839 William'S Glen Blvd

Zionsville, IN 46077

SEC#: 801-67082
Years in Business: 15 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(317) 733-4100

1455 W. Oak St.
Ste C
Zionsville, IN 46077

SEC#: 801-62277
Years in Business: 18 years


How Retirement-Friendly is Boone County, IN?

  • Population: 65,544
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $242,400
  • Average Monthly Housing Cost: $1,236
  • Average Household Income: $124,465
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)


Boone County, IN Financial Advisor FAQs

A financial advisor can help you make informed decisions about what type of investments are right for your goals, whether it is saving for retirement, paying off student loans, or meeting any other personal or family financial goals.
Financial advisors are most often needed when you have complex needs.
Check the financial advisor's licenses, certifications, and licenses. The Financial Industry Regulatory Authority (FINRA) protects American investors by enforcing a strict code of ethical business practices and reviews the qualifications, competency and good character of those who seek to work in the securities industry.
They help people plan for retirement by guiding them through the processes of calculating required savings amounts. They help set budgets so people know what amount they can afford to save per month or week without jeopardizing other financial obligations.