Johnson County, IN Financial Advisors and Resources



Financial Advisor Firms in Johnson County, IN


BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Website

(317) 851-9718

107 North State Road 135
Suite 207
Greenwood, IN 46142

SEC#: 801-106594
Years in Business: 6 years

FINANCIAL PLANS & STRATEGIES, INC.

Website

(317) 882-7675

375 N. Madison Avenue

Greenwood, IN 46142

SEC#: 801-107206
Years in Business: 5 years

TREYBOURNE WEALTH PLANNERS

Website

(317) 449-2040

609 Treybourne Dr. Suite B

Greenwood, IN 46142

SEC#: 801-64128
Years in Business: 16 years

DUNCAN FINANCIAL GROUP LLC

Website

(317) 530-5646

1201 Fantail Drive

Greenwood, IN 46143

SEC#: 801-119284
Years in Business: 0 years

DUNCAN FINANCIAL GROUP LLC

Website

(317) 530-5646

1201 Fantail Drive

Greenwood, IN 46143

SEC#: 801-119284
Years in Business: 0 years

HORACE MANN INVESTORS, INC.

Website

(317) 885-9859

300 South Madison Avenue
Suite 375
Greenwood, IN 46142

SEC#: 801-80964
Years in Business: 6 years

KESSLER INVESTMENT GROUP, LLC

Website

(317) 837-4910

3209 West Smith Valley Rd.
Suite 117
Greenwood, IN 46142

SEC#: 801-71393
Years in Business: 11 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(317) 215-4302

Vantage Center
720 Executive Park Drive, Suite 2500
Greenwood, IN 46143

SEC#: 801-60153
Years in Business: 20 years

MWA FINANCIAL SERVICES, INC.

Website

(574) 210-4686

720 Executive Park Drive
Suite 1100B
Greenwood, IN 46143

SEC#: 801-107091
Years in Business: 5 years


How Retirement-Friendly is Johnson County, IN?

  • Population: 153,716
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $167,500
  • Average Monthly Housing Cost: $1,008
  • Average Household Income: $90,501
  • 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.)


Johnson County, IN Financial Advisor FAQs

Working with a financial advisor allows you to focus on your day-to-day lifestyle without worrying about how it affects your finances. Financial advisors will provide guidance in matters of personal finance and other money management concerns.
Ideally, the time to get a financial advisor is when you start earning more money. Financial advisors can help people with specific financial goals whether it be for retirement, buy a house or save for college.
Look for one who has a high degree of transparency in their fees and services. Make sure that a financial advisor is someone you can truly trust.
Financial advisors work as a liaison between their clients and the financial world. Many of them serve as an expert on investments, taxes, insurance, wills and estate planning. They educate investors on how to manage their money with guidance from a sets of ethical principles that promotes sound decision making for both short term goals and long term goals.