Financial Advising in Carmel, IN
7 locations found near Carmel
View Map8:30AM - 5:30PM
12900 N Meridian St SUITE 130, Carmel
Financial Advising
Financial Advising
“ReJoyce is a phenomenal financial consulting firm. Everyone we have dealt with is personable and helpful. It's a relief to know our retirement concerns are taken care of in one place. Awesome.”
Financial Advising
“Greetings!Full disclosure, Patrick Wanzer is my incredible brother. I always knew he was talented in what he did and believed that anyone that had the privilege of working with Patrick, was in good hands.I never thought that I would need his help.I am posting to let the world know how incredible it is working with Edgewater and specifically Patrick Wanzer.I had a circumstance arise that involved my personal investments and the IRS. As soon as I discovered the problem, I immediately reached out to Patrick, thinking it might be a while to get "on his list" of those he can help.Patrick instantly reached out to me offering advice and assistance. That same evening he came to my house, with a drafted letter, that helped diffuse the situation.The next day, he joined me in personally delivering the letter to the appropriate party and was able to speak on my behalf...as this entire ordeal is way over my head.Patrick is professional, client-oriented and extremely well-versed in what he does. If you have even a thought of working with Edgewater and Patrick, look no further. You will be thoroughly thrilled with their prompt, courteous and client-tailored assistance.Thank you, Patrick. Thank you, Edgewater.”
Financial Advising
“We called a day prior to our visit to Schwab in order to have any needed documentation related to the reason for the visit. The information we were given was very helpful and accurate so that our needs were met in short order the next day. Austin, who handled our needs, was friendly, competent, and efficient.”
Financial Advising
“Financial planning is not fun, and when I was looking for a financial advisor in Carmel I stumbled upon Doug at Indie Coffee Roasters. He was talking to one of my friends. When I met with Doug, we spoke about cars, kids, being dads, books, and financial planning. I liked that Doug fees are upfront and he is a down to earth person. If you are looking for a financial advisor in Carmel to provide you a financial guidance - Doug Shrieve is your guy.”
Financial Advising
Financial Advising
“I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other big-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!”