Connect with Top-Rated Financial Planners in Fort Wayne!

The Braun Wealth Management Group, a financial planning firm, offers a variety of investment products and services to help clients achieve their financial goals. From retirement planning to college savings plans, the firm helps clients manage their investment portfolios and navigate the complexities of financial planning.

Waterman Financial Services is a financial planning and wealth management firm that specializes in helping women navigate the complexities of their personal financial situations. Our team of experts, led by CFP practitioner Lisa Waterman, offers comprehensive financial planning, investment advice, and insurance solutions to help our clients achieve their financial goals. With over 25 years of experience in the financial services industry, we are committed to building long-term relationships with our clients, based on trust, honesty, and integrity.

We understand that investors and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Mountain PEAK Wealth Advisors offers planning tools, education, advice, and knowledge to clients who are serious about accumulating wealth and planning for a fulfilling retirement. We provide assistance with cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning. Our team of knowledgeable professionals take the headaches out of managing your finances, so you can focus on your priorities. With over 30 years in the business, we understand when your situation requires specialized attention, such as high net worth individuals, retiring business owners, or blended families. We maintain strong relationships with professionals in insurance, estate planning, and other fields to help cover every part of your financial well-being.

Howard Bailey Financial, Inc. is a financial planning firm that helps individuals and families plan for and achieve their retirement goals. With a focus on customizing retirement strategies to reduce risk, increase income, and mitigate tax, the company's team of advisors and support specialists strive to deliver a exceptional experience in pre-retirement and retirement planning. By establishing a unique financial philosophy and creating a comprehensive plan, Howard Bailey Financial, Inc. helps clients across the country secure their financial futures.

Reynolds Wealth Management is a financial practice that combines the expertise of seasoned advisors with a personal approach to help clients build and preserve their wealth over the long term. We serve a range of clients, from first-generation wealth to high-net-worth individuals and entrepreneurs, offering comprehensive financial guidance, investment management, and fiduciary guidance. Our team of professionals is dedicated to helping clients achieve their financial goals and leave a lasting legacy. With a focus on providing exceptional service, we strive to understand each client's unique situation and develop personalized solutions to address their every need.

RPCSI is a locally-owned and customer-driven company that specializes in providing administrative services to a wide array of retirement plans nationwide. For over 20 years, RPCSI has been an industry leader, offering comprehensive, timely, high-quality administrative and technical services to Retirement Plan Sponsors. With a commitment to making clients' jobs easier, RPCSI works on a fee-for-service basis and is not affiliated with any Insurance Companies or Financial organizations. RPCSI has built strong alliances and relationships with selected Financial Advisors and Investment Companies to provide clients with a solid and resourceful network that takes care of all aspects of a company's retirement plan.

JCI Financial Inc. is a financial services company based in Fort Wayne, Indiana, that provides retirement planning, estate planning, and insurance services to individuals and families. With over 30 years of experience, Jocelyn Ivancic, the company's owner, has helped countless clients achieve their financial goals through personalized planning and expert advice. The company offers a range of services, including annuity specialist, retirement income, life insurance, nest egg protection, and more. Whether you're planning for retirement, protecting your wealth, or seeking guidance on Medicare and Social Security, JCI Financial Inc. is dedicated to providing exceptional service and ensuring their clients' financial futures.

Momentum Wealth is a financial services company that helps individuals plan for their retirement and achieve their financial goals. With a team of experienced advisors, they offer personalized guidance and support to help clients make informed decisions about their money. From planning to implementation, Momentum Wealth helps clients take control of their financial futures. Their services include retirement planning, investment management, and wealth management, designed to help clients achieve their unique financial objectives. By partnering with Momentum Wealth, individuals can plan for a secure and fulfilling retirement, with options for travel, volunteering, and relaxation.

Bassett Financial Advisors is a fee-only, registered investment advisory firm based in Fort Wayne, Indiana, focusing on excellence in investments and financial planning. We aim to simplify your life by providing personalized financial planning, tailored investment management, and expert advice to help you achieve your financial goals. Our approach is centered on organizing, analyzing, and planning your finances to ensure you are on the right path towards financial peace.

Founded in 1987, ProFed Financial Advisors was created to work closely with members of ProFed Federal Credit Union in forming sound, long-term investment strategies. Our close work with credit union leadership gives us the distinct advantage of understanding credit unions and their philosophy, as well as, understanding their members. We're accustomed to educating and working with both experienced and new investors, so we take the time to understand their needs and concerns. And, we explain what we believe will work best for them and why. We provide a range of services to help individuals manage their investments, including financial planning, investment management, and retirement planning. Whether you're just starting to plan for your financial future or you're looking to optimize your existing portfolio, we can help. Our goal is to provide personalized guidance and support to help you achieve your financial goals and build a secure financial future.