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Details

Building your life-long plan for wealth accumulation and preservation.

General Info

We offer comprehensive financial planning and investment management for all of our clients. Whether you are a business owner or an individual, we have solutions that may fit your needs. We are located inside the Main DeMotte State Bank branch but can meet you at any of the full service DeMotte State Bank branches and at your home or place of business. Visit our website to learn more about our Financial Advisors and the services they offer.

HoursCLOSED NOW
Regular Hours:
Mon - Thu
Fri
Sat
SunClosed

Contact Info

Phone:

Main - 219-987-4141

Address:
210 S Halleck St Demotte, IN 46310

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Categories
Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services
Services / Products
Our Firm areas of concentration are in Asset Management, Retirement Planning, Financial Services for Business Owners, and assisting Women in Transition. Check out our website for a range of options under those categories.
Payment Options
check
Location
Our Main Office is located inside of the DeMotte State Bank Main Branch. We service all of the full service DeMotte State Bank branches and are able to meet at your home or place of business in Northwest Indiana.
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Data provided by one or more of the following: Thryv, Data Axle, Yext.