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      Details

      Tradewell Tax & Financial is a Fort Wayne based, fee-based investment advisory firm specializing in custom-tailored financial and estate planning. We take a conservative approach in protecting your retirement vehicles.

      General Info

      At TradeWell Tax & Financial our mission is to help clients take advantage of financial opportunities and risk reduction by providing them with the latest products and services. We offer annuities, investment management and tax planning strategies. We are Fort Wayne Financial Planner, Investment Advisor and are a Fort Wayne fee-based investment advisory firm. Our specialists include; Annuity sales representatives, financial planners, investment advisor representatives, Insurance sales representatives, accountants, CPA and attorney's

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 260-490-2084

      Address:
      9604 Coldwater Rd Ste 103 Fort Wayne, IN 46825
      Email:

      Link:

      http://tradewelltax.com

      Reviews

      5
      1 Reviews
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      anonymous

      08/19/13

      5.0

      Very nice tax accountant helped me with estimated tax problems. She was able to answer all of my questions and I had quite a few.

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      Categories
      Attorneys, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Tax Return Preparation
      Services / Products
      Collectively, the entire staff has over 65 years of experience in working with retirees and pre-retirees in the areas of estate planning, legal, investment advisory services, insurance, annuities, immediate annuities, fixed annuities, tax strategies and life insurance. Mike Albertson is also an Investment Advisor Representative (IAR) Securities are offered through USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor. 6020 East Fulton Street Ada, MI 49301.Our clients are located all over the USA. Mike Albertson is currently a Indiana licensed insurance agent and also holds the proper licensure to sell annuities, index annuities, fixed annuities, immediate annuities, insurance and life insurance in the following states: AL, AZ, AR,CA,CO,CT,DE,DC,FL,GA,ID,IL,IN,IA,KS,KY,LA,ME,MD,MI,MN,MO,NE, NH,NJ,NC,OK,OR,PA,RI,SC,TN,TX,VA,WA, WV and WI.
      Payment Options
      all major credit cards
      Location
      Off Coldwater between Dupont and Wallen Rd, at the intersection of Till Rd.
      Amenities
      Annuities, Index Annuities, Investment Advisory Services, Legal and Tax prep and planning.
      Associations
      Our clients are located all over the USA. Mike Albertson is currently a Indiana licensed insurance agent and also holds the proper licensure to sell annuities, index annuities, fixed annuities, immediate annuities, insurance and life insurance in the following states: AL, AZ, AR,CA,CO,CT,DE,DC,FL,GA,ID,IL,IN,IA,KS,KY,LA,ME,MD,MI,MN,MO,NE, NH,NJ,NC,OK,OR,PA,RI,SC,TN,TX,VA,WA, WV and WI.
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