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Details

YOUR EXPERTS IN MANAGING WEALTH AND HELPING YOU SECURE YOUR LEGACY

General Info

•We are an independent, single-purpose financial institution providing objective, unbiased advice. •As an employee-owned company, we are committed to an investment in the communities we serve. •We earn the opportunity to become your trusted advisor. •We provide you with outstanding service and personalized solutions to help you manage, grow, and preserve wealth. •We nurture long-term relationships to support your efforts to create and preserve your family legacies.

Contact Info

Phone:

Main - 574-271-3400

Address:
4045 Edison Lakes Pkwy Mishawaka, IN 46545
Email:

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Categories
Financial Planning Consultants, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments
Services / Products
Revocable & Irrevocable Trusts, Testamentary Trusts, Grantor Retained Annuity Trusts, Grantor Retained Unitrusts, Credit Shelter Trusts, Family Trusts, Marital Trusts, Probate and Estate Settlement Services, Charitable Trusts, Wealth Advisors, etc.
Payment Options
amex
Data provided by one or more of the following: Thryv, Data Axle, Yext.