Financial Services - Top 5 Companies Muncie IN

Financial Services - Top 5 Companies in Muncie, IN. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Muncie.

Mr. Sean P. Hanson, CFP®
207 N High St
Muncie, IN
Firm
Wealth Strategies Inc. / Transamerica Financial Advisors

Data Provided by:
Mr. William T. Isaacs, CFP®
(765) 289-3366
207 N High St
Muncie, IN
Firm
Wealth Strategies Inc
Areas of Specialization
Investment Planning

Data Provided by:
Mr. Robert W. Lunsford, CFP®
(765) 288-3820
345 S. High St.
Muncie, IN
Firm
Ameriprise Financial Services Inc.

Data Provided by:
Ms. Stacy A. Terhune, CFP®
(765) 747-1521
200 E Jackson St
Muncie, IN
Firm
First Merchants Trust Company

Data Provided by:
Mr. Chris A. Miller, CFP®
(765) 289-9050
PO Box 1702
Muncie, IN
Firm
Miller Financial Management, LLC
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Dean E. Meyers, CFP®
(765) 288-4333
125 W Charles St
Muncie, IN
Firm
Edward Jones Co.
Areas of Specialization
Charitable Giving, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Dennis E. Blair, CFP®
(765) 288-3820
Suite 120
Muncie, IN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning, Life Planning, Retirement Planning, Wealth Management

Data Provided by:
Charles V. Sursa, CFP®
(765) 288-0362
400 S. Walnut St.
Muncie, IN
Firm
Raymond James & Associates
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Brian Osner, CFP®
(765) 282-9941
700 W White River Blvd
Muncie, IN
Firm
Ameriprise Financial Services, Inc.
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Adam Thomas Mchenry, CFP®
(765) 729-0400
3105 N Benton Rd
Muncie, IN
Firm
ProEquities
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

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