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.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

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

Hours
Regular Hours
Mon - Thu:
Fri:
Sat:
SunClosed
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 method
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.
Categories
Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services
Suggest an Edit