Business Directory

Wealth Management

 


Horizon Bank
Ms. Jennifer L. Wilson
942 South U.S. 31
Greenwood, IN 46143
(317) 885-7371
Fax (317) 885-7305
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See Also Banks, Commercial Lending, Mortgages

Member Since 1997


Horizon Bank
Ms. Betty Uban
507 Three Notch Lane
Bargersville, IN 46106
(317) 738-7317
Fax (317) 422-1495
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See Also Banks, Commercial Lending, Mortgages

Member Since 2016


Horizon Bank
Anthony Lara
420 North Morton Street
Franklin, IN 46131
(317) 738-7361
Fax (317) 736-5022
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See Also Banks, Commercial Lending, Mortgages

Member Since 2020


JCBank
Michelle Gordon
2761 Central Avenue
Columbus, IN 47201
(812) 378-0850
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See Also Commercial Lending, Banks, Financial Services, Mortgages

Member Since 2018


JCBank
Mr. Robert Speight
2871 South State Road 135
Greenwood, IN 46143
(317) 884-8817
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See Also Banks, Commercial Lending, Financial Services, Mortgages

Member Since 2022


JCBank
Haley Pennington
125 South Chestnut Street
Seymour, IN 47274
(812) 522-3607
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See Also Mortgages, Commercial Lending, Financial Services, Banks

Member Since 2022


KJ&J Wealth
Kelly Fennelly
170 Airport Parkway, Suite B
Greenwood, IN 46143
(317) 220-9650
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See Also Financial Planning Services

Member Since 2024


The National Bank of Indianapolis
Mr. Mike Combs
1689 West Smith Valley Road
Greenwood, IN 46142
(317) 882-8200
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See Also Banks, Mortgages, Commercial Lending

Member Since 2001



Old National Bank
Geoff Thompson
4950 East County Line Road
Indianapolis, IN 46237
(317) 859-2580
Fax (317) 859-2581
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Founded in 1834, Old National Bank is the largest financial services holding company headquartered in Indiana, providing the convenience of more than 170 banking centers and a wide range of financial services. We are very much a client-focused bank with a commitment to serving Central Indiana communities.
See Also Banks, Commercial Lending, Mortgages

Member Since 2009



Old National Bank
Tamara Harper
900 South State Road 135
Greenwood, IN 46143
(317) 885-3305
Fax (317) 885-3306
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Founded in 1834, Old National Bank is the largest financial services holding company headquartered in Indiana, providing the convenience of more than 170 banking centers and a wide range of financial services. We are very much a client-focused bank with a commitment to serving Central Indiana communities.
See Also Banks, Commercial Lending, Mortgages

Member Since 2003



Old National Bank
Ms. Patty Warnock
1510 West Southport Road
Indianapolis, IN 46217
(317) 887-4358
Fax (317) 887-4359
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Founded in 1834, Old National Bank is the largest financial services holding company headquartered in Indiana, providing the convenience of more than 170 banking centers and a wide range of financial services. We are very much a client-focused bank with a commitment to serving Central Indiana communities.
See Also Banks, Commercial Lending, Mortgages

Member Since 2013



PNC Bank
Regina Chadwick
300 South Madison Avenue
Greenwood, IN 46142
(317) 882-3434
Fax (317) 887-8745
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See Also Banks, Mortgages, Business Financing, Credit Card Processing

Member Since 1977



PNC Bank
Ms. Aaron Quinn
1280 North State Road 135
Greenwood, IN 46142
(317) 887-8719
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See Also Banks, Mortgages, Business Financing, Credit Card Processing

Member Since 2024


PNC Bank
Melody Davis
1500 North Morton Street
Franklin, IN 46131
(317) 738-3000
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See Also Banks, Mortgages, Business Financing, Credit Card Processing

Member Since 2024


1st Source Bank
Tom Sprague
10475 Crosspoint Boulevard, Suite 415
Indianapolis, IN 46256
(317) 772-7230
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See Also Commercial Lending, Banks

Member Since 2025


Ameriprise Financial Albert Rahman
Mr. Albert Rahman, CRPC
484 West Main Street
Greenwood, IN 46142
(317) 888-8220
Fax (317) 888-8266
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See Also Financial Planning Services

Member Since 2004


Donaldson Capital Management
Mrs. Leeanne Lollar
700 Washington Street, Suite 203
Columbus, IN 47201
(812) 421-3211
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See Also Financial Planning Services

Member Since 2022


Ehlen Heldman & Co., CPA Wealth Advisors
Mr. Gregory E. Heldman, CPA/PFS, CFP
130 East Epler Avenue, Suite A
Indianapolis, IN 46227
(317) 786-8001
Fax (317) 786-8030
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See Also Tax Services, Financial Planning Services

Member Since 2014


FORUM Credit Union
Amy Harris
791 South State Road 135, Suite A
Greenwood, IN 46143
(317) 558-6367
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See Also Banks, Credit Unions, Financial Planning Services, Business Financing, Commercial Lending, Financial Services

Member Since 2016


Koon Financial Planning and Consulting
Evan Fruits
384 North Madison Avenue
Greenwood, IN 46142
(317) 887-1714
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See Also Financial Planning Services, Financial Services

Member Since 2021


Modern Woodmen Fraternal Financial
Beau Jackson
1499 Windhorst Way, Suite 160
Greenwood, IN 46143
(317) 452-6927
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See Also Insurance, Financial Planning Services

Member Since 2014


Pillar Wealth
Seth Shepherd
197 East Jefferson Street, Suite 2
Franklin, IN 46131
(317) 998-3264
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See Also Business Consulting, Financial Services

Member Since 2024


Raymond James, Raymond James & Associates, Inc. - member NYSE/SIPC
Sarah Eder
1530 American Way, Suite 230
Greenwood, IN 46143
(317) 885-0114
Fax (317) 885-2609
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See Also Financial Planning Services, Financial Services

Member Since 1987