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
Amanda Pratt
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


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
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



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


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


Baird Wealth Management
Loren Snyder
1912 Longest Drive
Franklin, IN 46131
(317) 738-3217
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See Also Financial Services, Financial Planning Services

Member Since 2023


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


Edward Jones - Hank Clifton, Financial Advisor
Hank Clifton
600 Ironwood Drive, Suite B
Franklin, IN 46131
(317) 474-6127
Fax (833) 803-8556
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See Also Financial Services, Financial Planning Services, Insurance

Member Since 2024


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


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


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