Business Directory

Financial Planning Services

 

Centier Bank
Jessie Wylie
800 US 31South
Greenwood, IN 46143
(317) 474-9771
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See Also Banks, Mortgages, Business Financing, Commercial Lending, Credit Card Processing

Member Since 2025

First Financial Bank
11 South Meridian Street
Indianapolis, IN 46204
(317) 237-1592
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See Also Banks, Business Financing, Commercial Lending, Mortgages, Financial Services

Member Since 2024

First Financial Bank
Mr. Jacob W Sappenfield
50 Branigin Road
Franklin, IN 46131
(317) 738-4000
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See Also Banks, Commercial Lending, Financial Services, Mortgages, Business Financing

Member Since 2020

First Financial Bank
8740 South Emerson Avenue
Indianapolis, IN 46237
(317) 884-7317
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See Also Banks, Commercial Lending, Financial Services, Mortgages, Business Financing

Member Since 2014

First Financial Bank
Marty Broderick
300 North Meridian Street, Suite 1400
Indianapolis, IN 46204
(317) 772-7230
Fax (317) 924-3780
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See Also Banks, Financial Services, Commercial Lending, Mortgages, Business Financing

Member Since 2021

First Financial Bank
3880 West Presidential Way
Edinburgh, IN 46124
(812) 526-0551
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See Also Banks, Mortgages, Business Financing, Commercial Lending, Financial Services

Member Since 2023

First Merchants Bank
Ms. Stacey Wheeler
901 South State Road 135
Greenwood, IN 46143
(317) 882-4790
Fax (317) 882-5903
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See Also Banks, Commercial Lending, Mortgages

Member Since 1999

First Merchants Bank
Mr. Daniel Cruse
1250 North Emerson Avenue
Greenwood, IN 46143
(317) 881-1414
Fax (317) 884-2200
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See Also Banks, Commercial Lending, Mortgages

Member Since 2007

First Merchants Bank
Chris Beil
2259 North Morton Street
Franklin, IN 46131
(317) 346-7474
Fax (317) 346-7574
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See Also Banks, Mortgages, Commercial Lending

Member Since 2021

First Merchants Bank
Shelby Chrisman
180 West Washington Street
Morgantown, IN 46160
(812) 597-4425
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See Also Mortgages, Commercial Lending, Banks

Member Since 2023

German American Bank
Jim Aucremanne
853 North Emerson Avenue, Suite G
Greenwood, IN 46143
(317) 300-8554
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See Also Banks, Commercial Lending, Financial Services, Business Financing

Member Since 2023

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

Member Since 2024

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 Wealth Management

Member Since 2004

Bill McIntire - Indiana Farm Bureau
Bill McIntire
99 North Morton Street
Franklin, IN 46131
(812)498-1146
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See Also Insurance, Business Consulting

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 Wealth Management

Member Since 2022

Edward Jones - James Reisert, Financial Advisor
James Reisert
100 South Madison Avenue
Greenwood, IN 46142
(317) 783-7901
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See Also Financial Services

Member Since 2021

Edward Jones - Nate Allen, Financial Advisor
Nate Allen
3725 East Southport Road, Suite C
Indianapolis, IN 46227
(317) 883-0244
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See Also Financial 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, Wealth Management

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, Business Financing, Commercial Lending, Financial Services, Wealth Management

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 Services, Wealth Management

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, Wealth Management

Member Since 2014

Morgan Insurance Group
Mr. Brian Culp
1464 South State Road 135
Greenwood, IN 46143
(317) 850-1336
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See Also Insurance, Business Services and Technology

Member Since 2022

Northwestern Mutual
Derek Heideman
1530 American Way, Suite 110
Greenwood, IN 46143
(812) 343-3590
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See Also Estate Planning

Member Since 2025

Norwood Economics
Jan Kelly
14074 Trade Center Drive
Fishers, IN 46038
(317) 559-2333
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See Also Financial Services

Member Since 2026

OneIndiana Financial Group Andrew Bonser
Andrew Bonser
50 East 91st Street, Suite 300
Indianapolis, IN 46240
(317) 696-3534
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See Also Financial Services

Member Since 2023

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 Services, Wealth Management

Member Since 1987

Stone Municipal Group
Adam Stone
P.O. Box 13
Columbus, IN 47202
(888) 788-9151
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See Also Business Consulting, Accounting Services

Member Since 2021

Waddell & Reed - Craig Clements
Craig Clements
399 North Madison Avenue
Greenwood, IN 46142
(317) 887-1764
Fax (317) 887-1724
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Member Since 2005

Wealth Haus
Angela Sodrel
1146 North Emerson Avenue, Suite 103
Greenwood, IN 46143
(317) 883-5526
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See Also Financial Services, Insurance, Estate Planning

Member Since 2025

Winteregg & Associates, LLC
Ms. Stacia Jones
720 Executive Park Drive, Suite 1600
Greenwood, IN 46143
(317) 885-1548
Fax (317) 851-9891
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See Also Financial Services, Insurance

Member Since 2017