Office Listing in In, IN

Office Space
Member Level
Last Activity
within 2 months
Listing Type
Office space available
In, IN, US

We are a 35 year, Independent fee-based financial planning firm who is seeking a very elite group of advisors of similar beliefs and practices to join our firm. We provide sophisticated yet adaptable comprehensive financial planning systems, to allow you, the advisor, to focus on two things; helping your existing clients and prospecting for new clients . We furnish administrative and para-planning support, as well as processes and compliant educational programs which can be used to enhance your current clients' experience or to build your business through worksite educational programs. We can provide the training for these processes and will work with you directly to build your clientele. We are DOL ready and comply with the highest fiduciary standards. Our practice has been built on the principals of comprehensive financial planning and thus all of our advisers are, or must be on track to become CFP®,CERTIFIED FINANCIAL PLANNER™Practitioner. We are conveniently located in an historic building on the Ft Benjamin Harrison campus, which is easily accessible from Fishers, Carmel, Greenwood and down-town Indianapolis. Fully furnished office space with VOIP phone system is available.