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Financial Plans & Strategies
- Investment Service
- Greenwood, IN
About this business
Financial Plans & Strategies, Inc. a Registered Investment Advisor, with over 40 years of experience. Our fiduciary responsibility is to our clients and our success is defined by the long term achievement of our clients' financial goals. We provide fee-based financial planning and investment advisory services to individuals and institutions. We offer individual stocks, bonds and mutual funds held in custody with TD Ameritrade. In order to develop a truly comprehensive financial plan, the plan must account for numerous conti... read more
Location details
375 N Madison Ave, Greenwood, IN, 46142, United States
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We’ve been clients for nearly 40 years and are impressed more each year! HIGHLY recommend this firm!
We've been with this firm for over 20 years and they have without fail been reliable, trustworthy, professional and yet friendly, and have helped us to build our wealth. Not all of our money is handled by them but the part of our wealth handled by them has outperformed that which is not in their control. It can be scary trusting someone completely when they are handling your future in their hands and I can say that this firm is of the highest caliber character that we could have found. HIGHLY recommend them!
Frequently asked questions about Financial Plans & Strategies
How is Financial Plans & Strategies rated?
Financial Plans & Strategies has a 5 star rating with 1 review.
When is Financial Plans & Strategies open?
Financial Plans & Strategies might be open. It requires an appointment.